Len Lee
31 posts
立讯精密，周线对数图来看，一直是大级别的震荡，虽然历史新高，但是迅速打回，并在日线持续走弱。那么，注意周线左侧的头部颈线如果跌破，会到震荡区间的下沿（大红圈）。周线级别可以等小圈观察反弹强度入手做多。因为，这么久的震荡如果能向上突破，空间极大极大的。😂
natestark@natestark19
@Hoyooyoo 秋神帮忙看下立讯精密吧，用gemini 威科夫分析，都显示可以入了。结果还是这样半死不活
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Len Lee retweetledi
Deepseek 的创新在哪里？会是大模型界的拼多多么？周末邀请了 OpenAI 的前研究员 Jenny 还有她的搭档 Leonis 的创始人 Jay “对谈”了一期。Jenny 先提了一个暴论：做大模型是赚不到钱的，任何行业只要有人愿意免费有人愿意开源，你就赚不到钱；另外关于 Deepseek 的两个观点：
1. 这是站在巨人的肩膀上做的 Post-Training 上的创新，揭示了直接强化学习的潜力，以及训练过程中自反思和探索行为的涌现；
2. 只有在资源紧缺的情况下人才会创新！OpenAI 在出 ChatGPT 之前没钱没资源，大家晚上加班到两点，才领先于 Google 闯出了 LLM 这条路，但现在的 OpenAI 有点当年 Google 的感觉了。。😇
但从投资人的视角来看，未来还会有这种新的范式涌现出来，这就是现在AI 行业最有趣的地方，永远都有可能性和新机会，我们要为这种市场做好准备！未来无限可能✨
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Len Lee retweetledi
Len Lee retweetledi
Len Lee retweetledi
Len Lee retweetledi
Len Lee retweetledi
Len Lee retweetledi
Thank you, President Macron and Mrs. Macron, for the warm welcome in Paris.
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Len Lee retweetledi
Len Lee retweetledi
Len Lee retweetledi
一位热心读者帮我最新的这篇「构建外脑」画了张超级有条理的思维导图，从定义回顾，到 LLM 能做什么还有作者的方法三个方面总结了！感觉比我自己的章节还要清晰，在这里分享给大家👻
indigo@indigox
前几天预告过的新长文《构建外脑 / 智变时代的个人知识管理》正式发布！本文探讨了在 GenAI 变革之下，如何用新工具来帮助扩展大脑的记忆与思考边界，总结了这一年来积累的知识工作流的新方法，帮助大家激发潜能、构建外脑 🧠 ExoBrain indigox.me/build-exobrain/
Vancouver, British Columbia 🇨🇦 中文
Len Lee retweetledi
Len Lee retweetledi
Alphabet recorded a double beat for its third quarter.
Revenue was $64.1 billion versus expectations of $63 billion. Adjusted earnings per share were $1.55, while analysts were expecting $1.44 per share.
$GOOG $GOOGL
finance.yahoo.com/news/alphabet-… by @DanielHowley
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Len Lee retweetledi
Microsoft announced its quarterly earnings on Tuesday, beating analysts' expectations on both revenue and earnings per share.
The tech giant reported revenue of $56.5 billion in the quarter, above consensus estimates of $54.5 billion. Earnings came in at $2.99 compared to an anticipated $2.66 per share. $MSFT
finance.yahoo.com/news/microsoft… by @DanielHowley
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Len Lee retweetledi
Apple forced to ditch iPhone lightning charger bbc.in/465OTuS
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Deflation will also intensify
Cathie Wood@CathieDWood
China is exporting deflation in a more profound way than I believe many economists and strategists appreciate. All else equal, the 15% depreciation in the yuan relative to the dollar in the last year should have increased its PPI inflation rate by 15%. Instead it has dropped 4%.
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Len Lee retweetledi
The surprising effect of a surprise box full of wind up rubber band powered butterflies
[read more: buff.ly/4421VIi]
twitter.com/Solocuriosos_1…
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