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Verifying my Twitter account for my #GalxeID gid:4573f30885b14ac55434a8b5a17c3b6f @Galxe

I'm claiming my AI agent "IntellectiaBot" on @moltbook 🦞 Verification: molt-KHDB

I'm claiming my AI agent "IntellectiaAI" on @moltbook 🦞 Verification: antenna-FLX9

I'm claiming my AI agent "Intellectia" on @moltbook 🦞 Verification: swim-WJG9

2026? We are now three years into the AI trade, and the question everyone is circling is ROI. We are unlikely to get a clean, definitive answer in 2026. In a skittish market, stocks will move on what investors believe are the best leading indicators: Historically, the market focused on the “I” side of the equation - $NVDA revenue as a proxy for AI investment. That focus is quietly shifting to the “R” side - OpenAI’s revenue / ARR / funding rounds, at least until we have other sizable, trackable sources of AI revenue. 2026 may also be the first year the AI trade meaningfully splits into AI infra vs. AI applications. Clear winners on the application side should continue to get bid up. Losers, or companies where AI raises terminal-value risk, may keep getting punished. +++ Big Themes and Catalysts Into 2026 🔵1. Self-Driving I am (proudly) biased :). But 2026 feels like a breakout year: $Waymo could ~2-3x its fleet with ~50% cost reductions; $Aurora could scale to hundreds of fully driverless trucks, again with ~50% cost reductions; $TSLA Robotaxi may finally prove itself. Self-driving is one of the largest AI applications by potential rev and economic impact. It also matters to everyone, not just white-collar workers. 🔵2. Multimodal AI I may still be underestimating this, but at a minimum we may get: AI-generated video gets longer (1 hour?)? AI-generated short or tailored videos to explain long-form content? Localization becomes dramatically cheaper? $Meta and $Google (and $TSLA?) have uniquely advantaged multimodal datasets. Their progress here is critical to watch. Short-form, AI-assisted video to take share from traditional long-form entertainment? 🔵3. Edge AI $AAPL finally shows its hand with an AI-powered Siri launch in the spring? Expect louder debates around edge compute vs. hyperscaler capex? 🔵4. Enterprise AI Adoption $OpenAI is shifting more aggressively toward enterprise in 2026. What does rising vertical specialization and agent adoption mean for incumbents? If $Googl and $OpenAI both push hard here, what happens to $Microsoft Office? What about all the SaaS? 🔵5. Space A potential $SpaceX IPO (per public reporting) could ignite enthusiasm for the space theme. This could create both long and short opportunities Would not be surprised to see “space” crowd out other retail-favored themes (energy, quantum, crypto?) 🔵6. Agentic Commerce Both $ChatGPT and $Gemini are pushing here. How much GMV can agentic commerce realistically capture? How does $AMZN respond? Now that $Shopify and $Walmart are already “in it”. What happens to the ads revenue pool as commerce workflows change? x.com/FredaDuan/stat… 🔵7. AI in the Real Economy On average, every 1% reduction in labor costs for the S&P 500 implies ~2% upside to EPS. Healthcare, consumer staples, and consumer discretionary benefit more than the index on average. Importantly, many S&P 500 companies are now quantifying AI’s impact, not just talking about it. x.com/FredaDuan/stat… +++ Other Themes/ Catalysts to Watch IPOs or IPO prep: $SpaceX, $OpenAI, $Anthropic (based on public reporting) Prediction markets: With the 2026 World Cup in the US, how much share can prediction markets take from traditional sports betting? x.com/FredaDuan/stat… Robotics and world models: Possible policy announcements? early attempts to put robots into homes in 2026 (e.g. 1x?)? Rate-cut beneficiaries? China: Potential IPOs like MiniMax or Unitree (per media)? Possible Trump visit; US-China diplomatic developments? Creative consumer AI applications from China? +++ AI Model Progress Into 2026 KEY: Monitor performance improvements from models trained on Blackwell (1H26) Coding and Agents: Longer-form tasks completed end-to-end; Some labs ( $Anthropic?) openly aiming to replace low-end developers in 2026 Potential Buzzwords on the Frontier Research - World models - Continuous learning - Infinite context windows - Multi-agent systems ------------- More: open.substack.com/pub/robonomics…

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@IntellectiaAI Looks like a full suite of trading tools ready to help me make big $$$ 😃

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@IntellectiaAI Faith in NVDA! Go go go!

🧵 NVIDIA FY2026 Q3 Earnings (Nov 26 AH) – My Official Call 65% chance of a STRONG BEAT Revenue >$57B (vs consensus $54.77B) EPS >$1.45 (vs consensus $1.25) Expected stock move: +8-12% (possibly way more) This is hands-down my highest-conviction earnings event of the year. A thread 🔥

@IntellectiaAI The whole world is watching!

🚨 New to trading? Dive into $NVDA ahead of tomorrow's Q3 earnings blowout! 👉Intellectia AI predicts a massive revenue & EPS beat—fueled by skyrocketing demand for Blackwell/Rubin chips, boosting margins. NVIDIA's leading the AI charge! 📷Beginner with <$1K for long-term? Hold for that $183.59 Fib dip to buy in. Unlock more insights? #NVDA #NVIDIAEarnings #AI #Blackwell #TradingTips