sunlc.eth.lens

Let me start with the conclusion: I believe the storage sector's rally is nearing its end, and I am bullish on the software sector going forward.
If we compare the AI industry to gold prospecting, hardware companies are like the shovel sellers, while software and application companies are the actual gold diggers.
Selling shovels is certainly a surefire business with the highest certainty, but ultimately whether the entire industry can make money depends on whether the application layer can find gold.
Currently, the market generally looks down on the software industry, believing it will be disr

First, the conclusion: I believe the storage market rally is coming to an end, and I am optimistic about the software sector going forward.
If we compare the AI industry to gold mining, hardware companies are like the shovel sellers, while software and application companies are the ones actually mining gold. Selling shovels is certainly a sure profit with the highest certainty, but whether it ultimately makes money depends on whether the application layer can find gold.
The market is generally bearish on the software industry, believing it will be disrupted by AI. Have we considered that if th

Even BN has jumped onto SPCX’s IPO—looks like they really want to cut every last “retail investor” in the crypto world. I’ve always been advising the people around me not to get involved. At most, SPCX is only worth a market cap of 1 trillion. If you really want to back up Musk’s dream, you can go ahead; otherwise, it’s better to wait until after a 40% drop and then buy the dip.

Recently, I discussed the topic of AI investment with many friends, and opinions vary on whether there is a bubble in AI stocks.
For investment to achieve big results, you must buy early, hold heavy positions, and hold firmly—missing any one of these is not advisable. Those who can meet all three are often deep participants in the industry or deep users of the product.
For example, people who hold Apple stock long-term are likely to be users of the Apple ecosystem, and many early Tesla owners achieved significant results with Tesla. So, when it comes to whether there is a bubble in AI, only he

Based on in-depth analysis of the AI industry over the past week, 191 stocks highly related to the entire AI industry chain have been compiled. A CODEX-developed AI industry radar has been created, which can be viewed at any time as part of the trading dashboard feature.

Playing the U.S. stock market every day, living in fear and frustration of rising prices.
My AMD average cost is 310, and I’ve sold all of it, completely missing the peak. The storage sector is surging even more, I dare not buy in.
Set a 14-day deep learning plan for AI, only studied for 7 days, and all U.S. stock AI sectors have already skyrocketed, I can't find any undervalued targets.
My current mindset should be similar to Buffett’s 😢
Or in our crypto circle, Bitcoin is rising steadily like an old dog, step by step, and ETH is even more steady as a dead dog.

After a week of experimentation, I developed a cost-effective and stable solution that heavily utilizes openclaw:
1. Subscribe to the 200u GPT and Claude packages
2. For daily tasks in openclaw, the agents default to using the GPT 5.4 model, and with the 200u GPT package, you can use it freely without worrying about the quota
3. For more complex tasks, especially complex system development tasks, let the agent call local Claude code via ACP to design and develop, with GPT 5.4 responsible for the final review
4. The local Claude code must be connected through CC-Gateway to prevent bans. This wa