Michael Burry's logic this time is very clear, pointing directly to the core pain point of the current AI bubble: 1. Debt Heard: Oracle has shouldered up to $95 billion in debt in order to build the AI cloud center. 2. Capital expenditures are out of control: He believes that Oracle's massive investments may stem from management's "Ego" rather than actual needs. 3. The structure is fragile: unlike Microsoft or Google where there is multi-business support, Michael Burry believes that Oracle's high stakes on AI are extremely high.

In human history, there has never been a company with an annual revenue of about $15.6 billion that has been valued by the market at $1.75 trillion. It's not mathematics, it's religion, it's Elon Musk.

The most advanced MLPCB is the high - layer multi - layer MLB PCB. According to Frost Sullivan, there are fewer than 10 companies worldwide that can produce more than 70 layer of MLPCBs$勝宏科技(02476)$  

$CIG(06166)$ profit taken

Trump announced approval for H200 exports to China, as long as 25% of its revenue is turned over to the US government Will China take it$英偉達(NVDA)$  

$YIHAI INTL(01579)$ Good divident

$Palantir Technologies Inc.(PLTR)$   That is the Palantir warning now. The Q1 report was strong. The government business is real. But that does not mean the stock is a good investment at any price. At today’s valuation, investors are not just paying for Palantir’s current business. They are paying for years of future execution that still has to happen.

$JOYSON ELEC(00699)$ Cut

The current president is Trump. His logic is to apply extreme pressure, not to play cards according to the rules, not to go through Congress, not to the United Nations Is there anything else impossible ?

$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ Testing with a small bet . Add if keep going down as