CryptoPepper

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Bank of America just announced five tech stocks to buy: Microsoft, Meta, Apple, PicPay, Payoneer
The first three are no surprise. The last two are interesting.
PicPay — Brazilian fintech, just IPO'd in January this year, with 43 million active users
Payoneer — an established player in cross-border payments, Bank of America's logic: 2026 will be a pivotal year for the global computing infrastructure upgrade.
These two are new to me today; I plan to use AI to analyze and prepare a report.
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Masayoshi Son borrowed $40 billion unsecured, due in 2 months
Just to cover his $30 billion bet on OpenAI. Including previous investments, his total bet on OpenAI exceeds $60 billion.
The lenders are JPMorgan Chase, Goldman Sachs, and four Japanese banks.
They are all betting on OpenAI's IPO this year. Once IPO occurs, SoftBank will use the exit proceeds to repay the loan.
If the IPO doesn't happen… This is the biggest AI leverage gamble I have ever seen.
Masayoshi Son is betting on the future of AI with bank money. The banks are betting on SoftBank's IPO of OpenAI.
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Can American companies really deliver impressive financial reports?
Q1 earnings season is about to begin.
Wall Street consensus is "Strong AI demand, big tech profits hitting new highs."
But QIMA's supply chain data shows: global procurement from China in Q1 decreased by 18% year-over-year, while Southeast Asian procurement surged by 42%. The supply chain is moving. Costs are rising during the transition.
Oil prices are even more extreme. Brent is above $95, up over 40% since the beginning of the year.
Goldman just raised their full-year oil price forecast from $60 to $85. EIA's fore
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Huajiao: Do you still have remaining quota?
Codex: limit exceeded, quota used up
Carpooling costs 38 RMB per month, but after just a few hours, I can only use 150K tokens before it crashes
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OpenAI has cut another product
This time it's "Adult Mode"—it was shelved before it even launched
But what's worth discussing isn't the "Adult Mode" itself, but what went wrong with OpenAI's product strategy.
Regarding Adult Mode: announced in October last year, originally scheduled to launch in December. As a result, all eight mental health advisors hired by OpenAI voted against it.
Reason: age verification system has a 12% failure rate—millions of minors could be exposed to adult content. Technically, it's also unfeasible: models were trained to avoid pornographic content, but now they n
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Europeans are building solar power stations on their balconies, plug-in solar panels: small ones cost €200, energy storage ones are under €1000, with a payback period of 2-6 years.
Germany installed over 1 million balcony solar systems from 2022 to 2025. Prices have been halved. The UK just legalized it—considering the UK’s electricity prices are the third most expensive in Europe, there’s motivation.
The concept of energy independence used to be a national-level issue. Now, ordinary households can start with just €200.
Decentralization is not just a crypto narrative. Energy is also head
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10 to the 25th power years, and the universe is only 1.38 billion years old.
Specifically: the most powerful quantum computers currently have fewer than 100 logical qubits.
Breaking BTC's SHA-256 requires about 2,330 qubits, more than 20 times the current capability.
If a breakthrough occurs in the future, approximately 35% of the $BTC supply (including Satoshi's 1 million coins) could be at risk.
Of course, the key point isn't "whether quantum computing will arrive," but "whether BTC will upgrade its quantum-resistant encryption before it does."
For now, it looks like time is on BTC
BTC0,76%
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Anthropic has confirmed: they are testing a new model at a "step change" level.
Code name Mythos, internally called Capybara. The leak was accidental, but the model is real.
What did they say about previous AI releases? "Improved by X% on the XX benchmark," "faster and cheaper," "supports longer context."
And what about Mythos? "Far surpasses any other AI model in cybersecurity capabilities," "signaling a wave of models that can exploit vulnerabilities in ways far beyond defenders."
Can you see the difference?
Before, it was "we are better." This time, it's "we are so powerful that i
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Dr. Lee Chang-yu has passed away!
The most famous case I remember is where a husband murdered his wife and then dismembered her with a wood chipper, but ultimately, the doctor caught him through blood spatter analysis.
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When you can't convince your mom about the "rigid mindset regarding stable employment,"
the only option is to chat with Claude and have him generate a PDF.
Since I can't persuade my mom, I can only rely on AI to convince her.
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Google released a paper called TurboQuant, and within 24 hours, the community had ported it to llama.cpp.
What did TurboQuant do? It compressed the KV cache of large models to 3 bits, reducing memory usage by a factor of 6, and sped up inference by 8 times on H100.
The key point is—no retraining needed, no fine-tuning required, and no loss of accuracy. This is one of the reasons chip stocks plummeted.
Samsung and SK Hynix dropped over 6% in Seoul, and Micron fell 6.9% in the US stock market.
The market's concern is—if each model can use 6 times less memory, doesn’t that reduce the demand for H
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Meta has laid off another 700 people.
This is the second round in 2026. In January, they cut 10% of Reality Labs, and this time it's sales, recruitment, and global operations.
Zuckerberg's words: "Projects that used to require a large team can now be handled by a talented individual."
At the same time, Meta's capex budget this year is between $115 billion and $135 billion, all invested in data centers.
Layoffs plus heavy investment in AI infrastructure.
This is the standard operation for big tech companies in 2026.
It's not that they don't need people anymore; the type of people th
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Because I have personally trained systematically for 10 years, I consider this basic common sense, and many people may not know it.
The post below from KeKeLi has gone viral, so I’m sharing it here for everyone to see.
1) The basic principle of strength training/muscle building is "approach the current muscle limit—cause slight damage to the body—spontaneous repair—muscle growth—repeat."
It can be simply understood as pushing the muscles to the limit, and they will grow.
2) In this process, your body first consumes resources and then replenishes, ultimately resulting in growth.
So you need to
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A series of confusing posts from the White House official account made me feel like the account might have been hacked.
Has anyone tried calling this 45470 number?
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"Is AXTI the new king of US stocks?"
I see posts like this on Xiaohongshu every day. Just change the ticker and keep shouting.
They keep trying to make you believe in the light—damn, there's so much of it.
Most people can't explain in one sentence what this company actually does.
AXTI makes compound semiconductor substrates. You've probably never even heard of it, right?
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Your little lobster's most useful feature is buying 258 nationwide flight discount tickets and then regularly polling this 0 yuan redemption.
This push notification is much better than your daily report push notifications.
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OpenAI Shut Down Sora
Launched with great fanfare in September last year, it hit the top spot on the App Store. Six months later, it was shut down.
Official statement: "Focusing computing power to world simulation research and robotics."
Translation: Too expensive to run, couldn't retain users.
That big deal with Disney? Three months, contract terminated.
Attention AI video creators: If OpenAI can't afford to sustain a product line, how long do you think your video AI startup will last?
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Thank you for sign's invitation
We can begin now.
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You can now start meeting with Ai Ni Sign.
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