Replying to @giantcutie666
@giantcutie666 贴文115美元加仓阿里巴巴#$baba,个人看法中短期(9-10月份)承压回调到100美元. 财报现金感觉上已经停稳,开始稳步上升,待美股年尾📈加上投资者对中国人工智能股增持。
SushiCat retweeted
欧洲和日本过去三十年的遭遇差不多吧,收入没怎么涨,物价在涨。相对剥夺感越来越强。
本质上还是竞争力丧失的后遗症,国家竞争就是如此,不进则退。
好日子不是躺平能换来的。
明天Space是上下两集的上集。我们看到,起码过去几年,美股真正风险来临时,是股债双杀的。而目前市场,虽然债券高收益率压制市场,但是上个礼拜的大跌更多的是避险情绪回归,并没有股债双杀。为什么会有这样的情绪呢?因为大家在犹豫AI下一步的发展以及投资AI的变现之路。我们稍微结合现在的市场分析一下,AI的风口方向。也会讲讲加密交易所周末插针事件。其实是主题相连的。下集会讲股票List,10分钟后发出。
xitter.cf/i/spaces/1rGmqpy…
github.com/iam567/rich4-rene…
把大富翁4重制的联机功能做好了。
确定性锁步同步,WebRTC链接方式。
只要设备能连网,运行派对模式,
就可以让自己的手机变成服务器。
加进来参与游戏的人,每个人的手机都可以成为服务器。玩急眼了可以投票踢人,由于大家每个人手机都有区块,所以就连房主也可以踢。
ios 安卓 mac win版的运行文件全部传上去了。
这个重制版开发暂时就到这里吧。
我得继续忙活我的AV网黄事业了。
SushiCat retweeted
I just posted Fifteen 15-baggers on YouTube:
youtu.be/OcdJZUrpTkc
Link to transcript:
drive.google.com/file/d/1q7o…
SushiCat retweeted
The double bottom scenario in Silver is currently playing out.
We just got a nice bounce from the $55/oz area. For this setup to stay valid, we need to reclaim $60/oz by the end of next week.
That said, I don’t want to get too hopeful. A similar double bottom setup failed badly a few months ago around the $67 range.
Let’s see how this one develops.
I’m watching a potential double bottom form in Silver.
For the pattern to remain valid, the $54–55 zone needs to hold.
Fundamentally, silver still benefits from an environment of elevated rates and elevated inflation (see pinned post for the full case).
Regardless of whether this double bottom plays out, the time to be cautious was above $100/oz — not after a >55% drawdown from the all-time high.
Buying the dip after a major correction is very different from chasing the euphoria.
I’ve seen the counterargument that silver could stay range-bound at these levels for years. It’s a fair point, even if I don’t share that view.
That said, the role of precious metals is to diversify a stock-portfolio — not to become the entire portfolio.
Being 100% in metals carries real opportunity cost, nobody is denying this.
Position size still matters.
SushiCat retweeted
As a European citizen, I’m far more worried about the disorder and social breakdown happening inside France right now than about any hypothetical Russian threat.
Culturally, historically, and ethnically, I have more in common with Russians than with the groups repeatedly involved in burning cars, looting businesses, and attacking French cities.
If you’re too radicalized by ideology to acknowledge that distinction, that’s your problem.
SushiCat retweeted
Rus: U turn (higher low on intraday) now up to start of single prints at 2777. Bonds help, of course, but there was selling climax bar with a close outside dailies.
SushiCat retweeted
分享文章《经济下行是国男的福报》。去年写的时候,很多人还没感受到经济下行。现在大家感受到了,大家再接再厉,躺平不买房不交社保。好日子很快就来了。
原文地址:sinyalee.com/blog/?p=1039
SushiCat retweeted
Last Friday Silver rallied harder than Gold — then gave it all back within a couple of days.
We have seen the same scenario the last 8 months
For a sustained move higher, Gold needs to start leading with real strength.
Until it does, Silver’s rallies are likely to remain fragile.
