Herman Jin · 2026-10-19 · 13 条帖子

@himself65 CDS provides way more leveraged with limited loss vs put spread I hv kept CDS notional around x4 of eq exposure

But the CDS market looks like its overreacting right now I dont think this is a good entry point at the moment.

Don’t that pretend you don’t know— Anthropic’s ARR has re-accelerated over the past few weeks https://t.co/LRLHa06Bmq

@ZhuGuoji84850 @grok Its not public info

@ou_jia21005 @Hamilton8021 还是会的

@gxd92743348 HK is more open and offers better overall opportunities vs mainland

@jmartinprin It is re-accelerating

@GaryMarcus @ZhuGuoji84850 @grok Anthropic is speeding recently because of supply constraint is improving

@JWGrimey Re-accelerating just in the past few weeks

@wuallen2749551 不是那么容易，这个主要机构市场，实际深度很大的

我怀疑OAI就是为了恶心Anthropic搞的融资轮 https://t.co/iX8Vu6HQwt

Preemptive hikes to counter energy related supply shocks will effectively become the Fed’s future bullet I would expect PCE to meaningfully improve by the end of year and throughout 2027

可能因为大家都知道证监会想做点啥