Classification: AI Tools
Chinese investor Duan Yongping has taken another major step in his Pop Mart bet. Hong Kong Exchange filings show his holdings reached 81.03 million shares as of May 28, pushing his stake from 5.69%...
What Computex Just Told InvestorsThe most important tech conference in Asia just wrapped up, and the message from Taipei was clear: the AI hardware cycle is far from over — it is merely entering a ...
Inspired by Macrostream — "After Cutting Losses by 9.6 Billion Yuan, Meituan Turns to Retail for Growth"The End of the Subsidy CycleMeituan has entered a new chapter. After years of aggressive subs...
Jonathan Cofsky of Janus Henderson says the real money in AI isn't in chips, but in the factory that makes them.The Contrarian Top HoldingWhen Cofsky told MarketWatch that his $9.35B Janus Henderso...
Main ObservationsOil-Yield Correlation: Front-end yields moved in lockstep with Brent crude — morning oil spike pushed the 2-year to an intraday high, afternoon decline pulled it back.Resistance Ho...