Flyingcabbage

Analytic / Optimization / Finance / @BlockchainatCU | All opinions are my own and not financial advice.

[Flyingcabbage @FlyingCabbageB]

@TJ_Research talk是否担心 市场对待 adbe 为类似dis这样的公司 ：估值便宜 值得价值投资持有，但是时间的机会成本极高

[Flyingcabbage @FlyingCabbageB]

I just went 82-0, think you can go 82-0? https://t.co/pHbMRjel20 #NBA #82and0

[Flyingcabbage @FlyingCabbageB]

@TJ_Research 快能进行纳指参与度的超卖买反弹了么

[Flyingcabbage @FlyingCabbageB]

@TJ_Research https://t.co/adMRJrYQmU 做了一个 市场广度的tracker ，请talk指导一下

[Flyingcabbage @FlyingCabbageB]

@darrencao2024 用了适当的 1.25x ish 的杠杆买入msft这类股票 不是很慌

[Flyingcabbage @FlyingCabbageB]

buying point here

[Flyingcabbage @FlyingCabbageB]

@CarsonTalkMoney U were very happy bout celh last few weeks 😂

[Flyingcabbage @FlyingCabbageB]

@LZRationalnvest wise办国区办不下来，办美区之后转rmb一定要证明我外国人 有在中国的工卡

[Flyingcabbage @FlyingCabbageB]

lets goo #Knicks #nba

[Flyingcabbage @FlyingCabbageB]

@LZRationalnvest @hrnhelloworld 谢谢🙏 已经关注，想问一下嘉信国际未来会也有管控风险吗

[Flyingcabbage @FlyingCabbageB]

@hrnhelloworld @LZRationalnvest 请问是拿国内地址开的 吗

[Flyingcabbage @FlyingCabbageB]

@BCeasoul16174 @LZRationalnvest 是拿中国地址开的吗？

[Flyingcabbage @FlyingCabbageB]

brk又买了10B 谷歌 around 350$ 内部价 crazy，long goog

[Flyingcabbage @FlyingCabbageB]

@BitpushNewsCN 巴菲特350$卖出去挺好的了 不算太折价

[Flyingcabbage @FlyingCabbageB]

@TJ_Research claude做项目架构什么的真的好用，调研和精确度有点难说，感觉得去自己搭建或者api去获取准确数据再喂给claude 。但是让他解析一下company model业务啥的还可以

[Flyingcabbage @FlyingCabbageB]

@TJ_Research 请教一下talk为什么pdd可以这么便宜， 我理解是目前转型，中美政策和远期eps下跌预计 让她估值压缩这么大？

[Flyingcabbage @FlyingCabbageB]

@CarsonTalkMoney 💪💪💪

[Flyingcabbage @FlyingCabbageB]

@CarsonTalkMoney i just think 150k is not that much in your entire life ,this age you have potentinal to create much more values by taking some time away from the market observing