Adam the Analyst

@Math_files Tell us more knowledge on math rather than jokes

The list of men that made me cry: - Euler - Schrödinger - Dirac - Maxwell - Fourier - Fermi - Lagrange - Cauchy - ....

@caozlog 从知乎就开始关注caoz老师，干货满满。在我十几年互联网分析师的生涯中受益良久。还有，很多年前知乎上评论了几句当时的互联网行业，正是caoz老师的一个点赞让我过了万粉。

总觉得自我介绍是个羞耻的事情，不太敢吹牛逼，当然也没啥能吹的资本，不过既然要在这个平台展示自己，还是简单说几句。 1，互联网老兵，上个世纪末的程序员，不过现在属于失业下岗中老年，已经找不到工作，只能满世界浪打发时间。如果有哪家出海公司或金融资本需要招聘吉祥物的（只拿钱不干活的那种），可以联系我。 2，最近几年浪迹天涯，最南登陆过南极半岛，最北去过斯瓦尔巴群岛，最高登顶过非洲之巅乞力马扎罗（海拔5895），最深下过诗巴丹水下30米。目前只去过40来个不同国家，勉强算解锁了 南北极+七大洲。 3，徒步业余爱好者，越野轻度自虐症状，除了上提到的，手里有熊野古道和西班牙朝圣双认证（都只是精华段，非全程），走过环勃朗峰（tmb精华段非全程），多洛米蒂，珠峰南坡（尼泊尔ebc），云南雨崩线，爬过印尼林贾尼火山，日本富士山，克林芝火山，格德火山。国内其他诸如峨眉山，黄山，泰山，难度都不高，就不多说了。体力水平不高，比不了专业越野玩家，但自忖比小白强一些。 4，因为财力有限，喜欢抠门旅游（不是那种极致穷游），省钱的路数知道一些，也会用一些羊毛党的方法。 5，崇尚来往自由的生活，经常回国遛娃无障碍。所以小粉红和反贼我都不想当，敏感话题还是不碰为好，有需要抠门旅游攻略的随时可以交流。 6，未来计划，巴塔哥尼亚和印加古道，在心愿名单中，希望明年能成行。 7，年届50，头发不白不掉，体检无三高，无痛风，无慢性病，一天徒步爬山几万步无压力。啤酒+海鲜随便整。只是眼睛和牙齿确实不算太好。

We could trade one Leshi for 2 NVIDIA back in 2015

@corvuschen1211 当初知乎上也是靠着caoz老师的点赞破了万粉的，十年前了……

啊，我当年写公众号，子柳老师转载了，caoz老师留言还打赏了，给俺吸了一波粉

@shanhuhai5739 @WallStreet0Name 我做了，刚po了一张图

@WallStreet0Name 街哥，搞一个追踪 Serentiy 的可视化面板呀

这个周末Serenity强烈看涨sive，你们怎么看？ 不管逻辑对不对，这个在哪能买到啊

（For English-speaking readers, please refer to the third image — the translation is mine.） 这几天做了个研究，把最近很火的AI股投资大神 @aleabitoreddit 的历史推荐做了一下梳理，初步结论是：股票推荐能力确实强悍，胜率赔率都非常高 一个目前可以分享的结论是：博主1月2日推荐的股票，Strong Buy评级平均涨幅63%，Buy评级平均涨幅50%，Avoid评级平均跌幅22%，具体数据见图 接下去，准备对这位博主做一个系列研究： 1、历史推荐质量测评（已经花了一个下午写好脚本跑了很多数据出来） 2、AI投资方法论提炼 3、最新推荐研究 大家可以期待我的长文，到时候也会做视频发出来~~

@jenzhuscott Of all the math subject I love abstract Algebra most. It's so elegant, as beautiful as the classical music, as splendid as the structure of the universe

So true. Overly emphasis computation is a mistake in math education. I didn’t enjoy maths until I got in university & realise the beauty of math is being able to reason w/out computation. It’s about logic, rigour, but most importantly, elegance. I often wonder how many people gave up before they saw the beauty.

