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光进铜退可能还需要很长时间，$CRDO 可能是存储之外确定性最好的公司之一，AEC 铜缆就是现金奶牛。何况它在光方向上也有布局，因为关注度低，估值也不高。
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最近大家都在dis Claude，不过我自己的聊天感受，Claude还是比GPT好很多，可能是它关于我的背景更丰富。
同特斯拉车主，全仓拿了tsla快两年。当时主要是信了musk画的大饼，后来了解得越多越觉得不确定性太大了，机器人是整个行业都还没解决的问题。相反存储等AI产业链，确定性太高了，所以前几个月都切了过来，虽然有些晚，但收益率也很不错。
@Web3Feng 我一个特斯拉很多年的车主，试驾试驾国产新能源都能感觉到在电车领域特斯拉的护城河在变浅，虽然我仍觉得3p是最有驾驶乐趣的电车🤣特斯拉估值主要还是户口本好，美国新兴制造业家里唯一的宝，机器人这个故事，但……还是贵
@henghaer123 @LucyBuilding 一个朋友七成仓位两倍海力士、两倍三星，太猛了
看同学们聊天，日常使用 X 和 GPT、Claude 作为信息源，在墙内领先太多了。
@ShanghaoJin 学习一下就知道，需要解决的问题还非常多。而且整个产业链非常碎，谁最能捕获价值不那么明显。存储和光的市值差别是有道理的。
indeed
FRIENDLY REMINDER: It's a bull market. You're not a genius. Stocks go up in bull markets. Always have. You're not an expert in "bottleneck investing" and "key chokepoints." You're just long in a rising tide.
aha，现在和这个设想完全一致了。
X的自动翻译到底是怎么回事？我想的是用户可以自定义显示的语言，平台只根据内容分发，自动翻译（可以在角落注明原贴是什么语言，或者加个显示原文按钮）。这对于现在的大语言模型完全不是难事吧。
这个月做得最正确的决定可能就是把crypto的资产全部转出来，BTC在80000+卖出的，MUon在810卖出，转到IBKR之后赶上存储调整，又接了一些，节奏踩得完美。
@henghaer123 双倍海力士如果不是单边上涨行情，磨损可能会很高，不能后视镜看啊
@Kuerujan @paurooteri 不可能发生的，中国长鑫中国自己的需求都满足不了，供需紧张是结构性的。
@henghaer123 @ShanghaoJin @bboczeng 那么二饼是谁，dram吗，哈哈
一个冷知识，做dram的三星电子（005930）今年涨幅143%；做MLCC、ABF载板的三星电机（009150）今年涨幅425%。但前者的关注度大多了。
有两个神奇的日本公司，一个看着像调味品公司，一个像纺织公司，却都在半导体产业链细分领域拥有近乎垄断的地位。
昨天做了一件尴尬事，把polo衫穿反了，穿了一整天，洗澡的时候脱下来才发现。。。
Hailey Sosa @haileysosa69
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76K Followers 4K Following 喜欢王小波，大概我们能成为朋友。 我的 2026 https://t.co/8qePTEUKTP 我的 2025 https://t.co/CoyF2jGGeV 我的 2024 https://t.co/wiW8bky8rV ..............
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355 Followers 1K Following Entry-level java back-end programmer 买完卡带就不玩的switch玩家🎮 一有客诉就回滚的拉群程序员🧑💻只写markdown没贡献过一行代码的开源业余爱好者🧑💻没拿过任何acm奖的校算法队负责人🤫面试时长超过实习时间的22届过气校招选手
Ger Tzedek @ger_tzedek
242 Followers 6K Following six-time champion, tour de france. former shadow chancellor of the exchequer. currently: us attorney, southern district of new york. 🇧🇷 🇺🇸 🇮🇱 עם ישראל חי
balconychy(贝壳里�... @balconychy
14K Followers 749 Following 探索，分享，不设限。 关注认知成长、个人IP。深度探索AI。 独立开发者，Think in public, INTJ， 博客：https://t.co/mGGfJlYbas YT：https://t.co/nNArsuaUBP
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BeijingChef 🇺🇦 @ChefBeijing
13K Followers 93 Following AI：时代的终章。QMHT Investment 私募基金第一期已成功完成对OpenAI和Anthropic 250万美元投资。
Freda Duan @FredaDuan
31K Followers 481 Following Investing @ Altimeter Capital. No investment advice. https://t.co/e2Ro5VeL0o
Joseph Sirosh @josephsirosh
9K Followers 739 Following Founder, https://t.co/RVFsBed5tR. I like to share thoughts about Authentic Generative Interaction, #GenAI and platforms for the future.
Yu Su @ysu_nlp
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168X @168X_Fortune
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Macro_Lin ｜ 市场�... @LinQingV
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Herman Jin @ShanghaoJin
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AI产业挖掘🐔 @QihongF44102
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fin @fi56622380
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张小珺 Xiaojun Zha... @zhang_benita
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Jingyuan缘缘 @Jingyuan_521
21K Followers 263 Following Born and raised in Chengdu🇨🇳 Based in Chiangmai🇹🇭 UK PhD Dropout building @StarchildOnX
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70K Followers 1K Following Builder. Dangerously skips permissions. Harvard’17. GitHub: https://t.co/KCuEajezlL YouTube: https://t.co/8xzbGWtf6w
Serenity @aleabitoreddit
828K Followers 175 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst Not investment advice, DYODD. Now publishing free research on AI chokepoints.
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45K Followers 291 Following Founder of OGS | Partnered with @_MarketMono | I share data | L/S Trader | Live streamer on @NTLiveMedia
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15K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
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16K Followers 473 Following Follow Tesla Yoda for Tesla, TSMC and AI news. Not Financial Advice. Pick up Brick by Brick and Chip by Chip books on Amazon. https://t.co/7SZRORwDqk
cat @_catwu
91K Followers 390 Following claude code + cowork @anthropicai, prev: @dagster, @scale_ai
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280K Followers 2K Following Claude Code @anthropicai. prev YC W20, @southpkcommons, @medialab
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6K Followers 5K Following Speech is my sanctuary, sight is your choice. Logic is welcomed with wine; folly is met with silence.
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