$Intel(INTC)$ Intel may eventually split into five independent companies - Mobileye Altera、 Contract manufacturers, IMS nanomanufacturing and product companies. Some people say that the value of Intel's split exceeds 237 billion yuan (currently 118.6 billion yuan), but we don't know who this Mark Lipacis is. We don't dare to ask if this 237 billion yuan is reliable, but it sounds quite impressive.

$Meta Platforms, Inc.(META)$ Meta is considering developing a consumer home robot aimed at assisting with household chores such as folding clothes and washing dishes. It is reported that Meta will establish a new department within its Reality Labs to focus on developing software and artificial intelligence models for humanoid robots, and is discussing cooperation with companies such as Yushu Technology and FigureAI.

$Tesla Motors(TSLA)$Today marks a turning point for the Grok series modelsToday is a turning point for the Grok series models!The indicators of Grok 3 are indeed very impressive, currently the strongest on the surface and ranking firstThe mass test is said to have reached the level of o3 fullAlthough OpenAI and Claude may come out in a few days, it's not necessarily the case anymore

$NVIDIA(NVDA)$ On Friday, it rose 2.63% and currently has 10 consecutive positive days, continuing to rise to fill the gap of DeepSeek. After previously hitting the support level of 130, it continued to climb and broke through the resistance level of 136 and MA60 on Friday, entering the intensive trading area. The uptrend may be under pressure in the short term. Upper resistance level 140/144 (new short-term resistance line added)① NVIDIA is actively developing a new memory module called 'SOCAMM', aimed at bringing significant performance improvements to personal AI supercomputers such as Project DIGITS. It is reported that this module not only has a compact size and lower power consumption, but also has s

$HORIZONROBOT-W(09660)$ Recently, BYD launched the Tianshen Eye C advanced intelligent driving three eyed version at the intelligent strategy press conference, equipped with Horizon's latest generation in car intelligent computing solution, the Journey 6 series. With the official delivery of BYD models equipped with this solution to users, the Journey 6 series also began mass production and delivery in February.

$SMIC(00981)$ UBS has provided a benchmark list: Cambrian vs. Nvidia, Xiaomi vs. Tesla, SMIC vs. TSMCBTW SMIC and Nvidia cannot compare to SMIC, which is a low-level version of TSMC and a contract manufacturer

$NVIDIA(NVDA)$ Pre performance card of 140, exceeding expectations and then increasing to 160

$XIAOMI-W(01810)$ Don't limit yourself to Xiaomi. Hong Kong, International, Mainland China, which fund doesn't embrace? Is there anything more certain than rice? For the past three years, I have used this thinking direction to guide myself and Lebus in advancing and retreating together.

$SMIC(00981)$ Clearly tell everyone that this is Xiaomi in the chip industry

$Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $AppLovin Corporation(APP)$ $Meta Platforms, Inc.(META)$ Recently, under the wave of enthusiasm for DeepSeek, multiple securities firms have embraced DeepSeek and released intensive research reports to explore market trends and investment opportunities in depth. Many securities firms have pointed their "most beneficial direction" towards the cloud industry chain.

$NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ $Taiwan Semiconductor Manufacturing(TSM)$ On February 10th, ORIENTALHARBOR Investment FUND, a subsidiary of Dan Bin, submitted its latest US stock holdings to the US Securities and Exchange Commission (SEC).In terms of position changes, Dongfang Port Overseas Fund purchased three new stocks in the fourth quarter, namely $Plantir (PLTR. US) $$ TSM. US $, SoundHound AI (SOUN. US) $, increased holdings in Tesla (TSLA. US) $, reduced holdings in Nvidia (NVDA. US) $, and 3 times long on FANG+ETF MicroSections (FNGU. US)$

$NVIDIA(NVDA)$ I can't remember how many times I've touched 150, but keep a calm mind and the power of faith

$Advanced Micro Devices(AMD)$ Today, the price of this wave of price is included in Trump's coming to power, which is good. In addition, it is customary to kill options on Friday. I don't know what will happen when the market opens next Tuesday, but any big drop is a buying opportunity!

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Alphabet(GOOGL)$ New trades from our lady and leader $GOOGL $AMZN $NVDA $PANW $TEM $VST. Sold $APPL. What does this mean?

$Micron Technology(MU)$Micron Technology invests approximately $7 billion in Singapore to expand advanced packaging capacitybtw 100 spells are not so easy to break

$fuboTV Inc.(FUBO)$ In fact, with the endorsement of Left Disney, the risk is no longer as high as before. It has always docked at the big pier, and its own revenue is over 1 billion yuan per year, with a market value of over 1 billion yuan. Compared to some with only one or two hundred million yuan per year and a market value of 10 to 20 billion yuan or even billions, it is much safer. In the long run, it should improve to profitability and revenue. Just too much short-term increase, many people won money and left! It's worth adding slowly!

$NVIDIA(NVDA)$ Investment opportunities brought by NVIDIAThe latest developments of CES 2025 and Nvidia have brought various investment opportunities for investors:New Product Release: Nvidia unveiled its next-generation GeForce RTX graphics cards at CES 2025, including RTX 5090, 5080, and 5060. These graphics cards adopt the latest Blackwell architecture, further enhancing GPU performance and driving technological advancements in gaming and professional graphics processing, bringing new growth points to NvidiaAI and Robotics Technology: NVIDIA showcased its innovative achievements in the fields of AI and robotics, including the Jetson Thor platform for humanoid robots. This will drive the development of robotics technology, enabli

$Broadcom(AVGO)$ Feeling unable to fall, waiting for a rebound

$Micron Technology(MU)$ The collaboration between FuboTV and Disney is undoubtedly explosive news. According to the agreement, Disney will merge its Hulu+Live TV business with FuboTV and hold approximately 70% of the shares in the merged Fubo. In addition, FuboTV will also receive $220 million in cash from Disney, Fox, and Warner Bros. Exploration, which undoubtedly provides strong support for FuboTV's future development.

$NVIDIA(NVDA)$ In the increasingly competitive global semiconductor industry, as one of the world's most valuable semiconductor companies, Nvidia is actively engaged in the field of robotics technology, striving to break through the competitive bottleneck of its core AI chip business and explore new growth paths.Layout characteristics1. Launching a dedicated computing platform: Nvidia plans to launch the Jetson Thor next-generation compact computer for AI training of humanoid robots in the first half of 2025. This computer adopts a modular architecture and has been optimized in terms of performance, power consumption, and size. It is equipped with Nvidia Blackwell architecture GPU and has 8-bit floating-po