In today’s briefing:
- Reddit’s ChatGPT Collapse: A Warning Sign For All AI Content Sellers!
- Intel Could Build Chips For AMD?! Wall Street Stunned By Shocking Twist!
- Hong Kong Single Stock Options (Sept 29 – Oct 03): Materials and IT Lead Amid Rising Option Activity
- Taiwan Dual-Listings Monitor: TSMC Premium Remains High Ahead of 3Q Results; CHT Rare ADR Discount
Reddit’s ChatGPT Collapse: A Warning Sign For All AI Content Sellers!
- Reddit shares have taken a sharp dive following a troubling drop in references from OpenAI’s ChatGPT platform, sparking fresh concerns over the stability of its AI licensing revenue stream.
- Once hailed as one of the most valuable sources of human-generated conversational data, Reddit has increasingly leaned into its role as a supplier of AI training material, boasting of its extensive corpus being the “#1 most cited domain” for large language models (LLMs).
- However, recent data showing a sharp decline in ChatGPT references has jolted investors, raising red flags about the longevity and sustainability of this monetization route.
Intel Could Build Chips For AMD?! Wall Street Stunned By Shocking Twist!
- Intel’s stock recently spiked on a stunning twist in the semiconductor saga: reports indicate Intel could manufacture chips for longtime rival AMD.
- This development is sending shockwaves through the chip sector and has investors re-evaluating what was once unthinkable.
- As Intel CEO Lip-Bu Tan pushes to reinvent the company’s future, this move—if confirmed—signals a seismic shift in strategy.
Hong Kong Single Stock Options (Sept 29 – Oct 03): Materials and IT Lead Amid Rising Option Activity
- HSI extended gains to fresh highs, supported by strong breadth, surging Materials and IT names, and rising single stock option activity
- Broad gains across all sectors highlighted strong momentum, with leadership from Materials and Information Technology.
- We examine the distribution of returns since the April lows finding that the tails are distinctly unbalanced.
Taiwan Dual-Listings Monitor: TSMC Premium Remains High Ahead of 3Q Results; CHT Rare ADR Discount
- TSMC: +26.8% Premium; Remains at Historical Extreme; Earnings Release Ahead
- ChipMOS: +1.3% Premium; Wait for Higher Level Before Shorting the Spread
- CHT: -1.0% Discount; Good Level to Go Long the ADR Spread
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