GUN (GUNZ) 24-hour volatility at 67.1%: Trading volume surge and open interest spike drive a speculative pump followed by a pullback

After publicly supporting CoreWeave but seeing its stock price plummet by 11.9%, Nvidia now plans to inject hundreds of millions of dollars into Australian AI cloud service provider Firmus Grid, whose IPO attempt failed. Nvidia is intervening in the AI infrastructure financing crisis in a manner increasingly reminiscent of a central bank, driven by a straightforward logic: every dollar invested by Jensen Huang enables customers to buy one more Nvidia chip. Currently, neocloud serves as a critical line of defense for Nvidia against tech giants developing their own chips.

The global storage chip market has recently experienced valuation fluctuations, and debates over technological approaches are intensifying. Scott DeBoer, President of Micron, stated that although the company internally evaluated the 4F² architecture for a long time, it will stay committed to the 6F² roadmap and move directly to 3D DRAM, citing a lack of sustainable scalability for the vertical channel transistors in the 4F² design. In contrast, ChangXin Memory Technologies previously announced plans to launch 4F² DDR5 products by the end of the year, and Samsung is also considering introducing the architecture in 2028.

After attending Jensen Huang's GTC keynote, Goldman Sachs released a research report highlighting three key points: Nvidia's supply chain is undergoing significant expansion across multiple segments, suggesting a larger-scale GPU shipment is imminent; DSX POD compresses data center deployment cycles from several months to just two weeks; physical AI revenue reached $11 billion in the first half of FY27, accounting for about 30% more than the entire FY26, with a clear trend toward diversified revenue streams. The report also announces the release of the OpenShell architecture to address enterprise AI security concerns.