2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware | $TSM, $AVGO, $NVDA, $AMD, $ANET Software | $AMZN, $MSFT, $META, $GOOG, $ORCL, $MDB AI Agents | $GOOG, $CRM, $META, $NOW, $MSFT

美国式化债,海湖庄园协议！（万字深度解析） 川普和马斯克，都是精明的商人，万里挑一的那种，但是看他们最近的谜之操作，大家就很怀疑，四处加关税，四处裁员，四处树敌，川普真的是傻子嘛？ 特朗普一点都不傻，他有他自己的目的 那就是——化债！！

Agent2Agent (A2A) updates: 💻 We've just added a demo showcasing agents using the A2A protocol to interact. This helps illustrate the practical steps involved in getting autonomous agents to coordinate tasks. 📄 We've refreshed the docs to lower the barrier for you to get

金融时报这篇深度报道了中国的美国国债配置战略。 《中国如何悄然减持美国国债实现多元化配置》 “许多顾问、学者和专家正表达对美债的担忧。中国社会科学院两位高级研究员杨盼盼和徐奇渊在 4

I see abstract AI agent architectures everywhere. But no one explains how to build them in practice. Here's a practical guide to doing it with n8n: 🧵

DOGE削减背后的真实数学原理 如果你觉得埃隆·马斯克真的在试图削减成本，那你可能就没看懂这个笑话。 杰西卡·里德尔 / 大西洋月刊 ——

ServiceNow Deep Dive is live $NOW Weeks of research went into this one & I believe this to be the best, most informative deep dive on $NOW you'll find. So if you're ready for long enjoyable read hit the link below🙂 Contents 1~ Opening 2~ History 3~ Business Breakdown 4~

(I’ve just got a review copy) #economics A new #book “Crisis Cycle” - Challenges, Evolution and Future of the Euro by John Cochrane Princeton University Press June 17, 2025 press.princeton.edu/books/hardcove…

英国制裁了俄罗斯石油贸易中的一位关键人物，加大了对莫斯科的经济压力，以增强乌克兰在和平谈判中的筹码。《华尔街日报》去年早些时候曾报道过Etibar Eyyub的秘密活动。buff.ly/uAqS4xo

Two big picture things to get clear on: 1) Tariffs do not cause inflation (hurt demand), 2) Larger deficits will cause inflation. So, as tariffs come down and the big beautiful bill gets bigger and more beautiful, risk of recession ⬇️/risk of inflation ⬆️ Invest accordingly

Warren Pies Correct. Tariffs are deflationary initially due to reduction in aggregate demand. Demand impact generally supersedes price impact of most things

Sequoia on AI's trillion-dollar opportunity:

.Treasury Secretary Scott Bessent: "We are going to grow the GDP faster than the debt growth and that will stabilize the debt-to-GDP, which ... is the most important number."

Scott Bessent 未來幾週可能會宣布「幾項大型」貿易協議！ 預計川普政府官員將再次與中國同行會面，就這些關稅進行談判！

Transcript of Secretary Scott Bessent Remarks on Trump’s Tax Bill singjupost.com/transcript-of-… via @singjupost

🇺🇸 Treasury Secretary Bessent says the United States is "going big on digital assets." "Passing the stablecoin bill is just the start."

The key core capital goods orders metric (a proxy for biz cap ex) came in much weaker than expected though at -1.3%, the biggest drop since October (and second largest since Feb ‘23), although March was revised up two tenths to +0.3%, which means shipments (which factor into GDP)

The US Money Supply hit an all-time high in April for the first time in three years. After a brief hiatus, money printing is back. bilello.blog/newsletter

$SNPS $CDNS Our team flagged the risk here in March....

📦New in ECAN<GO>: Visualize the pulse of global trade in real time. Monitor container & dry cargo ship sailings to the US by origin, toggle between Asia & Europe routes, and spot shifts tied to tariffs, supply chains & demand — all via Bloomberg vessel tracking.