$Alibaba (BABA.US)$ DeepSeek's success is due to the low-cost model. Why is Alibaba planning to invest at least 380 billion yuan in AI and cloud computing over the next three years? $NVIDIA (NVDA.US)$ $Vertiv Holdings (VRT.US)$

$Vertiv Holdings (VRT.US)$ Hold on.
Cooling module | Datacenter Infrastructure leader Vertiv's Earnings Reports exceeded expectations, but the stock price fell. How should this be interpreted?

$Taiwan Semiconductor (TSM.US)$
Intel's Market Cap is just over a hundred billion dollars.
The investment amount for the four new factories is 40 billion dollars.
If Taiwan Semiconductor takes over the manufacturing part of Intel, it would be equivalent to acquiring the factory at a discount.
Trump's alternative subsidy.
Because Taiwan Semiconductor's and Intel's processes are different, it will take some time for Taiwan Semiconductor to adjust its processes and improve yield.
Taiwan Semiconductor has ample operating experience in this area. After merging with World Advanced and Deqi, it took several years to adjust the yield, and even World Advanced was assisted by Taiwan Semiconductor in adjusting the yield.

$NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ $Meta Platforms (META.US)$
From Hong Kong unwire.hk

$NVIDIA (NVDA.US)$ It's a story similar to China's rabbit fast-run self-driving car, because of a secret that cannot be told.
50,000 chips can be set up without being in China.

$NVIDIA (NVDA.US)$ When the China Wuling EV was launched, it is uncertain whether it shook Tesla's position in the electric vehicle market. $Tesla (TSLA.US)$

$Bitcoin (BTC.CC)$ Russia wants to use Bitcoin to evade USA sanctions in international trade.
Will Trump support Bitcoin or turn against it?

$Dell Technologies (DELL.US)$ Year-end special sale

$Target (TGT.US)$ Commodity on sale.
Annual earnings per share can exceed 8 dollars, and the stock price also needs to be discounted...