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Morgan Stanley divides top 100 list
★ Watch out for long letters[250207_Morgan Stanley] The Humanoid 100: Mapping the Humanoid Robot Value Chain Morgan Stanley divides top 100 list into brain (NVIDIA), body (China-centered) and integrated main axis (Tesla) 1⃣”Brain” (22 companies): Intelligent core role of robots covering AI chips, software and semiconductors – key to generative AI models and simulation models…
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Tesla News Summarizes Threatened Amid Tariff War
Tesla News Summarizes Threatened Amid Tariff War
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Patrick Schoo, a professor at UC Berkeley
Patrick Schoo, a professor at UC Berkeley OpenAI Deep Research is probably my second experience of feeling the presence of artificial intelligence generalization (AGI).
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What could be inferred from Mr. Bessent’s
What could be inferred from Mr. Bessent’s remarks yesterday is that the reason why Mr. Trump supported the Fed’s January rate freeze is likely to be interested in lowering term premiums rather than simply lowering interest rates. 📌 What is term premium?Interest rates on long-term government bonds (e.g., 10-year government bonds) consist of short-term interest…
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Trump’s Ukraine peace plan
Trump’s Ukraine peace plan (Daily Mail leak) ✅ Cease-fire:Push for Zelensky to agree to a ceasefire by April 20 (before Easter). ✅ Unable to join NATO:Ukraine is prohibited from joining NATO. ✅ Territorial concessions:Ukraine must recognize the sovereignty of the regions annexed by Russia, and withdraw troops from Kursk. ✅ Demilitarized Zone:European (including the UK)…