To The Moon

The Swiss central bank's holdings were exposed — holdings of more than 2,300 shares in US listed companies as of the end of June, with a market value of 191.4 billion , quarterly +10%. Three major holdings: NVDA, AAPL, MSFT. About a quarter of the Swiss central bank's foreign exchange reserves are stocks

Nvidia is ramping up its direct investments in base AI models, moving deeper beyond its core hardware and software layer into foundational LLM development Nvidia's push into foundational AI models represents a calculated evolution from a component supplier to the architect of the entire AI economy. The company is not merely selling chips; it is creating the models that run on them, the software that optimizes them, and the financial instruments that fund their deployment as "AI factories." This vertical integration is designed to cement its position at the center of the AI revolution, ensuring that Nvidia benefits whether the winning AI models are built by its own engineers or by those of its partners and competitors

Common law, free access of funds, dollar exchange centre , mature professional services ecosystem - not diminished at all, but is more scarce in comparison. Singapore is watching the cake, but it also cannot meet the legitimate global demand of mainland residents. Hong Kong's geographical and institutional dual interface remains unique

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US Treasury Secretary Bessent's "to be done note" was captured by Reuters camera — it prominently says Buy Japanese Yen $510 bil Would it be despicable to do so?

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The real risk of Amazon: is the capacity utilization rate in 2028. If the growth curve of AI demand even shows up for six months of pause, the fixed cost of 220 billion will instantly go from vision to overinvestment. Currently, the market has chosen Narrative to trust Andy Jassy.