We recently published 10 Trending Stocks to Watch as Brad Gerstner Explains Tailwinds for AI Trade – ’10x Manhattan Project’. Blue Owl Capital Inc (NYSE:OWL) is one of the trending stocks to watch. During a recent podcast on Bloomberg, James Van Geelen, the founder and portfolio manager at Citrini Research, was asked how to hedge the risks related to “circular financing” in the AI space. Here is what the analyst said: “You could buy all the real companies that are building this kind of data center and th ...

公司股价与市场表现 - 甲骨文公司股价在强劲季度业绩后出现戏剧性暴跌 [2] - 此次股价暴跌导致公司总市值蒸发约400亿美元 [3] - 甲骨文股价下跌同时引发加密货币总市值相应下滑 [3] AI业务盈利能力 - 甲骨文AI云服务利润率极低 每1美元英伟达服务器租赁收入仅获利约14美分 [5] - 上一季度公司因出租Blackwell芯片亏损1亿美元 [5] - AI基础设施业务实际盈利能力低于市场预期 并非缺乏买家 [6] 行业生态与潜在风险 - 当前LLM开发商与AI基础设施利益方存在大规模循环融资现象 [1][7] - AI与加密货币市场在当前环境下高度关联 甲骨文问题可能波及加密行业 [4] - AI行业被普遍认为存在泡沫 投机性增长难以持续 [8]

融资模式 - 首席投资策略师解释“循环”融资或“供应商”融资的兴起 即一家公司为另一家公司提供资金 而后者将资金用于购买前者的产品 [1]

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.The S&P 500 ( VOO ) is increasingly driven by a handful of technology companies. These companies make up an increasing part of the S&P 500 and its returns ...