2Q25 Research Plan & Pre-Earnings Season Insights

And Our New Agent Product

Over the past three months, our research perspective has not only experienced an AI narrative shift but has grown increasingly optimistic about the sustainability of the AI story over the next 3-5 years.

• Coding has emerged as AI's first major application, potentially capturing 30% of the entire AI market by year-end. Looking at Anthropic's coding-related…