Hong Kong-based Prime Capital Management, led by Liu Yijun, has achieved impressive returns in 2026 by focusing investments on a few top-performing stocks like Nvidia, Taiwan Semiconductor, Micron, and Tesla. The fund's strategy of concentrated bets rather than broad diversification has paid off, especially with Micron's 82% gain in the last three months. Tesla remains a key holding with growth potential in robotics and autonomous driving, making it a stock to watch despite its recent modest gains. Tracking such smart money moves can reveal valuable market opportunities for long-term investors.
Nvidia reported an 85% year-over-year revenue increase to $81.6 billion in Q1, fueled by a 92% rise in data center sales and strong demand for AI infrastructure. The company also saw a 14.2 point expansion in gross margin, a 131% increase in earnings...
Nvidia has issued $25 billion in bonds, its first public debt sale since 2021, to support general corporate needs including refinancing existing debt. Despite its strong cash flow and credit ratings, Nvidia's move reflects a broader trend among tech ...
A new debt market backed by graphics processing units (GPUs) has surged to $65 billion in 2025, with NVIDIA alone issuing $25 billion in bonds. This financialization of GPUs resembles the mortgage-backed securities that triggered the 2008 crisis, as ...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
Semiconductor ETFs like iShares and VanEck have delivered strong year-to-date returns driven by solid fundamentals and AI demand, but they face intense volatility and rising risks. Key holdings such as Micron, AMD, and Nvidia posted robust results, y...
