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X @Xeer
Xeer· 2025-07-13 04:22
No one’s really talking about it, but beyond the CEX issues (which is unrelated to @pumpdotfun), let’s take a moment to acknowledge how buttery smooth the presale on their site went.Can you imagine the traffic they experienced on their site and yet it ran like clockwork. That needs to be studied imo.I've seen teams with 1/100000 of the traffic that have gone down, with founders complaining it was impossible to handle the "load" lmao. ...
TPZ: A Solid Option To Invest In The Energy Infrastructure
Seeking Alpha· 2025-07-13 04:04
Group 1 - The Tortoise Essential Energy Fund ETF (NYSE: TPZ) is identified as a good investment opportunity for those interested in actively managed funds focused on energy infrastructure [1] - The energy infrastructure industry is experiencing rapid growth, indicating a favorable market environment for investments in this sector [1] Group 2 - The fund has demonstrated solid performance, suggesting it may be a reliable choice for investors looking to capitalize on the energy sector [1]
李斌誓要赢下决战
Hua Er Jie Jian Wen· 2025-07-13 03:48
首先被打出的是"大空间"牌。三个半小时里,李斌说了三百多次"大",念了数十次"座座都是VIP,六人十箱无压力,前后都能装行李"的"贯口"。会后的访 谈中,他向华尔街见闻透露,内部进行大量市场调研,发现大三排用户还没有被满足的痛点,最后还是空间焦虑。 用180分钟发布一款新车,蔚来将预售会的时长推向了新的极致。它试图借此,宣告一位"Game Changer"的到来。 7月10日晚,预热多时的乐道旗舰L90登上台前,它磨刀霍霍,杀入大三排SUV红海。这款被李斌寄予厚望的SUV,不仅要搅动家庭赛道,更是蔚来力求改 写命运的写照。 要知道,传统大三排SUV一直是家庭用车首选,在L90之前,这个赛道挤满了竞争者,问界M9、腾势N9、理想L9、深蓝S09、领克900、银河M9……皆以9 系旗舰头衔开启争夺战。 这些车型的密集问世,不仅引发消费者购车狂潮,更标志着大六、七座三排新能源SUV这一细分市场的全面崛起。乘联会数据显示,今年一季度,六座SUV 销量同比激增127%,远超整体市场增速。 这一现象级增长背后,是家庭用户对多场景出行需求的集中释放。而在李斌看来,乐道L90将会成为"Game Changer",它背后两张王 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-13 03:08
“Tesla’s are the best bro” https://t.co/eczfcXryUX ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-13 03:04
Air and land drones dominate the battlefield in Ukraine—laying mines, delivering ammunition and medication, even evacuating casualties https://t.co/7VNdjYW2zr ...
Z Waves|00后钢琴系女生要用Agent重做CRM,见到的第一家风投就决定投资
Sou Hu Cai Jing· 2025-07-13 02:28
在大模型狂飙的时代,AI 创业被裹挟进一种"技术正统性"的焦虑:要不要训练模型?有没有算力资源?底层自研是不是护城河?但 Yiran,一位本科学钢 琴、靠一段自动发邮件脚本开启创业旅程的 00 后女性创业者,选择了另一种路径——她不训练模型,不押技术论文,而是把 AI 做成一个真正能"成事"的 销售助理。 她创办的 Streaml,是一个 AI 驱动的自动成交工具,从"找人—聊人—成交"实现全链路自动化。在她看来,今天的 AI 创业者面临的核心挑战不是技术, 而是找到一个能让 AI 真正发挥作用的"痛场景",把 AI 嵌进工作流,解决那些重复、低价值但高频刚需的问题。她常说:"用户不在乎你是不是用的自研 模型,他们只在乎这个产品能不能帮我'搞定'。" 这场对话里,我们聊了很多现实问题:创业之初如何踩过"只卖数据没人买单"的坑?早期客户为什么在 demo 环节直接劝退?面对"套壳 AI"的质疑,如何 正面回应?一个五人小团队如何把强化学习、知识图谱和调度系统串起来跑?我们也谈了她对 AI Agent 赛道的趋势判断:不是 Agent 做得不够强,而是 大家找不到该 Agent 去解决哪个"具体问题"。 当其他创 ...
