antisoftrug

@0xluffy bascially chinese through vpn

if you know any singaporeans at all you know this is impossible

jpy keeps on getting weaker i suspect 160 would get harder to defend in the next few months...

@CuiMao @WhiteHouse 這不得是Tom Cruise. Huang

应广大网友邀请，出门前临时做了个我干爹上空军一号。 @WhiteHouse

@CuiMao @WhiteHouse 太神了AI女王

@AdamDraper @coinbase @RobinHoodNYC do they help users make money or not?

I think @coinbase and @RobinHoodNYC will be the most Ai secure financial institutions.

@diyas_1989 nvda sanction going to get lifted !?

Lol Huahong and smic r sinking lmao 🤣

Let go nvda!

$VPG my average in low 40s looks great but believe it or not, after now just getting a chance to go through the transcript in detail, I will be looking to average way up on a decent pullback at some point. I believe most traders/investors on X would make more money if they got better on averaging UP on stocks they liked that are showing strength and had good fundamentals. I bought a lot of VICR in the 60s and more in the 80s 90s 120s 150s 170s 200s. Most of my trading profits go to buying more of my highest conviction plays I believe to have 3x or more potential. VICR ATOM MU DRAM and now VPG will get similar treatment as the position is not nearly as large as the first 4. This post is not about VPG, this post is about learning how to average up on winners. Do you ever do it? If not, why?

@AntonLaVay asts?

跌下来是好事儿，这个时候观察 了，看哪个公司，哪个板块的公司，抄底力量最先介入，介入的力度最强。 上一次 三月份介入最强的我记得是光，好多CPO概念小股三月份疯狂的拉盘。 我目前个股在盯着 $nok 和 $rklb 这是近期我觉得的比较明显有大资金介入的股票。 $nok 昨天明显的大量leaps建仓。 $PS 不算， $ps 主要是Ackman控盘，是反市场的，这也是为什么我的仓位始终有 $PS 的席位，反市场有反市场的意义。

@mat78704 all the cbrs proxies!

多谢labubu和sayid

@stephsmithio only after 8:30pm though!

The American mind cannot comprehend this 12-piece sashimi and 10-piece sushi in Japan costing $3 and $2 respectively. And it genuinely tastes better than most restaurants back home.

@JosephJacks_ how to believe in projecting 3/4 monthly trajectory into 24months though? that's like making 3 +50% gain days, and claim to beat warren buffet in a month time coz u can keep doing that to 200000x yr wealth.

PREDICTION: Anthropic will surpass Alphabet in revenue by mid-2028. This is not a bull case or an acceleration scenario — it is a continuation of the curve already in evidence. Anthropic’s ARR went from $1B (Jan 2025) to $9B (Dec 2025) to $30B (Apr 2026) — a 3.3x step in a single four-month window, and the curve has been steepening, not flattening. My projection actually assumes deceleration from here: $100B by end of 2026, $340B in 2027, $850B in 2028, $1.4T in 2029, $2T by 2030. Crossover with Alphabet happens at ~$575B in mid-2028, not because Anthropic accelerates beyond today’s pace, but because Alphabet — locked at ~15% YoY in a mature ads-and-cloud business — cannot match enterprise AI’s adoption physics. As @rodriscoll intelligently observed recently, Gemini tokens served grew by only 60% in the last quarter … while Anthropic grew by 10X. Three drivers make the continuation structural, not speculative: customers spending >$1M/year with Anthropic doubled from 500 to 1,000 in under two months post-Series G (these are multi-year expanding contracts with near-zero churn — switching a deployed agent stack mid-flight is operationally untenable); Claude Code is the wedge, not the product, dragging the rest of the platform — agents, MCP, healthcare, biotech — into every Fortune 2000 deployment as an attach point; and compute supply is finally non-binding with the 3.5GW Google + Broadcom deal (2027+), this weeks SpaceX partnership, and 1GW of standing Google capacity for 2026. For most of 2024–2025 the bottleneck was supply, not demand. That constraint is releasing exactly when the demand curve is steepest. The standard objection — “no company has ever sustained this at scale” — applies a software-era frame to a labor-era business. AWS, Azure, and Meta decelerated at $50–100B because they sold tools to the economy. Anthropic is selling cognitive capacity into the economy. The TAM isn’t enterprise software ($800B). It’s labor ($50T+). When the denominator is two orders of magnitude larger, “deceleration at $100B ARR” stops being a law and starts being an assumption. The crossover isn’t a maybe. It’s a function of timing. Mid-2028 is when I think Anthropic surpasses Google.

