LittleLucky2

Morning~ Claude Code makes engineers more and more lonely.
In other words, AI programming is changing the way programmers collaborate. This might be one of the organizational issues that engineering teams need to seriously face after the large-scale adoption of AI programming tools.

Based on history, group consensus has always existed. The rule, in essence, is that it inflates a bubble and then bursts it.
This is the rule!
What cannot be determined is how large the bubble of group consensus will be, and how long it will last.
In history, several rounds of group consensus have lasted anywhere from 16 months at the shortest to 30 months at the longest.
And this round of AI bubble group consensus—counting from after 9/24/2024 (October)—has already been going on for about 22 months. It has already exceeded the median, but it hasn’t reached the extreme end of the histo

CATL's profit exceeds the combined total of seven automakers
All AI companies have profit margins lower than Nvidia
All manufacturers of new energy vehicles earn less steadily than CATL
Those who mine for gold are never as profitable as those who sell shovels, this saying never goes out of style
From the most aggressive supercars to the most spacious MPVs, as long as you want to make a good new energy vehicle, you have to first work for CATL🙏

GateVIP is not just about low fees; it offers a "seriously taken" experience.
I often see on X that their VIPs get opportunities to watch F1, attend football matches, participate in high-end events, and even get peripherals during festivals. I’m still at V4, keep pushing, keep striving.
This time, the Gate VIP Bounty Trading Competition is here, specially prepared for VIP users with an $RLUSD exclusive gold pool.
Total prize pool: 75,000 $RLUSD
Event duration: June 16, 18:00 - July 5, 23:59 (UTC+8)
There are three main parts this time:
1. Spot trading volume ladder ranking
Show

SK Hynix removes educational background requirements, sounds great, but I also have some doubts.
The AI industry indeed needs top talent, but if education is completely disregarded, will the screening costs and later training pressures increase?
In the past, undergraduates would hide their degrees to apply for production positions; now that restrictions are fully lifted, what will the actual results be? It truly requires time to observe.
What do you think?

Yesterday's US stock trading volume leaderboard looked like this.
All green, with the Nasdaq up 3 points, it seems there are no short-term negative factors for AI technology anymore, as if everything is just various boosts and icing on the cake.

Currently, it is worth analyzing the leading technology companies in the A-share market.
Over the past decade, there have been many long-term bullish stocks in liquor, pharmaceuticals, and new energy.
Now, as the capital market changes, the next ten years will see technological independence and control, the artificial intelligence revolution, and upgrades in high-end manufacturing become the main golden themes.
Although the technology sector is volatile and rotates quickly, it is a core area in the A-share market that aligns with national strategies, has a ten-year growth logic, and can

Anthropic has just proposed to launch an AI policy mechanism worldwide, and the regulatory heavy hand is hitting itself.
On June 12th local time, Anthropic issued a statement saying: The U.S. government, citing national security reasons, issued an export control order suspending all access for foreign nationals (regardless of whether they are inside or outside the United States) to Fable 5 and Mythos 5, including Anthropic's foreign employees.
The direct result of this order is that Anthropic must immediately disable the new series models Fable 5 and Mythos 5 to ensure all customers comply

Good morning! Let's talk about Oracle's financial report. As the global leader in computing power (ranked in the top five for US computing power leasing), its financial report can reveal the direction of computing power development.
Key points from the financial report: Remaining fulfillment orders amount to $638 billion, roughly 4.5 trillion yuan, a year-on-year increase of 363%. 12% will be realized within one year, and 34% within 1-3 years (due to long-term contracts). AI infrastructure orders are concentrated and have landed, with signed contracts worth $7 billion. Customers supply their

NVIDIA launches the world's first physical AI large model.
Traditional text-based large models only understand text and image information; they do not understand real-world physical rules;
Physical AI = General large model + embedded physical laws + multi-physics simulation, building on the semantic and multi-modal understanding capabilities of large models, adding physics constraints such as mechanics, fluid dynamics, and optics to address the common AI shortcoming of "understanding text but not the real world."
Key representatives: Lingyun Optics, OBOR Zhongguang, Suochen Technology, G

President Trump issued an executive order titled "Promoting Advanced Artificial Intelligence Innovation and Security."
The main points are:
1. Reduce regulation in the AI field to encourage innovation.
2. Upgrade the national cyber defense system.
3. Establish a national "AI Cybersecurity Information Sharing Center."
4. Fund advanced AI vulnerability detection projects with federal funds.
5. Expand recruitment of cybersecurity experts within the U.S. technology forces.
6. Develop a confidential benchmark testing process to assess whether models have advanced cybersecurity capabilities.
7. Enco

Netscape's advertising slogan in 1995 is also quite interesting.
"Instead of imagining the Internet as a highway, it's better to see it as a giant encyclopedia."
This idea is certainly valid today. But Wikipedia actually didn't appear until after 2000. Before that, I believe the Internet was more like a highway rather than an encyclopedia.
This is another unintentional historical mix-up.
So the real situation is that the so-called encyclopedia should have emerged alongside the Internet, with AI appearing just slightly later than the Internet.

“The era of robots has arrived.” Huang Renxun’s assertion is rapidly becoming a reality as NVIDIA’s deep collaboration with Unitree accelerates.
When the world’s most powerful AI computing power meets China’s top-tier humanoid robot hardware, a world-changing embodied intelligence revolution has already begun.

I thought AI hardware would need a few more days of adjustments, but unexpectedly, it's back all at once.

There were reports in March that agents were getting involved; it seems like things are starting to take shape now.

This trend is too ugly
Key levels are rejected too smoothly, and the decline is also fast
It's like everyone has stopped playing in the crypto space, and everyone has left, with a falling pattern
The current trend still looks bearish