Analysts Weigh the Impact of OpenAI’s In-House Chip: NVIDIA Profit Margins May Face New Challenges
With OpenAI and other tech giants rolling out their own chips, analysts have begun to believe that $NVIDIA (NVDA.US)$'s near-monopoly position in the advanced AI chip arena is facing a “threat.” On Tuesday (August 25), OpenAI disclosed technical details of the company’s first custom inference chip, Jalapeno, claiming that the chip’s response speed and energy efficiency performance have surpassed NVIDIA’s GB300. At present, $Google-C (GOOG.US)$, $Amazon (AMZN.US)$, $Meta Platforms (META.US)$, and others are also developing their own AI chips. Yole Group technology analyst Adrien Sanchez said Jalapeno is a chip designed specifically for inference, indicating that “chips designed by ultra-large cloud service providers (hyperscalers) can now match—and even exceed—NVIDIA Blackwell-class GPUs in inference energy efficiency.”
U.S. Bets on Stablecoins [ Takeover ] as It Sells Off $29 Billion in Short-Term Treasuries
In June, foreign investors had a total net inflow of $133.5 billion into U.S. financial markets, but during the same period they sold $29.0 billion worth of Treasury bills. Two sets of data show two distinctly different directions of capital flows within the same month: most incoming funds flowed toward the U.S. stock market, but demand for U.S. government debt weakened significantly. Foreign buyers purchased $181.4 billion worth of U.S. stocks, but only $6.8 billion in long-term Treasury bonds; in the short-term bond segment, they sold off Treasury bills that are often used as a cash reservoir. This divergence in capital flows also helps explain why stablecoins were included in the U.S. government debt-response strategy. Stablecoin issuers such as Tether and Circle typically allocate most of the reserve assets supporting the value of their tokens to Treasury bills and similar assets. If overseas buyers continue to reduce their holdings of Treasury bills, the rapidly growing stablecoin sector—potentially on a scale comparable to, and with demand power that could rival, overseas capital—may become another significant force. The June data shows that this industry already has a sufficient size, but the recent token-issuance scale is small and cannot by itself account for the $29.0 billion in selling pressure.
Huang Renxun: Real demand in fiscal 2028 is far higher than the 70% revenue growth rate, but supply determines that we are confident we can deliver 70%
NVIDIA’s latest performance further reflects Huang Renxun’s confidence in underlying demand. The company’s Q2 revenue for fiscal 2027 was $96.2 billion, up more than double year on year. Data center revenue rose 117% to $89.0 billion. NVIDIA also expects revenue for fiscal 2028 to grow by about 70%.<c-61/> Huang Renxun defends NVIDIA (NVDA.US) support for the AI ecosystem’s “closed-loop financing,” saying “the risk is very low.” Vera Rubin will become NVIDIA’s core growth engine! The incremental value across the industry chain is here to be realized—institutions are optimistic about three main themes. ①NVIDIA is expected to have Vera Rubin contribute about 20% of data center business revenue in the third quarter;
【BTC facing the $80,000 level again; what signals are hidden behind Binance’s “sell wall”?】 Bitcoin is once again at a critical spot the market is watching. According to HODL15Capital data: 📊 Clear sell-side pressure shows up near $80,000 on Binance’s order book: 🔸 Near $80,000: about $13.2 million in sell orders 🔸 Near $82,500: about $33.27 million in sell orders What’s even more worth paying attention to is: Some of the orders have been sitting there for 100 days or even longer. So what does that mean? On the surface, these sell orders look like a “pressure wall.” But from another perspective: If long-standing orders never get filled, they might just be the price levels traders set as expectations, not necessarily real, immediate sell pressure. Next, the market will focus on whether: 📌 When BTC nears $80,000 Will these sell orders actually get filled? 📌 Will the sell wall be withdrawn? 📌 Will the capital flow continue to support a breakout? In the crypto market: The order book reflects sentiment, but volume reflects where funds actually choose to go. Real market moves are often not about where the wall is—it’s about which side ultimately breaks through it. $80,000 may be not just a price checkpoint, but a new battleground where bulls and bears test each other’s strength. #比特币64亿美元期权将到期 $BTC
☀️At dawn, breaking the light of day and letting go of all the ties to yesterday’s chart 🌤️.
