Antonie

很多人在评论这场战争时简单地把它与伊拉克战争、阿富汗战争等过去美国在中东打的战争相提并论，从而得出“美国掉进了泥坑”这类结论。 他们的错误在于完全无视了以色列在这场战争中的存在！ 在中东这块地方，美国过去的那些盟友跟以色列根本就不是一个级别的！ 我花了过去三十年的时间上网，就为了告诉中国人一件事情：不要小看以色列！小看以色列要吃大亏！ 没多大用！

Today’s EDINET disclosure by Citigroup Global Markets Limited for $MTPLF once again makes clear to me why I feel such a deep, deep disrespect for institutional short sellers. Here’s what I believe has happened: On Sept 9, Citigroup Global Markets Limited was still short about 20.8M shares. By Sept 22, in the EDINET they suddenly “hold” 52.85M shares, of which about 32.33M are clearly borrowed from affiliates and institutions. That leaves roughly 20.5M not flagged as borrowed. It looks like they neutralized the short mostly through internal borrowed stock to report 0% at the TSE, which then probably allowed them to buy IO shares without legal issues. In the end, Citigroup is not a real winner. It just seems like book cleaning, not actually eliminating the losses but presenting them in a way that appears regulatory compliant and does not show up in the reporting. The losses are probably still there, only hidden, distributed, or stretched out over time within the corporate structure. I have seen some accounts trying to spread the rumor that Citigroup is now borrowing new shares to continue shorting MetaPlanet. Based on what I wrote above, this looks highly unlikely to me and simply fits the narrative of those who try to benefit from such rumors. Do your own research and don’t fall for rumors made up without thinking through all the possibilities behind disclosures like this.

JUST IN: 40-year-old American climber Alex Honnold has successfully completed his climb up the Taipei 101 building in Taipei, Taiwan. He reached the top of the tower in 1:31:35. The building is 1,667 feet tall making it the 11th-tallest building in the world. Wild.

我为什么去年买了Palantir？很简单，因为这家公司公开明确地支持以色列！公司的联合创始人Alex Karp去年一月在全球高涨的反犹浪潮中率董事会来以色列，公开表达他对以色列反恐战争的支持。因为公司的立场，很多员工辞职表示抗议，Karp丝毫不为所动，反而多次公开声明：“要用一切可能的手段支持以色列！” 凡是过去一年老板公开明确地支持以色列的公司，都值得你投资！而我这么说并不是因为我支持以色列。 你想想看，什么公司敢公开得罪全球二十几亿穆斯林？老板不想赚钱了吗？事实是，敢公开支持以色列的公司都是实力雄厚、产品难以替代、不怕遭受任何抵制的公司。这种公司的前景不言自明。我去年买特斯拉和英伟达也是出于同一个原因。这两家公司最近都在跌，但我买的价钱低，到现在仍然是赚的。 Palantir不仅支持以色列，而且也公开支持乌克兰。而且这种支持并非我们这种口头支持。Palantir的卫星地图AI分析系统在这两场战争中都起到了决定性的作用。以色列以前分析一个打击目标要几个礼拜，现在只需要十几分钟。这两场战争中伊朗和俄罗斯遭受的那些让人眼花缭乱的精准打击，Palantir功不可没。 Palantir本质上是就是AI时代的微软，在AI操作系统方面目前没有像样的竞争对手。现在买Palantir就是买早期的微软。这支股票我会长期持有，而且会在回调时加仓。 【本文只说明我的策略，不是投资建议。股市有风险，投资要谨慎。】