Ele

[Ele @Ele67254778]

@BSadraei Sounds interesting.what stock have you invested?

[Ele @Ele67254778]

今天在看bbu三支股，順達、新勝力、AES-KY

[Ele @Ele67254778]

@BSadraei Yes, it has been acquired by $LLY. But in the market there are some company doing similar products like ATAI, such as $DFTX. As AI ability growing so fast, I believe human health area is the most valuable target.

[Ele @Ele67254778]

@BSadraei Yeah. Recently $ATAI is my most successful investment.

[Ele @Ele67254778]

@_trou3 @typesafeai Isn't jev's advantage over algorithmic trading that it can read unstructured data, such as real-time legislation and news?

[Ele @Ele67254778]

@oragnes If you only read price information, machine learning seems more suitable. The advantage of Jev is its ability to read large amounts of unstructured data, such as bills, news, and so on.

[Ele @Ele67254778]

@Shire_Enjoyer Most of the time I need a picture is when school or another group asks me for one (it’s totally unnecessary, by the way). However, I believe taking pictures with your family and friends will trigger your memories in the future.

[Ele @Ele67254778]

@VanceE @SolBrah I mean one is real and another is only ai pic

[Ele @Ele67254778]

@enraje Damn purely respect.

[Ele @Ele67254778]

@Stefan_3D_AI Wow the scorpion is really cool, can’t imagine it’s generated by AI.

[Ele @Ele67254778]

@kingfxyo The scarcity of resources in the game comes from official decisions, and even if they use blockchain technology, they can still issue them infinitely like meme coins.

[Ele @Ele67254778]

@kingfxyo I just wonder why you think blockchain or crypto will make the game more fun.

[Ele @Ele67254778]

@AlanShao111 想看一期薄肌跟練

[Ravi Ojha @raviojhax]

I'm in a weird phase of life rn

Nothing excites me anymore - personal life, relationship, work, ps5, cricket, movies/shows, ai, portfolio, books, fancy gadgets, sleep, dreams, birthdays etc - nothing

I don't think this is some kinda crisis tho (given I'm approaching mid 30s)

I do find joy in playing with my 18mo toddler for a while, or watching random videos that are unrelated to things I've so far studied, like how a baby is formed in the womb, that first heartbeat and that we're buttfirst mammals lol

I've taken two weeks off from work to wind down thinking this is a burnout, but now I'm starting to feel this is beyond burnout, although I don't know how to describe it succintly

So now I'm traveling a bit, maybe that'll help. Flying to BLR next week, maybe meeting some old friends there will help - lets see

[Ele @Ele67254778]

@SuisPasDaVinci 比起平台更可能是你的個人演算法更偏向科技吧，當然不排除每個平台資訊繭房程度不同

[杀破狼 WolfyXBT @wolfyxbt]

我在研究 @Binance 的官方 API 文档的时候发现

通过币安的 “公共 API（无需 Key 即可访问）” 可以获得很多免费且实用的交易数据，这些数据有些并不会在币安的 App 或网页中展示；有些则是会展示但不易于进行数据对比。

“公共 API” 其实是个只要你手机有联网就可以立即访问的通道，你甚至不需要登入任何的账号或申请任何 API Key，所以这些公共 API 中的数据其实本质是每个人都能免费查看的数据。

但是我发现很多人并不知道这件事情，或者说是知道了也觉得很麻烦，因为需要特意写代码去拉取这些数据，然后 “原始未经过美化的数据” 也不易于阅读查看。

所以，我的 JJBoard 就此隆重登场，JJBoard 是个纯前端无服务器的网页小工具，打开 JJBoard 就相当于用你的设备直连币安的公共 API 获取数据，JJBoard 会帮你把获取的数据进行过滤和美化展示，你也可以自定义展示列和数据的排列方式。

除此之外，我以前制作 “图表” 的时候也累积了非常多的数据可视化的心得和技巧，我也希望尽可能地把这些心得和技巧融入 JJBoard，尽可能让数据看起来更易于阅读和对比。

• JJBoard 网站：https://t.co/2ygunPJXmR
• JJBoard 的 Github：https://t.co/YMfhwoGeHf

我打算用 JJBoard 参加 @BNBCHAINZH 举办的 #VibingOnBNB 大赛，也希望大家多多支持。

[Kay Capital @keyahayek]

听了最近一期硅谷 101 关于美国电力的分享，才知道最近 BE 今年涨了五倍，是因为它几乎是唯一的选择：

美国 AIDC 现在都在搞「园区自建电站」：
- 核电稳定，但建设周期是 5 年以上
- 新增电力供应和电力上网是两回事，上网电的乐观排期是3–5 年
- AI 上线周期又是按季度算

所以最现实也几乎是唯一的方案：AIDC 旁边自己发电。

- - -

现在支持这个规模的在地发电只有两条路径：天然气燃气轮机和固体氧化物燃料电池 SOFC。

燃气轮机的原理类似于飞机发动机，因为之前的需求没有这么强，美国本土能交付的产能只有几十台的数量级（每一台几十 MW、100MW 级）。

据说马斯克的 xAI 扫完了美国几乎所有的燃气轮机库存，加速了这个趋势。

代表公司是 GE Vernova / Siemens Energy / Mitsubishi Power / Doosan Enerbility。

但是燃机转速掉、调停会有瞬断风险，SOFC 电池是连续稳态电，虽然建设成本更高，但是电效率也更高，也支持氢气掺混，目前的玩家只有美国的 BE 和韩国的 Doosan Fuel Cell。

BE 目前在 2028 年以前不会接新订单了。

- - -

产能爬坡：

燃机轮机原理 = 半个航空发动机 + 半个发电厂：
- 涡轮叶片是单晶超合金，涉及航空级精密加工
- 大型锻件与高端合金加工全球只有几家，主要在中国，但是被 Section 232 设置了配额和加征关税
- 人才链条断档（多年需求低迷）

这都不是加产线能解决的问题。

- - -

搞清楚的太晚了，但凡和一个美国 AIDC 建设从业者聊聊，应该抓住主线还是不难的，不会被核电的伪经忽悠。

[Ele @Ele67254778]

@Osbacui https://t.co/wKVREz3VU6

[Ele @Ele67254778]

@Osbacui https://t.co/IQLqhkPbm0

[Ele @Ele67254778]

@Osbacui 不過如果是最近的電腦，基本上應該都是M系列晶片了

[Ele @Ele67254778]

@Osbacui 可以先看一下你的電腦是用什麼芯片，再來選擇安裝方法