Renaissance Technologies LLC.一季度建仓做多$NOW、谷歌C、American Air、$Coin、$COST。 增持博通、谷歌A、Meta、Robinhood、沃尔玛。 清仓耐克、富国银行、AutoZone、联合健康、以及ADP。 减持苹果、奈飞、英伟达、Palantir、诺和诺德B类股。 重仓股包括Palantir、VeriSign、$HOOD、Sprouts Farmers

₿allet Dancer In fact, US healthcare insurance companies r not insurance companies but monopoly broker between healthcare provider and patient!

我追求的交易心态，就是曾国藩的这句话：物来顺应，未来不迎，当时不杂，既过不恋。。。其中一个关键点是，你不要把你的账户上的“美元”当成是“钱”。那不是“钱”，只是交易的“筹码”——写着“美元”名字的“筹码”而已，并不是真正的美元。

徐老猫 他有点危言耸听了 债券发行看的不是发行量而是dv01，今年显著小于去年的 债券境外买家从来不是大头，而境外买家多重自己外汇盈余其实也没有选择

I thought I was already maximally bullish on Metaplanet, but listening to Simon Gerovich’s interview with Richard Byworth ∞/21M made me even more sure of the company’s ability to outperform all other Bitcoin Treasury companies. Here are some of my main takeaways from the interview 🧵⬇️

“债务率的走高必然伴随社会意识形态的急转，于是它又必然和政治挂钩，财政是终极的维稳工具，以及政治合法性的根本保障。” 我始终没想明白，为什么这种情况下，最后经常是右翼和极右翼在社会博弈中胜出？不想还钱就掀桌子开打？

Diamond Rapids 晏組陳 GPT-10O Lily H venusinox My trade thesis is also simple ifs replace sf in sub2nm when this reach and valuation back up. I will exit. I won’t dream intel beat tsmc unless I can see mainland Taiwan war is near and sure as fuck.

$SPX ST/IT/LT “TIMER”- 5/25/25 180 D 4H Running slightly slower than drawn on 5/3 timer by a few days,.. pushes ATH to mid June. Should we ATH(new or near miss) as expectation I expect a 5-7%ish correction at that area. Not a 10%. First we need to get there… then assess. But

Diyas.Σίσυφος venusinox 一碗屌丝汤 Amazon also tried to do Trainium themselves, multiple times. Idk about Microsoft beyond maia 3 but they plan to stick with Intel Marvell & friends for the time being for Maia 2 and 3

seekinganythingbutalpha Balder 猫哥 In this high yielding environment u care about high margin business and stonks. High margin !

稀土这事在当下体制下对美国是无解的。储量分布其实很广，开采精炼门槛不高，2012年以前江西农民都能开采初级稀土矿。 但现在的中国稀土，已经是个国家资本不计代价支持，无视亏损和环保的怪兽。 国外重建产业链至少五年，而这五年中原本禁运的中国随时可以废了禁运对你低价倾销，请问哪路资本敢投资？

好用到爆炸，后悔没有早点买 💸

我觉得既然Trump想撒钱，吵吵闹闹最终一定会通过。几个看法： 1. 美元债务、杠杆是全球金融的底层 就好像Window系统底层是C语言，上面衍生的任何语言是无法反向替代底层的。欧元、人民币不行，BTC也不行 而美元基础是美债，所以借多少债美国都不会有信用问题 2. Austerity绝非出路

勃勃OC 云、AI、半导体，等tsla掉到底

稳定币的现状与未来，风险与机遇。 与两位行业OG聊得甚欢 Ben the VC C L

Marvell: AI Custom Chip Opportunity is Real, But Growth Execution is More Closely Watched Than Long-Term Targets Morgan Stanley (J. Moore, 06/18/25) Marvell's vision in the AI custom chip space is impressive. However, despite raised long-term expectations, the market is more

$CRWV's business model is v questionable - it all hinges on GPUs running for 5-6 years, and this is in an environment where GPUs remain in short supply. What happens when GPU rental pricing normalizes? This is Deutsche on $CRWV's business model: "This past week, CoreWeave hosted

ASICs design win $avgo $mrvl Source: HSBC