(RealSatoshi, Intern)

Intern @ 真本聪社区. Info collectooooor, note takeeeeerrr. shitposter. NFA.
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人人都笑你，偏偏你最好笑。
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当年我一意孤行，说什么都听不进去；
如今我沉默寡言，什么都说不出来。

[(RealSatoshi, Intern) @RealSat_Intern]

pinned my notion page in case it's interesting to u
https://t.co/VjAst3t43j

[(RealSatoshi, Intern) @RealSat_Intern]

1. 搞女下属在国外其实事情挺大的，因为地位不对等，类比 师生恋 ，就是为了防止 利用权利逼迫弱势方：https://t.co/yGfkHZa9SK
2. 其实我注意到的利空不仅仅是出轨这两件。claude 最近宣布在 摆脱 cuda 的依赖（可以去搜一下，cuda 护城河对于 nvda 来说很重要）。在我看来这其实比去出轨更影响 nvda 的估值。
3. 但是话又说回来，短期一下子放那么多利空，确实不得不让人阴谋论一下，但另一个角度想，那么多利空也没跌太多，难道。。。

[qinbafrank @qinbafrank]

看来是低估了，在美股上市公司里CEO与女下属婚外情是非常严重恶劣的事件，是职业杀手级别的事件，不只是私德问题。美国企业界，特别是大型公众公司对高层与下属的私人关系容忍度极低，董事会通常以治理和声誉为由快速行动而非单纯因业绩问题。梳理了下过去二十多年里但凡美股上市公司CEO被爆出来与公司内部女下属婚外情一旦被确认，基本上这些CEO要么被解雇要么主动辞职。

[(RealSatoshi, Intern) @RealSat_Intern]

@TingHu888 https://t.co/d6EeZuCg11

[Dovey "Rug the fiat" Wan (hiring) @DoveyWan]

The whole Jensen thing feel too well coordinated and targeted. If I have to guess this is the most bipartisan agenda can be aligned by China hawks from both sides, and considering TSMC is a highly Huang aligned (Morris once invited Jensen to take over TSMC back in 2013 and the personal bonds are extraordinarily strong btwn the two) and most critical manufacturing chokepoint for semis. so Jensen is unusually embedded across both sides of the China-Taiwan-US AI stack.

the preferred endgame for Washington its a CEO with less personal exposure to China/TW, fewer cross-strait ties that can be politically weaponized, and more predictable alignment with US culture and deep state

not saying the underlying allegations were totally manufactured. the scandal can be real while the political uptake is still remarkably coordinated. America politician can call itself post racial, but power is never post tribal. Nothing can close the gaps across the American establishment faster than someone who can be framed as "not one of us"

[(RealSatoshi, Intern) @RealSat_Intern]

@XXAntiWar 女王真的强，女王就是我的偶像！

[(RealSatoshi, Intern) @RealSat_Intern]

@supermao 毛哥长居台湾了吗，不回泰国了？

[(RealSatoshi, Intern) @RealSat_Intern]

@awawat but long what, nvda? semi? btc?

[(RealSatoshi, Intern) @RealSat_Intern]

@lihn85522299 币吗，还是美股

[(RealSatoshi, Intern) @RealSat_Intern]

@TingHu888 t大又把实力谦虚成运气了

[(RealSatoshi, Intern) @RealSat_Intern]

@0xblanker @CoinbaseSupport 问它给你写个冒泡排序

[(RealSatoshi, Intern) @RealSat_Intern]

@hongchuantouzi 收到

[(RealSatoshi, Intern) @RealSat_Intern]

索总小号的亲密战友，这不得关注一波

[Stan Druckenmiller @standuquesne]

I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.

[(RealSatoshi, Intern) @RealSat_Intern]

@HighStakesCap views on market around A\ IPO? will that lead to a bleeding?

[(RealSatoshi, Intern) @RealSat_Intern]

@zesenhuang 没懂。Claude API 肯定有溢价，因为 a社也要赚钱。但是不能用订阅价格去对比吧，订阅价格不代表成本。API价格比起订阅价格的溢价倍数不代表API价格比起成本的溢价倍数

[(RealSatoshi, Intern) @RealSat_Intern]

@TingHu888 Anthropic 最快将于美国时间 10 月 26 日公开 IPO 招股书，计划 11 月中旬上市。

https://t.co/nSj1Y7b5xO

[(RealSatoshi, Intern) @RealSat_Intern]

@TingHu888 https://t.co/ePMiMwwV8H

这个人有类似的观点

[ronnie docky @ggvaultone1]

@2xdog @Buhlaque the consolidation could take all of 2027 (which would mirror past cycles anyway) assuming the real market isn't able to magically absorb the 3 megacap ipo unlocks next year ...

[(RealSatoshi, Intern) @RealSat_Intern]

@TingHu888 最近AI发展暴露了很多网络安全的问题，网络安全相关的股票涨得不错。我朋友说他搞网络安全的朋友的公司最近也业务爆满

[(RealSatoshi, Intern) @RealSat_Intern]

@WallStreet0Name 这么大

[(RealSatoshi, Intern) @RealSat_Intern]

@wufantouzi AI的需求还在爆炸式增长 不一定代表 存储/半导体能涨。 可能是 neocloud / AI 应用呢

[(RealSatoshi, Intern) @RealSat_Intern]

@HighStakesCap The best perp trader I know is u

[(RealSatoshi, Intern) @RealSat_Intern]

@RaccoonHKG 旧版 premium+ 好像也是有 grok bot 的