Depth Invest Insights

Depth Invest Insights

[Depth Invest Insights @BruceDai11]

沃什周五的发言大概率是鹰，AI 对于美国非常重要，美联储会非常迅速的救市，但不是在危机确认前，美联储只会在市场雪崩时快速参与，如果这周五就鸽了，直接确认危机了。沃什说过通胀没有软性目标，只有 2% 一个目标，而目前还是 3.2%，所以如果他鸽了，也就是通胀都放弃了，那就是直接确认大危机了

[宝玉 @dotey]

https://t.co/BQJYz25CDA

[Depth Invest Insights @BruceDai11]

2026 is a stock picker's market. 🧠

Buy the patent cliff solutions, short the cash-burners, and leverage the supply chain shift.

This thread covers the surface. The full "2026 Investment Thesis" report drops deeper into the portfolio allocation.

Read here:https://t.co/PlSfCYii0t

[Depth Invest Insights @BruceDai11]

The "ZIRP Era" in Biotech is officially dead. 💀

I analyzed the sector for 2026. It isn't a recovery—it's a "K-Shaped" bifurcation.

While the macro signals a soft landing, capital costs (3.75%+) are crushing story stocks while rewarding cash flow.

Here is the roadmap. 🧵 $XBI $IBB

[Depth Invest Insights @BruceDai11]

The 2026 Alpha Scorecard 🚦

Summary of my valuation analysis:

🟢 **Deep Value:** $PFE (8x P/E), $SNY (PEG 0.76)
🟡 **Safe Havens:** $JNJ, $IQV
🔴 **Speculative/Avoid:** $RXRX, $ILMN (Turnaround unproven)

Position your portfolio accordingly.

[Depth Invest Insights @BruceDai11]

This report provides a comprehensive framework for identifying and capitalizing on these opportunities.

[Depth Invest Insights @BruceDai11]

The anticipated 2026 Initial Public Offering (IPO) of SpaceX is not merely the debut of a single company; it is a generational investment catalyst poised to unlock and validate the entire commercial space economy. https://t.co/flGLYXHTsU

[Depth Invest Insights @BruceDai11]

Our analysis indicates that the IPO will serve as a watershed moment, drawing significant capital flows into a select group of publicly traded companies that form the critical infrastructure and supply chain surrounding SpaceX.

[Depth Invest Insights @BruceDai11]

@TaNGSoFT end2end agent RL 是今年最大的研究课题了

[Depth Invest Insights @BruceDai11]

@oran_ge 都不能说有人在复现吧，没人用v3作为base来train RL😂，大家只是模仿模仿GRPO，不能说是在复现r1。

[Mage 🇺🇦 🇵🇸 @Matt00736696]

@eliz883 $KNDX has just partnered with Sony, Pixar, NVIDIA & more big names as the only crypto company in AOUSD. Sitting at just 10m mc, multiple live products. Building the infrastructure for B2B 3D digital assets that enterprise companies & web3 companies need. https://t.co/dyFLbuqOyT

[Caesar @CryptoCaesarTA]

$KNDX - @Kondux_KNDX is a very great buy overhere in my opinion.

Kondux also just has joined the Linux Foundation, the world’s epicenter for open-source collaboration.

In my opinion a collab like this is very bullish because they have:
▫️Direct access to top-tier developer networks

And they can:
▫️Collaborate with world-class developers on decentralized AI models and 3D asset tokenization.

▫️Publish research and innovations through the Linux Foundation’s global platform.

▫️Participate in key decision-making for open-source tech and governance.

▫️Speak at global events like Open Source Summit and CloudCon

[Kondux @Kondux_KNDX]

We're delighted to announce that Kondux has joined the Linux Foundation, the world’s epicenter for open-source collaboration.

Being part of this prestigious organization gives Kondux direct access to top-tier developer networks, the opportunity to help shape the direction of cutting edge technologies, as well as allowing us to:

• Collaborate with world-class developers on decentralized AI models and 3D asset tokenization.

• Publish research and innovations through the Linux Foundation’s global platform.

• Participate in key decision-making for open-source tech and governance.

• Speak at global events like Open Source Summit and CloudCon

We are expanding our network rapidly, moving closer to the forefront of enterprise-level blockchain and AI innovation.

With every step forward, we are strategically positioning ourselves for even greater collaborations between $KNDX and top global companies.

Can you guess what comes next? Stay tuned!