There are a lot of news today saying that Tesla is considering splitting off or selling its China business. Many people say Tesla's largest factory is in China, and the supply chain market is all in China. If Tesla sells its business, would Musk be willing to give up such a big piece of the pie? Actually, from the perspective of Tesla preparing to merge with SpaceX, this is not impossible. SpaceX is a business of the U.S. Department of Defense. Tesla is Musk's own company business. If the two companies want to merge, the Department of Defense's business cannot have a large chunk of China business. If there is intertwined China business, data security would be 100% compromised, and the U.S. Department of Defense would not allow this to happen. So I think the possibility of Tesla selling its China business is very low. Plus, Tesla was listed on Doubao today. Like Volkswagen, a joint venture or spin-off is more likely, directly becoming a subsidiary. Anyway, since autonomous driving can't enter China, it’s better to reduce costs and recover some funds.

Private equity female boss Banxia Capital Li Beifa posted on Moments What is an old Deng? A young Deng, having witnessed the waves of human nature and undergone the baptism of cycles, can still live healthily and happily in the market, possessing insight, discipline, a stable framework, and emotions, can evolve into an old Deng. Most young Dengs will only die halfway, either financially, mentally collapsing, or physically breaking down. Banxia Capital Li Bei: An old Deng, when facing most of the pigs in the typhoon, only has one thought in mind too young, too simple, sometimes naive.

The South Korean Liberation Army continues to increase its holdings South Korea is preparing to inject $14 billion into the sovereign wealth fund Continuing to focus on AI and data centers Actually, I feel that the biggest leverage in this market rally is the South Korean government

Storage is making a big rebound, brothers! The PLA is here! MU rose 9% SanDisk rose 17% Seagate rose 17% My 200 shares of Corning are about to break even!!!

South Korean regulators have come up with a response plan Short selling is banned I remember the last time short selling was banned was in the US It was during the pandemic, also when the US stock market was crashing Trump sent an X saying he was preparing to ban short selling of US stocks

# Meta Q2 Earnings Report Analysis Brothers, don’t just look at the stock price plunge in Meta’s earnings report. The really interesting part is the clash between two numbers. Revenue is $60.8 billion, up 28% year-over-year. Ad impressions +14%, ad prices +12%. This shows that the advertising machines Facebook, Instagram, and WhatsApp are still very strong. But on the other hand, EPS is only $6.18, down 13% year-over-year. Expenses have directly risen to $42 billion, up 55% year-over-year. Included are $2.4 billion in legal fees and $1.18 billion in layoff costs. The most eye-catching is free cash flow. Q2 only left $784 million. It’s not that they didn’t make money, but the money earned was basically swallowed back by AI infrastructure. Meta’s capital expenditure guidance for this year has been raised to $130 billion to $145 billion. Zuckerberg is now betting on one thing: AI is not just storytelling; it’s about completely redoing ads, recommendations, content production, and personal assistants. If this really works out, Meta will still be an upgraded cash cow. If it doesn’t, then the ad business is just paying off the AI data center mortgage. So my judgment on this earnings report is: The core business is strong, AI is expensive, and the market now doesn’t want to hear dreams but wants to see the speed of return. Next, focus on three things: Whether ad prices can continue to rise. Whether AI tools can truly improve ad conversion. Whether capital expenditure will continue to increase. Meta is not collapsing. Wall Street is starting to ask Zuckerberg one question: Bro, when will this AI bill finally turn into profit? Data source: Meta Q2 2026 earnings report, market expectations referenced from FactSet

A bit nostalgic for Elizabeth When Elizabeth was faking donations, she still knew how to Photoshop Now many KOLs don't Photoshop their pictures, just casually say they lost 10 million Currently, among those claiming to have lost tens of millions, probably only 0xleaf is telling the truth The bragging atmosphere in the crypto circle now is kind of disgusting If you're really awesome, open a real trading account like holding out for the eagle! What the hell are you bragging about? Holding out for the eagle is the real deal!!!