The market delivered a strong gain in 2025, but it was no match for these stock picks.In December 2024, I gave investors my top 10 stocks for 2025. They included (in no particular order):Taiwan Semiconductor Manufacturing (TSM +2.06%)ASML (ASML 0.57%)Meta Platforms (META +2.50%)Alphabet (GOOG 0.41%) (GOOGL 0.45%)Amazon (AMZN +2.19%)CrowdStrike (CRWD 0.29%)dLocal (DLO +2.55%)PayPal (PYPL 1.14%)MercadoLibre (MELI 1.81%)Nvidia (NVDA +1.44%)If you followed my advice and bought these stocks last year, you're a v ...

关注 「电动车公社」 和我们一起重新思考汽车 2026 年开年最变态的事，莫过于 内存涨价 了。 但凡 DIY 过台式机的朋友都知道，内存虽是必不可少，但相比 CPU 、显卡、甚至硬盘，属于没那么吃性能的，主打一个差不多就行。 大多数人的预算，也就是几百块一根。 但如今小小的内存条，却让许多人感到陌生。 单个256G的DDR5内存，竟然已经卖到了4.2万元的天价。凑齐100根，就 能在上海或北京的主要城区全款买房： 即便是更亲民的16G、32G，甚至早在 2014 年左右就淘汰的老款 DDR3 内存条，价格都翻了好几倍。 更离谱的是，最近几天的价格丝毫没有回落迹象，仍然在以平均每天 +50 元的速度在狂飙，一天一个价。 这哪里是内存条，简直是"金条"啊！ 不仅如此，包括固态硬盘、显卡，甚至电源、散热器等等一众电脑配件，同样在跟着内存一起疯涨。 2 年前 300 块钱的"白菜价"收的 1T 固态硬盘已经不复存在，而是摇身一变成了 1200 元一块。 …… 毫无疑问，这轮电脑配件涨价，受伤最深的必然是今年打算攒机的小伙伴，绝对算得上"毁灭性打击"。 而手机、笔记本、 Pad这些需要 用到内存 / 储存的电子产品， ...

Core Insights - The rise of artificial intelligence (AI) is driving the largest infrastructure build-out in human history, significantly impacting job creation and salaries in construction trades [1][2][9]. Group 1: Infrastructure and Job Creation - The AI technology boom is leading to a substantial increase in jobs related to construction trades, including plumbers, electricians, and network technicians [2][5]. - Salaries for construction trade workers involved in building chip factories and AI-related infrastructure have nearly doubled, reaching six-figure salaries [2][5]. Group 2: AI Infrastructure Layers - AI infrastructure consists of a five-layer model, starting with energy, followed by chips, cloud services, AI models, and finally the application layer [6][9]. - The investment required for this infrastructure build-out is estimated to be in the trillions of dollars, which is deemed sensible for processing the necessary contexts for AI applications [10].

A 19,000% portfolio growth is not a smooth or quick journey. This kind of huge growth has historically taken many decades to achieve. Along the way, you must be prepared for long periods where your investments don’t seem to be growing much, and you must have the patience to hold on even when the returns seem disappointing.To put a 19,000% increase in perspective, it means your original investment grows roughly 190 times. Returns of that magnitude have occurred in public markets, but only under very specific ...

Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is making significant investments in AI and quantum computing, including a $150 million investment in Baseten, a startup focused on AI inference, which has a valuation of $5 billion after raising $300 million [1][2] - The company previously paid $20 billion to license AI-inference technology from Groq, indicating its strong demand for advanced chips to enhance model response times [2] - NVIDIA and Eli Lilly have established an AI co-innovation lab, committing up to $1 billion over five years to address challenges in the pharmaceutical industry through AI applications [3] Group 2 - The investment in Baseten reflects NVIDIA's strategy to pivot from training models to scaling AI inference capabilities [1] - The collaboration with Eli Lilly aims to leverage AI to solve persistent issues in the pharmaceutical sector, showcasing NVIDIA's commitment to innovation in healthcare [3]

