To The Moon

$Intel(INTC)$ 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.