Louis_lun

[Louis_lun @Louis_lun07]

@formnoshape 经常关注老师的大模型结构，结合自己的交易系统非常受益！

[相 @formnoshape]

【转发抽奖40位×30USDT】6万多的比特币爱理不理，现在7万多的比特币高攀不起了？详见引用贴，提示很清楚，知行合一！
拿出本人利润一部分，抽奖40位，每人30usdt，真实有效！
条件：转发本帖+点赞+留言。个人会精选，兼顾老粉和新粉。
群里继续发红包，近3周已发近3000U！
感谢大家，机会还有很多，继续冲！

[Louis_lun @Louis_lun07]

@cfsq143 到哥🐮

[共振交易系统～必到哥 @cfsq143]

🔥 各位美股交易者，睁大眼睛看看必到哥的美股策略！

火箭108→122.3，精准命中！

火箭107→135，精准命中！

闪迪：1050→1384，精准命中！

闪迪1444明牌压力位，提前逃顶！

💡 连续精准，全网还有谁？

🎁 搞波抽奖！100U红包，随机抽10人！

✅ 关注+评论+转发

✅ 预留BG UID

📅 下周一开奖！

评论区扣1，让我看看多少人想拿红包🫵

#抽奖 #红包 #美股交易员 #SPCX #SNDK

[Louis_lun @Louis_lun07]

@web4miko 抽我抽我

[Miko.AI @web4miko]

超级疯狂星期四。今天超级开心，喜欢作秀的大太监 Nikita 终于滚蛋了。3 个月前的子弹，终于打中了他的眉心。必须放首《好日子》。
特此搞个品类丰富一点的活动，除以下周边，再加 500 美金（10x50位），留言即可。清单如下：
5 个 币安 盲盒(仓库随机发)
5 个 OKX 盲盒(仓库随机发)
5 个 Bitget 盲盒(仓库随机发)
5 个 Gate vip出行礼包套装
5 个 HTX 周边盲盒(仓库随机发)
5 套 Backpack 周边套装
5 个 Kraken 海妖周边
5 套 Stockcoin 周边套装
500 美金（每人 10U x 50 位）
非常感谢 @binancezh ，@okxchinese ， @Bitget_zh ， @Gate_zh ， @HuobiGlobal ， @krakenfx_ZH ， @Backpack_CN ， @stockcoinai 的赞助支持。

8月8日22点后，Gork开。图片仅供参考，以实物为准。

[Louis_lun @Louis_lun07]

@thewindisfree 亘古不变

[Louis_lun @Louis_lun07]

@Borg_Cryptos Spain 🇪🇸 3：2🇦🇷 Argentina

[Louis_lun @Louis_lun07]

@mXXyKSdTD4nHKjS @tnglxn4 @5xyxh 弯弯破防哥 😅

[Louis_lun @Louis_lun07]

@thewindisfree 不得热死🥵

[Louis_lun @Louis_lun07]

@wolfyxbt 🤔

[Louis_lun @Louis_lun07]

@AirdropAlchemis 倒贴

[Louis_lun @Louis_lun07]

@xtony1314 想要音频 Tony老师

[Louis_lun @Louis_lun07]

@wuwieben @xtony1314 U yyds

[Louis_lun @Louis_lun07]

@roger73005305 你太激进了

[Serenity @aleabitoreddit]

Just some public market read through from Chinese private VC markets:

Institutions are pouring funds into physical AI and world models.

1. Large models / LLMs: ~$23.56B
2. AI infrastructure + technical layer: ~$15.74B
3. Embodied intelligence / physical AI: ~$13.36B
4. AIGC applications: ~$8.79B
5. Autonomous driving + other Top-20 cluster: ~$3.82B, but not apples-to-apples with the above.

Some notes:
- "Early-stage pure foundation-model funding is basically closed".
Looks like more funding is just being put into existing leaders and going into World Model companies. My guess is that we'll likely see the same in the US with Anthorpic/OpenAI consolidation.

- "World models have become the biggest consensus in early-stage investment."

I said months ago 4D AI/World Models would be the most interesting moving forward, and called out $AEVA as potential exposure. But there's not exactly any pure play exposure. But probably next we'll wait for the next IPOs here in this sector maybe H1 next year.

- AIGC application sector is the most mature for AI technology commercialization

"Artificial Intelligence Generated Content commercialization is mature but no clear winner yet".

Makes sense. in the US there's stuff like Grok Imagine, Google Nano Banana, etc. no clear winner too. especially for video.

_

TLDR: Continued funding into AI infrastructure/semiconductor supply chains. Huge capital rotation influx into physical AI / embodied brain / humanoids + world models from capital inflow.

Consolidation around leading frontier model companies.

Personally just validated what I've been focusing on with Agility Robotics and physical AI players (eg. leaderdrive, harmonic, etc) in public markets...

As new potential opportunities in terms of capital rotation. But sadly no world model pure play exposure yet.

[Louis_lun @Louis_lun07]

@Ryker_Crypto Wish me luck，thank you teacher

5mhV24VyemUqhwDcQtbYcSJrvBGTmX2VW5zBbaDhsCsa

[Louis_lun @Louis_lun07]

@syrano17 @fromshanghaic 自取其辱 😅

[Louis_lun @Louis_lun07]

@chiiirouo @ToBulaer @ToBuerma @KawasawaSen @BulmaList 智齿

[Louis_lun @Louis_lun07]

@Voe2l73lf132198 @Trader_S18 日本央行行长住院了 要推迟7月份了