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TSM要崩。
umiteasets.com 这是骗子， 千万别上当。
umiteasets.com
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short MU??
JUST IN: 🇺🇸 U.S. heavy truck sales fall to lowest level since 2020 — Calculated Risk Blog Historically, sharp drops in heavy truck sales have preceded economic recessions
J Print_more Powel
yes!!!!
最开始 他们pump GPU NVDA,然后他们pump server SMCI，DELL， 然后他们pump link ANET ， 然后他们pump cooling VRT , 然后 他们pump 电力VST ETN。然后他们pump neocloud orcl, crwv, nbis 现在他们pump MU 去他妈的这帮多头. 跟他们拼了
and short sellers are suffering from the squeeze. damn stupid spv debt.
Ladies and gentlemens, we are approaching dot-com levels with 100x more debt. It's probably nothin. Schiller P.E ratio
well I’ll definitely order one or two when it’s commercially available
一位前苹果工程师发布了一款家用人工智能机器人，可以完成各种家务。它可以打扫卫生、叠衣服、喂狗、寻找丢失物品、拍照等等。售价为59,000美元，或分四年支付，每月1,385美元。 每月22万日币，性价比还是太低https://t.co/4OoyVTWrA2
The Carry / Nikkei Trade is now the US AI trade and they're terrified of letting it fall. Nikkei arguably in a worse spot than US AI given concentration risk...
美国 日本也有很多中国人骗中国人。 所以找到一个靠谱的中国人 想做长久生意的中国人 是最难的 也是最重要的。
泰国警方提醒：泰国人根本骗不了中国人，因为中国人很聪明，。只要中国人不骗中国人，就没有谁能骗到中国人。中国人来泰国游玩，需要小心那些本来就在泰国的中国人，而不是小心泰国人。
He's making openAI too big to fail. Eventually, our tax payers' money will be used to bail out this bubble.
Sam Altman may be the smartest retard on the planet. Let me explain... Oct he contracted 40% of DRAM supply until 2029 with Hynix & Samsung. DRAM prices have 🚀400%+ since then. OpenAI has no $ left, hence a gov bailout request. Nuclear option, if he goes down they all go down.
Tomorrow's News Today... BREAKING: THE FED CUTS INTEREST RATES BY ANOTHER 25 BPS DOWN TO 3.50-3.75%, CITING WEAKNESS IN THE LABOR MARKET AND ONCE AGAIN IGNORING US INFLATION RUNNING AT 2X THEIR TARGET LEVEL OVER THE PAST 6 YEARS.
who will take over 38T ? Fed again. ripping savers by printing more money? The credibility of dollar has been jeopardized in the past 6 years. J print_more Powell
The entire euro dollar system runs on dollars. Not only are US treasuries pristine collateral in doing business, they are the lifeblood that keeps the global repo facility ticking. Europe is bluffing. Europe will implode in 11.5 hours. In 48 hours, banks would cease to exist,…
Semi cycle worked before and will work today . I bet the crash will come anytime sooner or later. Tech analysis wont work in the choppy market. Volatile markets indicate the late stage of the cycle imo.
this bull market's heart and soul is $SMH and the head and shoulders pattern is gone. the failed breakdown at 330 is by default incredibly bullish. rules is rules, take out 350 and we’re going back to the highs just as fast as the post carry trade unwind. "v" shaped
这就是为什么我们需要读过书 留过学 理工男作为国家的领导人。 什么在职 什么工作之后重新读书 什么非C9理工本科出身的学生都不算读过书的。
谁是中国最幸运的一群人？1962-1972年出生的，因为他们这辈子，赶上了1992-2012这黄金20年。这是1998年6月27日，美国总统克林顿访华，与江泽民在国宴即兴指挥乐队！60后和70后，几乎都踩着了改革开放后的每个重要的节点。他们躲过了三年自然灾害，错开了上山下乡，恋爱时是相信爱情的。他们是尚有理想…
while AMD could be the biggest victim.
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