Herman Jin · X 阅读

@make_claude 好吧，怪不得我被封

@jasonnotes0206 还好吧，没跌太多啊 流动性问题完全不蔓延到黄金 btc我觉得不可思议啊

@tigeryu2001 bj都不用出面，捅个新闻就见光死了

@drizztsith87 你很有trading 的感觉 跟我想的差不多

@Xiaoyu_Liu @dhubxk1 也有可能

July dissenters (Hammack, Kashkari, Logan) now down to just Hammack Warsh’s “unwilling and unable to call conditions tight” may itself signal that recent liquidity stress still weighed on the decision Year end PCE should improve and ease some hiking pressure. A Dec hike would likely be the last—or at most the 2nd to last ps: Cook, a traditional dove, bringing her personal beef with Trump into the vote was unprofessional

@dhubxk1 mrvl被盯上了，这估计搞不定了

$MRVL 收购 $LITE 概率不高了 并购规模太大本来就很勉强，最怕见光死。一旦见光，任何风吹草动都会变成市场焦点。MRVL市值会掉，LITE涨，让本来就紧巴巴的收购更加艰难

@Dabaojian_A @returner007 indeed

@phillearning I bought decent amt of ANT back in Jan 😂

说得好！ 但中国会考虑margin么、特别是政府会希望企业考虑margin么？ “下盘大棋”，考虑永远是产业链如何握在自己手上。万一发生极端事件能不能卡脖子，制约全世界，如何阻挠美国介入 为啥旭创会被约谈？

@tigeryu2001 不会啦～～ 我买了太久了，后面涨跌跟我早无关了，我希望他多涨一些 搜索的问题我原文写很清楚，agent公司都在自己搭search。看看brave 流量 AWS上你要写coding agent甚至可以personalize一个search

@peymethemoney 问题没觉得是泡沫呀

@Textboo76110222 这种被捅出来的还怎么买啊？ 本来就很吃力了

@Goookuz 我对goog是乐观的

@ScottArbitrage @Reggie_84 It will post ads on your personal agent!

$MSFT capex came in below expectations, but it was attributed it to third party capacity delivery DELAYs rather than change in strategy In addition, Azure growth and free cash flow was positive

@Reggie_84 beside i sold without knowing these numbers

@ussolarus 290 接没问题啊

@Reggie_84 Saying goodbye because search monopoly is a diff game