These 5 Technology Stocks Are Money-Printing Machines
The Motley Fool· 2025-07-13 01:10
Core Insights - The technology sector is highly profitable, with many companies generating reliable recurring revenues through subscriptions and strong demand for products [1] Company Summaries Apple - Apple generated $167 billion in sales from its products and $53 billion from subscription services in the first half of the year [3] - The company produced $24 billion in operating cash flow in Q2 and returned $29 billion to shareholders through dividends and share repurchases [4] - Apple has over $132 billion in cash and equivalents, recently increasing its dividend by 4% and launching a $100 billion share repurchase program [4] Alphabet - Alphabet generated over $90 billion in revenue in Q1 from online advertising, subscriptions, and cloud services [5] - The company produced nearly $19 billion in free cash flow in Q1 and $75 billion over the last 12 months, returning $1.2 billion in dividends and repurchasing over $15 billion in stock [6] - Alphabet's cash and equivalents rose to nearly $134 billion, with a recent 5% dividend increase and a $70 billion share repurchase program [6] Microsoft - Microsoft reported over $70 billion in revenue in Q3 of fiscal 2025 from various services including Azure and AI [8] - The company generated nearly $94 billion in net cash from operations in the first nine months of fiscal 2025, returning about $18 billion in dividends and $14 billion in stock repurchases [9] - Microsoft ended the period with almost $80 billion in cash and equivalents, having increased its dividend by 10% and approved a $60 billion share repurchase program [9] Meta Platforms - Meta generated over $41 billion in advertising revenue in Q1, along with additional revenue from its apps and Reality Labs [10] - The company produced more than $10 billion in free cash flow and returned almost $15 billion to shareholders through stock repurchases and dividends [11] - Meta's cash balance stood at $70 billion, indicating strong financial health [11] Nvidia - Nvidia generated $44.1 billion in revenue in Q1, a 69% increase year-over-year, driven by a 73% surge in sales to data center customers [12] - The company produced over $27 billion in cash flow from operations, a 79% increase from the previous year, returning $14.3 billion to shareholders [13] - Nvidia's cash balance increased to $53.7 billion, with a 150% dividend hike last year and a $50 billion increase in its stock repurchase program [13] Industry Overview - Large technology companies are generating substantial recurring revenues from subscriptions and advertising, allowing them to return significant cash to shareholders through growing dividends and share repurchase programs [14]
Prediction: This Magnificent Artificial Intelligence (AI) Stock Will Be the Most Valuable Company in the World by 2030 (Hint: It's Not Nvidia or Microsoft)
The Motley Fool· 2025-07-13 01:00
Core Viewpoint - Nvidia and Microsoft have been competing for the title of the most valuable company, with Nvidia approaching a $4 trillion valuation, potentially outpacing its peers in the "Magnificent Seven" [1] Group 1: Amazon's Growth Potential - Amazon is positioned to leverage AI across its diverse ecosystem, which includes e-commerce, logistics, cloud computing, and more, potentially driving significant growth in these segments [3][4] - The company generated $250 billion in online sales over the last year, but faces challenges such as low margins due to commoditized products and high transportation costs [4] - Management aims to enhance profitability in e-commerce by integrating AI-powered robotics in warehouses, which could automate tasks and reduce costs significantly [5][6] Group 2: Cloud Business and AI Integration - Amazon has invested $8 billion in Anthropic, a startup whose services are being integrated into Amazon Web Services (AWS), positively impacting sales and profitability [7] - The competitive landscape in the chip and cloud sectors is intensifying, with companies like AMD emerging as strong competitors to Nvidia [10][12] Group 3: Valuation and Market Position - Amazon's forward price-to-earnings trends indicate a potential for valuation expansion, as the market recognizes its unique position to monetize services through AI [13] - Despite current stock prices not being a bargain, Amazon is viewed as a compelling buy-and-hold opportunity for long-term investors, with AI's impact not fully reflected in the stock price [15] - The long-term benefits of AI for Amazon's core businesses suggest the company could see accelerating revenue and profits, positioning it to potentially become the most valuable company by the early next decade [16]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-12 22:57
King @cz_binance 👑$BONK 社区的很多人都非常钦佩你以及你对整个加密货币行业的贡献。更重要的是,#USELESS 币是今年发行的所有 memecoin 中,中国用户最多的 memecoin。它的数据也相当令人印象深刻:* 日均链上交易额通常在 4000 万至 6000 万美元以上* 过去一周,只有 #FARTCOIN 和 $TRUMP 的链上交易额持续高于它。* 拥有一个疯狂的、类似邪教的社区:Coindesk 称其为“加密货币领域最新的 memecoin 邪教”* 一直是十大最具影响力的 memecoin 之一。* 它是 BonkFun 上的顶级项目,BonkFun 是一个新兴的主流 Launchpad,最近已成为行业第一。* USELESS 尚未上线任何一级交易所(T1 CEX)。如果您今天上线 USELESS:币安将在交易量、手续费和资金流入方面绝对碾压市场——因为它将成为今年首个上线最热门 memecoin 的交易所。CZ,您一直站在人民一边!这就是您在社区中如此受人尊敬的原因。为了人民,为了引领,请上线 USELESS!🫡️️️️️Unipcs (aka 'Bonk Guy') ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-12 22:53
RT Tesla Owners Silicon Valley (@teslaownersSV)Here is a tour of the world’s largest Tesla supercharger in Lost Hills California with 164 stalls and eventually owners lounge.@tesla @TeslaCharging https://t.co/899XGGAZEz ...