被逃课君转发了哈哈😄 很佩服 投资TALK君 精准找到了全文里我个人也最喜欢的点，且这正是 $AMZN 的护城河所在：Agent 不需要“被安利”，但需要“被喂养”——喂养实时的库存、精确的价格、和确定的物流时效

Told you this was a psyop all along to lure Elon to buy

$GLXY counter party risk about to get a lot better

x.com/i/article/2018…

The most valuable thing $GLXY owns is the 1.6 GW of approved power at Helios. The $ORCL scare is becoming more and more real now, and it might have a contagion event across all the DC plays. Then there is the potentially bigger risk in $CRWV. IF CRWV defaults/goes under, and

x.com/i/article/2021…

$285 billion erased in a single day. $IGV down 25% YTD. S&P 500 at all-time highs. The market isn't broken. Only the SaaS narrative is. But is it really?

Feel like a plot twist and turn of events are coming

O.M.G.

Woah

X was down because Elon Musk and vitalik.eth got hacked? Is that true? Anyone got sauce? Grok

Not only is this a very powerful speech, but with the clear framework in which he thinks and operates, and the quite logical arguments, I can understand why Bayern hired him without too much experience, and why that team is successful and dominant

Asencio is so hotheaded and reckless. Gave away both goals.

x.com/i/article/2025…

Wow

WOW