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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:
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AI ads are taking over NYC subways. Spotted over the last few weeks: - @LangChain - @braintrust - @genspark_ai - @extendAI - @traversal_ai - @cognition - @GetArtisanAI - @AirOpsHQ
AI has left the engineering org. 💊 A real playbook for bringing AI to every team, GTM, marketing, post-sales, and beyond, has started to take shape. Come hear from: > @vercel > @cursor_ai > @Chime + more Spots are limited and filling up fast! ↓
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AI is chronically under-leveraged in Crypto atm I give it <24 months before every protocol has an AI feature embedded in-app I think the reason why adoption is slow along existing apps is because there needs to be a philosophy shift Ppl haven’t adjusted to the new norm yet
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AI Still Can't Beat the On-Call Engineer: Here's Why
AI deployment doesn’t have to mean reinventing your infrastructure. AMD’s Suresh Andani explains how AMD Instinct MI350P PCIe GPUs combine open software, enterprise-ready AI infrastructure, and scalable inference performance to help organizations accelerate AI adoption within existing data centers. Same racks. Same cooling. Dramatically more AI. Watch the full video on YouTube:
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