Amaggie

The real takeaway from Apple WWDC 2026. If done right, $AAPL will be $10T in <5 years. Apple WWDC 2026: The AI Story Everyone is Missing youtu.be/t7L6-fMpxFc?is… via @YouTube

@JasonRink I’d say you will regret it, for not buying one earlier.

Should I buy a Tesla?

@rodger I would say Knicks has nothing to do with this, it’s all Spurs lol.

Craziest stat for me The Knicks had the #1, #3, and #5 biggest comeback wins in NBA Finals history In the same Finals

@amitisinvesting It must be incredible feeling when you team win championship after being a long time fan, even if you have loosely followed for some time. I wish I can experience that some day. Congrats Knicks!

I’ve been a Knicks fan since 2011. Many of you know this seeing the variation of Knicks hats I wear on stream. I was born in NJ so our local cable package at the time only came with MSG Sports. The only basketball games they showed were the Knicks, the New Jersey Nets weren’t really good enough to get their own station, so I ended up deciding I’d be a Knicks fan at the same time that I began playing basketball in Middle School. I grew up with Carmelo, Jeremy Lin, Steve Novak, etc. I quickly realized being a Knicks fan was not going to be fun. I don’t talk much about sports anymore because over the past 10 years, I shifted my focus from sports to markets when I realized I wasn’t going to ever make the NBA. I just couldn’t dedicate the type of energy to caring about sports when I realized my core focus was going to shift on becoming a better investor. Jerome Powell became more relevant to me than LeBron James. But last night was special. I started crying on the couch when seeing Jalen Brunson win (which my sister made fun of me for) but it’s because Brunson is the epitome of never giving up and continuing to fight in the face of everyone doubting you. “My confidence comes from my work ethic,” was the part that hit me the hardest that he said last night. It is a reminder that anything in life can be achieved if you are willing to do the work that most people cannot fathom doing. And when you put in that work, the confidence in the big moments is just a reflection of all the time you put in. Really happy for the City of New York and for a team for inspiring all of us to dream as big as possible.

@PinoAmericano Soft on crime policy you’ve got there in NYC

I will never understand destroying your own city because your sports team won.

@Kalshi Now where do we find the other 38 Elons.

JUST IN: US debt hits record $39 trillion

@TaraBull Why do you need that to sink in. Anything is higher odds than lottery. How is that not understood. That said I would consider working for Elon.

You have better odds of becoming a millionaire working for Elon Musk than playing the lottery. Let that sink in.

@kat_maryb Because they don’t do anything, and they like money, and the only way they can get it is through socialism bullshit.

Why do the liberals feel like they're entitled to Elon Musk's money? I don't get it

@TaoRay @LuBtc888 Stanley Druckenmiller.

@LuBtc888 除了量化，交易就不可能赚到大钱，全华尔街都没见过。

144 years in the making: La Sagrada Família's Tower of Jesus Christ was lit for the first time. Barcelona, Spain

@iamai_omni @Compart42 这不是美联储的职责，不在他dual mandate之内。如果是财政部动用财政工具可能性会大不少。

@Compart42 我觉得美联储会下场印钱

NVDA 的 PEG 被压到了 0.3，在我的框架里面，唯一能解释这么被压估值的理由，是存储，如果 NVDA 的 thesis 成立，那么存储的故事也应该成立才对，一条供应端只能走 S 型曲线，一条需求端走指数的曲线。 图二数据显示 DDR5 颗粒的月环比涨幅是 17%，没有任何回撤，比很多人股票收益还高。

Honor to Gaudí

@IamRamenPanda 谷歌利润基本是永久续杯，美光所依靠的AI资本支出，不可能永久续杯，当然AI确实让美光的杯子一下子变大了。

美光2027的净利润和谷歌是差不多的 但是他们的市值差了4.3倍

@BigbirdflyChan @TJ_Research 这次WWDC之后非常Bullish，苹果走到了正确的路线上，而且开始有明显进展，不管从技术路线和隐私策略，方向都很明确，后面慢工出细活其实是苹果的强项了。

【高盛认为未来边缘AI的发展速度，可能取决于NAND和存储】--非常有前瞻性的观点，存储投资者值得一看 高盛认为市场可能误读了苹果。多数人看到WWDC后觉得Siri没突破，大模型不够强，Apple Intelligence进展慢，不看好苹果的本地AI（On-device AI）路线。于是AAPL最近下跌了约3.5%。 但高盛认为真正值得关注的是苹果的技术路线。苹果并没有选择像OpenAI、Anthropic那样不断增加计算资源，而是在尝试一种类似“LLM in a Flash”的架构：把核心模型常驻内存，把大量参数存储在NAND闪存中，需要时再动态调入DRAM。这种模式本质上是用存储替代部分计算，因此高盛提出一个非共识观点，未来边缘AI的发展速度，可能更多取决于NAND和存储，而不是HBM和数据中心GPU。 我的看法：推特的老观众都知道我很看好苹果未来在AI时代终端设备中扮演的角色。苹果正在弱化底层模型的重要性，让开发者通过统一接口在本地模型和云端模型之间自由切换。未来真正有价值的可能不是模型本身，而是分发渠道，生态系统，用户入口，这也是苹果最擅长的领域。

@MKBHD I’m gonna be completely satisfied if it can search cross app info and data perfectly when providing an answer. It’ll be already game changing, but yeah one step at a time.

I'm also gonna go ahead and guess that this first version of Siri AI will not let me change default apps. Like adding things to Google calendar instead of Apple calendar. Or sending Whatsapp messages instead of iMessages. Or Navigating with Google Maps instead of Apple Maps. I'd like to be wrong though.

The way everyone should be investing…

@TradingThomas3 Thank you for your attention to this matter.

Trump asking why Stock down today 😂

@TJ_Research 加密真是没谁了，美股涨他跌，美股跌他跌的更凶😂

原来股市不是每天都上涨的，不是提款机呀🤦 明天就回去了，整理下数据，周日见。我记得估值是不高的，今天这么一跌，参与度也大跌，vix20，22是买点，25也是。 今天的下跌是一个迟来的调整一起爆发，我看看过去一些日子无脑买的还敢不敢那么无脑。

@TedPillows The drains?

Stocks are dumping. Gold is dumping. Silver is dumping. Crypto is dumping. Bonds are dumping. Even Oil is dumping. If everything is dumping, where the hell is money going?