neocloud 龙头 Nebius Q2 营收同比增长 454%，股价盘前大涨 12%
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The protagonist of the "ByteDance stock trading 30 million" story recounts his experience: He discovered an opportunity in the AI storage sector due to rising hard drive prices and recommends investing in AI companies to hedge against the risk of being replaced by AI.
According to Mars Finance, on July 5th, Leto Bao, the protagonist of the "ByteDance stock trading 30 million yuan" story, concluded his review of his US stock investment experience on Binance Square. Some of his remarks are as follows: Around August of last year, his investment style shifted to value investing, with his main holdings allocated to indices, especially the Nasdaq 100, and a portion invested in companies he actively selected, such as Google. At that time, wanting to build a database and backtest his investment strategy using quantitative methods, he purchased two hard drives on Pinduoduo, subsequently discovering that hard drive prices were continuously rising. He stated that the rising hard drive prices became the first signal that drew his attention to the storage sector. At that time, reports already mentioned that AI was driving up memory prices, and hard drive prices were rising in tandem. The second signal came from his experience as a Data Engineer; ByteDance was also requiring its teams to shorten data lifecycles, i.e., reduce data storage time, for example, from two or three years to one year or six months, and delete redundant data, due to insufficient storage resources. Leto Bao stated that based on the rising hard drive prices, AI storage needs, and research report analysis, he initially bought some related stocks, but did not immediately invest heavily, because he had not yet seen concrete evidence at the time. He then discovered through 13F institutional holdings that institutions had been increasing their positions in related sectors for three consecutive quarters before he began to increase his own positions and has held them ever since. He stated that he currently still holds positions related to storage and has already achieved significant returns. Leto Bao noted that the CPI (Consumer Price Index) is also one of the key indicators closely watched by the Federal Reserve. A high CPI usually indicates significant inflationary pressure; a low CPI may reflect deflationary pressure. The Fed's long-term goal is to maintain inflation at around 2%, which represents a moderate inflationary environment, implying slow currency depreciation, while investment, consumption, and credit activities are relatively healthy. Non-farm payroll data also influences market judgment. There is a certain correlation between overheated employment and inflation, but the relationship between macroeconomic indicators is complex and not a simple linear deduction. The Federal Reserve is responsible for formulating economic policies related to interest rates and serving the operation of the US economy through policy adjustments. Leto Bao believes that CPI, non-farm payrolls, Fed policies, and earnings season should not be simply regarded as "noise" but all have certain reference value. He mentioned that he had previously ignored the interest rate hike environment when investing in Nvidia, leading to a significant drawdown in his account. Therefore, macroeconomic factors still need to be considered in investment decisions. Finally, Leto Bao advised that investments should begin as early as possible, and funds should be allocated to relevant assets as soon as possible. Many jobs and positions will be affected by AI in the future, so ordinary people who want to hedge against the risk of being replaced by AI can consider investing in AI-related companies. Leto Bao is a former employee of ByteDance, known as the "ByteDance Stock Investor." He reportedly made a substantial profit by investing in the AI storage sector in the US stock market, earning approximately 30 million RMB before resigning. The story began when he noticed an abnormal price increase when buying hard drives on Pinduoduo, which led him to research data storage needs and heavily invest in related stocks.
Tim Draper: Two rocket launches failed when investing in SpaceX; the real excess returns come from embracing uncertainty.
According to Mars Finance, on July 6th, renowned venture capitalist Tim Draper stated that his investment philosophy has always been to bet on innovative projects where the market has not yet reached a consensus. He recalled that his venture capital firm, Draper Associates, was one of SpaceX's earliest external investors. After the investment, SpaceX's first two rocket launches ended in failure, but with the success of the third launch, the company eventually attracted a large number of customers with launch costs far lower than NASA's, growing into a company with a market value of over $2 trillion. Regarding AI, Draper stated that although xAI lags behind competitors such as OpenAI and Anthropic in terms of market share and enterprise adoption, he is still more optimistic about xAI, believing that it focuses more on providing real information rather than catering to users. He predicts that the AI industry will undergo a reshuffling similar to that after the dot-com bubble, with true industry giants likely to emerge after the next round of adjustments. Draper believes that innovation requires a free entrepreneurial environment, stating that the United States and Singapore remain the most attractive startup destinations.