@CTracy0803 roblox是單純不攢錢跟compute cost沒關係吧

科技大厂：人比AI“便宜” 近日Shopify、Roblox、Spotify 等科技大厂公布了第一季度财报，结果显示：公司正在被AI 拖累。 原因是很多公司的算力开销巨大，这不仅抵消了之前裁员的降本增效，还影响了毛利率。

@nikkei only 10% owned by foreigner now? not as prominent i think

個人向け国債､利回り増･解約規制の緩和案　国内保有維持へ自民に浮上 nikkei.com/article/DGXZQO…

长大了越来越明白这个道理，和爸妈相处也一样。小时候看爸妈觉得他们都是超人无敌大英雄，世界里最伟大的存在。大了越发明白，包容他们的局限性和性格上和自己会有冲突的地方(我爸是INTJ, 我妈是ESTJ.. 😂) 才能有持久有意义的陪伴 所有长久的关系最终都会走向深沉的陪伴, 冲突>理解>接纳>共同成长几乎是所有高能量陪伴的共同路径. 互相帮助对方突破自己的局限, 做第二成长曲线,一起对抗宇宙的熵增, 就是正能量关系的意义吧.

@nobidorami it's a bit disappointing they dont re-invest and expand faster on semi seeing this level of growth (capex reduced actually)... it's certain doing good for the next 1-2y but hard to expect higher growth and thus expansion of PE...

半導体封止材世界シェア40%の住友ベークライト ナイス決算！！✨ 原油高影響ないやん^_^

当世界以 AI 这种进化速度狂奔的时候，你不可能在某一天「想清楚了」就停下来！你只能保持「校准」的姿态：观察、思考、行动、回顾、再校准。如果这一场月末直播能给你留下三件事，我希望是这三件： 第一，把你和 AI 的关系，从「我问 AI 答」升级到「我设目标，AI 替我做」； 第二，把你的注意力、时间、资本，从一个增长见顶的人口经济，转向一个指数级增长的算力经济； 第三，AI 已经把分析能力压缩成商品，真正稀缺的是判断力、品味、和提出好问题的能力！这些只能向内寻找🤔

@hexiecs 是不是還是買太多? 買3-5%能hold幾倍還是對portfolio有impact

跌回成本线没拿住还有心态问题，如果我身家只有几m，我全部梭哈进去肯定能拿住，就跟之前我敢把全部的3m梭哈进松鼠meme币一样，因为要翻身只能赌。但我现在非常的风险厌恶，因为即使这辈子赚不到钱了也没事，但是亏回去就很有事。

@NotSoEasyMoney @blknoiz06 scale was acqhired itself worth much less than 3b

@blknoiz06 $INOD All AI needs labeled data to be able to properly feed into LLMs. Only public company competitor was acquired by META, which was SCALE, for 14.3 BILLION for a 49% minority stake. Market cap for InnoData is still sub 3 billion.

In a response to this tweet you will shill me your favorite best AI stock that you are MAX convicted in Minimum 2x upside. Max 3 sentences on the thesis

@karin_kabu nice work! though i would suspect the aircon part does not get lot of margin as its not really proprietary, even the list have a few offering similar services arent they?

AIインフラって要はデータセンター周辺絡み全体ですね😋 今も半導体は相場の主役ですが、半導体だけでなくAIサーバーを動かすために必要なあらゆる周辺機器・設備・部材が軒並み物色されてる。 データセンター周辺機器・設備関連株もまとめてるのでみてみて！ kabukarin.net/data-center/56…