One observation I have always thought is funny: People are quick to acknowledge the S&P500 and QQQ are very difficult to beat, some say it's nearly impossible to beat. But investors rarely point out that the index never looks at PE ratios or valuations, ever. The Index only

信心究竟怎么回来？ 在我看来很简单。第一步什么刺激都不用——先让人能说话。就这么简单。其他什么都不需要。 能说话了，信息就能对冲了。对冲了就能真实分析了。能真实分析就能确切判断了。能确切判断了就明确预期了。有明确预期了就有确定性了。有确定性了就能指导操作了。

Google Gemini Ultra的错误率太高了吧……

To everyone celebrating around the world, Happy Lunar New Year! Sending wishes of joy in this Year of the Dragon.

Nvidia has surpassed the market cap of Amazon. Why don't I invest in Nvidia? I wasn't able to predict the huge influx in demand. I won't be able to predict if there's a collapse in demand.

不得不感慨美股真是最佳的数据天堂，晚上查一个非常微小的数据比例，应该说是十分niche，没指望找到，结果查着查着，发现有一个网站居然专门记录和研究这个ratio的😅真心是醉了，美股极为多元化，研究什么的都有，并且持之以恒，乐在其中。

今天是我的退休四周年纪念日，心情好像忽然抬头看到的一架小飞机。

To be clear, Buffett sold 1% of his Apple position. Apple reduced share count by 2.3% over the past year through buybacks, meaning Buffett owns a higher percentage of Apple equity today than he did a year ago, even with this sale. With Apple's rise in value over the past year

Kangta776 最理想就不应该弄成买断制的，等它下一世代的车子便宜到20000美元，fsd每月订阅费做个几百，财报就不能再当车企看待…

不用担心数字集权越来越严重，技术越是发展的初期，这种情况越明显，老黄心里最明白不过，根本不需要花 7T

今天听到一个说法我觉得挺有意思， 欧美软件业的开放性更强， 小公司只要在大公司的工作Flow 里找到一个痛点并解决， 然后通过 API 无缝融入大公司的 Flow， 就建立了自己的“收费站”， 长期赚到钱 我记得有个美国SaaS公司。 从一个大客户就能收到一年5800 万美金的营收，难以想象 在国内想收一年

FSD依然是我认为最有经济效益的AI产品。曾经的Alphago不是，今天的Sora也不是，虽然他们都极大的推动了AI的革命

One thing I hope happens soon for YouTube is automatically having AI translate and dub your videos into different languages using your voice. I think this will be one of the most powerful positive use cases of AI. Over 50% of my viewership is outside of the US. This will be huge.

【予告】2024.2.26 10:00 1st Trailer公開🎥 2人が渋谷で出会うとき、 世界に変革をもたらす”闇”が訪れる 「REYNATIS／レナティス」 ▼ティザーサイト公開 cs.furyu.jp/reynatis/ #PS5 #PS4 #NintendoSwitch #レナティス

Information ; Dear Friends and Partners en.dragon-ball-official.com/news/01_2499.h…

Just received word from King Kai. Legendary manga creator and the father of Dragon Ball, Akira Toriyama, has passed through the Other World Check-In Station.

Nothing more precious than old friends

一看到这个消息，我的脑子里就闪现出2022年12月彻底放开那个瞬间的画面。 两者之间本身风马牛不相及，任何别国人都不可能心中起任何涟漪。 但我就能，而且是刹那间就会想到。 因为我是中国人，我感受过这样的中国震撼。

MakerDAO is now Sky! Get ready to upgrade to $USDS and $SKY on 18 Sept. Just signed up for the Early Bird Bonus on Sky.Money. Get double rewards for the first month after launch if you're eligible Sky