不莱沃

不与傻子辩驳，你杠就是你对，你全家都对

[不莱沃 @BravezhangUs]

SK海力士一个季度营业利润率80%，卖内存条卖出了印钞机的毛利。韩国大盘涨到交易所拉闸给程序买单降温，散户在里头一路往外卖，外资闷头接。全世界散户一个德行，跌了死扛，涨点就跑。
https://t.co/mEfIqzCM2I

[不莱沃 @BravezhangUs]

彼得·蒂尔说，AI 把活儿干了，人就能多花时间陪家人、经营人际关系。中年人早享上这福了。裁员通知一到天天在家陪老婆，陪到她都想把你也优化了。
https://t.co/xZJ5pcBeKP

[不莱沃 @BravezhangUs]

马斯克骂了索罗斯好几年，说他拿钱买美国大��。结果自己两年砸进去7.59亿美元，比索罗斯一辈子花的还多。合着他反对的从来不是买选票，是买家不是他。
https://t.co/ANZgeYZ7al

[不莱沃 @BravezhangUs]

@laowangbj110 4500 只涨就你白酒跌，这不叫砸场子，是消费降级在 K 线上签了字。年轻人不喝，老板不敢请，酒还能涨就怪了。

[不莱沃 @BravezhangUs]

三年半环球航行，开到柬埔寨油钱没了。这哪是邮轮，这是中年人生缩影：计划宏大，半道被现金流教做人。

[Polymarket @Polymarket]

BREAKING: Luxury cruise ship carrying 200 passengers halts its 3.5-year world voyage in Cambodia amid soaring fuel costs.

[不莱沃 @BravezhangUs]

美国从2024年底到现在多出来七十多万个工作，男的不光没分到，还倒找了六千个，大头全在医疗护理。中年老爷们儿别跟AI较劲了，赶紧考个护工证。以后病房里给你翻身的，八成是你前领导。
https://t.co/lN5vNumr0Z

[不莱沃 @BravezhangUs]

波音手里攥着7450亿美元的订单，结果卡在翅膀上，737今年交不够数。CEO说大家都想快，我们要做对。合着前些年都是图快做错的呗。造飞机的让翅膀难住了，跟厨子让锅难住一个意思。
https://t.co/0XfzZjthLa

[不莱沃 @BravezhangUs]

Ives老师从2023年说到现在，一直是刚开始。他嘴里的AI牛市永远在第一局，跟楼下健身房说再办一年卡就瘦下来了一个路数。

[unusual_whales @unusual_whales]

BREAKING: Dan Ives, @DivesTech, says that we are only 15% into the AI boom.

This was on the Unusual Bets podcast.

Wow - listen more: https://t.co/b6V9Uu5jKv

[不莱沃 @BravezhangUs]

奥特曼这招叫两头下注：英伟达的卡抢不着，就去谷歌那儿扫货。说白了，模型谁家都能做，能卡住脖子的还是芯片。

[*Walter Bloomberg @DeItaone]

OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS

OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter.

Financial terms and the size of the potential deal were not disclosed. Reuters has not independently verified the report.

[不莱沃 @BravezhangUs]

@ThanksuTrump 只能回家打孩子了🤣

[不莱沃 @BravezhangUs]

两年前谁买消费股谁是傻逼。这个月标普去掉AI股，反倒跑赢大盘6个点，AI行情以来最狠的一个月。风水轮流转，炒芯片的亏麻了，回头一看，最抗跌的是薯片和可乐。

[不莱沃 @BravezhangUs]

EA裁了400人，把BioWare也关了，管理层的口号叫"do less, better"。员工翻译得最准：人少了，活儿一样多。再塞给你个AI让你好好带，带出师那天，你就可以do nothing了。

[不莱沃 @BravezhangUs]

一边借400亿买卡，一边预言同行死光，老马最熟的打法：先把水搅浑，再说就自己会游泳。

[International Cyber Digest @IntCyberDigest]

❗️ Elon Musk says SpaceX, now home to xAI, has closed $40 billion in debt to buy GPUs for AI.

He says lenders have all but shut out firms that earn little beyond AI data centres, but SpaceX has Starlink.

He predicts "guppy-level death and consolidation" for the 200+ neoclouds.

