Wenqing Li

Fuck the traffic noise heard from my Lennar house!

@nayibbukele if so, just UV lights with solar panel and night swtich-on are ennough. Why do we need power for moving tractors?

The key to saving the environment is not looking backward, it’s moving forward. I realized this the first time I visited Italy twenty years ago. Everything was clean and green. The rivers sparkled. The lesson for me was obvious: the answer is not underdevelopment. The answer is progress. When China was poor, the air was so polluted that people could barely see the blue sky. Today, blue skies have returned to their cities. Development does not only create wealth, it also provides the resources needed to restore and protect the environment. Some environmentalists want us to preserve every aspect of our biodiversity, including the mosquitoes for example, so that researchers can fly in once every ten years from their universities (which build particle accelerators and billion-dollar laboratories with their pocket money), study our ecosystems, and count how many people died from dengue outbreaks. They want to buy our air through carbon credits. If carbon credits were such a great deal, they would be selling them to us, not the other way around. Cleaning every river, lake, and water source in El Salvador, and ensuring they remain clean and sparkling, would cost roughly $12 billion. Where is that money supposed to come from without economic development? Carbon credits? The path forward for our country is the path of Japan and Singapore, not the path of the Congo.

所以Peter Thiel在全世界到处找窝。但实际上他只需要向马斯克的老妈学习就够了。

美国的社区治理就是他妈的一个笑话，在社区高度固化、资源分配依赖上级拨款的结构下，它已经变成：向上要钱、向内分肥、向外不负责。在现有的制度框架下，美国已经无法从根本上解决其结构性发展问题。AI的出现只是掩盖了美国社会治理上结构性的基础腐败，而没有解决这种根源性的问题

@aleabitoreddit Let him introduce you to his mother

한국 어머니들은 원래 이렇게 사기캐인가요? 어머님이 WF6의 3차 파급 효과(third-order effect)에 따른 공급망 차질을 파악하셨다니 정말 놀랍습니다. 중국의 대(對)일본 텅스텐 수출 통제로 인해, 전구체 부족 및 원가 상승이 발생하여 글로벌 공급망의 25~35%가 타격을 입게 된다는 사실을 말이죠. 게다가 후성(093370)이 SK하이닉스 같은 메모리 반도체 제조사들에게 얼마나 중요한 기업인지 짚어내시고, 이 공급망에 얽힌 수많은 기업들 중에서도 시가총액 12억 달러(약 1조 6천억 원) 규모의 이 한국 기업을, 해당 병목 현상에 투자할 수 있는 가장 최적의 저평가된 투자처(exposure)로 정확히 발굴해 내시다니요? 진심으로 감탄했습니다.

@frank15685196 @Eurasch 为了空叉上市✌️🫰👍

@Eurasch 奈何？就是有人信！ 这是个愚蠢的人类世界！

这是啥屁话，未来几天协议才能敲定，伊朗的最高领袖批准的是个啥？这种无厘头的话也有人信？

set an order for 1 share of spcx at 100 for the next 60 days

@aleabitoreddit One day rollercoaster

$SPCX is now trading! And it’s now over $2.15T+ MC.

Don't understand why DuPont reverse split at such a high price, refinance soon or something rings in their brains.

@aleabitoreddit Except your lovely boy AAOI😁

New Anthropic news looks like a potential tailwind for the Neocloud colo sector. Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). As Anthropic is pursuing its first DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.

@aleabitoreddit Wolf? A fuck ass

Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.

@aleabitoreddit 有意思，英文ID的用中文回答中文ID的英文帖子

这周我自己的投资组合表现令人失望。 目前今年迄今（YTD）仅上涨了 +3,612.10%。 我在获利时会分享，但我也同样会经历大幅回撤！ 比如像 Foci/Shunsin $SOI, $AAOI 以及其他 CPO 相关标的。 如果 Alpha 足够强，不管宏观大环境如何，这些股票都应该继续涨才对… 所以对我来说，这也是一个学习的过程，需要不断微调我自己的思路，以及理解市场是如何对不同主题/供应链的各个环节进行定价的。 我只是边走边分享而已！

zhihu.com/question/19814… So real MAGA, military discipline should be restored among the first to do?

@aleabitoreddit Not yet?

Glad optical players from $LITE to $AAOI and $SIVE are slightly recovering as they should. The initial selloff was just stupid.

@StormDirac maybe they started accumulation long long before, so already >10x ! Harvest time!

Just seen both BlackRock and Fidelity showing up as $SIVE institutional ownership? Is this completely new? morningstar.com/stocks/xsto/si…

Google map, is the fuck vicious one!

@aleabitoreddit 所以中国证券报有鼓动平民的嫌疑

@aleabitoreddit 普通中国人不能上X。想当年大清的时候，乾隆对于欧洲的发展一清二楚。

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the article: “A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?” Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up. Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM. But I don’t control any near term volatility, especially with macro climates. I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework. As well as the recent support from the Chinese community.

Modern genetic studies indicate that the ancestry of contemporary Turkish people is a mix of ancient Anatolian, Balkan, and Near Eastern populations, with a smaller but detectable contribution from Central Asian Turkic groups.

Archaeologists uncover earliest Jesus image and lost Bible pages msn.com/en-us/news/new…

@Ren_aramb Trump will buy TRT?😀

Trump is buying and you’re bearish? Couldn’t be me. Biggest AI beneficiaries Mainstream names: $NVDA $MSFT $GOOGL $META $AMZN $AMD $TSLA $AVGO $ARM $ORCL FinX darlings: $SIVE $AAOI $NBIS $LITE $SNDK $ADTN $MU $NVTS $AOSL $MRVL $AEHR $TRT $AXTI $IQE Bullish AF AI Infra. Happy hunting.