I don’t like how Gold is lagging Silver today.
Still a good end of the week — especially for silver, defending the $60/oz support.
Next week I want to see gold running harder than silver.
SushiCat retweeted
Zelenskyy continues his self-victimization routine to draw media attention to himself.
What surprises me is how many people are willing to excuse his every action and treat him as nothing more than a tool in the fight against Trump, while completely ignoring the tragic consequences this is having for Ukraine.
No one forced him to pick fights with so many countries. Ukraine had never been in open conflict with the United States before. Just days earlier, it was South Korea. Months before that, Poland. Before that, Hungary and Slovakia, and earlier still, public rebukes from Britain and the Netherlands.
The list is long.
While everyone was busy attacking Trump, almost no one looked at the other side of the story: the man who is supposed to be Ukraine’s chief diplomat has created a trail of public quarrels with the very partners helping us in this war.
How long can people keep falling for these emotional manipulations?
I understand that many in the West have never lived through a war and are therefore more susceptible to the drama. But some basic logic should still apply.
In just the past few days, Zelenskyy has repeatedly made claims that do not hold up — about “Russian bots” and about how Trump should have struck a diesel deal with Ukraine, as if Ukraine somehow controlled Russian refineries.
Most of what he says about the course of the war simply does not match reality.
I hold Zelenskyy personally responsible for how cruel, illogical, and bloody this war has become — a war we are losing. We are not losing because of the Ukrainian army or because Russia is somehow invincible. We are losing because of a policy of lies, PR, and constant manipulation that is destroying the country and its relationships with the outside world.
Political forces are happy to use him for their own battles. But someone has to state the obvious.
It pains me to see what is happening in Ukraine. But are these not the logical consequences of the policies pursued by one man — Volodymyr Zelenskyy?
SushiCat retweeted
George the Koh Rong Cambodian beach dog stayed outside my beach cabin all night ensuring I was protected 😂
He was rewarded with an English Breakfast - all of it. ❤️
德州有家公司叫 Fermi,想盖一座给 AMD 芯片用的大机房。问题是它自己没什么钱:上个季度末账上现金6250万美元,过去一年亏了7亿多,股价从31美元多跌到3块出头。这样的公司去找银行借几十亿盖楼,银行肯定犯嘀咕。
今天 AMD 出面了。Fermi 宣布,AMD 给它一期项目的租约提供“信用支持”。说白了,就是 AMD 拿自己的信用帮着兜底,让银行敢放贷。消息一出,Fermi 股价盘中一度涨了两成多。 $AMD
这事得从租客说起。租这座机房的是 TensorWave,一家用 AMD 显卡做 AI 云的公司。租约15年,一期222兆瓦,Fermi 说整个租期合同收入大约65亿美元。注意,这是15年加起来的数,不是一年的收入。
所以这条链是这样的:AMD 卖显卡给 TensorWave,TensorWave 租 Fermi 的机房,Fermi 要借钱盖机房,借钱又得靠 AMD 担保。卖铲子的,开始替买铲子的人去借钱了。
这不是 AMD 头一回这么干。7月它和 Core Scientific 也搞过类似合作,都是帮跑自家芯片的机房把产能建起来。站在 AMD 的角度也好理解:它要多卖显卡,就得帮客户把机房、电和钱一起解决掉。
但也得把话说清楚,担保签了,不等于租约生效了,也不等于建设贷款到账了。租约最后期限是10月31日,还剩十几天。AMD 具体担多少钱、什么条件,都没公布。后面说的650兆瓦扩建,现在只是个框架,一兆瓦都还没租出去。
我的理解是,这一单正好说明了现在 AI 基建卡在哪:需求不缺,缺的是愿意掏钱的人。利率5%的时候,银行只认大公司的信用。芯片厂把自己的信用押进去,生意是做大了,风险也跟着背到了自己身上。哪天下游有一家付不起租金,这笔账最后会落到谁头上?







