@aakashgupta The greatest business man on the basketball court of all time

This is the modern athlete brand in one frame. The 2026 athlete brand stack runs on candid footage. LeBron complaining to a 10-year-old in row 1 during a Rockets coach's challenge is worth more to the Lakers, the NBA, and his sponsor portfolio than the entire fourth quarter he played that night. Curry's daughter on the dais. Giannis's freezer chicken. Embiid's shimmy. Shai's slump celebration. All of it travels further than the basketball that earned the camera time in the first place. The Decision in 2010 was the early indicator. A 25-year-old LeBron was already running the controlled-humanity playbook when most players were sprinting through tunnels to avoid the camera after games. He's been refining it for 15 years. Every player is racing to catch up now, and most are bad at it. Jokic refuses to play the game and his off-court value reflects it. Westbrook overplays it and reads as performance. LeBron found the calibration decades ago and never recalibrated. Talking to a kid behind the bench during a stoppage is unscripted, unrehearsed, and perfectly on brand. That kind of footage doesn't happen by accident at 41. It happens by 23 years of camera time turning into instinct.

DeepSeek V4 is another DeepSeek moment, which declares war on the Nvidia ecosystem. A trillion-parameter model tailored for Huawei Ascend at the cost of 484 days without new releases.

@mcuban Can you repeat these sentences word by word without any change?

I’m coming to the conclusion that the biggest challenge for Enterprise AI, and AI in general , as of now, is that it’s still impossible to make sure that everyone gets the same answer to the same question, every time. Which is a great response to the doomers. AI doesn’t know the consequences of its output. Judgement and the ability to challenge AI output is becoming increasingly necessary, and valuable. Which makes domain knowledge more valuable by the second. Am I wrong ?

@Math_files It's the conjecture I am long obsessed

People often say mathematicians are not afraid of anything—except one thing: the Collatz Conjecture. It is one of the most famous unsolved mysteries in mathematics. Here’s how it works: Pick any positive number. If the number is odd, multiply it by 3 and add 1. If the number is even, divide it by 2. Now repeat this process again and again. For example, start with 7: 7 is odd → 3×7 + 1 = 22 22 is even → 22 ÷ 2 = 11 11 is odd → 3×11 + 1 = 34 …and so on we get: 7 → 22 → 11 → 34 → 17 → 52 → 26 → 13 → 40 → 20 → 10 → 5 → 16 → 8 → 4 → 2 → 1 The surprising claim is this: no matter which number you start with, you will always eventually reach 1. It sounds simple, but no one has been able to prove that it is true for all numbers. That’s why it remains a mystery.

@q_slavic Unless you have never killed any one before

If you kill a killer, the number of killers in the world remains the same.

@Saccc_c 我一直在思考，当五彩的世界过滤成黑白的模型，我会感到直击灵魂的快感。商业、股市、棋牌、数学、物理、外语、文学、音乐是我最喜欢的课题

在ai的一片哀嚎声中，可口可乐默默涨了6%

@Tz_2022 中国学生眼镜率这么低？？？

gpt-image-2 提示词（仍然只一句话）： 90年代中国高中在教室拍的毕业合照 我已经找不到它生成照片上任何可以称之为“假”的元素了。。。orz

@SheIsTyraB Their son

Who tf is that between LeBron and KD?

A friend of mine got a new offer, should he take it? Give me your advice

@elonmusk @Teslarati As an equity analyst I should say thank you for all the AI stuff

@viktaur27 @Teslarati The rate of improvement from original GPT to GPT-3 is impressive. If this rate of improvement continues, GPT-5 or 6 could be indistinguishable from the smartest humans. Just my opinion, not an endorsement. I left OpenAI 2 to 3 years ago. Am a neutral outsider at this point.

Tesla Battery Day hints escalate as Powerwalls reportedly run low on stock teslarati.com/tesla-battery-…