🧠 AI & Tech Sector Insights

  • The AI front-end deployment race is largely settled. Unstoppable demand drives innovation, despite limited access like Google’s Gemini in Chrome for US users only. 引用[1]
  • $META’s AI investments are monetizing, evidenced by simultaneous increases in ad impressions and prices, indicating improved ad conversion. 引用[2]
  • $TSLA is pivoting from consumer EVs to real-world AI systems. Focus shifts to autonomous fleet services (Cybercab), humanoid robots (Optimus), and custom AI silicon (AI5/AI6). 引用[3]

🌍 Macroeconomics & Monetary Policy

  • Trump criticizes Powell for not cutting interest rates. No inflation threat exists, yet high rates persist, costing the US billions annually in