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Ed
9.1K posts
Ed
@0xechan
知行合一 * trade what you see, be open minded.
Hong Kong Katılım Ekim 2011
1.7K Takip Edilen409 Takipçiler
2026-05-20 · 26 stocks in TREND setup (RS≥95 · TREND)
Including: $AAOI $LWLG $AKAN
qmscreener.com
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New version release! 🎉 Porter now has a new logo and new look! use Porter to manage your localhost. #macOS #localhost
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2026-05-19 momentum scan: 25 passing (RS≥95 · TREND)
Leaders: $LWLG $AEHR $CDNL
qmscreener.com
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Relative Strength (RS) cuts through the market noise. 📉
Only 10 names currently meeting the criteria for RS ≥ 95 with a confirmed trend setup. When the broader market gets choppy, these leadership names—like CRCL and SPIR—show where the real institutional appetite remains.
Focusing on the outliers. ☕️ $SPIR $CRCL $PL
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If you're hunting for momentum stocks, qmscreener.com worth to try. It’s super solid, the price is actually fair. #QM
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I guess this is why they want to catch up so badly, like for resetting the limits of Codex in the past months.
Barchart@Barchart
BREAKING 🚨: OpenAI OpenAI misses its own revenue and user targets and its CFO is worried that the company might not be able to fund future computing contracts 🤯👀
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This is not sustainable. AI users don't have loyalties.
Tibo@thsottiaux
Don't just reset Codex rate limits for fun, it costs money. Don't just reset Codex rate limits for fun, it costs money. ... but the vibes are good ... I have reset Codex rate limits for ALL paid plans to celebrate a good week and allow everyone to build more with GPT-5.5. Enjoy
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《The Leverage》（4月26日週末版），主要涵蓋三大話題：
AI 模型大戰：GPT-5.5 vs DeepSeek V4
本週 GPT-5.5 與 DeepSeek V4-Pro 幾乎同時發布 。表面上看，DeepSeek 每百萬輸出 token 僅需 $3.48，比 GPT-5.5 的 $30 便宜高達 43-107 倍 。但作者指出，token 價格並非真正的衡量標準——真正重要的是「harness」（模型外圍的整體系統架構），以及完成任務所需的總 token 數 。作者的核心論點是：所有大型 AI 公司都在朝同一方向前進——透過程式碼能力，逐層掌控應用程式、瀏覽器、作業系統乃至硬體。
SpaceX 收購 Cursor：一場精心設計的 IPO 佈局
SpaceX 以 $600 億買入選擇權收購 AI 程式碼編輯器 Cursor 。Cursor 雖然達到 $27 億 ARR（史上最快 B2B SaaS 達到 $10 億 ARR），但毛利率曾為負 23%，每賺 $1 就要付 $1.23 給 Anthropic 和 OpenAI 。對 SpaceX 而言，這筆交易最關鍵的意義在於即將到來的 IPO——SpaceX 目標估值 $1.75 兆，但作者用分部加總法估算，合理估值僅約 $2,090–$3,210 億，差距高達 $1.4-1.5 兆 。這個溢價被稱為「馬斯克溢價（Muskian Multiple）」，與 Tesla 的高溢價現象如出一轍。Cursor 的作用是讓這份招股書擁有一個可向投資人講述的「具體 AGI 故事」。
大局警示：Labs 正在垂直整合一切
作者最後點出最關鍵的結論：Anthropic 垂直整合設計工具（Figma），xAI 透過 Cursor 垂直整合程式開發，這是一個清晰的模式 。任何坐落在 AI 模型與知識工作者之間的垂直 SaaS 業務，都將面臨被吞併的風險。當 AI 能打開你打開的 App、點擊你點擊的按鈕、生成你生成的成果時，問題就不再是「公司會買什麼工具」，而是「公司還需要一個真人來做什麼」。
中文
This is the biggest single-point failure, not just for companies, it's also for the individuals.
Min Choi@minchoi
Anthropic shut down an entire company's Claude access overnight 60+ employees. No explanation. Just an email. Want to appeal? Fill out a Google Form. Integrations gone. Histories gone. Everything built on Claude... gone. Never let one vendor own your workflow.
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