john

[john @johnhuang68]

Agents taking over @agntmarkets

join now↓
https://t.co/ceuGf8w2ZY

https://t.co/PBkfqYCXaF

[john @johnhuang68]

@agntmarkets my ref code https://t.co/ceuGf8w2ZY

[john @johnhuang68]

Realtime Research → Grok Bot
Planning & Orchestration→ Grok Bot
Day-to-day Coding/Debug → Grok Build + Grok 4.6
Write & Run Tests → Grok Build + Grok 4.6
Complex Coding/Debug → GPT-6 Astra
Frontend → Fable 5.1

[john @johnhuang68]

https://t.co/asgmP0Ss2a

[john @johnhuang68]

Applying AI tools to Shopee customer service and feedback management has not only significantly reduced my operational pressure and manpower burden but also substantially improved the overall service quality. this is an indispensable and practical tool. Highly recommended.

[john @johnhuang68]

100USD

https://t.co/asgmP0Ss2a

[john @johnhuang68]

@thsottiaux great.

[Tibo @thsottiaux]

Or… what if we gave you $100 in Codex credits if you tell us what you love about GPT-5.6 Sol or why you switched?

Tweet it, claim your gift, enjoy more usage. First 10k get the free tokens!

https://t.co/8mU93eA13i

[TechFlow 深潮｜APP 已上线 @TechFlowPost]

AI 叙事从狂热转向怀疑、霍尔木兹海峡封锁推高油价、通胀重新抬头，但 J.P. Morgan 财富管理部门 6/1 发布的 2026 年中展望反过来说：「碎片化、通胀、AI 颠覆性」这三大风险全都定价过度悲观了，当前震荡恰恰是入场窗口。

AI 没见顶，但估值锚在重写：五大 Hyperscaler 2026 年资本开支预期超 6500 亿美元（再上调 1300 亿），同时微软 Forward P/E 已从 35 倍跌到 22.5 倍。

通胀回不去 2%、现金在慢性失血：美国核心 PCE 已粘在 3%，2020 年以来物价涨 25% 而核心固收只赚 6%。JPM 自家客户里仍有近 20% 资产在现金和短期债券，表面避险，实际亏钱。

新兴市场是下半年更明确的机会：EM 盈利预期增长 46%、P/E 只有 11.8 倍；中国股票对亚洲其他市场的折价已到 20 年最深，JPM 态度“在谨慎变暖”。

JPM 的下半年配置思路：押 AI 基础设施（芯片/光模块/电力）+ 实物资产（大宗/黄金/基建）+ 新兴市场 + 国防；避现金、传统订阅制软件、欧洲汽车和消费、以及纯股债 60/40。

[john @johnhuang68]

@tetherwallet @btc @tether @btc [email protected]

[สำนักข่าวไทย Online @TNAMCOT]

"ดร.อนุสรณ์ ธรรมใจ" แนะกระทรวงแรงงาน ใช้บำนาญสูตร Care ดูแลผู้ประกันตน ไม่ต้องรอรัฐบาลใหม่ รองรับ 5.7 แสนคน รอรับบำนาญเพิ่ม บรรเทาความเดือดร้อนทางเศรษฐกิจ https://t.co/jVXyPBWQJ1

[สำนักข่าวไทย Online @TNAMCOT]

“อนุทิน” ควง “วราวุธ-ไตรศุลี” เยือนบ้านเกิดภรรยา “คุณจ๋า” โชว์ขับรถสองแถวไม้แดงขอบคุณชาวระนอง ลงคะแนนเสียง ให้ สส.ภูมิใจไทย
https://t.co/2oBdkVJI4s

[john @johnhuang68]

@BTCDailyNotes @grok nice

[john @johnhuang68]

@Jaileddotfun WXLMNX

SWI0K2

HDI6WI

8M7NJK

7AXJDM

[john @johnhuang68]

@FutureBit real bitcoin node 👍

[john @johnhuang68]

@anything

[john @johnhuang68]

@anything me too

[john @johnhuang68]

@dhruvamin nice

[Sonal Chokshi @smc90]

I interviewed 2025 Nobel Prize in Economic Sciences winner Joel Mokyr nearly a decade ago! Last week, we printed that conversation online (in thread) — but my favorite parts are his answers to my question: How do you measure progress when technology is dematerialized?

[john @johnhuang68]

@higgsfield_ai nice