We begin with new tariffs slapped on Europe and Mexico. President Trump today announcing new tariff letters dispatched to members of the European Union imposing a 30% tariff on imports that starts August 1st. European leaders reacted swiftly saying they will continue trade talks but consider counter measures.They plan to meet tomorrow in Brussels to respond. How is the president justifying this new 30% tariff on both the European Union and Mexico. Well, the president, as you said, is threatening to put thes ...

Luiz Inácio da Silva took office promising to tackle the illegal ranchers, loggers and miners. A new bill proposed by Congress endangers his pledge—but the president is loth to stand in its way https://t.co/rY8s1HB6og ...

本篇内容转载自「锦秋集」 semianalysis写了一篇文章，通过深入分析DeepSeek和Anthropic两家公司的策略选择，揭示了一 个行业共同面临的根本挑战：计算资源的稀缺。 DeepSeek R1发布128天后的数据呈现出一个看似矛盾的现象：官方平台用户流失，但第三方托管 的模型使用量却暴增20倍。为什么用户会抛弃价格极低的官方服务，转而选择第三方平台？ 本文通过Token经济学这一分析框架找到了答案。 文章指出，AI服务的定价本质上是三个性能指标的权衡游戏。 第一是延迟，即用户发送请求到收到第一个字符的等待时间； 第二是吞吐量，即模型每秒能生成多少个token，直接影响对话的流畅度； 第三是上下文窗口，决定了模型能"记住"多少对话历史，对于分析长文档或大型代码库至关重要。 关键洞察在于：通过调整这三个参数，服务商可以实现任何价格水平。 以下为原文内容。 原文： https://semianalysis.com/2025/07/03/deepseek-debrief-128-days-later/ 超 9000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和 ...

RT Jean-Paul Faraj (@Web3zy)Excited to share that I’ve joined @BanklessHQ to lead Business Development.After 5 years working full-time in crypto, I was clear on what I needed from my next role. My three non-negotiables were:1. Work with a team I genuinely respect2. Take on challenges that push me3. Surround myself with people who inspire growthBankless checks all three, and then some.They sit at the forefront of crypto media, producing content that educates and elevates the entire community. It’s an absolut ...

Core Viewpoint - Annaly Capital Management offers a high dividend yield of over 14%, but its business model and volatility in dividends and stock price suggest it may not be suitable for traditional dividend investors [1][8][12]. Business Model - Annaly Capital operates as a real estate investment trust (REIT) that does not purchase physical properties but instead buys mortgages pooled into bond-like securities, which is a complex model not easily replicated by small investors [2][4]. - The company aims to profit from the difference between the interest earned on mortgage securities and its operational costs, including leverage costs, indicating a higher risk profile [4]. Market Dynamics - Mortgage securities traded by Annaly are subject to rapid value changes influenced by interest rates, housing market conditions, and mortgage repayment rates, making it challenging for most investors to monitor [5]. - The volatility in both the stock price and dividends has been significant, with the annual dividend showing a downward trend until its recent increase [8]. Investment Suitability - Mortgage REITs like Annaly are better suited for active and aggressive investors rather than traditional dividend investors, as the focus is on total return rather than consistent dividend income [6][12]. - While Annaly's total return has historically kept pace with the S&P 500, it does not provide a reliable income stream, which is a primary goal for many long-term dividend investors [11][12]. Portfolio Considerations - For investors focused on total return and diversification across asset classes, Annaly may be a suitable addition to their portfolio, provided they understand the importance of reinvesting dividends to achieve total return goals [11][13].

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) has recently joined the trillion-dollar club, highlighting its significant growth and market leadership in the semiconductor industry Group 1: Market Position and Leadership - TSMC holds approximately 70% market share in the semiconductor foundry market, far surpassing its closest competitors, with no foreseeable path for rivals to catch up [3] - The company is a critical supplier for major tech firms, including Apple, Nvidia, Tesla, and AMD, indicating its integral role in the tech ecosystem [4] Group 2: Financial Performance - In Q1, TSMC reported revenue of $25.5 billion, reflecting a 35% year-over-year increase, with net income rising 60% year-over-year in local currency, showcasing strong financial health [5] - TSMC's customers typically engage in long-term contracts, contributing to predictable revenue streams [7] Group 3: Growth Drivers - Demand for AI chips is surging, with management estimating a compound annual growth rate (CAGR) in the mid-40% range for AI accelerator revenue until 2029 [8] - TSMC is expanding its operations internationally, establishing manufacturing plants in the U.S., Germany, and Japan to mitigate geopolitical risks associated with Taiwan [10] Group 4: Competitive Advantages - The semiconductor industry has high barriers to entry, requiring significant capital investment and advanced technology, which keeps competitors at bay [9] - TSMC has a monopoly on the production of the most advanced semiconductors, with smaller manufacturing nodes (e.g., 7nm, 5nm, 3nm, and upcoming 2nm) that enhance performance [14] Group 5: Investment and Future Outlook - TSMC is committed to growth, with capital expenditures expected to rise from over $30 billion in 2024 to between $38 billion and $42 billion in the current year, aligning with increasing demand for AI chips [15][17] - The company has demonstrated resilience since its inception in 1987, successfully navigating economic cycles and technological changes, positioning itself for long-term growth [18]

Nvidia CEO Jensen Wong met with President Donald Trump at the White House just days before a planned trip to China for the chip designer's chief executive for more on the latest from Nvidia. The only member of the $4 trillion market cap club. Let's welcome in now.Got Dan Ies, Wedbush Securities managing director, global head of technology research. Dan, it is good to see you my friend. I love the look today, Dan.It does look like you know what it looks like today. It looks like I'm interrupting your tea tim ...

Being Too Helpful At Work Can Hurt Your Career—Here’s How To Say No https://t.co/0ofObL5FMO https://t.co/0ofObL5FMO ...

Starlink providing high-speed home internet in rural Brazil 🛰️❤️Febre (@fever835):We just installed a @Starlink in our house in Nordeste (Brazil), we will finally have internet that works, and VERY well. https://t.co/MU9rXmiYfS ...

Mexican President Claudia Sheinbaum has accommodated U.S. security demands on stemming the flows of migrants and lethal narcotics, but so far has little to show for it https://t.co/3wuBp5YxmT ...