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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-19 06:15
“Elon Musk was my encyclopedia and tech expert”Maye Musk https://t.co/JduMNt82cT ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-17 05:36
Elon Musk"I am glad to be back in technology.” https://t.co/dFvT6GLmZt ...
X @Elon Musk
Elon Musk· 2025-06-17 05:26
RT Tesla Owners Silicon Valley (@teslaownersSV)“Math and physics are rigorous judges, so i’m used to being in a maximally truth-seeking environment and that’s definitely not politics. So anyway, I’m glad to be back in technology”Elon Musk https://t.co/eJeRpKVjsM ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-17 01:17
“DC was an interesting sidequest, but gotta get back to the main quest, building technology”Elon Musk https://t.co/9ts7cCX3k6 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-17 01:14
“Math and physics are rigorous judges, so i’m used to being in a maximally truth-seeking environment and that’s definitely not politics. So anyway, I’m glad to be back in technology”Elon Musk https://t.co/eJeRpKVjsM ...
外资投行展望下半年中国经济和股票市场
淡水泉投资· 2025-06-16 13:01
Core Viewpoint - The sentiment of foreign investors towards the Chinese market is improving, with a focus on the recovery of the domestic economy and the ongoing dynamics of Sino-U.S. relations [1][4]. Group 1: Structural Improvement in the Stock Market - Since the second half of 2024, the Chinese stock market has been experiencing structural improvements, driven by a rebound in ROE and the rise of new technology sectors [4]. - Domestic leading companies are demonstrating operational resilience and growth momentum through measures such as shareholder returns, stock buybacks, and moderate leverage, contributing to sustainable ROE recovery and valuation uplift [4]. - Global investors express a willingness to increase their allocation to Chinese stocks, acknowledging that their current allocation is 2.4 percentage points below the MSCI Emerging Markets benchmark, indicating potential for increased investment [4][6]. Group 2: Interest in AI and Technology - Foreign investors are increasingly interested in AI, technology-related themes, and new consumption trends, recognizing missed opportunities in China's technological advancements since 2021-2022 [6]. - Concerns about China's competitiveness in global technology have shifted, with breakthroughs in AI and advancements in electric vehicles and robotics prompting a reevaluation of investment strategies [6]. Group 3: Key Topics of Interest - The recovery of the domestic economy remains a focal point for foreign investment banks, with challenges to sustainable growth still present [9]. - Catalysts for market observation include fiscal policy timing and scale, export resilience, real estate market stabilization, and the evolution of Sino-U.S. tariffs [10][12]. - The divergence between A-shares and H-shares is of interest, attributed to differences in industry composition and the concentration of high-ROE sectors in the Hong Kong market [12]. Group 4: Investment Strategy Consensus - In the context of structural improvements in the Chinese stock market and the clear intent of foreign investors to increase allocations, a balanced approach with selective stock picking is a common consensus among institutions [15].
X @Elon Musk
Elon Musk· 2025-06-14 09:02
RT Mike P (@mikepat711)Drove the new Y 1100 miles this week all through New England and back to Philadelphia. FSD the entire time.I will never be the driver on any road trip ever again unless it is a Tesla with FSD. You must live with it to understand.FSD is flip phone to smartphone. Phone book to google. Stairway to escalator. Hand grinder to electric grinder. Fire to gas stove.It is a step change technology that is irreplaceable once lived with. ...
X @Cathie Wood
Cathie Wood· 2025-06-12 12:43
Had an amazing fireside chat with @TomMackenzieTV at the Greenwich Economic Forum in London, where we explored the future of venture capital and technology. https://t.co/dXIETNQCZT ...
The evolution of AI—how we can solve for trust | Matt Kuperholz | TEDxSydney
TEDx Talks· 2025-06-11 16:03
[Music] Hi, I'm Matt. I reckon it's a giveaway when someone spells their name with the at sign that they're probably a pretty serious computer nerd. and I have been in a deep and meaningful relationship with computers since the late 70s and have been using AI almost every day in anger and with love since the late '9s. And I'm here to talk to you about the evolution of AI, some of the challenges we're facing to optimize this amazing technology for humanity and put forward a solution about how we can be doing ...
Technology and the Privatization of Life Background | Bryan Knapp | TEDxBryantU
TEDx Talks· 2025-06-11 15:56
Hello. Hello. My name is Brian and I'm freaking out.I'm a tad discombobulated. I'm a wee bit uncertain. I'm feeling a kind of instability in the air.I am. And you want to know why. Because we're living through actual historical change.And I posit that everyone in the room feels somewhat similarly. Something's going on. Something.It's political. It's economic. It's tech. It's the tech today and what we're going to be tomorrow. It's political actors determining what our actual material life is going to be lik ...