Lao Zhang
1.1K posts


原来有个说法,中国虽然做AI原创不如美国、但做应用又快又便宜,可以后发制人。看现在两国的AI发展状况,美国不仅赢了原创、在应用领域也把中国甩得越来越远了。为什么?
Jielin Dong 董洁林@D931931
现在Anthropic的市场估值是DeepSeek的27倍
中文

@ShanghaoJin Jensen Huang和其他人有一点不一样。他是押注了并行计算这种新的范式。张忠谋虽然也了不起,但好像还没到发扬一种新范式的地步。
中文

@himself65 错了,四月份就已经开始了,比如下图,真的挺恶心,最近在timeline上刷出来好多这种人。如果真心想提示风险的话,语气就不会放正常点吗?离了这种尖酸刻薄暗戳戳咒人的语气就不会说人话了,我只能把这种发言理解为踏空行情之后的无能狂怒(顺带一提我也踏空了,但我也不会酸赚到钱的,我踏空是我活该)

中文

cool, I was worried about no dip to buy last night, but today there was. Added more $GLW and $NOK.
Also added $IPI $NTR $OXY june calls for hedge just in case shit happens in Iran. Will wait for $CL main to pullback to buy $USO $BNO calls for hedge as well.
3X Long Labubu@labubu_trader
Looks like only $GOOG pleased the market god today. I think Pension fund sell + sell the news sentiment will create pretty good dip buy opportunity tomorrow. Will check AMZN's earning call, if it looks good I'd wait for Friday or next Monday to buy.
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