Boss's Boss

$Rocket Lab(RKLB.US)$Tesla(TSLA.US) are both victims of Korean retail investors deleveraging. Because the concentration of Korean retail investors investing in these two stocks is also very high. At least that's how it feels from what I see on X.

$Alibaba(BABA.US)This is the reason I bought Alibaba

Repost:

Benchmark test results for the Qwen3.8-Max preview version have leaked.

According to benchmark test results obtained internally from @Alibaba_Qwen, the Qwen3.8-Max preview version trails Fable 5 by only 12.6 points in coding, while its performance has already surpassed Opus 4.8 Max in actual Cowork agent tasks.

The benchmark covers 400 real-world agent tasks.

Compared to Fable 5, 73.2% of coding task results are identical.

In Cowork tasks, Qwen3.8-Max leads:

- Opus 4.8 Max: 5 points

- Kimi K3: 8 points

- GLM-5.2: 17.1 points

- Previous generation Qwen3.7-Max: 44.4 points

And this is just the preview version.

Sources say that some ready improvements have not yet been deployed, and the final version will be even more powerful.

Qwen3.8's current goal is Fable 5, and Opus has already been surpassed

$XTALPI(02228.HK) A mere 400 million HKD in trading volume, and it crashed 10%. Liquidity has completely dried up. Where did all the money go?

$XTALPI(02228.HK) This is a sign of a stock market crash. Friends, be cautious if you have high leverage.

$XTALPI(02228.HK)$Tesla(TSLA.US)If the AI bubble is to burst, it must be due to the comprehensive failure of AI applications. Or rather, the future of AI changing humanity lies in the full flourishing of AI applications. The most representative areas in this regard are AI applications in biopharmaceuticals and applications of related machinery represented by autonomous driving.

$XTALPI(02228.HK) is so tough, guys. I got hammered again $Netflix(NFLX.US)

Didn't expect that in these past few days, the one that treated me best was still $IShares Ethereum Trust ETF(ETHA.US)

$XL2CSOPHYNIX(07709.HK) The Korean market is closed for a holiday, no trading. What to do? Can only be short against short.

$Rocket Lab(RKLB.US) This is really completely incomprehensible. What's the reason for the drop? Can only say that quant trading is too powerful.

$XTALPI(02228.HK) will return to 15 first? Or will $Rocket Lab(RKLB.US) return to 150 first?

I just want to quietly hold and wait for a big piece of news. It's really hard.

The stage peak of the South Korean stock market, or the stage peak of AI storage, might be overall positive for the Hong Kong stock market. Some liquidity will return. The definition of stock prices by liquidity, to a large extent (within the standard retail investor framework), is much more important than fundamentals.

I want to create a #I'm Even More Miserable Than You topic group, can we get 500 people to respond? Can Longbridge start one? I'll die of boredom if I don't talk, but I just want to find a friend who's even more down than me so we can wipe each other's tears.

$XL2CSOPHYNIX(07709.HK)At this point, I feel most sorry for my family. I just went to check on my Korean friends, are you guys okay? The answer was silence😶.

$Sony Group Corporation(6758.JP) I think Sony has held steady at this level. I sold a batch of puts at 3378, expiring at the end of the month, and I'll see if they get exercised. If they are, I'll gladly accept it.

$XTALPI(02228.HK) Why not speak up? It's not because people have left, nor is it because the stock is gone, but because in the current situation, with insufficient liquidity, anything said is wrong. 

$XTALPI(02228.HK) can only imagine the young Koreans standing on the tallest building in Seoul right now.

Speaking of which, Jingtai fell from 15 to 7.5

Little Rocket fell from 150 to 75

Damn it, it's really messing with me.

$XTALPI(02228.HK) It's so hard🤯 Getting beaten up from all sides.

$XTALPI(02228.HK) The short positions from the past month are all underwater now, not sure if it will trigger a short squeeze or if it has already started. @Zhou Shuren's Trader Care to give us an analysis, Mr. Zhou?

$XTALPI(02228.HK) community is really quiet, but it's completely understandable. The past six months have really tormented retail investors. Isn't a double Hynix ETF better? Managing a portfolio well is truly difficult.

I feel that AI-related trading may have reached a turning point. Capital and hot spots are about to shift. Personally, I'm still betting on the AI application track. Holding on tight and not letting go.

$XTALPI(02228.HK) The trading volume is still relatively low. It needs a surge in volume to make the shorts despair.

$XTALPI(02228.HK) Hmm, ahem, about to take off. Boarding soon 😄 Hope everyone has a happy week

$XTALPI(02228.HK) How will AI change our lives? Everything in life?

The year 26/27 will be a year of continued growth in AI applications. Jingtai's AI TOKENS story should start soon. My feeling is

Last Friday, the robot concept drove $AVONFLOW(301575.SZ) up in a wave. It seems the market has already started to gradually understand its potential. Of course, the A-share market is more about trading first. But this company still has a robot component supply chain story to tell. I hold a very small amount.

$XTALPI(02228.HK)

I believe this is part of a new story:

LabHarness: Using AI to Harness Long-Cycle Autonomous Experiments

Jingtai Technology Jingtai Technology Jingtai Technology July 3, 2026 14:00 

Large models and Agent technology are accelerating the reshaping of scientific research paradigms. Examples such as Co-Scientist, which can generate scientific hypotheses, and the automated multi-agent system Robin, are deeply penetrating "dry lab" processes including literature deconstruction, hypothesis generation, code writing, and data analysis. This indicates that AI has already surpassed being a mere auxiliary tool and is now deeply involved in the research process as a digital "research partner".

However, from the perspective of industrial implementation, autonomous scientific discovery must achieve a closed loop involving wet lab experiments. Scenarios like pharmaceutical R&D, chemical synthesis, and new material creation are essentially complex systems engineering involving long-term interaction with the physical world. This means the next step for AI for Science not only requires AI to "be good at conceiving experiments" but also urgently needs to explore how to deeply integrate AI into real experimental systems, ensuring that physical devices can operate over long cycles with high stability, safety, and controllability.

Jingtai Technology, in collaboration with Fudan University, Zhejiang University, and Tongji University, among others, has proposed the LabHarness framework. In the field of general agents, "Harness" as an operational framework focuses on assisting Agents with tool invocation, state management, process tracing, and fault tolerance. In the more complex physical laboratory setting, facing diverse and heterogeneous factors such as equipment coordination, sample flow, environmental conditions, and safety boundaries, it is extremely difficult to directly translate AI-generated experimental plans into stable physical pipelines. Therefore, extending the "state control and stability guarantee" concept of Harness to the laboratory ecosystem, and building a "LabHarness" that connects digital intelligence with physical devices, is precisely the key technological path we are currently striving to overcome.

LabHarness is an operational assurance layer for real-world laboratories. It sits between scientific intelligence and real experimental systems, attempting to transform AI-generated experimental plans into experimental processes that real equipment can execute, systems can monitor, anomalies can handle, processes can trace, and key nodes can approve. If scientific intelligence is responsible for proposing experimental goals and strategies, and experimental equipment is responsible for performing specific operations, then what LabHarness aims to do is make the connection between these two more reliable.

$XTALPI(02228.HK) Can it take off? Soon, I heard they're going to launch a subscription service. Feels like there's a story.