Ryan Leung 梁興盛, CFA

Why should I? What benefit'd I get if I post right after I bought? I already mentioned my buying zone on X a few days ago, and I don't have the obligation to tell people when I pulled the trigger. I only care about and only be responsible for my own PnL(maybe my wife's at most). Technically speaking I should have FUD it more on scocial media so I can buy it at much cheaper price. This $880+ price is still far from ideal.

$GOOGL | 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 𝐐𝟐 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $119.80B (↑24% YoY) | GAAP EPS: $9.11 👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 recorded its 𝟏𝟐𝐭𝐡 consecutive quarter of double-digit revenue growth. ➤ 𝐆𝐨𝐨𝐠𝐥𝐞 𝐂𝐥𝐨𝐮𝐝 growth accelerated to 𝟖𝟐%, driven by AI infrastructure and AI solutions demand. ➤ Nearly 𝐅𝐨𝐫𝐭𝐮𝐧𝐞 𝟏𝟎𝟎 𝟗𝟎% adopted 𝐆𝐞𝐦𝐢𝐧𝐢 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞. ➤ 𝐆𝐞𝐦𝐢𝐧𝐢 models now process 𝟐𝟐 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 API tokens per minute. ➤ 𝐆𝐞𝐦𝐢𝐧𝐢 𝐀𝐩𝐩 reached 𝟗𝟓𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 monthly active users. ➤ 𝐘𝐨𝐮𝐓𝐮𝐛𝐞 attracted over 𝟏.𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 unique viewers for FIFA World Cup 2026-related videos. ➤ 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐞𝐚𝐫𝐜𝐡 query growth benefited from expanding AI features. ➤ Strong demand continued for 𝐆𝐨𝐨𝐠𝐥𝐞'𝐬 AI-powered security solutions. ➤ Issued 𝐧𝐞𝐭 $𝟒𝟗.𝟔𝐁 in equity to expand AI infrastructure and global compute capacity. ➤ Issued 𝐧𝐞𝐭 $𝟐𝟎.𝟑𝐁 of senior unsecured notes for general corporate purposes. ➤ Declared quarterly common stock dividend of 𝐔𝐒$𝟎.𝟐𝟐 per share. 👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “Our AI investments are redefining what’s possible across every part of our business. Q2 was an amazing quarter, with Alphabet revenues growing 24% year-over-year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions. It’s great to see wide adoption of Gemini Enterprise, with nearly 90% of the Fortune 100 using it. We have exciting momentum across the board... These outstanding results show that our differentiated, full stack approach to AI is delivering real, measurable value for consumers, customers, and our partners globally.”— Sundar Pichai, CEO of Google and Alphabet

We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model. To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of access to avoid detection. Moonshot AI has also acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.   The United States strongly supports the free and fair development of AI, including a thriving competitive ecosystem that spans frontier models, specialized systems, open-source frameworks, and open-weight models. Legitimate AI distillation used to create smaller, more efficient models plays a vital role in this open innovation ecosystem. However, large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.

美國總統川普已正式批准與沙烏地阿拉伯的重大核能協議 華盛頓7月21日訊，該協議為期30年，價值數百億美元，將開放沙烏地境內鈾濃縮設施。根據協議，美國企業將主導建造濃縮廠，若美沙聯合研究認為必要即可啟動，美國參與本身被視為防止軍事濫用的保障。 能源部長克里斯·賴特將於明日與沙烏地能源大臣阿卜杜勒阿齊茲·本·薩勒曼簽署協議。國會數日內將收到協議文本，需三分之二多數才能否決，阻礙極低。 此協議在美國連續11晚空襲伊朗之際簽署，凸顯中東核政策矛盾：一邊打擊伊朗濃縮能力，一邊為其宿敵沙烏地提供相同技術。沙烏地曾表示若伊朗擁核將跟進，如今已獲國會幾乎無法阻擋的途徑。 伊朗強硬派視此為「核塵」讓步即永久劣勢的最佳例證。

I’m not exaggerating. Back in March, the AD9361BBCZ was only around $70, but now the average market price has risen to over $200