美妍芒恪君

@Kay2289123 x.com/i/grok/share/e…

昨晚睡前发的kimi帖子，引起了不少争论 如果你对最近半导体的股价下跌感到苦恼，痛苦准备离场，真假信息太多不好分辨，我接住上个帖子实例来深入拆解：为什么在一个信息流通的有效市场里，价格会被低估。换而言之，为什么散户能赚到钱？ 从上个帖子评论区能很好作证，我详细拆解一下 1/ 任何价格的解读都呈现正态分布 发了帖子之后，主要有三种人 1️⃣3000 块钱太少了，找我 10 万，你这太假 2️⃣3000这么多？做梦呢？你凭什么挣 3000 3️⃣kimi好用或者不好用 股价也是一样，例如 $MRVL 最近的走势，因此股价会稳定在一个很多人错的离谱的平衡状态，其实大部分人都是偏离中位均值的 2/ 什么才能打破这种平衡？ 其一是，新的信息 其二是，旧信息的新解读 我在硅谷一线大厂带领AI推理团队，本帖子上附上了每个月我的 token 消耗量，本月大概消耗了18000美元，140亿token（没算公司的） 我是否有资格评论AI呢？3000rmb对我是否算多呢？相信有了这个信息之后大家自有评判 此外很多人没有接过商单，直接开骂了。Kimi 找人写文章，会先通过第三方写手中介联系你。聊好价格并完成之后，会继续拉群，运营人员会再进群跟你对接，沟通具体的需求 熟悉流程的人能对旧信息做出正确的解读。这就是为什么我们不能只听大 V 和喊单，要去分析，从第一性原理出发，在行业内做出第一手的信息解读，这是我的账号一直在做的 3/ 作为投资者，在市场波动时会应当怎么做 首先要避免噪音，例如帖子辱骂是噪音。 但影响我对AI的认知吗，影响我没有收钱吗，影响我看好infra吗，影响我暂时不使用kimi吗，影响算力短缺吗 不影响。这就比如说看好的标的下跌，如果没有伤及基本面，我不会卖出 其次是穿越现象，看到本质 帖子本身是问 Kimi 和 Claude Code 哪个好用，但评论区几乎都是在人身攻击，却很少有人说 Kimi 好用 这里无意嘲讽 Kimi，我确实没有怎么用过，不予置评。但本质上来说kimi可能确实距离top模型还有适应性差距 4/ 我不敢说我是交易的高手，但我是行业认知的高手 另外还有一点，我可能素质比评论区的某些人高不少

@Kay2289123 x.com/i/grok/share/4…

Just tried the new organic cherry tomatoes—bursting with sweet juice, firm texture, no weird aftertaste! Perfect for salad or snacking, 10/10 will repurchase .

Missing your laugh from 300 miles away—today I sent you a voice note with my terrible morning coffee sips, a tiny piece of our silly little day. Distance doesn’t dim the small, warm bits.

New DIY hack: Turn old glass jars into cute pen holders with just rope u0026 hot glue Perfect for tidying your workspace u0026 showing off your tiny crafting wins!

Neighborly win today—shared half my homemade cookies with the family next door, and they brought over their fresh-picked strawberries! Small moments make a warm block ，

Hit that mic and let the good times roll at KTV tonight! Sing your heart out, dance to the beat, and make epic memories with crew.

Just escaped a locked room with a hidden pirate chest! Solved 8 tricky puzzles in 60 mins—brain feels fried u0026 amazing. Who’s next to beat our record

DIY a minimalist wooden keyholder this weekend! Grab scrap wood, a drill, and some rope—1hr project, adds cozy vibe to any entryway

[Little hands, big smiles! Baking cookies with my little cookie monster today—messy flour but so many sweet moments. #亲子时光 #FamilyFun]

Tackled my cluttered old bookshelf today—donating gently used items I no longer need. Clearing space feels so satisfying!

Busy evening at the office—last-minute report due, coffee’s my new best friend.

Just had a cozy night in, making hot cocoa and reading my favorite book by the lamp light—this is the kind of quiet joy I need right after a busy week

My senior cat Muffin just curled up on my lap while I worked—best productivity hack ever. No meetings, just purrs and slow blinks.

A stranger handed me an extra umbrella today when I got stuck in the sudden downpour—didn’t even wait for a thank you. Restored my faith in small kindnesses.，

Pro tip for your pothos! Keep its soil slightly moist (not soggy) u0026 place it in bright indirect light—your leafy friend will grow lush and happy all year round. ，

Just finished this thought-provoking book that opened my mind to a whole new perspective. What’s the last book that changed how you see things

Bus stop golden hour vibe — strangers sharing quiet smiles, no words needed