Core Viewpoint - The U.S. economy is undergoing significant changes due to powerful deflationary forces, driven by technological advancements and demographic trends, which are influencing the Federal Reserve's monetary policy towards lower interest rates [1][2]. Group 1: Deflationary Forces - The U.S. is experiencing multiple simultaneous deflationary forces, which are considered a major concern [2]. - Technological advancements, particularly in artificial intelligence and robotics, are leading to substantial cost savings by eliminating inefficiencies across various sectors [3][4]. - This situation is characterized as "good deflation," where supply growth outpaces demand, resulting in productivity surges and cost compression [4]. Group 2: Demographic and Policy Influences - Key demographic shifts, such as an aging workforce and immigration restrictions, along with policy changes like tariffs, are contributing to a reduced labor supply and demand [5]. - These factors may promote sustainable economic growth but also increase the risk of a sharper downturn if they become more pronounced [5]. Group 3: Economic Outlook - The combination of technological innovation, demographic changes, and evolving policies could lead to lower prices while simultaneously fueling a new economic boom [6]. - Experts, including Sam Altman from OpenAI and Cathie Wood from Ark Invest, support the view that advancements in AI and technology will drive deflation and enhance productivity, potentially offsetting inflation [7].

Jordi Visser (@jvisserlabs) explains the perfect storm for A.I, robotics, and loose monetary policy. https://t.co/wOXnPUSC0s ...

Deflation is coming.At least that is what @elonmusk is warning.A.I., robotics, and lower energy prices will force interest rates lower. https://t.co/WomOJOflZi ...

Elon Musk is eager to transform Tesla into a robotics and AI company, but the EV maker’s stock price already reflects those businesses and is at a “full valuation,” according to Morgan Stanley https://t.co/EZ1xNwFloR ...

Robotics on BNB Chain is gaining momentum with builders like @EurexaLabs showing what’s possible on this frontier 🤖Note: This post is for informational purposes only and not financial advice. DYOR.https://t.co/cTdES8jlrZEurexaLabs (@EurexaLabs):We're pushing the boundaries of Robot Logistics!Our latest task is designed to generate a high-quality dataset for humanoid robots handling items.We've structured the challenge into 3 distinct levels to significantly enhance data quality.We invite more users to explo ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Optimus walks like us.Optimus works like us.Optimus dances like us.Optimus even does kung fu.And now?Optimus can run. 🦾🔥https://t.co/MEnYLbfDCm ...

Optimus walks like us.Optimus works like us.Optimus dances like us.Optimus even does kung fu.And now?Optimus can run. 🦾🔥https://t.co/MEnYLbfDCm ...

Fred Moll, the cofounder of $200 billion Intuitive Surgical, has invested in some 15 companies building robots that could help make both complex and common surgeries more accessible to everyone. https://t.co/nfhU0uB59w https://t.co/htu0gbwDjT ...

Core Viewpoint - The "Magnificent Seven" stocks, including Alphabet and Amazon, have shown strong performance in 2025, with Alphabet leading the group. Amazon is expected to emerge as a strong performer in 2026 despite its recent underperformance [2][3][4]. Group 1: Performance Overview - The "Magnificent Seven" stocks have achieved a cumulative increase of 25% as of December 3, 2025 [2]. - Alphabet has outperformed its peers with a year-to-date performance of 67.4%, followed by Nvidia at 35.2%, and Microsoft at 17.1% [3]. Group 2: Amazon's Position and Future Potential - Amazon has lagged among the "Magnificent Seven," with less than a 50% increase over the past five years, but is expected to break out in 2026 [4]. - The company has been enhancing its e-commerce and cloud computing operations, which may lead to improved performance [4][7]. Group 3: Innovations and Operational Efficiencies - Amazon has built the largest fulfillment and logistics network globally, utilizing robots and AI to enhance operational efficiency [5][6]. - The company deploys over 1 million robots in its fulfillment centers, including advanced robots like Vulcan, which can handle a variety of items and detect damaged products [6]. - AI is being used to optimize delivery routes and improve warehouse operations, contributing to faster delivery times and reduced costs [7][8].

AI software is now writing more software.Humanoid robots are going to eventually manufacture and assemble more humanoid robots.This idea of exponential productivity is something we have never really seen in our lifetime.The impact will be much larger than we all expect. ...