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Recently, the US tech stock sector has become increasingly interesting. On Thursday, AI-related assets experienced a significant sell-off, as the market began to worry about data center investments, financing costs, and the cash flow of AI companies. But on Friday, there was a collective rebound: $NVDA closed at $188.70, up 3.91% $AMD closed at $448.14, up 10.82% $CRWV closed at $46.54, up 6.60% $TSLA closed at $359.40, up 4.57% $MSFT closed at $531.40, down 0.85% $AMD rose more than 10% in one day, looking very strong. But the question is: Can a one-day rebound solve the valuation issues in the AI industry chain? I don't think so. What the market is really worried about now is not whether there is demand for AI, but: How much investment is needed for continued data center expansion? When will these investments convert into revenue and free cash flow? Can highly leveraged computing power companies withstand higher financing costs? If the AI industry chain continues to rely on capital expenditures to drive growth, the market will sooner or later start asking: Is revenue growth real, or is debt growing faster? Nvidia's orders and computing power demand remain strong, AMD continues to attract market attention, and giants like Microsoft, Meta, and Oracle are still investing huge sums to build AI infrastructure. So I wouldn't simply say the AI narrative is over. But I also wouldn't assume the risks are gone just because of Friday's rebound. Especially for companies like $CRWV, which are highly related to computing power leasing and data center financing, their prices are more sensitive to interest rates, credit risk, and capital expenditure expectations. This market trend may soon show clear differentiation: Companies with real orders, strong cash flow, and stable balance sheets may still find buyers after a pullback. But those mainly supported by high valuations, long-term expectations, and continuous financing may experience increasing volatility. My current understanding is: The AI industry trend continues, but the "indiscriminate rise" of AI stocks may have ended. Going forward, the questions should not only be: "Is this company an AI concept?" But also: "Can its revenue keep up with investments?" "Can its profits keep up with valuations?" "Can its cash flow cover its debt?" Friday's rebound shows the market hasn't completely given up on AI. But the stronger the rebound, the more earnings reports and cash flow verification will be needed afterward. AI is not over; next Monday the market and the broader index should be very exciting #USStocks #AI #Nvidia #AMD

Recently, I saw the data update from @termix_ai, and what I care about more is not a single impressive number, but a question: AI Agent is moving from "can it be done" to "is there anyone willing to pay to use it." So far Cumulative transaction volume is about 30.71 million USD Indexed Agents exceed 1.32 million Tasks completed total about 594,000 Page-displayed protocol revenue is about 614,000 USD These data at least indicate that Agents are no longer just at the Demo or chatbot stage, but are trying to enter a more concrete service market: Users post requests, Agents provide services, tasks are completed through on-chain escrow, settlement happens after delivery, and disputes enter arbitration. This is quite different from how we usually use AI. Previously, it was more about opening a tool yourself, inputting prompts, and repeatedly modifying results; but in the Agent marketplace, users can directly find Agents with specific capabilities to complete content, data, technical, or automation-related work. I think what these platforms really need to validate are not how many Agents there are, but three questions: 1️⃣ Can Agents continuously provide effective services? Growth in numbers is easy; the real challenge is whether delivery quality is stable and whether users are willing to reuse. 2️⃣ Can tasks form a real closed loop? From quoting, escrow, delivery to settlement, every step must reduce trust costs. Only if the process is clear enough will users entrust real demands and funds to Agents. 3️⃣ Can the economic model operate long-term? Platform transaction volume is just the starting point; later, active users, repurchase rates, task types, and actual Agent income must be considered. TermiX currently aims to turn Agents into service providers who can be discovered, hired, reviewed, and settled. This narrative is more grounded than "AI will change the world." Because the real Agent economy ultimately isn’t about who has the bigger story, but about: Whether anyone posts tasks, Whether Agents complete tasks, Whether funds are willing to pay for results. I will continue to follow TermiX’s subsequent task quality, user retention, and actual Agent income, not just track transaction volume growth. If Agents can truly transform from tools into service providers, AI’s next phase might not just be "helping people answer questions," but directly participating in work, collaboration, and value exchange. @termix_ai #TermiX #AI #AgentEconomy #Web3

The results of the U.S. midterm elections are in: the Democratic Party has taken control of both the Senate and the House of Representatives. This means that the U.S. is very likely to enter a phase of "divided government between the White House and Congress" for the next two years. Democratic control of Congress does not necessarily mean the market will plunge; the Republican Party still holds executive power, which also does not guarantee that policies can be quickly advanced. The real keywords are: Checks and balances, negotiation, delays, and increased policy uncertainty. Impact on the U.S. economy The market will focus on: Whether fiscal policy can continue to expand How tax and government spending negotiations proceed Whether the debt ceiling and budget bills pass smoothly Whether there will be significant adjustments in regulatory policies If the partisan divide on fiscal and budget issues widens, it may temporarily reduce policy certainty, and businesses and investors might delay some decisions. On the other hand, stronger congressional checks and balances may reduce market concerns about rapid implementation of radical policies. So this is not purely negative or positive, but rather: Slower policy progress and a market more sensitive to negotiation outcomes. Impact on U.S. stocks U.S. stocks may continue to experience style rotations and increased volatility in the short term. Tech stocks, AI, financials, and crypto-related stocks will all be influenced by regulatory expectations, fiscal policy, and changes in U.S. Treasury yields. If the election results cause the dollar and Treasury yields to fall, growth stocks and high-valuation assets might get some breathing room. But if the market starts worrying about fiscal negotiations, economic growth, or policy deadlock, U.S. stocks may first price in higher risk premiums. Currently, it’s not enough to judge market moves just by election outcomes; what matters more going forward are: U.S. Treasury yields, the dollar, corporate earnings, and capital flows. Impact on Web3 and the crypto market Web3 may be one of the sectors most likely to be repriced. With Democrats controlling both chambers, some crypto regulatory bills expected by the market may slow down, especially those involving: Stablecoin regulation Market structure Exchange platform oversight DeFi and custody rules Banking and digital asset cooperation But this does not mean Web3 is entering a full tightening cycle. Within both U.S. parties, there is not complete consensus on the crypto industry; the market is more likely to see: Continued regulatory progress but requiring more compromises; policies won’t disappear but implementation timelines may lengthen. In the next two years, the U.S. market may enter a phase emphasizing more bargaining and negotiation. #美国中期选举 #美股