jet1997

Analysis of U.S. Stocks in the Second Half of the Year: Quantum Computing, Artificial Intelligence, Cybersecurity, Battery Technology, Healthcare, and Fintech Introduction This report analyzes representative U.S. listed stocks in the fields of quantum computing, artificial intelligence (AI), cybersecurity, battery technology, healthcare, and fintech, focusing on the advantages, growth potential, and risks of these companies in their respective sectors...

Have you noticed that the vast majority of retail investors focus solely on 'how much it went up or down,' chasing the rise and killing the fall by staring at K-line charts, only to end up more panicked and losing more? But true experts, institutions, and quantitative funds don't blindly guess based on superficial price movements. Instead, they build complete arbitrage systems around a core concept most have heard of but don't fully understand—volatility—to capitalize on market sentiment mismatches. You might often hear people say, 'VIX is up, the market is panicking,' or 'Volatility crashed, risk is coming,' but what exactly is VIX? Why do they say...

In early June, Morgan Stanley released a research report on AI Agent, outlining the value chain of AI Agent and analyzing which sectors can occupy high-value ecological niches after AI reconstructs the value chain. The main conclusions are shown in the figure below. Let's take a detailed look at the layers: At the top of the pyramid are Hyperscalers/AI infrastructure, which provide real-time inference computing power to support deep inference agents. Those who sell shovels always make steady profits...

Investing in disruptive technology sectors: including blockchain, AI technology, flying cars, autonomous driving, etc. Its asset size is approximately $5.09 billion, with a 37.5% increase over the past year. Below is its latest portfolio: 1. $Tesla(TSLA.US): 12% portfolio. 2. $Palantir Tech(PLTR.US): 8% portfolio. 3. $Coinbase(COIN.US): 8% portfolio. 4. $Roku(ROKU.US): 8% portfolio...