Core Insights - A proposed wealth tax in California could lead billionaires to reconsider their residency and companies to rethink their operational locations [1][2] - Nvidia CEO Jensen Huang stated he has not considered the tax, despite its potential cost of nearly $8 billion, emphasizing the importance of Silicon Valley's talent pool [1] - The "2026 Billionaire Tax Act" proposes a one-time 5% tax on California residents with net worths above $1 billion, potentially affecting around 200 billionaires and generating significant revenue [2] Talent and Location Decisions - Venture capitalist Peter Thiel is contemplating spending more time outside California and possibly opening an office elsewhere [3] - Google co-founder Larry Page is also considering leaving California by the end of the year, according to sources [3] - Nvidia executives, including CFO Colette Kress and EVP Jay Puri, would be impacted by the tax, as they recently crossed the $1 billion net worth threshold due to stock performance [4] Industrial AI and Manufacturing Context - Siemens CEO Roland Busch highlighted that AI is already being integrated into manufacturing processes, utilizing digital twins and simulation tools for system design and testing [5]

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Core Insights - Nvidia Corp's stock has increased by 1.6% to $187.81 following approval from Beijing for Chinese companies, including Alibaba, to prepare orders for H200 chips, with expected orders of approximately 1.5 million chips, translating to nearly $30 billion in revenue [1] Stock Performance - The stock has experienced a pullback from its record high of $212.19 on October 29, but the 160-day moving average has provided long-term support, preventing further declines in late December and earlier this month; year-over-year, Nvidia's stock shows a 27.6% increase [2] Options Market Activity - There has been significant activity in the options market, with 821,000 calls and 481,000 puts traded; the most popular contract is the weekly 1/23 190-strike call, followed by the 187.50-strike call, with new positions being opened [2] - Nvidia's options are currently well-priced, with a Schaeffer's Volatility Index (SVI) of 37%, which is higher than just 3% of all readings from the past year [3]

Core Viewpoint - Healthy competition between AMD and Nvidia has driven innovation and investor returns, with AMD significantly outperforming Nvidia in 2025 [1] Performance Summary - AMD shares rose approximately 77% in 2025, nearly doubling Nvidia's 39% gain, with a notable divergence in performance in the latter half of the year after AMD secured a multi-year deal with OpenAI [2] - AMD's disciplined execution and expanding AI footprint present a compelling investment opportunity as the company trades around $250 per share in early 2026 [5] Revenue Growth - The data center segment, now AMD's core growth engine, delivered record revenue of $4.3 billion in Q3 2025, up 22% year-over-year, driven by demand for 5th Gen EPYC processors and Instinct accelerators [6] - AMD's MI300 series exceeded expectations, capturing market share amid Nvidia's supply constraints, with management projecting over 60% CAGR in data center revenue in the coming years [7] Competitive Positioning - The MI355X accelerator is positioned as a cost-effective alternative to Nvidia's offerings, gaining traction for its performance-per-dollar advantages, which helped AMD capture share in inference workloads [8] - AMD's total revenue growth accelerated to the mid-30% range in Q3 2025, leading to significant earnings expansion and a trend of exceeding expectations [9] Nvidia Comparison - Nvidia faced challenges in 2025, including potential saturation in training demand and export restrictions impacting revenue, which contributed to AMD's relative outperformance [10] - Despite Nvidia's impressive quarterly growth, AMD's lower valuation and diversifying customer base attracted investor interest, leading to a rotation towards AMD [11] Strategic Partnerships - AMD's partnerships with major companies like Microsoft, Meta, and Oracle, along with the OpenAI deal, validate its position in the market and provide a competitive edge [12] Future Outlook - The AI inferencing market, projected to grow faster than training, aligns with AMD's strengths, particularly with the upcoming MI400 series accelerators promising significant efficiency and scale improvements [13] - Analysts expect AMD's Q4 2025 earnings report to be a key catalyst, with EPS estimates increased by 0.76% and anticipated revenue growth of 26% to $9.65 billion [14] Earnings Expectations - AMD currently holds a Zacks Rank 3 (Hold) and has a positive Earnings ESP of +2.01%, indicating potential for a positive earnings surprise in the upcoming report [17]

Nvidia stock rose early Friday after reports suggested that Chinese authorities are moving closer to allowing domestic technology companies to purchase the US chipmaker's advanced artificial intellige... ...