Ray Z
2.5K posts

Ray Z
@RayZ33388449
Person of Color/Always sarcastic
Katılım Ağustos 2020
353 Takip Edilen127 Takipçiler


其实Meta最大的问题是,公司赚钱太容易了,形成了“砸钱,收购,抄袭,买人,压榨”的路径依赖
如果这个路径依赖在AI时代失效了,这个公司也就完了
为什么说Meta赚钱容易呢?因为Meta其实没有产品,Meta的产品是包括你我在内的,这个地球上的所有人;这个地球上的人,能够蠢到愿意把自己的生活,隐私,全部交给这家公司,换取对他人生活和隐私的偷窥权
而扎克伯格确实足够聪明,看到了这个模式赚钱的无限可能;2022年之前只是广告发的少,2022年股价崩盘之后,换了个CFO,广告发放直接提高三倍,股价也跟着涨了
这就是Meta所有多头的唯一逻辑:公司还在赚钱
但他们没想到,这家公司虽然赚到了钱,但没有办法再开发新的产品了;因为他们的产品其实就是人,或者说人的隐私。而人的隐私,说白了也就只有这么多
当初天价投资收购Ins能成功,那是因为Ins也是一家通过收集、贩卖隐私赚钱的产品,或者说,Ins的产品和Meta是一致的,所以收购是成功的
但这并不代表Meta什么都能做,什么都能成功。
扎克伯格有钱之后,为了拓展公司产品线,开始胡乱投资,打算再次用砸钱、画饼、大包挖人的方式迅速副复制在Ins上的成功;但他们没想到的是,其实Metaverse,AI最后注定都是失败的。因为这些并非Meta真正核心的产品,而他的AI、VR设备、游戏其实根本就不会有人用
他的主要客户是一群喜欢窥探隐私,容易社交上瘾的年轻人,而不是对新科技有追求的geek,工程师,甚至科学家
这一点和苹果这种以硬件为核心产品的公司,有本质区别
AI到来之后,当一个人窥探隐私的欲望饱和之后,当世界上的真人越来越少之后
Meta这家公司还有什么未来,这家靠硅谷血汗工厂,华人老板画大饼内卷,华人员工下班在中餐馆互相攀比级别、psc perf和refresh而崛起的公司,到底还有什么未来,
大家就拭目以待吧。
谢谢大家
中文

@datruthbomb @newjez @intercession26 How do you position right now? Waiting for the lower move or get long
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@newjez @intercession26 From either here or the next move lower.
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Imagine calling for a bottom 8 days in advance… mapping the move… laying out the path…
…and the only thing people can point to is being off by a couple of hours.
That tells you everything.
It’s easy to come in the day before and make a call when all the obvious X factors are already in play. That’s not forecasting that’s reacting. Fools
What’s not easy?
Building a roadmap ahead of time… in a high-vol, headline-driven environment… and sticking with it while conditions shift.
Everyone claims they have the “best data” but very few can actually translate it into a forward plan before the move happens.
That’s the difference.
You can nitpick timing all you want I’ll keep focusing on direction, structure, and execution ahead of the market.
Source of my data/model @OptionsDepth
Like & Rt for the next update.. Much Love folks
$SPX $QQQ $VIX $CL

Ivan@iV_trader
Write this day on your calendar.. The low comes on this day.. March 31st $SPX
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@TradingViking @GhostTradeKilla I agree, but this quarter end seems bullish at least this week
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@RayZ33388449 @GhostTradeKilla Idk about today but the lows not in
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Wtf did this cunt achieved even by starting the war except disrupt the global financial markets and causing actual economic losses to many Asian nations.. चुटिया साला.. बहन का लौड़ा !! $SPX $SPY
FinancialJuice@financialjuice
Trump told aides he is willing to end the US military campaign against Iran even if the Strait of Hormuz remains largely closed - WSJ
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@GhostTradeKilla when do you see those shift matters? I thought today's flow would generate some upward pressure, but so far it is still selling.
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@GhostTradeKilla So still favor downside today? Maybe we finally put a bottom already?
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@Limitlesss1 Now we get to do the net call premium gap on $SPY. There's been a lot of call premium going into $SPY over the last 5 sessions and price is still going down.
You know what I'm looking for now 😂

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Jim Cramer says Monday’s market rally may be short-lived cnbc.com/2026/03/23/jim…
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