Reletter
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Frontier Stocks

Meng Li

Share at least one analysis of technology business and tech stocks every day

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Substack
PricingOnly paid issuesPublishesDaily
Issues410Foundeda year agoLast Issue5 days ago
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Latest Issues

Why US AI Drops in Price While Chinese AI Rises

Why US AI models are cutting prices while Chinese AI models are raising them. A deep look at market strategy, demand, and computing costs.

AI market is witnessing something unusual. Several major U.S. AI companies are cutting prices or lau...

5 days ago
4
Paid

How IREN Is Repurposing Mining Megawatts for the AI Era

IREN transitions from Bitcoin mining to AI cloud infrastructure, targeting 1.2 GW capacity with Microsoft and NVIDIA partnerships. Financials show high growth potential but significant execution risk.

IREN() is undergoing a thorough transf...

6 days ago
7
Paid

Four Major U.S. Software Stocks Deliver Blowout Earnings

U.S. software stocks surge after hours on blowout earnings. AI data and cloud leaders post huge gains as growth accelerates.

After the market closed today, the U.S. software sector staged a long-awaited major breakout, with several core so...

8 days ago
9
Paid

Google AI Undergoes a Major Personnel Shake-Up

Google stock plunges as top AI talent Jeff Dean departs, sparking market fears over Gemini delays and talent exodus.

Google’s stock fell nearly 5% within an hour of the open on Wednesday, wiping out nearly $200 billion in market value in a...

9 days ago
6
Paid

Post-Market: AMD -9%, SPCX -8%

AMD and SPCX tumble post earnings as market recalibrates AI expectations and future profitability

Today, after the close, two companies simultaneously taught the market a lesson.

10 days ago
6
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  • Meng Li

    AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.

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