$FUBO just got body slammed to $1.49, leaving retail 套牢 after heavy buying. 1
Big Tech CapEx is on a tear: combined spending by Amazon, Alphabet, Meta, and Microsoft is forecast to surge +70% YoY to a record $610 billion in 2026. That’s nearly 3x2024’s $217 billion and over 4x2023 levels. 2
Google’s100-year bond issuance begs analysis. At high 5% rates, its risk profile (durations 17/16/15) is largely congruent with 30- or 50-year bonds, hinting at underlying strategic plays. 3
Alphabet’s century-bond sale, a rarity since Motorola in 1997, could be a market top signal. 4
Baidu played backbone for Hang Seng Tech over the past six months, a complete surprise. 5
Value creation has undergone a seismic shift: Nvidia is 20x more valuable and 5x more profitable than IBM in 1985, yet fields only a tenth of IBM’s workforce. 6
Space Tech, specifically $RKLB, $PL, and $LUNR, are pivoting from speculative Moon/Mars plays to emerging defense primes. 7
SpaceX is blueprinting a lunar travel system for all, a potential 重磅 tourism project. Cost reduction is the next hurdle. 8
TMDX is leveraging current earnings to forge a decade-long monopoly. The “Enhance Trial” is their strategic keystone. 9
Amazon’sQ4 FY2025$200 billion spend is an “outrageous bet,” signaling an aggressive strategic move. 10
Word on the street: NVIDIA may have pared back HBM4 speed specs because Samsung alone can’t hit volume targets. This could create an opening for Micron in the HBM4 supply chain. 11