Congrats to Jose, our U.S. equities PM. After our last update, he identified a turn in VIX and oil, added to high-conviction AI infra names, and the U.S. equity sleeve is now up ~40% YTD. We trimmed risk last week, but remain bullish on AI and patient for the next signal. #AI
UFLY Labs
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UFLY Labs is a pioneering investment fund backed by experienced entrepreneurs and UXLINK's global ecosystem, dedicated to accelerating transformative technology
- Big Tech AI spending hits new record: 50B projected for 2026 as companies race to lead the AI revolution. Meanwhile, AI stocks face a critical test with Nvidia & Snowflake earnings this week. Markets watching closely. #AI #TechEarnings #Nvidia #ArtificialIntelligence
- Google Q4: Revenue 13.8B (+18%), Cloud 7.7B (+48%) beat estimates, yet 2026 capex guidance 75-185B triggered selloff. We view panic over capital spending as shortsighted—cloud growth validates AI ROI. Volatility (-7%→+4%) = emotional overshoot. Bullish 12-mo. #GOOG
- Great to see two strong ecosystem players coming together 🤝 @SumPlusReal is a project we’ve collaborated with before at UFLY Labs, and this partnership with @UXLINKofficial perfectly reflects what we believe in: stablecoins + social = mass adoption. Excited for what’s next🥳🤝 We’re thrilled to announce our partnership with @SumPlusReal, the AI-powered Stablecoin Protocol for diversified on-chain yields — especially on @SuiNetwork. Social is the best channel for distributing Stablecoins and RWAs. Together, we’ll drive mass adoption of Web3,
- Replying to @UFLY_Labs6. JPMorgan reportedly exploring crypto trading for institutional clients; Morgan Stanley’s E*Trade crypto trading plan (via Zerohash) was also referenced. 7. Coinbase to acquire prediction-markets startup The Clearing Company (10th acquisition in 2025). 8. Reuters analysis:
- Replying to @UFLY_LabsUFLY View ✨ Frontier AI is increasingly a capital + infrastructure game, not just a model-architecture race. The winners will be the platforms that can consistently secure (1) funding capacity for multi-year capex cycles and (2) compute availability with predictable delivery
- Top 10 Investing Reads of The Week delivered by UFLY Capital <AI & Crypto> UFLY View in the thread 👇 1. SoftBank is racing to fulfill a reported $22.5B funding commitment to OpenAI by year-end 2. U.S. policy shift: Trump said Nvidia H200 exports to China would be allowed with







