49度投资

[Stock Talk @stocktalkweekly]

Purely technical traders always sell too early, because they have no conviction. They don't know what they own. Stock goes up +10-20% & they sell. Stock winds up +100-200% higher months later. The best stock-pickers are contextual: technicals, fundamentals & thematics in unison.

[Marcia Cruz-Correa, MD, PhD @mcruzcorrea]

Honored to have participated in the Revolution RAS-302 clinical trial that demonstrated 60% overall survival for patients who received the KRAS on inhibitor #Daraxonrasib compared to chemotherapy.

Our team @panoncology participated in this practice changing clinical trial in 🇵🇷 Puerto Rico. We are grateful to @RevMedicines and their leaders, scientists Dr Jan Smith, Dr. Wang, Dr. Salman, and oncologists Miguel Colon Donate, Karina Arocho, Luis Velazquez, Rafael Perez Casellas, Santa Merle, Radiologist Dr. Rafael Vicens and All PanOncology team members. Thank you to our partners Doctor’s Center Hospital Orlando Health and IGM Oncologic Hospital in 🇵🇷

We are privileged to have the trust of our patients, their, families and our colleagues who work together and support clinical trials to advance the science and cure cancer #RAS302 #ClinicalTrials #ASCO26 #PancreasCancer

[Massimo @Rainmaker1973]

Life's better when someone's waiting for you like this

[Lilith @liiliith0]

Mutluluk, başınıza gelenlerin bir sonucu değil, başınıza gelenleri nasıl yorumladığınızın ve onlara nasıl tepki verdiğinizin bir sonucudur.

[Wu Tang is for the Children @WUTangKids]

Apparently Harvard is great for their kids but it’s too woke for your kids

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The longer you stay on the wrong train, the more expensive it is to get home.”

[Trade Whisperer @TradexWhisperer]

Monthly Semiconductor Sales Data from AIS.

February just hit $100 billion in a single month.

Annualized, that is $1.2 Trillion.

The $1 Trillion milestone was penciled in for 2030.

🤯 AI doesn't give a fuck about some retard's put positions, war & oil. It waits for nothing.

[Tom⚡️ @TitaniumTomP]

Just got off the phone with Fidelity. To participate in the $SPCX IPO, you must fill out an indication of interest form (not available yet) and have $500k+ in assets with Fidelity in brokerage accounts to be eligible. You do not need $500k+ in a personal trading account, just $500k+ across all your brokerage accounts. When you fill out the form with your requested purchase amount, those funds must be liquid and not tied up in other stocks.

Hope this helps and good luck all!

[49度投资 @49thparallel]

@SVScholar 居士你好，最近拜读了大作，受益良多。有个问题想请教，��前半导体大多是是MAG 7 capex 支撑起来的，你不担心Capex 会放缓吗

[Matt Smith @nerdalert]

I didn’t post about this before the S-1 was filed because I didn’t want to be a Negative Nancy, and I hoped my intuition was wrong.

But now that we’re getting details this is actually exactly what I expected. No tangible benefit for retail, zero benefit for LT $TSLA holders.

[49度投资 @49thparallel]

$IREN is such a piece of sh*t.

[The Few Bets That Matter @WealthyReadings]

$IREN dillutes by the billions to acquire marketing teams.

Why buy GPUs when you can do publicity?

[FEAR GOD @FEARGODMINDSET]

until death, all defeat is psychological

[Atlas Press @realAtlasPress]

Do. not. stop.

Thoreau

[Curry_TW @KotlinerBTC]

[$MSFT 立體隱含波動率曲面動畫]
再一次嘗試進行立體隱含波動率曲面的動畫製作。上一次大家的評價是畫面漂亮但看不懂......
這一次，我將形成過程拆解，一開始可以看到Put/Call I.V. curve，左側紅線代表價外Put，右側綠線代表價外Call，每一個到期日的期權都有自己的一條I.V.曲線 (縱軸是I.V.，橫軸是行權價)。
所謂的波動率曲面就是將每一個到期日的I.V. 曲線連成一個面。
右側的靜態圖表，是我每日分析有時會貼出來的，這就是$MSFT 在05/15到期期權的I.V.曲線。
我想把這樣的動畫做成一個對大家有幫助的東西，歡迎大家提供意見。

[49度投资 @49thparallel]

@yiran2037840 @nmctxdy 可能的原因是因为目前对于其中的机制怎么work没有很深入的理解，只是发现这个可以work，而且参数增加就能更好的performance，不知道是否会存在一个plateau，目前至少还没到。再更深一步理解底层机制之前，可能只能通过增加参数提升性能。

[49度投资 @49thparallel]

@KotlinerBTC 好文！股价持续上升到一定程度，相关系数弱化，应该是表示隐含波动率不再随着股价上升而进行相同幅度的减少， 隐含波动率进入一个平稳区域，用白话说就是股价上涨到一定程度，市场会预期大幅上涨或者向下调整（correction）的可能性越来越大，所以不会预期一直慢涨，这么理解有问题吗？

[George Mack @george__mack]

The high agency triangle

[qinbafrank @qinbafrank]

这个故事的另一个版本是：1986年微软IPO时，比尔盖茨持有约45%的股份（部分资料称上市当日一度达到48%-49%，但随后因售股稳定在约45%）。此后他长期逐步减持，持股比例逐年下降，目前个人持股已低于1%，而盖茨基金会已经完全清掉。比尔盖茨这些股份如果一直持有到现在接近1.5万亿美金，估计未来很多年都难有人望其项背。

还有一个版本是：上世纪90年代末。当时微软股价一路飙升，比尔·盖茨的财富也随之迅速��胀。巴菲特曾给盖茨提出一个非常简单的建议：不要把全部财富押在微软一家公司上。按照巴菲特的逻辑，创始人的财富应该逐步分散到不同资产类别中，以降低风险。随后几年，盖茨开始持续减持微软股票，并将资金配置到更广泛的投资领域。

当然从数学上看，这种推算并没有明显错误。但从投资逻辑来看，开头聊的其实是一种典型的“幸存者偏差”。没有任何人能够确定微软会在未来三十年里会一直保有强势地位，即使盖茨也不例外。

这个故事告诉我们，即使创始人自己也很长期一直坚定的持有自己创立公司的股份，坚定持有远比买入卖出要难的多。

致经常卖飞拿不住的���们自己，学会和解。
Be Water！

[49度投资 @49thparallel]

@KotlinerBTC 请问这个是什么软件 分析很不错

[Jaynit @jaynitx]

Elon Musk reveals the brutal math behind why a single hour of his time is worth $100 million

"Tesla this year will do over $100 billion in revenue, so that's $2 billion a week. If I make slightly better decisions I can affect the outcome by a billion dollars. The marginal value of a better decision can easily be in the course of an hour $100 million"

"You have to look at it on a percentage basis. If you look at it in absolute terms, I would never get any sleep. I'd just keep working and work my brain hotter, trying to get as much as possible out of this meat computer"