与「July」相关的搜索结果

Leopold Aschenbrenner’s complete Q2 performance before his newest trades release Monday Top tier: • SanDisk $SNDK: -62% • Micron $MU: -34% Second tier: • Bloom Energy $BE: -38% • Taiwan Semiconductor $TSM: -18% • Nebius $NBIS: -59% Third tier: • CoreWeave $CRWV: -49% • Core Scientific $CORZ: -45% • STMicroelectronics $STM: -39% • Applied Digital $APLD: -49% • Riot Platforms $RIOT: -37% • SharonAI $SHAZ: -74% • IREN $IREN: -61% Smaller positions: • T1 Energy $TE: -82% • WhiteFiber $WYFI: -76% • Babcock & Wilcox $BW: -69% • Keel Infrastructure $KEEL: -69% • Bitdeer $BTDR: -66% • HIVE Digital $HIVE: -58% • CleanSpark $CLSK: -56% • Cerebras $CBRS: -53% • Vishay $VSH: -52% • ProPetro $PUMP: -49% • Solaris Energy $SEI: -23% Options: • Bloom Energy $BE [Calls]: $44,100,000 • Taiwan Semiconductor $TSM [Calls]: $23,900,000 • Infosys $INFY [Puts]: $5,200,000 Summary: Every common stock position is red. His entire portfolio is down 46.8% from Q2 release to present day. His newest trades release Monday, November 16th, showing what he owned on September 30th, after he sold most of this to Citadel in late July

This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country. Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders ( and sent customs teams to the ports to check every advanced chip coming in ( And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country ( Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" ( Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.). Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards. In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia. As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips ( That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia. I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷 At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear: - Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" ( - Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime. - The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" ( Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities. Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless. Stranger things have happened, I guess, but it doesn't pass the smell test. And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday ( "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said." Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business? It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into. Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case ( also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset. And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here ( and here ( with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has. So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists. And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.

We’re retiring Advanced and Standard voice from ChatGPT Voice on December 11, 2026. In July, we introduced GPT-Live, our latest voice model that combines natural conversation with frontier intelligence. Since then, voice usage has nearly doubled, and virtually all people using voice in ChatGPT now use GPT-Live. This change will allow us to simplify the voice experience and focus on improving GPT-Live. We've learned a lot from how people used both Advanced and Standard voice, and we're bringing those learnings into GPT-Live as we continue to improve areas like the depth and detail of responses, maintaining continuity across conversations, and better personalization. Our ultimate goal is to make voice a seamless part of the ChatGPT experience. Live video and screen-sharing will continue to be powered by Advanced voice until GPT-Live has this capability.

Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.

Zcash's shielded pools are back near record levels. Most of the ZEC that left after the Orchard bug came back within weeks of the new Ironwood pool launching in late July. That recovery comes weeks before NU7 is planned to go live in November. The upgrade would cut the target block time from 75 seconds to 25, giving payments and swaps their first confirmation about three times sooner.

I currently have approximately 50 $BTC worth of assets in @SolvProtocol that I am still unable to redeem. I came for your 3% annual yield. But what remains inaccessible is my entire principal. On July 8, 2026, I withdrew approximately 50 BTC from Binance and converted them through normal channels from SolvBTC into BTC+. My purpose was simple: I did not engage in complicated trading or speculation. I only wanted to hold BTC+ and earn approximately 3% APY. Because of the significant amount involved, I checked the Solv website almost daily to monitor BTC+ NAV and yield. I later discovered that BTC+ minting and redemption had suddenly been suspended. On July 13, BTC+ experienced a security incident. As an ordinary user, I had no idea what had happened. On July 18 and July 20, I twice asked in the official community why minting and redemption had been suspended, but received no effective response. On July 22, @SolvProtocol publicly disclosed the security incident and stated that user assets had not been affected. On July 31, Solv announced that the relevant functions had been restored, and a staff member told me I could initiate redemption. However, when I tried, I discovered that my address was still restricted. Assets corresponding to approximately 50 BTC could not be redeemed. Since July 31, I have repeatedly sought a resolution through Solv’s Discord, Telegram, and email channels. I have cooperated with every request, providing proof of source of funds, transaction records, proof of wallet control, account information, and other requested materials. To date, we have exchanged approximately 60 emails, around 50 of which were sent by me. In September, I also contacted people associated with the project through various channels, but still received no meaningful resolution. My request is simple: Remove the restriction, restore normal redemption, and allow me to recover my approximately 50 BTC worth of assets. I am willing to continue cooperating with any reasonable risk-control or compliance review. I ask @SolvProtocol to answer directly: I have submitted the requested materials. How much longer will the review take? Why is my address still restricted? When will normal redemption be restored? I chose BTC+ because I saw it displayed/recommended through the BTC yield/earn section of Binance Web3 Wallet. Because of my long-standing trust in Binance, I placed greater trust in a product I encountered through Binance Web3 Wallet. This was an important factor in my decision to allocate approximately 50 BTC to BTC+. I hope Binance co-founder and Co-CEO He Yi @heyibinance and Binance Co-CEO Richard Teng @_RichardTeng can take notice of my situation. I would also like to ask @VenusProtocol: As an important lending market for SolvBTC, have you initiated a risk assessment regarding the numerous reports in Solv’s official communities of users facing prolonged redemption restrictions? I also hope @SolvProtocol’s investors and ecosystem partners will pay attention: @yzilabs @blockchaincap @LaserDigital_ @OKX_Ventures @TheSpartanGroup @IOSGVC @hashed_official @mirana I am NOT asking these investors or Binance to assume responsibility for Solv. I simply hope that, as Solv investors, ecosystem participants, and an important channel through which I discovered this product, you will pay attention to an ordinary user’s approximately 50 BTC worth of assets remaining unable to be redeemed for an extended period. I hope you can help encourage: @SolvProtocol @Ryanchow_defi @Will42w @myantokengeek to provide a clear, transparent, and actionable resolution. I am simply asking for access to my own assets. Any attention or assistance would be deeply appreciated. Thank you.

WNBA 2026 ATTENDANCE Stats 📊🏀 Notes: 🚨 Toronto Tempo had the largest single-game attendance (20,996) vs Dallas on July 10th in Montreal. 🚨 Portland Fire's home debut was the record for an inaugural game (19,335). 🚨 Indiana Fever were the biggest road draw on average (15,116). 🚨 Atlanta Dream saw the largest YOY jump from 2025 to 2026 (4,480 ➡️ 7,000). 🚨 Golden State Valkyries sold out every home game for the 2nd year in a row.

The first three V3 liftoffs. Flights 12, 13 and 14 leave Pad 2 at Starbase in one frame, from ignition to the climb. These are the first Block 3 Starships, and the first to fly on Raptor 3. Flight 12 opened the series on May 22 with Booster 19 and Ship 39. Flight 13 followed on July 24 with Booster 20 and Ship 40. Flight 14, on September 28 with Booster 21 and Ship 41, was the first of the three to reach orbit.

$NEAR Agent make my long term Value report of near protocol wrote in July as a basic material, then polish into a highlight video EN/CN version . Agent 把我之前写的NEAR长期价值研究报告作为基底直接转化精加工成为了详细的讲解视频，这进化速度真的惊人 #blockchain# @NEARProtocol