Here's a narrative from the AI side to keep an eye on: Tonight, Nvidia's stock price rose 1.8% while it was revealed that they plan to launch the open-source model Nemotron 4. This move is worth pondering— the top seller of GPUs is personally releasing a free model, clearly aiming to get more people to run inference on its cards, effectively locking the ecosystem into its own hardware. For the secondary market, this is a short-term emotional catalyst; for the industry, it's another reinforcement of "compute power = moat." Open source does not equal charity, those who understand know. Let's see how this story unfolds.