Trading isn’t about a momentary burst of power, but about self-discipline practiced day after day 📊. The market is always full of temptation—everywhere there are stories of short-term overnight riches 🕳️. Learn to filter out the noise and stick to your own trading system and rhythm 🧭. Don’t let the ups and downs of the chart disturb your inner peace, and don’t enter impulsively out of FOMO for missed chances 🌿. Hold the assets you believe in quietly; the opportunities that belong to you will patiently wait ⏳. Investment is ultimately the realization of knowledge—only by refining yourself can you move steadily and go far 💎.
On this new trading day, stay clear-headed and full of enthusiasm. Good morning, everyone 🕊️.
Many people take treating others with harmony as the highest principle and regard making concessions and seeking peace as magnanimity. So when they are offended, they smile and say it’s okay; when someone oversteps, they tell themselves not to mind. Even though, deep down, they are already furious, they still force themselves to swallow it and not react—thinking this is genuine magnanimity and open-mindedness. But you should know: every time you overstep boundaries and concede without principles, you are inflicting wounds on your own mind and body. Don’t assume that if you just endure for a moment, things will become calm and peaceful; don’t believe that taking a step back will make the world feel as vast as the open sky. There are some people in this world who won’t rein in their behavior because of your tolerance. The more you keep compromising and enduring, the more they will grow bolder and act with greater recklessness. The more you keep giving in, the more others will see you as a soft target—and the more they will push further. Don’t mistake suppressing your anger for inner strength, and don’t confuse endless, boundary-less retreat with caring about the whole world. As the book 《“忍”的思考》 puts it: when it is time to endure, you should endure—endurance is beneficial; when it is not time to endure, not enduring is right—endurance then becomes harmful. One overstep deserves a kind reminder; a second offense may be forgiven; but after a third time of trampling, there’s no need to keep up appearances. Once the opportunity has been given, there’s no need to give it again; once your tolerance has been enough, you no longer need to endure.
Recently, BTC has strongly broken through the $80,000 mark, and institutional capital continues to flow in. With macroeconomic policy support, Bitcoin’s inflation-hedging attributes have once again gained recognition. Do you think this rally can continue? Follow & Like & Share to get SOL 🎁🎁🎁
The hustle and commotion of the market disturb the heart; ups and downs are all part of the norm ✨ Refuse to be ruled by FOMO emotions—don’t blindly follow the crowd into the fray. Endless opportunities lie ahead; your principal is the true ace up your sleeve. Slow down, steady your positions, and wait calmly for your moment. Wishing you all composure in every move, and great profits 🧧
When the long wind breaks the waves, there will be a time; straight will I sail my cloudlike sail to aid the boundless sea. … Years pass like songs, the road stretches on endlessly… Lucy, you will always be the tie in my heart
📢 Oil prices keep climbing; Russia plans to intensify strikes on Ukraine; peace talks enter a dead end Huajian Air Express News: On August 27, the situation between Russia and Ukraine deteriorated rapidly. Russia sent signals indicating that the existing peace-talk route has effectively broken down. Plans are in place to upgrade military operations, increasing the risk of a widening conflict being priced in by the market. Brent crude is holding above $88 per barrel, while WTI crude remains steady above $83 per barrel. The geopolitical risk premium has risen rapidly. (😟 bearish)
Oil market outlook: The current market is driven by geopolitical sentiment rather than fundamentals of supply and demand. In the short term, Brent at $88–90 is a strong resistance zone. If the conflict does not materially expand, it is likely that “good news” will be cashed in and prices may pull back. If military actions are upgraded, oil prices may test levels above $92. Key support below is Brent at $85; once that level is broken, this round of geopolitical-driven upside is likely to end. $CL
Higher oil prices will boost the stickiness of inflation in Europe and the U.S., weigh on expectations for rate cuts by the Fed, and make U.S. Treasury yields more likely to rise, tightening liquidity for risk assets such as stocks and crypto and amplifying volatility. From a trading perspective, focus on Russia–Ukraine’s real-world actions and oil’s key price levels. For hedging, gold may be a safer avenue; risk assets should not be chased higher.
⚠️ Information summary only; not investment advice. Geopolitical markets can reverse quickly—strictly control position size.