Wandering Vancouver

Speculator who refuses to be a wage slave. Global digital nomad living between markets and cities
美股投资 | 数字游民生活记录

[Wandering Vancouver @WanderingVan6]

不靠留学、不买雇主担保：我的联邦EE低成本移民之路 https://t.co/1pYhJKfEjI

[Wandering Vancouver @WanderingVan6]

睡前支个摊，

第二条摆摊贴，

蓝V互关互浇，睡醒必回。

互动也走起来，10天了曝光量才500，哪里出了问题？

#蓝V互浇 #互关互赞互评

[Wandering Vancouver @WanderingVan6]

照片于2026.07.13拍于内蒙古自治区阿拉善盟黑水城

[Wandering Vancouver @WanderingVan6]

一路从草原走到荒漠🌵
看到了王维写下
“大漠孤烟直，长河落日圆”诞生地
西夏一千年前的宫殿寺庙还屹立在风沙里
但是人已经换了又换 。

[Wandering Vancouver @WanderingVan6]

新疆·哈密 幻彩湖

被粉色湖水美哭，眼前美好得仿佛不似人间

[Wandering Vancouver @WanderingVan6]

布达佩斯大饭店吐鲁番分店

[Wandering Vancouver @WanderingVan6]

@AmaterasuX20 Bonjour，hi

[Wandering Vancouver @WanderingVan6]

@HokiFuqi 一年回四五次🤣

[Wandering Vancouver @WanderingVan6]

@yeahtan_ 笑了，我的驾照照片像刚从监狱出来的

[Wandering Vancouver @WanderingVan6]

在加拿大遇到了熊妈妈带小熊过马路

Nature’s most beautiful lesson: no matter how uncertain the world gets, a mother never stops protecting her babies.
#Nature #Wildlife #Motherhood #AnimalLove

[Wandering Vancouver @WanderingVan6]

@DuMu_originaL 厉害啊，同一天过审我才涨了200多

[Wandering Vancouver @WanderingVan6]

10/26–10/30 Blockbuster Earnings Week
The world’s three biggest hyperscalers — Amazon, Microsoft and Google — all report in this same week.

Weekly watchlist:
🔹Monday: No major names to watch
🔹Tuesday: Robinhood (HOOD), SK Hynix, Seagate, and Coca‑Cola, Buffett’s favorite
🔹Wednesday: The big one. FOMC meeting + Microsoft, Google, ServiceNow, GEV
Key questions:
How fast are Azure and Google Cloud growing?
Are AI investments turning into real revenue?
Is demand still hot for power, cooling and semiconductor gear?
🔹Thursday: Amazon & Intel
🔹Friday: Mostly energy stocks, not on my radar

This earnings cycle isn’t mainly about revenue or EPS.
What matters is the ROI on AI spending.
For two years, big tech has poured billions into data centers, GPUs and AI infrastructure.
Now the market wants to know: Will all that capex pay off?

If cloud keeps accelerating, AI revenue delivers, and capex guidance stays strong, the long case for NVDA, CRWV and the whole AI infrastructure stack holds up.
If not, brace for another wave of heavy volatility.

#Earnings #NVDA #CRWV #AI #Cloud #FOMC

[Wandering Vancouver @WanderingVan6]

@YuanYeYouTa0

[Wandering Vancouver @WanderingVan6]

你们距离达成50万次已验证曝光还要多久？

没人比我更少了吧🥲🥲🥲

#审查中
#浇朋友

[Wandering Vancouver @WanderingVan6]

10/26-10/30重磅财报周，你会看到这个世界上最大的三个Hyperscaler在同一周发出财报，没错，就是亚马逊，微软，谷歌。

下面是一周看点：

周一：没什么太值得关注的公司。

周二：有美国散户最喜欢的hood，海力士，希捷硬盘以及巴菲尔的心头好可口可乐

周三：重磅来袭，加息会议，微软，谷歌，NOW，GEV。Azure和Google Cloud增速如何？AI投入到底有没有转化为收入？电力、散热及半导体设备需求是否依然强劲？

周四：亚马逊 英特尔

周五：能源股之类的基本不关注

这一轮财报，核心看点不在于营收或是EPS，而在于AI投入的回报效率。过去两年科技巨头疯狂砸钱建数据中心、采购GPU，大举铺AI基建。如今市场的疑问已经变成：巨额资本开支，能不能真正兑现收益？

如果云业务持续提速、AI收入稳步落地，同时资本开支指引维持强劲，NVDA、CRWV以及整条AI算力链的长期逻辑就会继续得到支撑。反之，市场大概率又会迎来一轮剧烈波动。

[Wandering Vancouver @WanderingVan6]

@yasser19_88 Bonjour，hi

[Wandering Vancouver @WanderingVan6]

@shipranotes Absolutely. The real danger isn’t reading controversial ideas—it’s accepting any idea without questioning it. Read widely, think critically, and never let anyone else decide what you’re allowed to think.

[Wandering Vancouver @WanderingVan6]

Absolutely. The real danger isn’t reading controversial ideas—it’s accepting any idea without questioning it. Read widely, think critically, and never let anyone else decide what you’re allowed to think.

[shipra @shipranotes]

READ MORE BANNED BOOKS. The ideas they warn you against are usually the very ones that teach you how to think for yourself.

[Wandering Vancouver @WanderingVan6]

@XYikIjqfhM42485

[Wandering Vancouver @WanderingVan6]

@Larasvisusls The Chinese excerpt on the picture reads:
All conditioned phenomena are like a dream, an illusion, a bubble, a shadow; like dew, like lightning. One should contemplate them thus.