499 Detalks [CN] 226: US Stocks & Crypto Hotspot Dialogue: Storage Chips’ AI Feast, Bubble Debate & Tech Giants’ Showdown Time：18, May, 2026, 21:00 (UTC+8) We will explores the dramatic crossroads facing US equities in May 2026 — where AI-related stocks now account for a record 45% of S&P 500 market cap. We move beyond single-project analysis to unpack the macro and industry frontier: the growing resonance between Nasdaq and crypto markets. Host: Charis @charis_em , 499 Core Member Guest Speakers: 问月wmoon @_wmoon , StableStock Op Manager @StableStock 兔兔 @0xMilkRabbit , Dev/Creator Alpha @MoneraAnalyst , CIO of Monera Digital @Monera_Digital Key discussion topics include: -- Seeking Alpha : With mega-cap valuations stretched, what are the most compelling US stock picks or sub-sectors right now? -- US Stocks & Crypto Resonance: As Wall Street institutions pour in via ETFs and other vehicles, if Nasdaq tech stocks correct on high valuations, will capital flow into crypto as a value refuge? Space Link: Telegram Group:

I just joined @BBCWorldService to discuss AI at the Trump-Xi summit. From the public readouts, it looks like the United States and China achieved less than anticipated — but 🇺🇸 still has an abiding interest in seeing 🇨🇳 take AI security seriously.

My advice to anyone working in tech policy is that there is still so much alpha left in understanding the “tech” part, and that moat is only likely to increase. It’s way easier to go from tech/finance into policy than the other way around, but you should still try.

What does Trump want from Xi--and what does Xi want from Trump? As the two leaders meet in Beijing, @AnnieLinskey and I dig into the stakes: trade, Taiwan, and Iran for The Journal podcast. Hosted by Jessica Mendoza. Produced by Alan Rodriguez Espinoza

Trump and Xi have corresponded thru letters, building a pen pal rapport. Trump extends a level of deference to Xi he rarely shows other leaders.That personal dynamic will be tested at the Beijing summit over trade, Taiwan, Iran. W/@AnnieLinskey @alexbward