ASlothF
734 posts
无锡有个离婚帖子火了
不是因为打架砸东西，也不是因为出轨欠债
男方月入2万，每月上交1.8万，自己仅留2000元零花钱，无不良嗜好，在外人眼中是很靠谱的伴侣，可女方还是坚持离婚
女方表示，这并不是钱的问题，而是在这段关系里，自己更像在照顾一个长不大的孩子
家里大小事务，从日常三餐、孩子教育，到老人就医、家庭安排，全都需要她独自做决定、扛压力
丈夫很少表达想法，凡事都以“你定”回应，两人之间缺少最基本的沟通与分担
她疲惫时得不到安慰，有情绪时得不到回应，想认真交流时，对方也总是沉默回避
这种看似平静无争执的相处模式，实则让她长期处于孤独和孤军奋战的状态
所以必须离婚～～😂
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Hong Kong Stocks: Structure & Strategy
In the last 10 years, Netflix, Broadcom, and Tencent all increased revenue between 4.5-5X. Broadcom and Netflix have been leading performers, but Tencent’s stock has almost exactly a 0% return over the last five years.
This is the problem. All of Hong Kong’s massive tech stocks became massive since 2007, and the Hang Seng is today ~27,000, 15% lower than 2007...
$BABA $JD $PDD $BIDU $TCOM
#BABA #HangSeng #PDD #KWEB
open.substack.com/pub/michaeljbu…
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@TacticzH @LiebermanAustin He just made up things for buy and sell
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@LiebermanAustin So $NVO is not a turnaround story, or what were you wrong on?
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I owned $NVO thinking it was a turnaround story but quickly realized I was wrong.
Sold it for a 3% loss and moved on.
Sometimes cheap is cheap for a reason.
Polymarket Money@PolymarketMoney
Novo Nordisk $NVO said its next-gen obesity drug candidate CagriSema MISSED the primary endpoint in Phase 3 REDEFINE 4, failing to show non-inferiority on weight loss compared to Lilly’s $LLY Zepbound (tirzepatide) at 84 weeks.
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How life feels when you finally accept that nobody knows anything…
Barchart@Barchart
BREAKING 🚨: The World The World reaches highest level of uncertainty in history, surpassing Covid, the Global Financial Crisis, and the Dot Com Bubble 👻🤯👀
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@leevalueroach You are just speaking words and it is irrelevant to how the market react
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Going through the $PYPL investor deck. They are guiding to $6 billion of adjusted free cash flow and $6 billion of repurchases.
With a stock price of $40.77 and 920 million shares outstanding we have an equity value of $37.5 million. There is $8.0 billion of cash on the balance sheet, $2.3 billion of short term investments and $4.3 billion of long-term investments. There is $9.9 billion of long-term debt. This gives us an enterprise value of $32.8 billion.
Using the $6 billion of adjusted free cash flow we get a free cash flow yield on an equity basis of 16%. Using the $6 billion of free cash flow on the enterprise value that yield is 18%. Note, adjusted FCF likely is counting SBC.
Here is what is even cooler. If PayPal buys back $6 billion of stock (their guide for 2026), total outstanding shares drop by 147 million to 773 million or a 16% drop. Market cap goes from $37.5 billion to $31.5 billion. Free cash flow per share goes from $6.52 per share to $7.76 per share. A 19% increase, purely from repurchases.
But as the growth hogs would say, oh my sweet gosh this is a dying company and where is my growth?!?!
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Working in the ghetto is never a dull moment, I used too and it was never boring
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问你一句话，炒币过吗？有实盘吗？
玩链上吗？有地址吗？
一整天天的高谈阔论，就一高级打工仔整天摆着副腔调以为很懂金融市场？
DAT行情启动前你说了吗？
BTC本轮牛市预测了吗？
BSC牛市参与了吗？
再早之前Solna MEME牛市参与了吗？
你以为你是个TOP交易所CEO，我眼里你就是个狗屁不是。😅
Gracy Chen @Bitget@GracyBitget
最近和几家头部做市商/VC老大聊完，有些残酷但真实的共识，分享给各位： 1/ 山寨已死，叙事当立 一年前我说VC已不投Web3一级，现在更甚。1011黑天鹅事件对山寨是毁灭性打击。散户玩山寨，回报风险比极差。 大家真心不要再妄想山寨季了。 例外？有真实资源的基建项目，比如稳定币、RWA、支付——但这类项目，大概率根本不会发币。 2/ DAT泡沫正在破裂 长尾DAT找不到真实买盘。近期deal全是“以币换股”的in-kind。 站在项目方、持币者和FA的角度，他们愿意做DAT因为可以募资赚钱；但是站在投资者的角度，不论你是在DAT上市前的私募投资人，还是上市后接盘侠，大概率都是被收割的韭菜。 3/ 当前策略：认清阶段，谨慎为好 现在做交易挺难的，不觉得是像一两年前那种“闭眼买”的好时机，但也不是“闭眼卖”的牛市高点，牛市高点应该会是市场更加无脑狂欢的时候，而非现在这种市场处于fearful的状态。（以下NFA，请DYOR） ▪️ 空仓者：有些家办朋友来找我，打算配置5-20%在BTC。我觉得没毛病，BTC/黄金汇率正处于低位。 ▪️ 满仓/杠杆者：反复说过几次了，立刻降杠杆，转向防守。 ▪️ 半仓者：以不变应万变，等待时机。 4/ 1011后遗症：市场需要疗伤 交易所周交易量普遍下降20-40%。MM这一波也或多或少“很受伤”，有大MM加杠杆被爆仓的，公开场合就不说具体是谁了。大资金更关注风险，大家也都需要一点时间盘整和恢复元气吧。 总结： 牛市在绝望中诞生，在犹豫中成长。我们现在处在“犹豫”阶段。放弃暴富幻想，保持在场，务必先“活着”。
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