EncryptedKFA

The buying mechanism does not wait for full verification before acting, but instead allocates based on the level of evidence:
C level: KOL/OSINT/rumors, only observe, do not buy.
B level: Supply chain mapping + RID logic, only enter Theme-to-Asset.
B+ level: Customer official website, product pages, physical exhibits at conferences, official ecosystem position confirmation, can enter 0.25%-0.5% Alpha observation position.
A level: Orders, mass production schedules, capacity partners, revenue guidance, can upgrade to 0.5%-1% Alpha verification position.
Watchlist still must wait for stronger ve

How many did you get?
Always look for external reasons first when things go wrong
Others' success is all luck
Your failures are entirely due to the environment
Achieve nothing outside
Come home to act arrogantly
It's understandable when you make mistakes yourself
Others' mistakes are unforgivable

TechCrunch and Reuters/Investing both report that Anthropic has completed a $65 billion Series H, with a post-investment valuation of $965 billion, and mention strategic infrastructure partners including Micron, Samsung, SK Hynix. Sources: TechCrunch, Reuters/Investing. $DRAM

Marvell Official Q1 FY2027 Financial Report Draft:
Q1 FY2027 revenue: $2.418 billion, up 28% year-over-year
Non-GAAP EPS: $0.80
Operating cash flow: $638.8 million, a record high
Non-GAAP gross margin: 58.9%
Q2 revenue guidance: $2.700 billion +/-5%, approximately +35% YoY
Q2 Non-GAAP EPS guidance: $0.93 +/-0.05
More importantly, the mid- to long-term guidance has been upgraded:
FY2027 revenue: nearly $11.5 billion, about +40% YoY FY2027 data center: about +50% FY2027 interconnect: >70%, higher than the previous estimate of about 50% FY2028 revenue: $16.5 billion, about $1.5 billion higher tha

The Top 5 Most Worthwhile Directions to Layout First
First Place: QCOM
Role: Edge AI / AI PC / AI Phones / XR / Automotive Intelligence.
Second Place: GOOG
Role: AI platform cash flow + Search cash cow + TPU / Cloud.
GOOG is the most balanced AI platform asset in terms of risk and return. It’s less crowded than NVDA and not purely a hardware cycle stock. Suitable as the “core bottom position in AI.”
Third Place: CEG or GEV, choose one
Role: AI physical infrastructure.
Leopold framework emphasizes not just buying models or chips, but buying the physical layer: power, storage, co

When will the stock be listed, @armaniferrante $BP

The China Securities Regulatory Commission and seven other departments jointly issued the "Implementation Plan for Comprehensive Rectification of Illegal Cross-Border Securities, Futures, and Fund Activities," clearly prohibiting overseas institutions from providing account opening, trading, fund transfer, and other services illegally within the country in any form, and establishing a two-year concentrated rectification period to clean up illegal existing businesses. The plan also proposes strengthening cross-border regulatory cooperation and full-chain governance, covering multiple areas such