$Tesla(TSLA.US) tmd, it really flies!
Boss's Boss
$XL2CSOPHYNIX(07709.HK) The distance to a pullback isn't too far. In principle, the profitability of storage companies remains very strong. It's just that market divergence is significant. Yesterday in Singapore, I discussed this topic with a friend who does macro trading. One idea came up: the reason for such wide divergence right now is concern over the growth rate and sustainability of AI-driven earnings. Is there a hidden issue behind this? Currently, enterprises (and their owners) struggle to effectively measure the "value-add" brought by AI adoption. For instance, you use AI—you've created how much new value? Saved how much cost? You might feel you can't live without it and love Claude or ChatGPT, but what is its actual monetary value? This problem is even more complex for enterprises. It will take some time for at least some companies and owners to figure this out. This is also an issue the industry needs to ponder.
$XTALPI(02228.HK) Just had a communication with XtalPi management on two points:
1. Will AI significantly increase the demand for wet lab experiments? Is XtalPi considering opening up its "scalable automated wet lab capabilities" to become some sort of subscription-like service, open to the global market?
2. Is XtalPi considering entering the pipeline space? After all, XtalPi has substantial accumulation here. Although developing pipelines is arduous, if they hit the right target, it would be huge.
The response was quite positive. Looking forward to it... AI






