Jager | 纳斯达克御前侍卫

诚信互关，Follow Back
PhD Engineer | AI × Investing
Sharing tools & investment frameworks.
Pursuing a ROBUST portfolios.
AI | 美股 | 跨境配置 |价值投资|

[Jager | 纳斯达克御前侍卫 @Penghui117]

@emhai0909 U Are pretty

[Jager | 纳斯达克御前侍卫 @Penghui117]

@lild88080 十分同意

[Jager | 纳斯达克御前侍卫 @Penghui117]

@yoney1223 早安

[Jager | 纳斯达克御前侍卫 @Penghui117]

@btcmos 婚姻，工作，都是人生重大决定，一定要慎重考虑

[Jager | 纳斯达克御前侍卫 @Penghui117]

@lixinbao_X 是的，已经上瘾了。每天第一眼看看美股账户，然后打开X

[Jager | 纳斯达克御前侍卫 @Penghui117]

The AI boom is no longer just about a handful of U.S. tech stocks.

Eurozone manufacturing PMI rose to 52.9 in September, Korea posted its fastest export growth in more than 15 years, and Taiwan’s PMI climbed to 56.7.

AI and semiconductor demand are showing up across the global manufacturing cycle.

I’m starting to see AI less as a “large model trade” and more as a global capex cycle.

If that view is right, the opportunity set should be much broader than just the model companies.

[Jager | 纳斯达克御前侍卫 @Penghui117]

U.S. payrolls rose by just 29,000 in September, well below the 90,000 expected.

Unemployment also moved up to 4.2%.

And the Nasdaq still gained 1.19%.

That’s markets for you: weak economic data doesn’t automatically mean lower stocks.

The market was trading the idea that softer jobs data could mean a less aggressive Fed.

Don’t just ask whether the news is “good” or “bad.”

Ask what the market is actually pricing in.
$QQQ

[Jager | 纳斯达克御前侍卫 @Penghui117]

@lin822240687693 北京时间么

[Jager | 纳斯达克御前侍卫 @Penghui117]

Amazon is reportedly looking to sell about $8B worth of Nvidia AI chips to outside investors — and then lease them back.

In simple terms: it still wants the compute, just not all the assets sitting on its balance sheet.

At this stage of the AI capex boom, the question isn’t just who is buying the most GPUs.

It’s who can finance this spending — and eventually earn a return on it.
$AMZN

[Jager | 纳斯达克御前侍卫 @Penghui117]

目前国内日常消费都在用众安了

你们呢？
每年支付宝和微信总共 61000 HKD港币额度。

[Jager | 纳斯达克御前侍卫 @Penghui117]

@xuliang198241 agree

[Jager | 纳斯达克御前侍卫 @Penghui117]

看到很多05年的大学生都在奋力搞X
很是感动。又有认知又有行动力。

我大学那会，只知道上课，和下课玩守望先锋。

美股我一年前才知道，BTC一年前才接触。

后生可畏呀。

[Jager | 纳斯达克御前侍卫 @Penghui117]

@freedom6863 我亲爱的Lydia，QQQ又创新高了。呜呜呜。

[Jager | 纳斯达克御前侍卫 @Penghui117]

@btcmos 雷总一天起床到睡觉一直在干X么

[Jager | 纳斯达克御前侍卫 @Penghui117]

@Vivienyxxx 没有免费的午餐5彭。干

[Jager | 纳斯达克御前侍卫 @Penghui117]

@xingzengji 助个力

[Jager | 纳斯达克御前侍卫 @Penghui117]

@QCTCH 助你一臂之力

[Jager | 纳斯达克御前侍卫 @Penghui117]

@RRfunfun 早。刷X比我自己上学都勤奋

[Jager | 纳斯达克御前侍卫 @Penghui117]

@lild88080 明白了哥

[Jager | 纳斯达克御前侍卫 @Penghui117]

@Clangel9 恭喜熬过来了