Zuckerberg Leads Meta's Return to Prediction Markets, 3.5 Billion Daily Active Users as the Biggest Bet
Meta re-enters prediction markets after six years, with Zuckerberg personally leading the development of the Arena app, taking on Polymarket and Kalshi. Leveraging 3.5 billion daily active users, it adopts a points mechanism to circumvent regulation, but the competitive landscape is already oligopolistic, making it harder for latecomers to grab a share.Goldman Sachs on the AI boom: Strong earnings will outweigh valuation concerns before the investment cycle peaks, but volatility will rise further
A Goldman Sachs research report notes that the AI investment boom is not a repeat of the 1999 bubble, but earnings benefits have already been priced in, making the market more vulnerable to narrative shifts and warning of earnings bubble risks."Bearish" Doomsday Prophecy: AI "Running Out of Steam," US Stocks Could Peak as Early as Q3, with a 30-50% Drop
The New Bond King and stock market prophets warn that the AI frenzy is nearing its end, US stocks could suffer a 30%-50% plunge, and crises in US Treasuries and private credit are brewing beneath the surface.An Investor Holding 28 Stocks Across the US, Japan, Korea, and Taiwan: How to Bet on the Second Half of AI?
Transitioning from crypto to US stocks, Fiona uses first principles to uncover the AI semiconductor supply chain. Storage, MLCC, optical interconnects, and power semiconductors—she only buys the most certain directions.