笑看风云
6K posts
没有哪个国家像中国这样，在外交中如此彻底地奉行丛林法则。它毫不犹豫地羞辱一个衰落国家的脆弱领导人，同时却不遗余力地奉承和讨好一个强大得多的国家的强硬领导人，中国人无论来自哪个政治意识形态只认强者为王。
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黄仁勋是出发当天早上，才接到特朗普电话临时受邀。
这事儿你想想，就挺有喜感的。
黄仁勋穿着皮夹克，临时从硅谷飞到阿拉斯加，
背着个双肩包，
趁特朗普空军一号加油那十几分钟，
登机来了中国。
说实话，你也能想到这种量级的访问，
随行名单一般两国至少半年前就敲定了，
毕竟座位，安保，议程，下面一堆人都得安排好。
原本上飞机的 17 个 CEO 里，库克在，马斯克在，但没有黄仁勋。
临时加人，我盘了下，有两个可能性。
一是特朗普看到媒体在炒，「为什么英伟达老板没去」，临时起意打电话叫他来；
二是有本来不打算这次谈的事，最后一刻被推到谈判桌了。
我觉得有可能原因是后者，
英伟达的 H200 今年 1 月被美国批准卖给中国，
条件苛刻，结果许可证发了，货过不去，
结果就一颗H200都没真卖到中国。
而且更高端的 Blackwell 还在禁令里。
中国 AI 芯片市场一年 500 亿美金，
对英伟达是关键收入，对中国训练大模型是关键算力，三方都拖不起。
一句话，市场又在price in利好。
利好半导体。
利好英伟达。
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Airforce 1上Elon和Jensen可以聊9个小时。未来Terafab给英伟达代工也不是不可能啊。 $TSLA $NVDA
Jason Z@JasonZX
老马应该快降落了。在Air Force One上跟老黄一顿聊。
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Great news LA! You no longer need to pay $380 to register your car every year—expired tags are A ok!
Dan Burmawi@DanBurmawy
LA City Council just told LAPD they can't pull anyone over anymore for expired tags, dead tail lights, cracked windshields, busted mirrors, illegal tint, loud exhaust, or missing plates. Why? Because out of 72,000 stops in three years, 86% were Black or Latino drivers. So if your car is busted, you're now invisible to the LAPD. Congratulations. This rule is intended to reduce discriminatory policing and build community trust.
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Cathie Wood’s ability to collect management fees will be studied for decades.
Truly one of the worst investors of all time, while making tens of millions in fees.
Some of the worst trades include:
- TDOC: made it ARKK’s largest position at ~$80/sh.; today: ~$7/sh.
- Zoom: loaded up around ~$300/sh.; today: ~$110/sh.
- Nvidia: sold almost all of it in January 2023 at ~$20/sh.; today: ~$220/sh.
Amazing track record.
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BREAKING: RON BARON SAYS — $TSLA STOCK TO “INCREASE 5X” WITHIN 10 YEARS 👀
Tesla to $2,500 ?
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Some FSD-related options/features I think would be cool if @Tesla offered:
1) Annual FSD subscription: starting at $999/year (price goes up in future as FSD gets better).
2) Short term pass for rental fleets/Turo: When an individual rents a Tesla, they may not want to pay $99 for a full month FSD subscription, especially if they are just renting for a weekend. Tesla could offer short-term FSD passes that last a few days, with the option to extend if needed. Just make sure first time FSD users take a quick tutorial.
3) FSD family plan: If a family/household already owns a Tesla with FSD and purchases a second Tesla, offer FSD on the additional vehicle at a slightly discounted monthly rate.
4) FSD Leaderboards: Tesla has already started gamifying FSD a bit by showing owners their total FSD miles and usage percentage. Take it a step further with global and/or regional leaderboards that rank drivers by total FSD miles. There are definitely people out there who would love the bragging rights of being among the top global FSD users. I'm sure this would result in Tesla getting even more FSD data quicker.
5) FSD subscription for HW3 Tesla owners for $69/month: These owners helped fund and train FSD, yet they currently can’t access the latest and most capable version of the software, but they pay the same price as someone who can. It’s unclear how V14 Lite will compare to the full V14 experience, but until HW3 owners are able to upgrade to AI4, I think offering them a discount on the monthly FSD subscription seems reasonable.
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笑看风云 retweetledi
@StateDept You don’t have Western allies. And advancing the “replacement migration” conspiracy theory defines you as the neo-Nazi white supremacists that you are.
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Last week, the United States refused to participate in the UN’s review of the Global Compact on Migration.
The United States objects to the Global Compact on Migration and UN efforts to facilitate replacement migration to the United States and our Western allies.
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I wouldn’t call him a man! A real man would never disrespect another person like this. I’ll call him what he is, a POS!
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Hi everyone, my name is Bobby.
I walked away from a $300k executive sales role. I’m unemployed by choice.
I pay the bills by selling calls and puts against my portfolio.
I have real expenses — bills don’t stop just because I retired. So I have two choices: sell stock or sell premium. I choose premium.
Sure, I wish I didn’t have to pay bills or the IRS. I wish I had an infinite money printer so I could just keep buying more shares and never sell any. But that’s not reality.
I’ve decided to live off my portfolio.
Glad we could meet. This is my journey
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POV: You wake up in April 2025, and you can buy $SNDK for $30, $MU for $64, and $INTC for $19…..
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@SawyerMerritt 42% chance within a year prediction markers are currently pricing
kalshi.com/markets/kxcomp…
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Y’all, a SpaceX/Tesla merger is purely speculation right now. We don't know when/if it will actually happen. Even if it were officially proposed, it would still need major shareholder approval, with more than 50% of all outstanding Tesla shares voting YES to pass. If shareholders think it’s not a fair deal, they simply won’t approve it.
I suggest that people just wait and see if a merger is officially proposed before jumping to conclusions.
Pejjy@CuriousPejjy
Do you think $TSLA investors will be getting robbed if it merges with SpaceXAI next year? 🤔
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