2049 这次去的最大感受，就是发现和不少朋友们形成了 CEX 掌握了现阶段定价权的共识。从商业的角度来说，对这种趋势的理解不应该有偏好，发现趋势的时候尊重就完事了。而赛道的话， AI、稳定币、和 Robotics 仍是三个众人 fomo 的赛道项目本身来说，这次我也有几个比较看好的。先说第一个 @GoKiteAI 吧，看到不少人已经对项目的 PayPal 太子豪华背景有过介绍了，我就说两点不一样的：第一块就是人的部分，创始人 @ChiZhangData 给我的印象很深刻，对行业有比较深的了解之外在技术领域也很有研究，以及 @0xLaughing 我的好朋友！！加入 Kite 让 Kite 如虎添翼了第二块就是赛道的部分。CEX 既然掌握定价权的话，就要关注他们都在 fomo 什么了。比如，CZ 在 8 月底在香港发言，着重强调了 AI 与 Web 3.0 融合是势不可挡的，具体在支付层面上，AI 的货币体系必然是基于数字货币和区块链稳定币支付在走向主流，Kite AI 作为第一个面向 Agentic Internet 的用稳定币实现 AI 支付的公链，未来的发展前景值得高度期待原文链接我放评论区。那天的 d ...

RT Tesla Owners Silicon Valley (@teslaownersSV)The progress of Optimus is absolutely insane.Tesla is leading robotics. https://t.co/p6MHfDZiHB ...

The progress of Optimus is absolutely insane.Tesla is leading robotics. https://t.co/p6MHfDZiHBElon Musk (@elonmusk):@DevinOlsenn AI, not tele-operated ...

Core Viewpoint - Tesla reported record third-quarter deliveries of over 497,000 vehicles, marking a significant recovery after previous declines in revenue and deliveries [1][3][5] - Despite the positive delivery numbers, Tesla's shares fell approximately 4% in late trading, following a 30% rally in September [1][5] Group 1: Delivery Performance - The third-quarter delivery figures are seen as a pivotal moment for Tesla, indicating a potential return to growth in vehicle sales [3][4] - There is speculation that the expiration of EV incentives in the U.S. may have pulled forward demand, impacting future sales [4][5] - Analysts expect a sequential decline in deliveries in Q4, which is atypical as sales usually increase in the fourth quarter [5][23] Group 2: Market Dynamics - The EV market is experiencing concerns regarding demand in 2026, particularly due to the expiration of incentives, which may create opportunities for Tesla as traditional OEMs pull back on offerings [6][16] - Tesla's strategy of lowering prices has historically led to increased orders, suggesting that the company can still thrive without incentives [17][20] Group 3: Future Outlook - Analysts are optimistic about Tesla's growth potential in 2026 and beyond, driven by new vehicle introductions and ongoing innovations in robotics and AI [10][12] - The expiration of EV tax credits may lead to a temporary decline in sales, but the market is expected to stabilize as consumers adjust to new pricing dynamics [15][23] - The overall EV market is projected to see a gradual decline in prices over time as technology becomes more affordable, similar to trends in consumer electronics [21][22]

Market Trend - The industry is currently experiencing a convergence of AI, Robotics, and Crypto [1] - The industry is very bullish on DePIN (Decentralized Physical Infrastructure Networks) [1] Technical Analysis - $PEAQ exhibits a strong chart pattern, indicating investor interest [1] - $PEAQ recently bounced upwards, suggesting positive momentum [1] - Higher timeframe support has been maintained [1] - $PEAQ has clearly broken the 20-Week Moving Average (MA), signaling a potential uptrend [1] - The industry anticipates continued upward movement for $PEAQ in the near future [1]

for those who've suffered a traumatic spinal cord injury and are paralyzed. There's rarely encouraging news, which is why what's happening in early clinical trials in a research lab in Loausanne, Switzerland, is so remarkable. A renowned French neuroscientist Gregoire Cortine and Swiss neurosurgeon Dr.. Joseen Block have implanted a small stimulation device on the spine of paralyzed patients helping them once again stand up and walk. What's even more surprising is their newest innovation which uses an impla ...

