Jack Song

[川沐｜Trumoo🐮 @xiaomustock]

最近亏的也不想说话了，
早晨看完梁文锋的这个总结觉得有意思的点划了一下。做个记录。

[Jack Song @JackS78846]

@ShanghaoJin @hotbabyrebao 结束了有什么标志性的判断依据吗

[Jack Song @JackS78846]

@ShanghaoJin @hotbabyrebao 还要1-2周是什么逻辑，能细说一下吗

[逍遥XTony @xtony1314]

我这几天涨了一万粉丝，私信里起码二十多条这种存储，半导体被套，爆仓的私信，

托尼老师需要告诉大家的是，

我是个纯K线图表派，不懂 任何存储，半导体，AI，
如果需要我懂，我可以去问AI，每天也可以给大家吹的头头是道，以我的口才，起码也是top3的价值派。

你看到的那些AI产业基本面分析，都是这么来的，本质就是你抄我的观点，我抄你的观点，最后被AI当语料收集起来，再喂给你，属于基本面的人体蜈蚣了。

你觉得谁分析的牛逼？呵呵，其实他也是问的AI，你不如自己问AI，吃屎也要吃一手的吧。

非要问我的话，我个人认为 存储，半导体这次周期，结束了，短期或有反弹，但还远没有到底，还要跌很多，
美股不好说，A股未来一年创业板要跌到2500以下。

个人观点随便看看，

做交易，投资，不要相信任何人，也包括我，我也是傻逼。
你觉得谁牛逼，请学习他的理念，做你自己的交易。

交易很难，唯有自渡；我不是你的神，你才是你自己的神。😀😀😀

[Yun-Ta Tsai @yunta_tsai]

Many people think any given ML project is 99% training.

In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training.

The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data.

Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.

[Jack Song @JackS78846]

@goodalexander @1O0001001101111 you need to turn on the feature. Just tell codex to do this.

[Jack Song @JackS78846]

@aleabitoreddit Can you elaborate a bit of how your daily workflow and DD workflow look like?

It's So incredible to digest So much info and make the best alpha invest decision.

[Jack Song @JackS78846]

@WallStreet0Name 请问您是如何设计出来这个提示词的，确实很强大，考虑太全面了。

[Jack Song @JackS78846]

@tanveetgill @ZeeContrarian1 Got it. Thanks for sharing bro.

[Jack Song @JackS78846]

@tanveetgill @ZeeContrarian1 where do you use 5.5 pro for agentic coding? seems codex don't have 5.5 pro, only available on chatgpt.

[Jack Song @JackS78846]

@SemiAnalysis_ Dec 9, 2024? https://t.co/YG5ei0zWEW

[Jack Song @JackS78846]

@SemiAnalysis_ Link?

[Tibo @thsottiaux]

You can now keep codex going for days.

With GPT-5.5 it will build an entire OS kernel for you if you ask, or find critical bugs in a codebase, or optimize your database schemas, or… the options are endless.

[Jack Song @JackS78846]

@AliceBCeiona 哪个票

[Jack Song @JackS78846]

@KSimback @ChrisZazula doesn't it just increase a lot? still cheap?

[Jack Song @JackS78846]

@SuhailKakar Lmao. For real?

[Jack Song @JackS78846]

@LocallyAIApp Cool

[Jack Song @JackS78846]

@pepemoonboy what's the different between computer and cowork? can you list your top 3 usecases of computer?

[Jack Song @JackS78846]

@tualatrix Kimi使用体验如何

[Jack Song @JackS78846]

@thsottiaux Brilliant move while Claude is struggling against terrible under performance.