Next Wave 后浪

Building in AI｜Tech · Product · Investing
记录智能时代的机会、判断与实践

[Next Wave 后浪 @NextwaveLensman]

@bboczeng 美股最强的地方是能把全球美元吸过来，最危险的地方也是：一旦增量美元不够，这些超级融资就会开始挤出二级市场里的高估值资产。所以真正该看的不是 SpaceX 谁买，而是买 SpaceX 的钱，是新钱，还是从 NVDA、AVGO、TSLA、软件股里卖出来的钱。新钱进来是牛市续命，老钱腾仓就是结构性抽血。

[Next Wave 后浪 @NextwaveLensman]

@Web3_Jarin Hello

[Next Wave 后浪 @NextwaveLensman]

@ManOfFocus_ It’s very difficult to start first step

[Next Wave 后浪 @NextwaveLensman]

@ManOfFocus_ Being unavailable with no output is just hiding.
Being unavailable because you’re building something undeniable is the whole game.Disappear with purpose. Reappear with receipts

[Next Wave 后浪 @NextwaveLensman]

带大家看一下 @aleabitoreddit 这条，SpaceX IPO 最牛逼的地方不是“巨无霸上市会不会吸血”，而是它可能变成一个全球资金买美元资产的新入口。普通 IPO 是市场消化供给，SpaceX 这种级别可能反过来吸引海外增量资金流入美国

[Serenity @aleabitoreddit]

Woah, Frankfurt Bank strategists say:

8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares.

Excited to see how markets react around a Mega-IPO...

Don't think there's been any historical precedence like this yet?

[Next Wave 后浪 @NextwaveLensman]

@ChengyuanBase 互关

[Next Wave 后浪 @NextwaveLensman]

@k_kula7 互关一下，加油

[Next Wave 后浪 @NextwaveLensman]

@hanking66 仙人这套我觉得核心不是“硬喊多”，而是相信周期还没走完。分歧越大的时候，才越考验这个判断。

[Next Wave 后浪 @NextwaveLensman]

https://t.co/QSsdtU7ZlQ

[Next Wave 后浪 @NextwaveLensman]

@ohyishi 理智清醒且善良真诚

[Next Wave 后浪 @NextwaveLensman]

@FuSheng_0306 傅老板精力真好，对新产品充满好奇和探索欲！

[Next Wave 后浪 @NextwaveLensman]

@tim_cook Niubility,Great Apple,Great Mr Tim Cook

[Next Wave 后浪 @NextwaveLensman]

@hanking66 甲骨文今晚要是真能白衣白马救纳指，本质也不是它自己封王，而是替 NVDA 证明：AI 基建这桌饭还没散。白马可以是甲骨文，但王冠还在英伟达头上。

[Next Wave 后浪 @NextwaveLensman]

@bboczeng 跑赢就是渗透率革命，跑不赢就是毛利被卷。所以上游硬件/存储/网络未必受伤，真正承压的可能是那些靠 AI 叙事撑估值、但没有定价权的软件股。市场接下来不是不买 AI，而是重新区分谁卖铲子、谁被卷。

[Next Wave 后浪 @NextwaveLensman]

The real edge here isn’t “retail is smarter than institutions.” It’s latency.
Retail can move on bottleneck shifts before sell-side coverage, ownership screens, and consensus models catch up. Once institutions appear on the cap table, the easy part of the repricing may already be gone.
For Foci/optical, what would make you change your mind first: capacity, margins, design wins, or customer concentration?

[Next Wave 后浪 @NextwaveLensman]

@bboczeng AI 能替代一部分执行，但替代不了上下文、判断、取舍和兜底。尤其游戏这种东西，不是“做出来”就完了，而是要有人判断它值不值得做、好不好玩、能不能卖、出了问题谁背锅。

[Next Wave 后浪 @NextwaveLensman]

Haven’t gotten hands-on with Fable 5 yet, but this is the exact kind of review that makes me pay attention.The interesting part isn’t “better at coding” — it’s the shift from autocomplete/agent to something with judgment: measure, log, verify, then decide.That’s the line where a model stops feeling like a tool and starts feeling like a teammate.Really curious how much of that “big model smell” holds up in messy real-world repos.

[Next Wave 后浪 @NextwaveLensman]

This is bigger than it sounds.Scheduled deployments + vault env vars + dynamic workflows means agents are no longer just “chat with code” — they’re becoming actual software infrastructure.The real unlock is when a Claude agent can wake up every morning, check prod, open PRs, run tests, and deploy safely without leaking secrets.Would love to see a full demo of that workflow.

[Next Wave 后浪 @NextwaveLensman]

@youngstockuser 钱在路上，谁把路修好就进谁口袋里，抓紧筑基修路，让钱沿途下蛋

[Next Wave 后浪 @NextwaveLensman]

@bboczeng 美股最强的地方是能把全球美元吸过来，最危险的地方也是：一旦增量美元不够，这些超级融资就会开始挤出二级市场里的高估值资产。所以真正该看的不是 SpaceX 谁买，而是买 SpaceX 的钱，是新钱，还是从 NVDA、AVGO、TSLA、软件股里卖出来的钱。新钱进来是牛市续命，老钱腾仓就是结构性抽血。

[Next Wave 后浪 @NextwaveLensman]

@hanking66 好公司 IPO 长期肯定不是吸血，反而是美股不断吸引全球资金的核心原因。但短期问题可能不在“上市”本身，而在 SpaceX 这种级别的资产一旦定价太高，机构会不会先卖一部分高估值 AI/科技股去腾仓位？所以关键不是 IPO 利空还是利好，而是：这次是新增资金进场买 SpaceX，还是场内资金换仓去买 SpaceX？