9月份可能会出现的一些底部买入机会 $VST 股性最不像公共事业的公共事业股，佩罗西重仓概念，受益AI数据中心建设的电网构建者，长期大单不断。buy limit 130-135 $GOOG 全球最赚钱的公司没有之一，但今年AI进展大幅落后，大模型被评为美国版豆包，同时资本支出极高，因此股价表现很弱。但其AI变现能力极强，云算力增速是七巨头里面最高的，估值（前瞻市盈率）最低，股价长期筑底中，等待利好。buy limit 325-330 $NVDA 人工智能繁荣的核心标的，buy limit 195-200 $ORCL 低估值，高增长，高负债，重资产，2027财年900亿美元营收预期，单季交付数据中心800MW，技术面弱，但是如果跌到120-110将变得非常划算。buy limit 110-120 $NOK 近期谷歌130亿芬兰数据中心参与者，buy limit 9-9.5

Why does Muse feel so totally different? ​Like Duolingo, it brings a cute mascot inside the app. The playfulness lowers friction and intimidation. The ​classic Asian tech playbook is character driven UI as that turns software into a companion. Usually a round and squishy one. Could start a new era for Western tech interfaces that takes mascots beyond marketing. People seem to love it already, and I'm guessing it takes on a bigger role for Muse.

World War 3 is coming. Trump is going to cause World War 3.

#BREAKING: Pentagon blames flawed intel and AI for strike that killed at least 123 Iranian children.

NVIDIA-BACKED NSCALE FILES FOR NYSE IPO UNDER $NSCL; REVEALS $103.4B OF CONTRACT VALUE Here’s everything you need to know: Nscale is a UK-based AI cloud company headquartered in London. It builds and operates data centers, GPU infrastructure and cloud software that customers use to train AI models and run them in production. Its filing reports $103.4B in total contract value as of Aug. 31, up from $38B at the end of 2025. These are multi-year contract amounts, not annual revenue or cash already collected. ANTHROPIC: UP TO $44.6B Agreements signed Aug. 25 cover Nvidia Vera Rubin computing systems at Nscale’s planned West Virginia campus. The key financing disclosure: Nscale says it does not yet have binding commitments for the financing needed to deliver the Anthropic buildout. The filed agreement also includes a right to terminate if the required financing is not secured by an agreed deadline. MICROSOFT: UP TO $43.8B THROUGH 2033 Microsoft is Nscale’s other major customer. Its previously announced deployment program includes roughly 200,000 Nvidia GB300 GPUs across the U.S., UK, Portugal and Norway, with Dell participating in the infrastructure rollout. The disclosed Microsoft and Anthropic contract amounts together reach $88.4B, equivalent to roughly 85% of Nscale’s total contract value. How much capacity is actually running? Nscale had approximately 461,000 GPUs active or contracted at the end of August, but only about 25,000 were operating. That distinction matters: the contracted footprint is substantially larger than the infrastructure already delivering services. First-half 2026 financials • Revenue: $140.6M, up from $10.4M a year earlier • Operating loss: $492M • Net loss: $1.02B, including $457M in fair-value losses Nvidia backing and fresh financing Nvidia agreed to invest $1B as part of a $3.1B convertible financing signed Sept. 15. Earlier this year, Nscale raised $2B at a $14.6B valuation, with backers including Nvidia, Dell, Nokia, Citadel, Jane Street and Point72. That was its March funding valuation, not an announced IPO valuation. The offering Goldman Sachs, J.P. Morgan and Morgan Stanley are leading the proposed NYSE listing. The share count and price range have not yet been determined. The filing puts the opportunity and the execution challenge side by side: substantial customer commitments, but much of the capacity still needs to be financed, built and brought online.

$INTC Swing Trading

这些定制芯片厂，每个都是牛逼吹得响，饼画的大，当季财报狗屎。 $cbrs $avgo $mrvl 可能帮他们算利润的不是自己 而是他们的客户，他们自己没什么议价能力。英伟达的芯片卖多少钱 英伟达说了算，AVGO的芯片卖多少钱 Google说了算

25鹰派加息，交易员们计价10月份加息概率50%，大盘跳水幅度超过了期权预期，同时短债、长债利率继续冲顶，原油没动，白宫说利率上升不会改变油价。大家都懂的，现在只能马上停止战争。

BREAKING: Saudi Arabia has informed its European customers that late-September crude oil cargoes will be cancelled, due to the East-West pipeline being shut after last week's attacks and Yemen's Houthis taking over the entire Red Sea coast, per three sources to Reuters. Yanbu had five to seven days of crude stocks left for export when the East-West line went down, per industry sources on Saturday, and cancelling late-September cargoes means Riyadh does not expect the line back before they run out. Europe has been taking Saudi crude through Yanbu because Hormuz has been closed since spring. On top of the pipeline, the Houthis appear to have struck the YASREF refinery at that same port this morning.