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Welcome to the Euro Star Planet! Hello everyone, this is Teacher Zhu. Not chasing trends, not making calls, focusing on macro logic + project research + on-chain real data. In Euro Star Planet, I mainly share: 🧠 Bull and bear cycles and market structure analysis 🔍 In-depth breakdown of potential projects 📊 On-chain data + sentiment analysis ⚠️ Risk warnings, more important than making money If you also: ✔ Don't like mindless bullish calls ✔ Want to see long-term logic instead of tenfold gains in a day ✔ Hope to survive longer in this market Currently, Euro Star Planet is just getting started, and we are open to KOLs and VIP users. We can follow each other and evolve together 🤝 👉 Friends who have already followed, drop a comment in the section, and I will definitely follow back! $BTC

What discoveries were made in Nvidia's GTC keynote? Today, let's talk about Nvidia's GTC keynote. Why focus on Nvidia? Because Nvidia is the leading pioneer in this wave of AI, which can be said to be a once-in-20-years top narrative, similar to the internet boom in 2000. We absolutely cannot miss this. Why do I say this? First, look at Nvidia's SpectrumX photonics packaging network switch released in March 2025, along with the AI factory concept, which mentioned optical communication. I believe those who carefully read this and deeply study the underlying industry have already "won big." Whether it's the US fiber optic company Corning, optical chip makers like Lumentum, or Marvell Technology, which corresponds to China's Zhongji Xuchuang, New Ease, optical chip maker Yuanjie Technology, Shijia Photonics; or CPO module companies like Broadcom and Bochuang Technology, all have risen more than tenfold. So, Nvidia's future conferences and keynotes must be watched closely, and following Nvidia's lead to explore might reveal some opportunities. First, let's see the key points introduced at the conference: They announced starting to make CPUs; Nvidia is entering the CPU market and has collaborated with Microsoft on a new PC AI. The future will involve robots, satellites, and cloud base stations. I also believe the future belongs to robots. So, which robot companies exist now? Tesla? Ushu Technology? For satellite launches, there's SpaceX and others. For cloud base stations, which companies are currently working in this area? Then they talked about robot medical services and robot taxi services. What companies and core components are related to this? I did some preliminary research and found the following companies: (This is just my initial AI search; a comprehensive exploration requires huge time, effort, and information organization.) Next, what companies and components are related to robot cars? There are many automotive components. I roughly checked: chip makers include Nvidia, Qualcomm, Broadcom; LiDAR: LAZR, OUST; camera sensors: Sony, on (Siemens); millimeter-wave radar: NXP; in-vehicle networks and optical communication: Broadcom, MRVL, GLW; motors and power semiconductors, etc. Jensen Huang then introduced the AI PC developed with Microsoft over three years, to be announced tomorrow night. Personally, I feel it might be similar to the current Xiaolongxia (Little Lobster). Will Microsoft see a slight stock price increase tomorrow evening due to this news? I think this is very critical. The future operation mode of AI computers will be that we only need to describe our needs and intentions, and AI will automatically generate results. For example, if I want to write a research report on Nvidia, I just tell the AI, and it will open the browser to search or open relevant software. It's somewhat like the previous ByteDance AI phone, which can automatically open all applications. Maybe this will appear on our PCs. Based on this thinking, do we still need a traditional PC host? Directly using full cloud computing should suffice. This is likely the big trend because previously, each person's PC had computing power deployed locally, which was not centralized. But with the cloud, computing power becomes collective, improving resource utilization. #星球日报 $BTC $NVDA

Damn, Dongda really took action. Investing in US stocks requires reporting, otherwise illegal gains will be confiscated. $BTC $ETH

Global storage companies net profit ranking, leading with Samsung, SK, Micron, SanDisk, Western Digital, no need to mention, also included those from Mainland China, they are truly making money! If you catch the right trend, even pigs can fly! $BTC $MU

Bloomberg estimates the ranking of the most profitable companies worldwide in 2027, still dominated by the semiconductor sector. Semiconductors are expected to remain hot in 2026! #CFTC历史性批准BTC永续合约 $BTC $ETH $NVDA

Damn, no wonder Iran has been causing trouble, the US seized $1 billion of their crypto assets. Who says crypto assets are safe? This was handled so easily! I think the most likely reason is that they were kept on a CEX and got taken down; if they were in a wallet, they probably would have been fine! $BTC $ETH #HYPE再创新高：市值破146亿美元

The S&P 500 index has risen for nine consecutive weeks, marking the longest winning streak since 2023 and one of only 10 such occurrences in the past 40 years. In the past 10 instances, the probability of an increase one month later was as high as 90%, and 70% after six months. Currently, the 9-week gain is 18.8%, one of the highest in history. If it continues to rise next week, it will set the record for the longest weekly winning streak in history. $BTC $QQQ

Trump's account is established to create a US stock account for every newborn American, with an initial investment of $1000, taken over at age 18. Based on the current US stock returns, it is estimated to be worth $5800 at 18. The platform is Robinhood, which has already soared. #ETF流出，资金轮动 $BTC $ETH $HOOD

The Simpsons writers are running for president 😂, having successfully predicted Trump becoming president, they probably don't think they're predicting themselves to become president. $BTC $ETH $OKB

Trump's holdings are almost entirely in semiconductors. #美光科技市值破万亿：存储超级周期 $BTC $ETH $MU

PCE 3.2% is lower than expected, with a minor impact; the main focus is still on the upcoming CPI on June 10. $BTC $ETH $OKB #稳定币三线同日落地