Core Insights - Tesla delivered a record 497,099 electric vehicles (EVs) in Q3 2025, marking a 7.4% year-over-year increase and exceeding estimates of 435,370 units [1][6] - The strong demand in Q3 was likely driven by the expiration of the $7,500 EV tax credit, prompting customers to purchase vehicles before the deadline [1] - Tesla's Energy Generation and Storage business is experiencing rapid growth, with 12.5 GWh of energy storage products deployed in Q3, achieving the highest margins for the company [4][6] Tesla's Sales Performance - Tesla's Q3 deliveries included 481,166 Model 3/Y and 15,933 other vehicles, representing the highest quarterly total in the company's history [1] - In Europe, Tesla faced declining demand, with sales in the EU dropping 37% year-over-year in August, attributed to increased competition and backlash against Elon Musk's political activities [2] - In China, Tesla's August deliveries fell 9.9% year-over-year but increased over 40% from July, with expectations for stronger performance in September following the launch of the Model Y L [3] Energy Business Growth - The Energy Generation and Storage segment is now Tesla's highest-margin business, driven by strong demand for Megapack and Powerwall products [4][5] - Tesla's energy solutions are increasingly being adopted by utilities to stabilize the grid, especially as U.S. grids face strain [5] AI and Robotics Developments - Tesla is making significant strides in artificial intelligence (AI), autonomous driving, and robotics, with robotaxi services expanding across multiple states [9] - The latest Full Self-Driving (FSD) version was launched recently, and the Optimus humanoid robot is expected to enter mass production next year [10] Stock Performance and Valuation - Tesla's shares rose approximately 37% last month, outperforming industry peers, driven by Musk's commitment signals and a proposed $1 trillion pay package [11][14] - The proposed compensation plan is tied to ambitious milestones, including a target of $400 billion in adjusted EBITDA by 2035 and selling 20 million vehicles annually [16] - Despite recent optimism, Tesla's valuation appears stretched, trading at a forward sales multiple of 13.81, significantly higher than industry averages [17] Future Outlook - Through the first three quarters of 2025, Tesla sold over 1.2 million vehicles, but this represents a year-over-year decline [18] - Concerns remain regarding Tesla's demand trajectory, particularly in international markets, amid rising competition and long-term projects that may take years to yield results [19]

Group 1 - Symbotic's stock price rose nearly 10% following a bullish initiation of coverage by Northcoast Research, contrasting with the S&P 500's under-0.1% advance [1] - Analyst Keith Housum initiated coverage with a buy recommendation and a price target of $65 per share, highlighting the company's alignment with trends in artificial intelligence and robotics [2] - Symbotic has a significant partnership with Walmart, which not only owns an equity stake in the company but has also engaged it to automate its warehouses [3] Group 2 - The company faces the challenge of expanding its client base beyond Walmart to sustain its share price growth, as reliance on a single client is not viable [4] - The potential for Symbotic lies in becoming a leading provider of AI-enhanced robotics solutions in the warehouse segment [4]

Core Insights - The world's largest oil and gas companies are increasing layoffs in 2024 to achieve cost reductions and improve efficiency due to industry consolidation, declining oil prices, and technological advancements [1][4]. Industry Overview - Following the peak oil prices of $100 per barrel in 2022, the industry experienced significant profits, but earnings have normalized and decreased in 2024 and 2025, leading firms to pursue additional cost savings as oil prices hover in the $60s per barrel [2]. - The substantial profits of 2022 triggered a wave of consolidation, particularly in the U.S., with major companies like ExxonMobil and Chevron engaging in multi-billion-dollar acquisitions to enhance their presence in shale and exploration sectors [3]. Layoff Trends - The ongoing mergers and lower oil prices are resulting in widespread layoffs, with a reduction in office-based employees and contractors as companies aim to save billions and streamline operations [4]. - ExxonMobil announced a reduction of 2,000 jobs globally, with significant cuts in its Canadian operations, and has already eliminated around 400 jobs in Texas following its acquisition of Pioneer Natural Resources [6]. Technological Impact - Advancements in technology, including robotics and AI, are contributing to job eliminations, a trend expected to persist in the future [5]. Company-Specific Actions - Imperial Oil, a subsidiary of ExxonMobil, plans to reduce its workforce by approximately 20% by the end of 2027 as part of a restructuring effort aimed at enhancing operational focus and collaboration [7]. - ExxonMobil is realigning its global operations to better support collaboration and efficiency, reflecting a shift in its operational model [8].

Core Insights - The current market momentum is driven by strong earnings rather than speculation, contrasting with the late 1990s tech bubble [3] - Long-term investors should view volatility as an opportunity to buy during dips, as corrections typically occur about once a year [2][4] - The technology sector is undergoing a transformative period, with significant potential in areas like quantum computing, robotics, and AI [5][6] Company Insights - Broadcom is highlighted as a strong investment opportunity, often referred to as the "poor man's Nvidia," and is a major holding in the ETF TGLR [8] - Lamb Research is noted for its significant market share in NAND memory, with a stock price increase of approximately 102% this year and a dividend yield of 7.7% [9][10] - Symbotic, a robotics company, has a strong relationship with Walmart, which accounts for 85% of its revenue, but is expanding its client base [11][12] - Spotify is recognized for its growth potential, with a leadership change that is expected to support its ongoing expansion in monthly average users [13][15] Investment Strategy - The company has launched a macro cycle opportunity strategy focusing on leading technologies that will drive the next industrial revolution [5] - The approach includes buying during market pullbacks and maintaining a concentrated portfolio of high-potential stocks [6][19] - The firm is also exploring private market investments through platforms like Equity Zen, targeting companies such as XAI, SpaceX, and OpenAI [21][23]