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Tweets194
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Likes252
@fi56622380 有一个小点大佬没提 ，socamm 一定程度上也和 HBM 越来越像了，也会吃掉更多晶圆。
今天是值得纪念的一天。 跨过了一个曾经觉得遥远的门槛。也许，一定程度上，算多少实现了一些年少时的潜质。 不过门槛也只是门槛，这是一趟持续的旅途，继续向前吧。
@henghaer123 @deidararara Disco 感觉也不错，垄断性很强
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。
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。
Trade . W @TradeWhispering
253 Followers 8K Following Data Scientist & Memory Engineer. Masters Degree @UofIllinois 2x Founder of Smart Candle System, FREE trial on Patreon
Hailey Sosa @haileysosa69
5 Followers 266 Following ♡ Hailey ~ Aries energy ~ 💫 ~ golden hour mood ~ dreamy details
Steve @stevethunder16
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Sallma @sallmaogss
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KayDavid @pOt4yf6e6aC54
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Amelia Ruby @MusksCommunity
279 Followers 7K Following Official feedback channel for Elon Musk. Here to listen, engage, and connect with the community. Your voice matters. Let’s build the future together. 🚀🌍
Tyshawn Marks @MarksTysha1486
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Linda @FaySmith282086
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CriticVibe – with a... @critic_vibe
644 Followers 2K Following Questioning the world, one thought at a time. Unapologetically critical. Powered by curiosity, skepticism, and a dash of wit. #ThinkDifferent
Shorrare @ShorrarehSFEvS
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Sarah @SarahDann98
1K Followers 3K Following looking for questions. Then looking for answers. On repeat.
Ramin Nasibov @RaminNasibov
860K Followers 286K Following Branding & Visual Identity Designer ✦ Available for new projects: [email protected]
DaisyHopkins @61r0n5l9rsj6k9L
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Sebastiane @sotomatsut20165
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Newcheat @Newcheat192487
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Thoaneau @thoaneau67344
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1710 @littlesleeeep
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Catrin @gcnbr566elitjv
0 Followers 217 Following Ethereum Token A Fully Decentralized Crypto Currency.#BoJack_MeMe
yihong0618 @yihong0618
77K 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 ..............
han xu @hanxu2018
351 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
balconychy(贝壳里�... @balconychy
14K Followers 750 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
nonekeep @nonekeep1
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hahaHuggsy @CyberLion369
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Morgan Zhang @Morgan_Zhang20
24 Followers 245 Following Lemon~ PhD in Economics, Political Economy in China
一起发财 @yiqifacai
94K Followers 862 Following Zoe姐｜常居欧洲 ｜专注AI领域投研与写作 发财街社区-BeyondCapital 彼岸资本 $5订阅 可以使用我自用的投研资料库：付费研报/调研纪要/产业数据 --订阅指南参见置顶文章
Alpha_Ex_LLC @Alpha_Ex_LLC
20K Followers 1K Following Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
Trade Whisperer @TradexWhisperer
140K Followers 145 Following Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
tina.in.boca @Boca_Tina
27K Followers 53 Following Starship engineer at spacex working in beautiful Boca Chica 🚀 sometimes u just gotta shout into the void!!!!!
