Buffett's choice essentially states: In the second half of AI trading, certainty is worth more than flexibility.

Bitcoin struggles to defend 62,000, life or death next week Hotcoin Research | August 3 to August 7, 2026

Hotcoin Research ｜GRVT (Grvt) Project Research Report

Yushu Technology's expected上市 is becoming a new catalyst for the robotics industry.

Hotcoin Research｜The AI revolution is still ongoing. Why is the AI stock market starting to deflate?

Summarize the conclusion: The expected peak has appeared, the fundamental peak has not yet arrived, and the all-in moment has not come. This suggests that storage stocks will likely oscillate back and forth in a range of "not up, not down."

Buying options is suitable for trading high-volatility assets: whether betting on a rebound or speculating on further declines in stock prices, one can participate with a small cost.

The S&P 500 has reached a historical high. The technology stocks you hold may not have. These two facts can coexist, and understanding the reasons behind them is the true starting point for grasping how the market operates.

Chip giant Intel is recovering growth, but there is still a distance to a complete turnaround.

This trend characteristic is becoming more and more like the volatility logic of meme coins in the crypto space—driven not by fundamentals, but by emotions and expectations.

Before the financial report, positioning with options can lead to gains from the amplified volatility if done correctly. If done incorrectly, the losses also have a clear limit. This structure of "risk upfront, profit potential" is naturally suited for financial reports.

AMD tests the "truthfulness of the chasing story," while Nvidia tests the "rationality of leading companies spending money," and DCF valuation tells us that the margin for error for the former is much lower than that of the latter.

The global cryptocurrency market capitalization is 2.24 trillion dollars, down from 2.32 trillion dollars last week, a decrease of approximately 3.45% within this week.