AI, Biometrics, Robotics etc. 02 (Jun 23 - Dec 26)

[behappyalways]

AI has long been a serious bubble!

26.04.17【觀點│龍行天下】Pt.3 AI早就嚴重泡沫化！

https://m.youtube.com/watch?v=zvwX9dc2lP4

[behappyalways]

Moment marathon-running robot shatters after tripping as medical team rush over with stretcher
https://m.youtube.com/watch?v=f5NjB-YQGW8

[behappyalways]

The new AI model Mythos is so powerful at finding software vulnerabilities that it's feared to become a hacking weapon; the company has announced it will not sell it.

新AI模型Mythos抓軟體漏洞太強 憂成駭客神兵 業者宣布不賣｜方念華｜FOCUS全球新聞20260416 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=WPHOexAEtcQ

[behappyalways]

In the half-marathon race for humanoid robots, Glory swept the top three spots, while Yushu suffered a shocking fall.
陸人形機器人半馬賽 榮耀包辦前三 宇樹爆冷慘摔｜方念華｜FOCUS全球新聞20260420 ‪@tvbsfocus‬
https://m.youtube.com/watch?v=diAxxTBCxPQ


The way this robot ... packs itself
https://x.com/Mayhem4Markets/status/2046767472791962053

[behappyalways]

Harvard Creates Robot Ants That Work Like Real Insects To Build And Dismantle Complex Structures
https://www.zerohedge.com/technology/ha ... -their-own

[winston]

5 Stocks Leading the Market's Rebound: The AI Connectivity Trade

by Ryan Hasson


Key Points

Five AI infrastructure stocks are leading the market's rebound, with AAOI up over 300%, CIEN up over 100%, GLW up 95%, NBIS up 73%, and INTC up nearly 70% year to date.

The common thread amongst the outperformers is surging demand for optical fiber, transceivers, and AI compute.

Despite the extraordinary gains, AAOI's consensus price target implies significant downside, and INTC's RSI is approaching overbought territory near major resistance.

Source: Market Beat

[winston]

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

by Ryan Hasson

Key Points

Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, Celestica, Amphenol, and Astera Labs.

These five companies supply critical data center components, including power and cooling systems, networking switches, and connectivity chips.

Several of these stocks have hit all-time highs recently, with Celestica surging 360% over the past year and Arista Networks rising nearly 120% over the same period.

Source: Market Beat

[behappyalways]

How AI Is Transforming How Movies Are Made
https://m.youtube.com/watch?v=D5Ylmvn_D6g


OpenAI share of AI web traffic is down from 87pct to 65pct over the past year and it is expected to to burn over 200bn over the next 3 years…who is funding this?
$nvda
https://x.com/SpecialSitsNews/status/20 ... 4032471145

[winston]

AI Insider Selling: Sales Hit Photronics, Credo & CoreWeave as Shares Spike

by Leo Miller

Key Points

AI stocks Photronics, Credo, and CoreWeave have put up big-time gains in 2026.

However, as these stocks spike, insiders are making significant sales.

Top CoreWeave insiders continue to dump the stock, an overhang on shares.

Source: Market Beat