Articles

Jan. CPI Watch: Will Price Hikes Drive an Upside Surprise?

02/12
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David Feng
Jan. CPI Watch: Will Price Hikes Drive an Upside Surprise? - Article cover image

Strong Jobs Data Pushes Rate Cuts Out — H1 Easing Hopes Fade

02/11
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David Feng
Strong Jobs Data Pushes Rate Cuts Out — H1 Easing Hopes Fade - Article cover image

Warning! SanDisk’s 1,200% Surge Masks an Unchanged Memory Cycle

02/10
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David Feng
Warning! SanDisk’s 1,200% Surge Masks an Unchanged Memory Cycle - Article cover image

DeepSeek Moment? ByteDance’s Seedance 2.0 Challenges Sora in AI Video Generation

02/09
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David Feng
DeepSeek Moment? ByteDance’s Seedance 2.0 Challenges Sora in AI Video Generation - Article cover image

Jensen Huang Says: The Software Sell-Off Makes No Sense!

02/04
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David Feng
Jensen Huang Says: The Software Sell-Off Makes No Sense! - Article cover image

AI Shock Sparks Software Rout — A Dip-Buying Setup?

02/03
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David Feng
AI Shock Sparks Software Rout — A Dip-Buying Setup? - Article cover image

Palantir Q4 Earnings Blowout! Revenue +70%, 2026 Outlook Stuns the Street

02/02
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David Feng
Palantir Q4 Earnings Blowout! Revenue +70%, 2026 Outlook Stuns the Street - Article cover image

Hawkish Kevin Warsh Nominated as Fed Chair: QT Accelerate, Volatility Ahead

01/30
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David Feng
Hawkish Kevin Warsh Nominated as Fed Chair: QT Accelerate, Volatility Ahead - Article cover image

Apple Q1 Preview: Memory Costs Explode, Why Bulls Still See Upside?

01/29
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David Feng
Apple Q1 Preview: Memory Costs Explode, Why Bulls Still See Upside? - Article cover image

MSFT & Meta Preview: Real Test of AI Monetization

01/28
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David Feng
MSFT & Meta Preview: Real Test of AI Monetization - Article cover image

Tesla Q4 Preview: After Losing the EV Crown, What Cards Are Left?

01/27
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David Feng
Tesla Q4 Preview: After Losing the EV Crown, What Cards Are Left? - Article cover image

Benchmarking Tesla? Li Auto Goes All-In on FSD and Robots

01/26
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David Feng
Benchmarking Tesla? Li Auto Goes All-In on FSD and Robots - Article cover image

Musk’s Davos Debut: Optimus Robot to Launch by End of 2027

01/22
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David Feng
Musk’s Davos Debut: Optimus Robot to Launch by End of 2027 - Article cover image

Another TACO Trade? Geopolitical Shock May Be a Buying Opportunity

01/20
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David Feng
Another TACO Trade? Geopolitical Shock May Be a Buying Opportunity - Article cover image

Gold Surges, Stock Futures Slide on Greenland Tariff Threat

01/18
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David Feng
Gold Surges, Stock Futures Slide on Greenland Tariff Threat - Article cover image

December CPI Reinforces a Choppy Downtrend in 2026 Inflation

01/13
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David Feng
December CPI Reinforces a Choppy Downtrend in 2026 Inflation - Article cover image

Dec CPI Preview: Don’t Trust This CPI Bounce

01/13
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David Feng
Dec CPI Preview: Don’t Trust This CPI Bounce - Article cover image

When One Box of Memory Costs More Than a House: The DRAM Supercycle Has Only Just Begun

01/06
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David Feng
When One Box of Memory Costs More Than a House: The DRAM Supercycle Has Only Just Begun - Article cover image

CES 2026 Preview: AI, Robots, and Wearables Take Center Stage

01/05
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David Feng
CES 2026 Preview: AI, Robots, and Wearables Take Center Stage - Article cover image

🔥From +10% to -10%! What Happened to Silver?

12/29/2025
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David Feng
🔥From +10% to -10%! What Happened to Silver? - Article cover image

10 Best & Worst Performing Stocks in 2025

12/22/2025
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David Feng
10 Best & Worst Performing Stocks in 2025 - Article cover image

November CPI Cools Sharply, Opening a Wider Path for Rate Cuts Next

12/18/2025
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David Feng
November CPI Cools Sharply, Opening a Wider Path for Rate Cuts Next - Article cover image

Nov. Payrolls Beat, But Rising Unemployment Sets Off Market Alarms

12/16/2025
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David Feng
Nov. Payrolls Beat, But Rising Unemployment Sets Off Market Alarms - Article cover image

GPT-5.2 Debuts With Breakthrough Professional Performance

12/11/2025
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David Feng
GPT-5.2 Debuts With Breakthrough Professional Performance - Article cover image

A Dovish 25-Bp Cut: Fed Signals Rising Labor-Market Risks Ahead

12/10/2025
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David Feng
A Dovish 25-Bp Cut: Fed Signals Rising Labor-Market Risks Ahead - Article cover image

Google Enters AI Glasses Race, Unlocking a New Growth Engine

12/09/2025
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David Feng
Google Enters AI Glasses Race, Unlocking a New Growth Engine - Article cover image

Nvidia’s H200 Approved in China, Unlocking Billions in Revenue Upside

12/08/2025
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David Feng
Nvidia’s H200 Approved in China, Unlocking Billions in Revenue Upside - Article cover image

Will China’s Bull Market Extend Into 2026? Smart Money Is Already Positioning

12/08/2025
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David Feng
Will China’s Bull Market Extend Into 2026? Smart Money Is Already Positioning - Article cover image

Meta Under EU's New Antitrust Investigation Over Its AI Policy on WhatsApp — And Potentially Beyond

12/04/2025
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David Feng
Meta Under EU's New Antitrust Investigation Over Its AI Policy on WhatsApp — And Potentially Beyond - Article cover image

Amazon Fires Back: New Trainium 3 Chip Takes Aim at Nvidia and Google

12/02/2025
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David Feng
Amazon Fires Back: New Trainium 3 Chip Takes Aim at Nvidia and Google - Article cover image