深潮_TechFlow

The Nasdaq keeps setting new all-time highs, as Nvidia’s market value approaches $5.3 trillion.
Michael Burry, the prototype of *The Big Short*, is adding a reverse bet.
Short: $PLTR directly short + put options, targeting a price in the “low single digits to the low end of the double digits,” which would mean another drop of 60%+ from the current level.
$NVDA: put options (strike price $110, expiring at the end of 2027). Currently at a loss, but not cutting the position.
New addition: $SOXX $Q $ORCL put options.
Long: $ADBE $ADSK $CRM $VEEV $MSCI, software stocks being weighed do

The tech giants' quarterly earnings report hides an interesting detail:
Under normal circumstances, the profits of companies like Amazon and Google mainly come from their core businesses: advertising, cloud computing, and e-commerce.
But in the Q1 earnings report, "other income" accounted for more than one-third of net profit, a ratio that has only been 5%-10% historically.
Where does this money come from?
Google: Private equity investment portfolio unrealized gains of $37.7 billion
Amazon: Invested in Anthropic, with a single-quarter book profit of $15.6 billion
Together, the two companies to

Strategy publicly states the possibility of selling coins to pay dividends, MARA sold 15k $BTC to repay debt, Sequans has been using Bitcoin to repay convertible bonds for two consecutive quarters.
The narrative of "never selling" Bitcoin treasury is collapsing, these companies are turning Bitcoin from a "faith reserve" into a "liquidity tool."
When the coin price drops and triggers more selling, the selling pressure further depresses the price, and the spiral begins.

Missed $NVDA ? No problem, NVIDIA has clarified its investment direction.

"Meta is dead and miserable again."
This is an anonymous post on Blind made by a Meta employee after the company announced layoffs.
Since the end of 2025, the proportion of negative posts about Meta's AI topics on Blind has increased to 83%, whereas in 2024, it was only 20%.
On May 20th, Meta planned to lay off 8,000 people (10% of the total employees), while cutting 6,000 open positions, with the saved money to be used for AI.
Meta's AI budget this year is between $115 billion and $135 billion, nearly doubling from $72.2 billion in 2025.
In an internal memo sent to employees, Meta attributed

You let Cursor run a routine task, and it encounters a small problem, deciding to "fix it itself."
Nine seconds later, the company was gone.
This is what PocketOS founder Jer Crane experienced last Friday. A company that provides SaaS for car rentals, with customers using it for up to five years.
Cursor was running Claude Opus 4.6, and in the testing environment, it ran into a minor issue where an account password didn't match.
It didn't ask anyone; it decided to delete a storage disk via the cloud service provider Railway's API to "fix" the problem.
One command, no secondary confirm

You let Cursor run a routine task, and it encounters a small problem, deciding to "fix it itself."
Nine seconds later, the company was gone.
This is what PocketOS founder Jer Crane experienced last Friday. A company that provides SaaS for car rentals, with customers using it for up to five years.
Cursor was running Claude Opus 4.6, and in the testing environment, it ran into a minor issue where an account password didn't match.
It didn't ask anyone; it decided to delete a storage disk via the cloud service Railway's API to "fix" the problem.
One command, no secondary confirmation. Th

Office of the Working Mechanism for Foreign Investment Security Review (National Development and Reform Commission) lawfully and regulatively issues a prohibition on the Manus acquisition project, requiring the parties involved to revoke the transaction.

What AI you use might better indicate your income level?🧐
Epoch AI / Ipsos's latest survey found that among American adults who used Claude in the past week, 80% come from households with an annual income of $100k or more, while among Meta AI users, this figure is 37%. About 50% of adults nationwide fall into this income range.
Among Meta AI users, nearly one-third (32%) of households have an annual income of less than $50k, while this proportion is only 7% among Claude users.
ChatGPT, Gemini, Copilot, Grok all fall within a narrower range: 56%–64% of users have an annual household income of

The risks of encrypted payments could include being hacked, losing private keys, or an exchange running away; what gets hurt is you and your wallet—but it could also be a tanker.
At the end of March, Iran’s parliament passed a law, officially allowing oil tankers passing through the Strait of Hormuz to charge a Bitcoin toll, one dollar per barrel of crude oil; with a fully loaded supertanker, the charge could reach $2 million in a single payment, allowing $BTC , $USDT , or RMB.
Once the news broke, $BTC jumped 5%, breaking 72.7k. The crypto community quickly interpreted it as a milestone for

SBF early invested $200k in Cursor
If not sold, the equity is currently worth about $3 billion
If back then...

Spending $200 on GitHub stars to manipulate $1000 tens of thousands of VC funding.
ROI starts at 3,500 times, with a maximum of 117k times.
Recent ICSE 2026 paper from CMU shows that there are 6 million suspicious fake stars on GitHub, involving 18.6k repositories, with AI/LLM projects being the largest category of non-malicious star boosting.
78 repositories detected with fake star activity have appeared on GitHub Trending pages; purchased stars can indeed successfully manipulate the platform's recommendation algorithm.
Redpoint partners found after investigating 80 developer tool c

2026 is not yet half over, and the total losses in the DeFi sector have reached approximately $800 million.
April was particularly devastating, with monthly losses reaching about $630 million, setting the worst single-month record in DeFi history.

Six assets, five decline, one rises.

Anthropic has introduced an identity verification mechanism in some use cases of Claude.
When users access specific features or trigger routine platform integrity checks, the system will require verification through Persona to prevent abuse, which involves providing a valid government-issued ID (passport, driver's license, or national ID) and taking a real-time selfie.
Officially, the verification data is only used to confirm identity, not for model training, nor for marketing or advertising.
In February of this year, Anthropic publicly accused DeepSeek, Moonshot, and MiniMax of launchin

The suspect who threw a Molotov cocktail at Sam Altman’s house appeared in court today.
His hair was messy, dressed in orange prison clothes, sitting there with his head bowed. The judge asked him whether he agreed to postpone the formal indictment, and he softly said, “Yes.” Without bail, the next hearing is May 5.
After the court session, the defense attorney told the media, “In order to please a billionaire, the prosecutor turned a property-destruction case into an attempted murder that would put a vulnerable young person facing life imprisonment.”
The prosecutor responded: This was a