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刘翔的投资频道 · 24.9K views

科技巨头发债砸7万亿押注AI撑起标普500,掩盖美债与滞胀困局

美股在美债危机与消费降级下依然坚挺,全靠科技巨头透支自由现金流并举债维持数万亿美元的AI资本开支,但在Token价格腰斩、投资回报率无法量化的现实下,估值已逼近历史极值,投资者应转向防御并拒绝重仓追高。

David Senra · 27.8K views

Long Lake Buys Amex GBT for $6.3B to Deploy AI Across Services

Selling AI software fails to overcome organizational friction and legacy data silos, so capturing real-world productivity requires buying established service businesses outright and embedding engineers alongside frontline workers.

Peter Yang · 7.4K views

Ras Mic Tames AI Coding Agents With Git Worktrees and Greptile Loops

Unchecked autonomous software factories degenerate into slop cannons because early flawed assumptions compound across a codebase, requiring developers to constrain AI agents with isolated worktrees, strict service-layer architecture, FFmpeg video proofs, and automated PR review loops.

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