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40d06/03

Sanity check my AI infrastructure pie

Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies. Rolls Royce Kraken Robotics KLA ASML NVIDIA Broadcom Vertiv Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes? Assuming people here have done levels of rese

Social◇ unclassifiedsocial-signal
40d06/03

DeepSeek nears US$7b haul in first-ever funding round, with backing from Tencent, CATL

Chinese artificial intelligence start-up DeepSeek is finalising its first external fundraising round, securing over 50 billion yuan (US$7.4 billion) at a valuation of just under US$60 billion, according to people familiar with the matter – marking a six-fold leap from its US$10 billion valuation in April. The blockbuster round highlights intensifying global competition and a shifting strategy for the AI breakout star, which had previously resisted external capital. Market-oriented investors and.

◇ unclassifiedchina · asia · usa
40d06/03

Tesla’s China sales surge to 2026 high, but rivals crowd the rear-view mirror

Tesla’s Shanghai Gigafactory recorded its strongest monthly deliveries of the year in May as a broader recovery in China’s electric vehicle market gathered pace, although the US carmaker is likely to face intensifying competition from domestic rivals launching a wave of new models. The factory in Shanghai’s Lingang free-trade zone delivered 85,982 Model 3 and Model Y vehicles last month, up 39.4 per cent from a year earlier and 8.2 per cent from April, according to Tesla China. The figure...

◇ unclassifiedchina · asia
40d06/03

Petition: Self-support for child support to €2000

Currently, the self-support of fathers who pay maintenance is close to the poverty line. Child support increases from year to year, but self-support remains unaffected. This means that fathers who actually pay maintenance are extremely at risk of poverty. The petition calls for self-support of €2000 and other things. It must also be in the interests of the children that the parent who pays maintenance does not have to live under the bridge. Text of the petition The petition supports the reform

Social◇ unclassifiedgermany · europe
40d06/03

China celebrity dog stolen, sold for US$25 and eaten; owner sues, stymied by weak pet laws

A celebrity dog in central China was stolen and slaughtered, leaving its owner seeking justice but confronting gaps in the country’s legal protections for pets. Guo, a travel influencer from Henan province, raised Chutou, an eight-year-old Border Collie known for his intelligence, energy and gentle temperament. The dog had amassed more than 1.5 million followers on mainland social media after accompanying Guo on years of journeys across China, from snowy mountains to deserts, often guarding him.

◇ unclassifiedchina · asia
40d06/03

How are you hedging your portfolio given the current market conditions?

Title sums it up. I just don't understand how the market treats any news nowadays as always positive, especially with the Iran crisis. I do understand that capex spending is still here, and companies are backed by real revenue and income, I just don't understand the crazy exuberance like the Marvell situation today. My portfolio for example is extremely concentrated and would do horrible in a large correction / crash. I got extremely lucky buying Micron last year, and I also doubled up on Google

Social◇ unclassifiedeurope · iran
40d06/02

Trump’s AI order seeks security safeguards without slowing race with China

US President Donald Trump signed a long-awaited executive order on artificial intelligence (AI) on Tuesday, which asked technology companies to voluntarily share advanced models before they are released, signalling a shift in the administration’s largely laissez-faire approach to the industry. The voluntary framework allows the government to vet powerful new AI systems up to 30 days before their public release, but stops short of mandating review regulations, which were reportedly considered. It

◇ unclassifiedchina · asia · usa
40d06/02⚠ war-conflict · 1/5

Free funds in GmbH 90k

Hello everyone, I need your crush knowledge. Currently, after deducting all liabilities and tax reserves, there are 90k free in the GmbH. I don't have to make any investments due to the business model. I got an LEI number and opened a depot for the GmbH. Now to the plan: I would like to put 60k of the 90k into an accumulating All World ETF and then save 2k per month. The other 30k ends up in the daily money at 1.7% as an emergency fund.

Social◇ unclassifiedgermany · usa · europe
40d06/02⚠ war-conflict · 3/5

UN warns world to prepare for El Nino extreme weather

There is an 80 per cent chance of the warming El Nino phenomenon developing between June and August, increasing the risk of extreme weather events, the World Meteorological Organization said on Tuesday. “Fuelled by unusually warm ocean waters in the tropical Pacific, El Nino conditions are developing and are set to influence global temperature and rainfall patterns,” the United Nations’ WMO weather and climate agency said. Forecasts from the WMO global network “indicate a pronounced shift...

◇ unclassifiedchina · asia
40d06/02

Perpetual Futures causing a market revolution

CNBC has an article on perpetual futures here: The CFTC has sparked a potential revolution on Wall Street. Exchange stocks are dropping https://www.cnbc.com/2026/06/02/the-cftc-has-sparked-a-potential-revolution-on-wall-street-exchange-stocks-are-dropping.html?\_\_source=androidappshare What are everyone's thoughts on this? I just read it and haven't really had a chance to mull it over. It seems exchange stocks are tumbling as a result of all of this, despite the all three major indexes remainin

Social◇ unclassifiedusa
40d06/02

Russia Weighs $50 Million Plan to Influence Armenia’s Election

Russia has mulled an extraordinary measure of exporting humans to Armenia in an effort to undermine Prime Minister Nikol Pashinyan’s chances of retaining power in the fast-approaching parliamentary elections on June 7, according to an investigative report published by the Reuters news agency. Despite the Kremlin’s best efforts to manipulate the election’s outcome, recent polling data shows that Pashinyan’s Civil Contract Party is pulling away from a collection of opposition forces and appears in

◇ unclassifiedmiddle-east · russia · usa
40d06/02

Trump taps housing regulator Bill Pulte as acting intelligence chief

US President Donald Trump has named federal housing regulator Bill Pulte as acting director of national intelligence, entrusting oversight of America’s intelligence agencies to a close political ally whose career has been rooted in housing finance rather than national security. Trump announced the appointment on Tuesday, saying Pulte would replace Tulsi Gabbard, who stepped down last month after citing her husband’s cancer diagnosis. The move places the 38-year-old director of the Federal...

◇ unclassifiedchina · asia · usa
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