Tech & AI Outlook - Tech sector is expected to perform well in the coming year, with a setup similar to the previous year, driven by factors like Fed rate cuts and a strong economy [1][2] - AI is anticipated to be a tailwind, fostering growth in tech and other sectors [2] - AI use cases are expanding across various sectors, including tech, consumer, and financials, indicating its potential to become ubiquitous [3][4] - Companies need to continue investing in AI and demonstrate beneficial returns to sustain spending [4] - The market is discerning about AI investments, focusing on cash flow and returns, suggesting a healthy investment environment [10][11] Labor Market Impact - The extent to which job cuts are directly related to AI is currently uncertain [6] - There may be a period of workforce digestion due to AI, but in the long term, it is expected to be a net positive for jobs [6][7] Investment Strategy - Positive outlook on infrastructure spending, particularly on hyperscalers and electrical equipment companies involved in physical infrastructure for AI [8] - Focus on technology companies that enable AI scalability, deployment, and security, such as Palo Alto Networks and MongoDB [8][9] - Companies that help clean up and prepare data for AI are also considered promising [9] - US market remains favorable due to stronger growth and corporate earnings compared to other global regions [15][16]

Industry Positioning - Avalanche is well-positioned to become the default infrastructure for large enterprises and institutions [1]

My partners at Renaiss launched their open beta today.They're building the infrastructure layer to power all things RWA on BNB.Their open beta launch includes a new gacha card drop (the first two of which sold out in ten minutes), a referral system, and a SBT system.The latter is particularly interesting because these sould-bound tokens can function as proof of participation, can be used for user segmentation or reputation systems and could play a role in later @renaissxyz rewards.Ref link below ...

Infrastructure moves money. Culture moves people.As Polygon builds the rails for global, instant, low-cost payments, Boys Club brings the creativity and clarity needed to show why it matters.See more on the strategic investment: https://t.co/DnQt0txPKh ...

Core Insights - The article discusses the exclusive nature of a stock market that is invitation-only, primarily catering to wealthy investors [1]. Group 1: Market Overview - The article highlights a growing trend where high-net-worth individuals have access to a private stock market, which is not available to the general public [1]. - This market is characterized by its focus on unique investment opportunities that are often not found in traditional public markets [1]. Group 2: Analyst Contributions - Leo Nelissen is identified as an analyst who specializes in economic developments related to supply chains, infrastructure, and commodities, contributing to the understanding of this exclusive market [1]. - The analysis aims to provide actionable investment ideas, particularly emphasizing dividend growth opportunities for investors [1].

RT Sei (@SeiNetwork)Across Q3, the infrastructure for modern markets on Sei began to take shape.The full market stack converged on performant rails.The integrations during the quarter didn’t just add breadth — they began reinforcing one another.@MessariCrypto State of Sei Q3 here 👇 ...

In industry, women manage the infrastructure governments rely on but cannot run themselves. SpaceX’s Gwynne Shotwell (No. 20) keeps the systems behind defense and global connectivity functioning. #PowerWomen https://t.co/sTf06505ydIllustration: Oriana Fenwick for Forbes https://t.co/8fWdOydL3a ...

Group 1 - The article emphasizes the importance of understanding major economic developments related to supply chains, infrastructure, and commodities, which are currently significant topics in the investment landscape [1] - Leo Nelissen is identified as an analyst who focuses on these economic developments and aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1] Group 2 - The content promotes a research service that includes various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the potential for income alternatives [1]

Group 1 - The article discusses the lack of recent focus on Charlie Munger, indicating a shift in investment strategies towards other areas [1] - Leo Nelissen is highlighted as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] Group 2 - The article includes a disclosure regarding beneficial long positions in shares of TPL, LB, and CME, emphasizing the author's independent opinions and lack of compensation from mentioned companies [2] - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [3]

blackrock buidl hit $500m on bnb chain in 2 weeks after taking months to reach that on ethereum. institutions don't care about your chain tribalism, they care about infrastructure that works. buidl now on 6 chains collecting fees everywhere. bnb catching institutional flows ethereum assumed were guaranteed. the chain loyalty premium is dead ...