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@TaoRay: Grok has learned it all!

X AI KOLs Following ↗ · 2026-08-21 Cached

Grok AI has learned market strategies, including two phases and a three-step approach, involving economic concepts such as Federal Reserve policies, market volatility, and asset performance.

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@TaoRay: This is worth discussing at length. Let's start with the conclusion: initially, the rise and fall logic is the same. However, in the later stages of the 'two-phase, three-step' approach, which is the differentiation phase, the trends will be completely different. Bitcoin will align with the Nasdaq's trend, while gold will gain a premium from stagflation and debt monetization. Although the initial surge logic is similar, Bitcoin is more violent because…

X AI KOLs Following ↗ · 2026-08-21

This tweet analyzes the market trends of Bitcoin and gold, suggesting that initially, the rise and fall logic is similar, but in the later stages, Bitcoin will rely more on speculation and leverage, while gold will benefit from stagflation and debt monetization. Bitcoin's momentum is not as strong as gold's.

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@vasuman: Everyone sleeping on Muse Spark because no one trusts Meta after the Llama 4 debacle Meta is going to win

X AI KOLs Following ↗ · 2026-08-20 Cached

The tweet argues that Meta's Muse Spark is being overlooked due to distrust stemming from the Llama 4 controversy, but predicts that Meta will ultimately prevail.

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I bought DJI’s banned camera — it was cheap and easy

The Verge ↗ · 2026-08-20 Cached

The article reveals that despite an FCC ban, DJI Osmo Pocket 4 Pro cameras are easily available for purchase in the US through online marketplaces, highlighting challenges in regulatory enforcement.

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@FinanceYF5: The Real Money in AI Hype: A Shift from Applications to 'Pipelines' 1/ Brex reports on the top 25 fastest-growing software companies for summer 2026. Among them, 14 are in AI infrastructure, and 6 are AI products built on these foundations. Leading the pack is Together AI, offering open model services. In the AI boom, growth is most...

X AI KOLs Following ↗ · 2026-08-19 Cached

The article discusses the shift in profit focus in the AI boom from applications to infrastructure, citing Brex statistics showing that among the 25 fastest-growing software companies in summer 2026, 14 are in AI infrastructure and 6 are in AI products built on this, with Together AI topping the list and offering open model services.

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Agent-to-agent to hit $1.5B by 2030

Reddit r/AI_Agents ↗ · 2026-08-17

The article predicts that agent-to-agent commerce will reach $1.5 billion by 2030, citing unconfirmed trading volumes on MoltBook, and seeks testers for Visa verification and model evaluation at AgentHub.

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Why are RTX 6000 PROs still getting bought at 16000+ USD? And who are buying them?

Reddit r/LocalLLaMA ↗ · 2026-08-16

The author questions why expensive RTX 6000 PRO GPUs are still being purchased at over $16,000, speculating about the buyers and economic viability.

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@levie: Amazing outcome. Cursor executed the applied AI strategy flawlessly. Most people completely underestimated the market s…

X AI KOLs Timeline ↗ · 2026-08-15 Cached

Cursor executed a successful applied AI strategy in coding, revealing a larger market than anticipated and providing lessons for applied AI innovation.

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Risk of AI companies collapse in America

Reddit r/ArtificialInteligence ↗ · 2026-08-13

Discussion of the AI bubble debate, noting that focus is on American AI companies while Chinese AI firms may be more resilient due to low token prices, potentially dominating if US companies collapse.

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Used EV buying guide: The $30,000 edition

Ars Technica ↗ · 2026-08-11 Cached

Ars Technica's used EV buying guide focuses on models priced between $25,000 and $30,000, highlighting abundant choices like the Chevrolet Blazer EV, Equinox EV, and Ford Mustang Mach-E, while noting market trends such as rising prices and strong demand.

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@ARKInvest: Tesla May Not Need China Anymore Key Points 00:00 - China Merger 6:33 - Merger Timing 8:00 - AI Costs 12:00 - Market Wi…

X AI KOLs Timeline ↗ · 2026-08-10 Cached

ARK Invest shares key points on Tesla's potential reduced reliance on China, covering merger timing, AI costs, market winners, and AI hardware in a video breakdown.

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@BenjaminDEKR: Cybertruck: Prediction vs Reality Pre-launch (Musk/Tesla): • "Over 1 million" reservations • "Demand off the charts" • …

X AI KOLs Following ↗ · 2026-08-09 Cached

A comparison of Tesla's pre-launch Cybertruck predictions versus actual sales, showing that deliveries fell far short of the stated annual production target, reaching only ~15% of it in the peak year.

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TLDR AI ↗ · 2026-08-07 Cached

DeepSeek announced a significant API price hike, and analysis suggests the move goes beyond GPU cost pass-through to reflect broader market shifts toward value-based pricing and open-source ecosystem pressures.

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Top 20 most visited AI tools by estimated web visits, May 2025 to Apr 2026

Reddit r/ArtificialInteligence ↗ · 2026-08-06

A chart ranking the top 20 most visited AI tools by estimated web visits from May 2025 to Apr 2026 shows ChatGPT dominating with 64.7B visits, far ahead of Canva, Gemini, and others, based on a study of 9,531 AI tools.

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AI Trading: Evaluating Large Language Models for Technical Market Analysis

arXiv cs.AI ↗ · 2026-07-20 Cached

This paper evaluates the ability of large language models to perform technical market analysis for trading, using a benchmark approach.

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@TaoRay: Yes, a few weeks ago, when AI upstream hardware was at its peak of hype, I asserted against the trend on Space that "the market inflection point is coming, the upstream falls, the downstream eats its fill, it's time to position in software cash cows." The market indeed developed that way. I have a very important observation: "In recent years, the increase of retail investors and speculative funds in the market will increase the amplitude of volatility, but on the contrary..."

X AI KOLs Following ↗ · 2026-07-14

The author recalls the previous prediction of the inflection point in AI upstream hardware hype, believes that the market will see sector rotation with downstream software benefiting, and points out that the increase in retail investors will amplify volatility but make the pattern more certain.

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The US AI premium pricing model might be more fragile than the valuations suggest

Reddit r/ArtificialInteligence ↗ · 2026-07-08

The article discusses the potential fragility of the US AI premium pricing model, suggesting that current valuations may not be sustainable.

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@ARKInvest: SpaceX says over 90% of its future market is AI, not space. @DMaguireARK, ACA breaks down what that means: orbital data…

X AI KOLs Following ↗ · 2026-07-07 Cached

ARKInvest reports that SpaceX claims over 90% of its future market is AI, focusing on orbital data centers and a potential $28.5 trillion market, with Starship as the key enabler.

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@king1818888: https://x.com/king1818888/status/2073999140770775117

X AI KOLs Timeline ↗ · 2026-07-06 Cached

This article introduces the concept of Loop Engineering, which involves building repeatable AI workflows by defining goals, execution rules, and verification standards. Using a U.S. stock investor as an example, it demonstrates how to upgrade AI from a chat tool to a continuously collaborative research assistant.

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I created a tool showing the likelihood of the AI bubble to pop

Reddit r/singularity ↗ · 2026-07-03

A tool has been created to estimate the probability of the AI investment bubble bursting.

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