Sam
11.4K posts
@cz_binance @star_okx
$CZ 对上了 $star
你们认为谁会冲得更高？
我打算用codex写了一套程序，高买低卖。
$CZ 跌了买cz,涨了就卖掉换 $Star 😄
螺旋升天
中文
I think GPT 5.6 is pretty good
Claude@claudeai
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
English
Updates for Codex and ChatGPT Work users. No nerfing, only good stuff!
- We have landed inference optimizations and are passing down savings to all the subscriptions for GPT-5.6 Sol. That should result in around 10% more usage on its own.
- We noticed that by changing the context size limit in the product to 372k for GPT-5.6 Sol, up from 272k for GPT-5.5, it resulted in more usage being charged than intended. We have reverted to 272k and will work to roll back out to 372k in the days to come. You should notice that usage drains significantly less after this change.
- To understand where the extra usage was coming from, we ran some experiments where reasoning efforts were changed (referred to as juice values under the hood) and have reverted this.
- There is slightly more usage of multi-agent than intended in high and xhigh reasoning effort, we are fixing this going forward. Also fixing a small other thing we noticed with auto-review where we can be more efficient.
And we continue to have the 5h limit temporarily not apply. Enjoy the rest of the weekend!
Fix@FixlationAI
OpenAI has reduced GPT-5.6 Sol's thinking budgets in an effort to make the model more efficient They essentially bumped everyone's reasoning down by 1... so if you were running Sol Extra High, you now have to set it to Max to get the same effort So we basically don't have Max reasoning anymore, how do you feel about these changes? 🤔
English
$NOK 16美金了
目标至少20美金价格
通讯设施在AI时代的价值被重塑
Sam@Sam_Crypto666
$LITE 马上1000美金了 今晚历史新高 我的目标价就是1250左右 $NOK 今晚14美金了 我的目标价是20左右 收益都超过40个点以上
中文
$LITE 今天跌了将近10%，很多人在问我怎么看。
跌的原因很简单：一个叫Leopold Aschenbrenner的AI投资人，在Q1 2026的13F里全清了Lumentum的仓位。他是前OpenAI研究员，23岁创立Situational Awareness基金，2.25亿美元起步，一年做到55亿美元。光LITE一个股，他拿着的时候涨了超过1300%。
他之所以清仓，不是因为光学赛道逻辑破了。这是一个他已经赚了十倍以上的基金在做资本再分配——去找下一个还没被发现的瓶颈，而不是继续押注一个市场已经充分定价的标的。他的清仓离场和这家公司的投资逻辑没有任何关系。
我为什么反而加仓？
LITE的基本面一条没变：英伟达20亿美元战略投资加多年采购承诺依然有效；SpectrumX和QuantumX交换机的激光供应商地位，LITE是唯一选择；Co-Packaged Optics是AI集群规模化绕不开的物理瓶颈。
Aschenbrenner卖出是因为他先进场、先获利、要找新标的。他的退出不代表赛道结束，只代表他这一轮的钱够赚了。
聪明钱离场之后，散户恐慌抛售，往往是真正的买点。同时Crdo的下跌更加是受板块情绪影响，Leopold根本就没有持有过这只股票。我今天也继续加仓。
大家怎么看光互联这条赛道？
中文
在飞机上用 codex 发了三个 testflight app，真行啊！
Shanghai, People's Republic of China 🇨🇳 中文
