Weekly Community Hot Posts Review｜AI Chip Race, Tesla's Surge and Investment Strategies
This week's trending community posts intertwine between the wave of hard technology and the fundamentals of investment. From the implementation of Xiaomi's large model and the start of Micron's memory cycle, to Tesla's autonomous driving becoming a reality and its stock price hitting new highs; then from the wisdom of asset allocation in the "Permanent Portfolio" to the enduring relevance of Graham's principles, let's revisit these insightful discussions.
I. The AI Tech Race: Large Models, New Storage, and the Question of Industry Returns
$XIAOMI-W(01810.HK) held its "Human-Car-Home" ecosystem launch event this week, officially bringing its self-developed large model mimo-v2-flash to the market. This sparked an in-depth discussion by Xiaomi stockholder @Turtle Investment on Xiaomi's medium-to-long-term technological growth: Does this mark a further step in Xiaomi's "AI+IoT+OS" ecosystem strategy?
🔗 Original Link: 12.17 Human-Car-Home Conference: Luo Fuli and the Fire She Brought from Bowangpo
Driven by strong demand, $Micron Tech(MU.US) delivered impressive financial results, widely seen as a signal of the start of a new major cycle in memory chips. The community is abuzz with discussions on how AI computing power serves as the core engine, driving the performance growth curve of memory chips. For a detailed analysis, see @Dolphin Research's breakdown.
🔗 Original Link: Micron MU: AI Ignites Storage Power, Is the Memory Supercycle Beginning?
The "arms race" investments by tech giants in the AI field are staggering. Following the previous analysis "AI's 'Original Sin': Is NVIDIA the 'Addictive Stimulant' AI Can't Quit?", Dolphin Research continues to systematically outline the business logic behind this "trillion-dollar" investment, exploring possible paths for industry returns and the new investment cycle it has initiated.
🔗 Original Link: AI's 'Trillion-Dollar Question': Where Will the Returns Come From After the Massive AI Investments?
II. Autonomous Driving Becomes Reality: Tesla's Heatwave and Capital Frenzy
$Tesla(TSLA.US) Robotaxi made its debut in Austin with no safety driver, a milestone event that suddenly brought the commercialization prospects of autonomous driving closer, reigniting market enthusiasm and sending the company's stock price to a new all-time high. With Tesla's triple whammy of good news, what's moving in the options market? Quickly revisit @Options King's summary and let options work for you!
Become a Tesla shareholder for just $1? You read that right! Facing Tesla's soaring stock price, @Hotspot King shared a practical guide on how to participate in this tech feast through "fractional share trading," allowing more investors to get involved at a low threshold, rather than just being spectators.
🔗 Original Link: Tesla Hits New Highs Again! Wall Street Bullish Up to $600? Don't Just Watch—Become a Shareholder for Just $1!
III. Building an Investment System: Strategies and Mindsets to Navigate Cycles
How to achieve long-term stable returns in a complex market? The "Permanent Portfolio" strategy, composed of equal parts stocks, bonds, gold, and cash, has garnered attention for its extreme diversification, believed to possess excellent cycle-navigating capabilities.
🔗 Original Link: What Is the 'Permanent Portfolio'?
The wisdom of Benjamin Graham, the father of value investing, remains timeless. The community revisited his Twelve Core Investment Principles, providing investors in today's market with a solid framework to return to fundamentals.
🔗 Original Link: Graham's Twelve Investment Principles
Is confidence in trading an asset or a trap? A deep-dive post dialectically analyzes the boundaries of "confidence," exploring when to stand firm and when to maintain reverence for the market, offering valuable insights for improving trading psychology.
🔗 Original Link: When Can You Be Confident in Trading, and When Can't You?
An article compiling the wisdom of investment masters distilled Eight Investment Insights Beyond Short-Term Market Volatility, reminding investors to focus on what's more fundamental and important than daily market movements.
🔗 Original Link: 8 Investment Insights from the Masters: Things More Important Than Market Movements
IV. Macro and Index Dynamics: Global Policies and Structural Changes
$NASDAQ-100(.NDX.US) is about to undergo its quarterly adjustment. A forward-looking analysis highlights the key points of this adjustment, revealing the shifts among representative companies in the new economy and the direction of industrial power flows.
🔗 Original Link: Key Points to Watch in the December 2025 Nasdaq 100 Adjustment
V. The Depth of Moat: The "Great Wall" Built by Execution
Addressing market skepticism about $Lemonade(LMND.US)'s "easily replicable model," stockholder @Today Also Ruan's Loving Wife offered unique insights, arguing that its strong organizational and execution capabilities have already built a competitive barrier akin to the "Great Wall," demonstrating the deep logic of "execution as a moat."
🔗 Original Link: Execution as a Moat: Why Lemonade's Competitive Barrier Is the 'Great Wall'
For you in the community, which area resonated most this week? The industrial transformation of AI and large models, the autonomous driving frenzy led by Tesla, or the investment mindsets to navigate cycles? Share your thoughts in the comments, and let's exchange ideas and move forward together in the waves of investment.
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