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@gueforamillion 正在抽啊

@gueforamillion 开始price in 28年capex，26年变现被证明

你应该问什么时候能回到7月的价位 个人觉得可能也就明年3-5月那波吧

@RYANHINGSHING 没啥用，HW政治上垮了，不能调动举国去花贵50%价钱去买performance差2代的芯片了

@TJ_Research @tigeryu2001 maybe

@lidamiao2300 @Michellewv11 @tigeryu2001 @TJ_Research 坚决看多

@Charlie90071511 @tigeryu2001 @ShanghaoJin 他说一定要卖啊，不得选一个吗

@Ocean42668833 AI labs are the “barbarians at the gate”. They don’t play by the old rules, nor respect the old conventions

@tigeryu2001 @ShanghaoJin 就像pltr一样，估值可以不合理很久

@caixunexpress 一个月前就告诉你们会这样了啊

@gxd92743348 😂

@gxd92743348 我今天不在办公室啊～～

@Michellewv11 @tigeryu2001 @TJ_Research 不卖，我说的是市场钱买labs问题

@Theta_Ops @tigeryu2001 @TJ_Research 对～～我觉得他们会卖semi因为software不会被定价成AI rel，感觉会去冲anthropic的钱大部分是AI信仰票

@Ocean42668833 Well, never say never Take a look at Cursor — they used to distribute over 60% of Anthropic’s token

@Michellewv11 @tigeryu2001 @TJ_Research nbis 财务和crwv完全不同啊

@chengchuan123 平行的市场观点，不是链条关系

A cyber attack immediately gets priced as a tailwind for PANW and CRWD. Markets default to linear thinking. But what if Anthropic or OpenAI launches a cybersecurity product?? In such case, entire SaaS sector could get re-priced — regardless of whether it actually impairs any of their business Cybersecurity is simply one visible expression of a broader shift — data processing is being systematically converted into model inference As models replace humans in coding, not only cybersecurity but also code review, testing, and even invoking these systems all become model-driven. All the old workflow has to be rebuilt by AI

@pingchuan0125 长端利率在没有Fed干涉情况下可以对标nominal GDP（不一定要到） 现在美国nominal GDP= 6.5%

@tigeryu2001 @TJ_Research 卖半导体买labs