Che

Warren Buffett explains “Intrinsic Value” and “Book Value” with a familiar example:

最近Intel CEO 陈立武在 No Priors播客的采访比较火 在约45分钟的访谈中，他系统阐述了他接手英特尔后的转型思路：核心主题是用VC思维重构半导体供应链，结合企业文化变革、AI时代新需求、新材料突破和战略合作，推动英特尔的转型 他还重点提到新材料是突破摩尔定律物理极限的关键：当传统硅工艺微缩成本指数级上升时，必须回归材料科学。他重点布局氮化镓（GaN）、碳化硅（SiC）、磷化铟（InP），并投资玻璃基板和人工合成钻石晶圆，用于功率效率、热管理和先进封装 干货很多，建议看看完整版

@Emma_UD_Adams @zhao_dashuai Dunno

@ContrarianChe @zhao_dashuai Wait!!! What? Did they kill him or he died of natural causes?😧

India is what happens when you make demon worship your state religion.

@Emma_UD_Adams @zhao_dashuai Obviously human.

@zhao_dashuai Is that a monkey or a human? I can't really figure this out. Please can someone help me, what the hell is going on here.?

@LauraTrottMP This will only affect kids who don't know how to use a VPN.

This is what happens when you have a Government which is all over the place, they finally agree with us to ban social media for under 16s, but then they announce an experimental medical trial on 11 year olds. The Conservatives will always fight to protect childhood. And children of 11 cannot consent to irreversible medical procedures.

Google CEO, Sundar Pichai: "If you don't learn to how to orchestrate agents now, you'll spend 2027 catching up to people who started today" In 30 minutes he explains why the best engineers stopped writing code and started building agents. Most people think building an agent requires an engineering degree. It doesn't. It requires one guide and one afternoon. Watch the interview, then save the exact setup below 👇

Dear friends, the verdict has been handed down. I have been found guilty, but thanks to you and your support, I have avoided a prison sentence, and I can’t thank you enough for that. I’ll tell you what I think about it and what I plan to do.

New Mauboussin paper morganstanley.com/content/dam/im…

@Saffron_Sniper1 Ukraine should not complain about war crimes.

A wounded Russian soldier asked a Ukrainian FPV drone operator to let him smoke one last cigarette 💔 The Ukrainian drone operator respectfully allowed it. When he finished, the operator carried out the attack.

Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free. Bookmark & watch this today before someone takes it down and read this article below

@TomTugendhat Trump is a great politician because in the early years he learnt very quickly from his mistakes. This post is a mistake.

After looking at comments I accept there is a third category: the cretinously gullible.

Peter Lynch wrote down this list Ways to Improve Investment Performance h/t: @gnoble79

@Lingling_Wei Purge the entire FA. Make 100m X 100m free fields mandatory per km2 in cities.

If you could give Xi Jinping one piece of advice to fix Chinese soccer, what would it be? wsj.com/world/china/ch…

@LauraTrottMP You are posting about this because you are not involved in the scam. But a lot of your colleagues are. Councils spending over a billion on taxi contracts are going viral now. I have heard Councillors talk about this. But pointing out the obvious will get you called a racist.

The only reason these profits exist is that too few companies want to provide these services & there are too few state providers. That's what's driving up costs - demand is outstripping a short supply. A profit cap does nothing to fix that. It makes it worse.

This is the type of thing that sounds good on paper, and nobody likes the supernormal profits made in children's social care at the moment but a profit cap would make things worse. Here's why 🧵

@LauraTrottMP Just shut the whole thing down rather than play around the edges. A country where tens of thousands die on NHS waiting list, where maternal deaths rate have shot up back to 1980s level, cannot afford the £330k per year per child for SEND. The whole thing is a scam.

🚨🇮🇷 BREAKING — World Cup “Disaster” Mohammad Mohebi and Mehri Taremi Say: “Not to Make Excuses but This Is Not a Fair Competition.” Iranian Players argued they should arrive 2 days before matches instead of traveling, training, and playing while exhausted by 5 hours in Immigration Controls and Transit.

🚨🇬🇧 Meanwhile in the UK Buckinghamshire Council have spent over £819Million on funding Taxis over the last 5 years. This is the UK Equivalent to the Minnesota Somali Daycare Scam. Guess who owns all the Taxis…..

INSTEAD OF WATCHING A 2-HOUR MOVIE. Watch this Anthropic Claude for Finance lecture. It’s probably the best free hour in quant AI right now. Bookmark it and watch it today, no matter what.

Here's probably the best Claude Cowork tutorial under 25 minutes. It is by Tina Huang ( ex-Meta data scientist).

@TomTugendhat @O2 @EE Didn't you support pulling Huawei out?

I’m in Dulwich. One of the more expensive areas of London, supposedly a global city, and I’m getting worse mobile phone reception that I did in Kabul a decade ago. I pay for two contracts: @O2 and @EE and neither is reliable so I can’t work. Mobile phones are useless in vast areas of Britain and have got worse. You can never work on a train, unlike in France. But we’re spending £4.5 billion in bike lanes and crossings. This government is prioritising virtue signalling vanity projects when we need infrastructure urgently.