It seems that Moore Threads' chips are really excellent now. Why is that?

Because they have no more places to use the funds they raised. Moore Threads stated: they plan to use 7.5 billion yuan of idle raised funds for cash management. R&D also seems to be in place, as they are using the 7.5 billion yuan raised funds to do bank capital-preserving financial products. If such funds were placed with Dazhi, Google, or Intel, would they use them for bank capital-preserving financial products? Hahaha 🤣

Are the funds going to be used for bank capital-preserving financial products? He must not know what to do with this money, and it can't just sit on the books idly. Is it possible that the market is giving too much, and in fact, they can't really use that much money?

Be more rational. Even if Moore can eventually benchmark against Nvidia and truly take away most of our market, does it really deserve the current valuation? It's really tough. When valuing King Wang before, you said he would take 90% of Nvidia's market. Now the same approach is being applied to Moore, and you say he can take 90%...

Alright, that's it. Be cautious with emotional hype. We should obediently buy those truly good companies with high certainty.

$BTC