kokycpcb @pcbanalysis
8K Followers 98 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
歸藏(guizang.ai) @op7418
161K Followers 1K Following 关注人工智能、LLM 、 AI 图像视频和设计（Interested in AI, LLM, Stable Diffusion, and design） 歸藏的 AIGC 周刊｜公众号：歸藏的AI工具箱
BeijingChef 🇺🇦 @ChefBeijing
13K Followers 95 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 432 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
15K Followers 1K Following co-founder @NeoCognition | prof. @osunlp | sloan fellow | building towards abundance of specialized intelligence
168X @168X_Fortune
18K Followers 39 Following 168X is where frontier tech meets capital. Hosted by Mr. Z @168MrZ & Victor @vcmktasa Subscribe now: https://t.co/puoVwpUEZX | https://t.co/QuBpgVWXhJ
Macro_Lin｜市场观... @LinQingV
55K Followers 2K Following Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Herman Jin @ShanghaoJin
84K Followers 637 Following Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
AI产业挖掘🐔 @QihongF44102
13K Followers 318 Following 经历多轮 AI 变革周期：学生时代研究 Computer Vision，职业早期深耕 Recommendation / Search Systems，如今专注 Agentic Systems。
猎手killer🪙 @memekiller365
25K Followers 4K Following 前四大|地产私募| 🎾知识星球:猎手AI半导体交流圈🧩公众号:猎手AI雷达🌐网址: https://t.co/Mzb5fWu9Sd | 合伙人@leslieloser_ @kathydotxyz｜👇下方注册私信进群👇｜私信https://t.co/LZPmE14jgO ｜频道https://t.co/neHVb5HGtx
Yiran @yiran2037840
5K Followers 98 Following PhD @ On-device AI & AI Infra | Investor | Not Financial Advice
Irrational Analysis @insane_analyst
43K Followers 101 Following Engineering-Driven Investment Analysis
AdamTZ @Adam_Investment
506 Followers 910 Following
fin @fi56622380
70K Followers 495 Following 立场不重要，事物的运行逻辑和内在规律才是更值得关注的部分 | 读过三个不同专业的学位，体验过两个大洲的尘世生活，设计过一次火星车芯片，还没有去看过心心念念的冰川
张小珺 Xiaojun Zha... @zhang_benita
42K Followers 121 Following Award-winning tech journalist · Host of Zhang Xiaojun Podcast
dontbesilent @dontbesilent
84K Followers 1K Following 💡 商业哲学爱好者 💻 开源了我的商业/内容方法论：dbskill 📱 抖音/小红书/视频号：dontbesilent 聊赚钱 🎟️ 7.31 上海线下课：微信 dbs2408
Jingyuan缘缘 @Jingyuan_521
23K Followers 319 Following Born and raised in Chengdu🇨🇳 Based in Chiangmai🇹🇭 UK PhD Dropout building @StarchildOnX
Zara Zhang @zarazhangrui
80K Followers 2K Following Builder. Dangerously skips permissions. Harvard’17. GitHub: https://t.co/KCuEajezlL YouTube: https://t.co/8xzbGWtf6w
Serenity @aleabitoreddit
965K Followers 191 Following Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
Salma @salmaogs
48K Followers 311 Following Founder of OGS | Partnered with @_MarketMono | I share data | L/S Trader | Live streamer on @NTLiveMedia
3X Long Labubu @labubu_trader
70K Followers 3K Following Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice
CEO Watcher @CEOStockWatcher
16K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
Yoda @teslayoda
17K Followers 484 Following Follow Yoda for Tesla, TSMC, SpaceX and AI news. Not Financial Advice. Pick up Brick by Brick and Chip by Chip books on Amazon. https://t.co/7SZRORwDqk
cat @_catwu
96K Followers 352 Following claude code + cowork @anthropicai, prev: @dagster, @scale_ai
Thariq @trq212
316K Followers 2K Following Claude Code @anthropicai. prev YC W20, @southpkcommons, @medialab
wilsonng @wilsonng2019
6K Followers 5K Following Speech is my sanctuary, sight is your choice. Logic is welcomed with wine; folly is met with silence.
Star@Day1Global Podca... @starzq
52K Followers 2K Following AI Storyteller & Investor, $TSLA 10y, $BTC 6y | Host @day1globalpod, Podcast on AI & Crypto | 美股加密看板: https://t.co/1Aysu80ytj | 美股skill: https://t.co/kz8n0J0B2U | ex Alibaba
郭明錤｜Ming-Chi ... @mingchikuo
249K Followers 390 Following 香港天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities (HK) analyst sharing tech trend insights
Anthony Morris ツ @amorriscode
31K Followers 2K Following claude code @anthropicAI | ex @stripe → https://t.co/AjndW0qdf0
Zaotang @zaotang18
5K Followers 1K Following 悠船 (Midjourney 中国) 、WPS、糗百 Product Designer ｜ Freelance Designer｜ 武漢 & 千葉 に住んでいます ｜ 《猫与星》APP 的创造者。https://t.co/3mGzMb2ukb
liustack @liustack
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82K Followers 88 Following 努力进化，早日发财| 所有观点非财务建议【唯一账号，谨防被骗】 哔哔TG ：https://t.co/BqhdIHBxOjYou might like
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