Weekly Community Hot Posts Review｜AI Battles, Alibaba Earnings Report, Collection of Investment Stories with Blood, Sweat, and Tears
This week's community highlights are packed with exciting topics—from the AI chip battle between NVIDIA and $Alphabet - C(GOOG.US), earnings analysis of $BABA-W(09988.HK), to the blood-and-tear stories of retail investors. Every post is packed with insights. Let’s quickly recap the must-discuss highlights!
1. AI Chips Heat Up: Google vs. NVIDIA—Is the Landscape Reshaping?
Google’s TPU Enters the Fray—Is NVIDIA’s Throne Secure?
The AI chip game is changing fast! Google’s in-house TPU is gaining traction among major players, with Meta considering a switch. Short-term, $NVIDIA(NVDA.US) still dominates, but could TPU’s cost-performance edge overtake in the high-compute era? One chart explains the key players vs. NVIDIA’s ecosystem!
Original link🔗:Google vs. NVIDIA: Who Will Win the AI Chip War? It’s Getting Real!
Can Google’s ‘Combo Move’ Shift the AI Battlefield?
Recent moves with Broadcom and others suggest Google’s TPU might steal NVIDIA’s AI orders. Should the two stocks rise together? See StockPro @京城Z先生’s take!
Original link🔗:NVIDIA & Google: Not a Zero-Sum Game! A Mis-sell Could Be an Opportunity?
Google vs. NVIDIA: A Win-Win for AI?
AI StockPro @晓风 morning_wind: Google’s TPU gains big clients, while NVIDIA’s earnings show downstream consolidation. Both could thrive.
Original link🔗:Google AI’s Downstream Clients Rise
2. NVIDIA’s ‘Financial Scam’ Debate—AI Bubble or Real Value?
Debunking NVIDIA’s Financial Negatives Point by Point
A deep dive into the viral ‘NVIDIA scam’ claims, refuting them with earnings data and exposing flaws in the ‘circular financing’ and ‘bubble’ arguments.
Original link🔗:Debunking the ‘NVIDIA Scam’: How a Flawed Narrative Went Viral (Part 1)
What’s Next for the AI Leader?
StockPro @輸棟樓的韭菜 revisits their NVIDIA stance from a year ago. Would you still bet on the AI king? Check the poll results.
Original link🔗:NVIDIA’s 49% Gain in Retrospect
3. White House’s ‘Genesis Plan’ Drops—A Boost for AI’s Core Industries
How will U.S. policy rewrite the story? The ‘Genesis Plan’ aims for sovereign AI, shifting from software to hardware—nuclear, quantum, defense AI sectors are revalued. Watch related ETFs, nuclear, AI chips, and cloud data plays! More opportunities?
Original link🔗:Investment Opportunities from the White House’s ‘Genesis Plan’
4. Alibaba’s Earnings Spark Debate: Key Points/Opportunities/Risks
Alibaba Q3 Report: 9 Takeaways
E-commerce revenue up but profits drop; AI expands from B2B to B2C; ‘Qianwen’ App gains traction. Flash sales race Meituan, cash flow and members grow—future direction clearer.
Original link🔗:9 Highlights from Alibaba’s Earnings
Community Poll: What Alibaba Highlight Matters to You? Comment for rewards.
Original link🔗:Your Take on Alibaba’s Earnings? What Do You Want to See?
5. Investing Insights & Hard Lessons: Pros/Newbies/Speculators Share
‘How to Lose 55% of Your Capital’—A Retail Investor’s Survival Guide
Five fatal mistakes: fighting trends, over-leveraging, chasing pumps, refusing to cut losses. Brutally honest advice from @价值哥的小迷弟.
Original link🔗:How to Lose 55% of Your Capital
‘A Speculative Bet’—From Halving to Millions to Drawdowns
A-share, crypto, U.S. markets—from trusting a girlfriend to losing her, then rebounding to ¥10M, only to fall again. New StockPro @今日も阮愛妻です shares a tale of pain and luck.
Original link🔗:A Speculative Bet
The Art of Position Sizing
How to scale in, cut losses, diversify—rational investing isn’t about all-in bets but risk management.
Original link🔗:Position Sizing: Save Ammo for the Right Time
Advanced Tools: A Guide to Options Strategies
Master spreads to reduce margin, boost flexibility. Covered calls, verticals, and more—@期权君 breaks it down.
Original link🔗:Options Strategies: Flexibly Navigate Markets
6. Xiaomi Reflections: Consumer or Investor Play?
Xiaomi’s long-short battle—how to pick sides? One investor’s loss history examines its ‘taking more than giving’ rep. Sometimes, staying neutral is safest.
Original link🔗:Xiaomi: Bad Taste vs. Respect
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