Herman Jin · X 阅读

@Anon1pvi 建议看看LBT的个人投资经历，过往业绩 半导体公司就是买出来的，Hock Tan/LBT这种比Lisa更好

@chris990331 @jimmyhuli @moneyinyes 翻得了 放心，除非witch hut LPT

@RYANHINGSHING 😂

Yes, it would cause a downward revision but much less than what market is pricing right now

@the604og @GL4EDpMVeOACpR0 @didiliu222 各种问题，东南亚各种政府幺蛾子一点不比中国少

@TShirtnJeans2 👍

Also worth noting: Dems ≠ radical The pushback on data centers has bipartisan elements, but it’s not a clean cut. A certain foreign propaganda campaign smearing AI data centers in the US has truly been so effective

Texas flipping blue is indeed negative for AIDC builds. But the market is over pricing it, just like it over priced SaaS being wiped out by vibe coding earlier this year. Projects already under construction in Texas not likely to be affected～ the impact has been heavily exaggerated.

Semis are completely oversold right now. The speed of the sell-off is only comparable to 2008 and the COVID crash, but without any real balance sheet impact nor earnings damage

@GL4EDpMVeOACpR0 @didiliu222 除了马来西亚，其他地方建～～我是不太看好的

X’s auto-translation is terrible. It made it look like I was secretly calling someone out 
@jukan05 What I actually meant is that I heard you got scared by my Shanghai friends. Shanghai money loves to go extreme long or extreme short https://t.co/n1WSEZwrfl

@jasonnotes0206 我感觉你这心态这次反弹以后也会亏很多…

@annapych1 不至于，真的～～砸烂旧世界对谁都没好处

@didiliu222 民主党不会做切腹的

@Guccylan 我同意 两党对于AGI的分歧在如何监管上

其实企业会疯狂投入、不计成本、排除阻挠，因为管理层看到的是自己赖以生存的商业模式有可能被整体颠覆 AI进入生产环节后已经不是sth good to have而是不得不做的军备竞赛 现在enterprise的恐慌涌入才刚刚开始

理论最坏情况，但我不觉得民主党会如此疯狂、且不顾美国核心利益 政治口号往往不一定会真的落地 最大风险还是“敌人支持的我都反对”，财政停摆 etc etc

@chlky0001 @QihongF44102 @RYANHINGSHING 我这几天正训到大点开源上去

@QihongF44102 @RYANHINGSHING 说说简单，实际做起来非常不简单的

@QihongF44102 @RYANHINGSHING 所以大量在类似msft这些地方排队等训 其实labs排队的都不少