AI and Tech Industry Trends - AI is expected to drive profound changes in the economy over the next 15 to 20 years, with the industry still in its early stages [2] - Nvidia continues to penetrate the market with a huge growth opportunity [3] - The US has a substantial lead in AI hardware, as evidenced by China's willingness to use Nvidia's "junior varsity chips" as a key negotiating piece [4] - US companies have a clear lead in AI technology, and global demand is expected to continue [8] - Tech companies generally have best-in-class profit margins and cash flows, providing stability and clarity for investors [9] Market Dynamics and Investment Considerations - Short-term ebbs and flows are expected in the supply chain [2] - Tech is viewed as a combination of growth and safety [3] - Tech sector demonstrates above-market growth rates [9] - Investors appreciate the predictability and safety of tech companies [9] Bond Market and Interest Rates - The 30-year Treasury yield above 5% is not yet a warning signal, but something to monitor [12] - The 10-year Treasury yield has been oscillating between 45% and 475% [13] - A 10-year Treasury yield above 48% or 49% would warrant reassessment [14] Alternative Asset Management - There are $125 trillion in assets sitting in 401(k)s, so even a small penetration represents meaningful flows for alternative asset managers [10] - Changes in the capital regime may lead big banks to re-enter the alternative asset management market [11]

both went from $0 to $40B in under 12 months https://t.co/ZeX4Q0N2Xs ...

Stablecoin Market on Arbitrum - Arbitrum 上的稳定币总额达到 71 亿美元，创历史新高 [1] - Arbitrum 上的稳定币总额在一年内增长了 70% [1] Market Momentum - Arbitrum 上的稳定币市场呈现积极的增长势头 [1]

Forbes Makes Strategic Leadership Appointments To Accelerate Growth And Innovationhttps://t.co/Qwju4qjxAF https://t.co/6GMwkEfQWm ...

How To Unlock Growth And ROI With This AI-Driven Strategy https://t.co/wc4icZmpQC https://t.co/yG1Q15wQiP ...

Kishida Fumio, Japan’s former leader, says the country’s shift to investing is “a test of whether it can leave behind its deflationary past and embrace growth” https://t.co/SIRIZh2zKj ...

So, will next week give markets more reasons to rally or have stocks hit a wall. Tim, I know we took a bit of a breather today, but all-time highs yesterday. We were breathless before this, so we need We were out of breath.We need a little break, right. Um, but it doesn't feel like a record setting time. I mean, look at all these crosss, geopolitical tensions, slower growth.We're still dealing with stubbornly high inflation. We're slapping tariffs on everybody. Can we continue to push through the tension.We ...

RT Token Terminal 📊 (@tokenterminal)Fastest-growing: @PayPal & @global_dollar https://t.co/jdrNW2LFPY ...

Strategy & Growth - AI驱动的策略解锁增长和投资回报率 [1] Resources - 更多信息请访问提供的两个链接 [1]

Zeta shares how learning is more than school — it's a way to grow, explore, and connect. From riding a bike to cooking and helping friends, she shows that learning takes effort, but it's always worth it. I am Zeta Roussi, I am eleven years old, and I enjoy sports and traditional dances. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx ...