链研社

The hardest money to make in investing isn't from news, nor from emotions; it's from the expectation gap.
The so-called expectation gap means your understanding of a company is earlier and more accurate than the market's. Changes that the market hasn't yet seen, you spot in advance; logic that the market hasn't accepted, you accept early. When the market gradually reacts, the stock price begins to reflect your insight.
There are mainly three types of expectation gaps.
The first is performance expectation gap.
The market originally expected the company to earn 1 billion, but through res

After Trump’s reckless actions, the Federal Reserve was the first to loosen its stance.
Federal Reserve Chair Powell: Inflation expectations seem to have stabilized.
Traders have canceled their expectations of Fed rate hikes and are now considering the possibility of rate cuts this year.

Xiaomi's trillion-parameter large model MiMo-v2pro continues to be available for free trial for another week, teaching you how to quickly get started and experience it, supported on OpenClaw for free use.
Now is really a good time to try it out for free; after testing, it feels like the top tier of domestic models, which is not an exaggeration. The official defines it as a flagship model aimed at agentic workflows: with a total parameter size exceeding 1 trillion, supporting around 1 million context length, with a focus on enhancing usability in complex process orchestration, engineering tas

Reposted from Lonely Brain
Language is humanity's greatest invention and also humanity's biggest bottleneck.
When large language models demolish the Tower of Babel, what exactly will they bring?
Humans built civilization through language, formed societies, and developed commerce. Humans monopolized language, and friction and misunderstanding between languages gave birth to most job positions.
Large models arrived, and in an instant, reduced language friction.
One: The essence of an enterprise is a language organization. What truly gets restructured on the B2B side is the enterprise as a langua

If I were to recommend 3 must-have Claude Code plugins or skills, I would choose:
**1. Code Execution Environment**
This allows Claude to run and test code in real-time, debug errors immediately, and verify solutions work before delivery. Extremely valuable for development efficiency.
**2. API Documentation & Reference Library**
Quick access to relevant documentation for popular frameworks, libraries, and APIs. Saves time on lookups and helps generate more accurate, production-ready code.
**3. Git Integration & Version Control**
Seamless integration with Git repositories for tracking changes,

In long-term value investing operations, the approach is:
1. Market pessimism is the norm, but you should choose to be an optimist against a pessimistic backdrop.
2. Always keep cash on hand. Since you don't know what tomorrow will bring, cash is the best bullish option.
3. Even for good companies, you need to consider price, valuation, and timing. Market value reversion is a rare occurrence. When you see a good company, you can choose to buy blindly without timing, but understand that the probability of further appreciation from reasonable valuation is far smaller than the probability of decl

Trump's Three Dark Arts
I. Never admit you're wrong
II. Even if you lose, never concede defeat
III. Even if you're truly wrong, strike back at those who attack you
On the battlefield of power, controlling the narrative matters far more than possessing the truth
Others have summarized three even more incisive points: sophistry + shamelessness + keep going

I followed the tutorial as a reference and configured it according to Lightning's best practices; the entire process takes less than 10 minutes.

I have successfully integrated the local openclaw!
Launched a Clawbot plugin that can connect to the local openclaw, making daily use very convenient now.
1. Update your phone to the latest version 8.0.70.
2. On the computer where openclaw is installed, open the terminal and run the command: npx -y @tencent-weixin/openclaw-weixin-cli@latest install.
3. If you encounter any issues during installation, have openclaw or Claude code handle it.
4. Open the terminal: openclaw channels login --channel openclaw-weixin.
5. Log in by scanning the QR code.
6. Your chat list will now include

The market is beginning to price in a 50% probability of a rate hike in October, with rate cut expectations completely wiped out, moving closer to at least one hike within the year.
The main logic behind market pricing:
1. It doesn't look like the next FOMC will hike immediately; rather, the probability of at least one hike by October or within the year has risen significantly. Today's media-cited market implied probabilities are roughly in the 40% to 60% range, with differences mainly stemming from different timeframes and methodologies.
2. After Middle East conflicts have impacted oil and ga

Qwen3.5 max flagship model is here, finally catching up and taking the top spot domestically
On the large language model competition platform LM Arena, with a comprehensive score of 1464 points, ranking 15th. Ranked behind Anthropic, Google, xAI, and OpenAI, it has finally reclaimed the top position for domestic models. Previously, the top domestic model was ByteDance's seed2.0.
Additionally, I recently used doubao-seed-2.0-pro and found it on the same level as kimi2.5 and GLM5.0, with not much difference, but ByteDance has done almost no marketing.
I've rarely seen several AI bloggers review

# The Future of AIAgent
The future of AIAgent won't simply stop at adding an automation layer to human workflows. Instead, it will gradually evolve into a true system operations layer. Many capabilities that seem important today—such as skills, MCPs, and CLIs—are essentially transitional interface forms.
Their existence serves to help models learn to invoke the external world, but in the long term, these capabilities will be absorbed into the internal system like drivers in an operating system, becoming the Agent's instinctive behaviors. By then, people won't care about the protocol used to co