Herman Jin · X 阅读

@Reggie_84 Don’t worry. A lot of ppl call me a retard all the time 😜 I’m just on X to watch how ppl sentiment changes over time

@Reggie_84 Okay, okay — I love GOOG. I’ve been a decade long investor But there comes a point when you just have to say goodbye

@freestyle666888 有！

@yalieb194602 我觉得无解吧？

@zjwdlh 😂要求全球30%

@Reggie_84 Why am I retard? It diff risk - reward now

@drizztsith87 必须口德阿 决不能吃饱了不擦嘴，还诋毁人家

@LIWEI_TWCapital As a Chinese who has been plagued by Chinese gov policies, I know how they think and operate better than some outsiders 🤣

The exact reason I said farewell to my decade old friend $GOOG GCP +103% was impressive as we expected, it wasn’t enough to make up for the disappointment in ads growth Its only path for $Goog is to accelerate in AI, keep training, and keep pouring in capex Search, the greatest business ever created, will never be the way it was Despite the pressure, I’m still optimistic about GOOG. All the best my old friend

@SW2490186177295 是的！

作为基督徒给点个赞👍

我让整理下思绪明天认真点写一篇吧，这个你们权当我瞎写的

@Tree30068 我明天整理下吧

@jasonnotes0206 @breakdown_volt @JiangS10499 @cherryPayment 天下武功唯快不破，镰刀差半毫秒都是吃饱和饿死的差别 Jane street为啥包圆了他的卡呢？

@tradingnekko @jasonnotes0206 @JiangS10499 @cherryPayment Jane str用阿，在速度面前其他都是小问题 速度决定了割韭菜镰刀够不够快，这可是千金难买的

@breakdown_volt @JiangS10499 @jasonnotes0206 @cherryPayment 谢谢～～

@jasonnotes0206 @JiangS10499 @cherryPayment 现在大家定价的是future buyer default 你只要不default，29年降capex现在半导体都全部是白菜价

我对大哥的思维方式比较了解 能把margin压到15%绝对不留在20%—高毛利什么玩意儿，那是“走资派”想法 他们就是不够设备

@JiangS10499 @jasonnotes0206 @cherryPayment 而且芯片failure并不等于作废呀 CBRS 自己就设计了故障容错架构，他直接不卖卡，很大程度上可能就是觉得的这玩意儿别人不好修

我早就说他们会举国体制保Dram供应安全，被骂成过街老鼠；现在Elon为了压价，吹嘘中国产能大家一窝蜂全信了 长鑫确实拿了政治任务要扩产保供应，量大到我都不敢说 扩产设备缺口确实也很大，我也不知道他们哪里变得出了