[不莱沃 @BravezhangUs]

@zerohedge 卖芯片还得替客户担保贷款，跟4S店给你��零首付一个路数：车先开走，雷以后再说。

[不莱沃 @BravezhangUs]

AMD掏10亿买Meta的股票，Meta回头拿钱买AMD的芯片。这不叫投资，叫左口袋倒右口袋，顺手还开了张发票。

[unusual_whales @unusual_whales]

AMD, $AMD, is expanding its partnership with Meta, $META, to power Meta’s “superintelligence” infrastructure.

As part of the deal, AMD will invest $1 billion in Meta’s stock offering.

It’s the first big name to buy into Meta’s plan to raise up to $95 billion through stock sales to fund its AI buildout, per The Wall Street Journal.

[不莱沃 @BravezhangUs]

@KobeissiLetter 美国散户终于活成了A股股民的样子，就差一句"满仓过节"了。

[不莱沃 @BravezhangUs]

美国人喝酒创新低，别急着夸健康。中年人不喝不是戒了，是喝不起，喝完第二天还得上班扛事儿。年轻人更狠，压根不社交了。酒桌没了，孤独倒是管够。

[unusual_whales @unusual_whales]

Americans are drinking less than at any point since Gallup started tracking it in 1939.

Just 54% of U.S. adults say they drink alcohol, an all time low.

That’s down from 62% in 2023.

[不莱沃 @BravezhangUs]

特斯拉现在涨不靠卖车，靠“可能被 SpaceX 合���”。车卖得怎么样没人问，都在赌老马左手倒右手。这是概念股的最高境界。

[zerohedge @zerohedge]

Premarket movers

Tesla is leading gains among Mag 7 stocks as the electric-car maker is on track to outperform the cohort for a second consecutive session: Tesla (TSLA) +1.1%, Nvidia (NVDA) +0.6%, Alphabet (GOOGL) +0.4%, Amazon (AMZN) +0.3%, Apple (AAPL) -0.3%, Meta Platforms (META) -0.4%, Microsoft (MSFT) -0.6%

Amkor Technology (AMKR) gains 3.7% after the semiconductor manufacturing company’s results were seen as positive on several metrics, including gross margins.

Broadcom Inc. (AVGO) rises 2.4% after D.A. Davidson upgraded the chipmaker to buy from neutral, seeing potential upside related to Anthropic.

Cadence Design Systems (CDNS) is up 2.1% after the maker of electronic design automation software raised its full-year forecast and reported third-quarter results that beat expectations.

Hilton Worldwide (HLT) falls 4.8% after the hotel operator gave a forecast for adjusted earnings per share for the fourth quarter that fell short of the average analyst estimate.

JetBlue (JBLU) rallies 7.2% after the carrier reiterated its expectation to deliver at least $1 in earnings per share and positive free cash flow in 2028. The shares closed Monday at a record low as the airline grapples with cash burn and elevated oil prices.

MidCap Financial Investment (MFIC) jumps 20% after Ares Capital agreed to acquire it in a stock-and-cash deal with total enterprise value of ~$2.6b, paying $10.88 per fully diluted MFIC share. Ares Capital (ARCC) falls 1.9%.

Moderna (MRNA) falls 3.2% after William Blair downgraded the drugmaker to market perform from outperform, citing valuation concerns, following a run-up in the stock.

UPS (UPS) gains 2% after the courier raised its financial guidance for the year, suggesting it expects to benefit from high prices and resilient demand through the holiday season.

Whirlpool Corp. (WHR) slides 7.9% after the appliance maker cut its revenue forecast for the full year to below Wall Street’s consensus.

[不莱沃 @BravezhangUs]

一个航空公司 CEO 喊征富人税，听着挺仗义。先把行李费、选座费、改签费免了再说？劝别人掐钱的时候，人人都是活雷锋。

[unusual_whales @unusual_whales]

United Airlines CEO Scott Kirby says the US should have a national wealth tax, & inheritance taxes approaching 100% for the wealthiest.

Kirby said wealth inequality has become a danger to society, and that a wealth tax needs to be national because the rich would simply move to avoid state-level ones.

[不莱沃 @BravezhangUs]

微软一边砸钱建数据中心，一边让 6 万人“自愿”走人。“自愿”俩字我听了二十年，翻译过来就是：您是自己体面，还是我们帮您体面。数据中心的人还不在名单里，明白了吧，机器比人金贵。

[Wall Street Mav @WallStreetMav]

If Microsoft is offering buyouts and early retirement to 60,000 employees, then I guess they won't need any H-1B visas this year or next year?

@StephenM can you let us know if Microsoft is cancelling all of their H-1B visa applications?