Apple invests over $30 billion to deepen its partnership with Broadcom and expand its domestic chip manufacturing operations in the United States.
According to ChainCatcher, citing CNBC, Apple announced on Wednesday a multi-year partnership with chipmaker Broadcom, expected to exceed $30 billion. This is Apple's largest commitment to U.S.-made manufacturing to date. Under the agreement, Broadcom will continue to develop and supply customized ASIC chips (increasingly used in AI workloads) and wireless components for cellular networks, Wi-Fi, and Bluetooth connectivity for multiple generations of Apple products until 2031. The report indicates that the partnership is expected to facilitate the production of more than 15 billion U.S.-made chips and includes a $1.5 billion expansion of Broadcom's Fort Collins, Colorado factory. Outgoing Apple CEO Tim Cook stated that this move is the largest single project in Apple's $600 billion U.S. investment plan announced in 2025, aimed at responding to the Trump administration's call to promote domestic manufacturing and helping to establish an end-to-end silicon supply chain in the United States.
ZachXBT: LAB has plummeted 85% in 24 hours; trading this token is not recommended.
According to ChainCatcher, on-chain investigator ZachXBT stated that the LAB token has plummeted from $14 to less than $2 in the past 24 hours, a drop of approximately 85%, resulting in a significant reduction in its fully diluted valuation (FDV) from approximately $14 billion. ZachXBT expressed disappointment that Binance, Bitget, and Gate failed to take proactive measures to prevent price manipulation, stating that if centralized exchanges truly valued user interests, they should at least return the profits of accounts suspected of market manipulation to users. He further pointed out that LAB investors were originally scheduled to begin unlocking their tokens later this month, but the vesting arrangements have been repeatedly altered. Insiders have long controlled almost the entire circulating supply and have been using market makers to conduct extreme price manipulation on centralized exchanges; therefore, he "does not recommend trading LAB under any circumstances."
Gate Founder Dr. Han: Gate's early completion of MiCA licensing will push the European crypto market towards fair competition.
According to ChainCatcher, CoinDesk reports that with the full implementation of the EU's Crypto Asset Market Regulation (MiCA), the European digital asset market has entered a new era of unified regulation. Regarding the impact of MiCA on the industry landscape, Gate founder and CEO Dr. Han stated in an interview that Gate began its European compliance preparations several years ago and completed its MiCA and Payment Institution (PI) license preparations ahead of schedule in 2025. He pointed out that the significance of MiCA lies not only in establishing a unified regulatory framework, but more importantly, in putting all market participants on a level playing field. "Only when all platforms adhere to the same rules can the industry truly compete around products, services, and user experience." He also stated that if unauthorized platforms continue to provide services to European users, a level playing field will remain a challenge, making effective regulatory enforcement equally crucial. Currently, Gate Europe is leveraging its MiCA and PI licenses to continuously improve its compliance system, risk management, and operational governance capabilities, and is continuously deepening its global compliance strategy. In addition to Europe, multiple Gate entities have completed relevant regulatory registrations, license applications, or obtained authorizations and approvals in jurisdictions such as Malta, the Bahamas, Japan, the United States, Australia, and Dubai. Through multi-regional regulatory approvals, Gate has solidified its global business foundation and continues to provide global users with safer, more transparent, and more efficient digital asset services. Looking ahead, Gate will continue to adhere to a parallel development strategy of compliance and innovation, promoting the long-term healthy development of the digital asset industry through superior product experiences and global service capabilities.
KOR Protocol raises $7.5 million in Series A funding, valuing the company at $100 million.
According to ChainCatcher, KOR Protocol, an on-chain clearinghouse in the entertainment sector, has announced the completion of a $7.5 million Series A funding round, valuing the company at $100 million. Investors include 1kx, Blockchain Capital, and previous investors such as Republic Crypto, Sfermion, Alumni Ventures, and SevenX.