YaO尧

美股分析师 | CFA | 华尔街网红美股 $OPEN 全球华人社区主理人 | Youtube： | Discord：Cryptoandgameyao | Ins：YaoBigBucks

[YaO尧 @_Wvyaooo]

https://t.co/RB3HPOwghg

This is the podcast where I, on behalf of the global Chinese $OPEN ARMY, interview @ericjackson .
During this period, I would like to express my gratitude to @ericjackson and the global Chinese community for their support.
In this episode, I have comprehensively consulted @ericjackson on his multifaceted views on $OPEN. Everyone is welcome to watch our program.
拿住 $OPEN to the MOON🚀🚀🚀

[Insanely Bull @insanelybull]

$OPEN ceo @nejatian on CNBC today. Great job! But seriously, anyone knows what this 52 week range is ? Did @cnbc just mistaken showed the year 2028 price range of stock ?😁😎 #OpenArmy

[Shay Boloor @StockSavvyShay]

$MSFT is reportedly selling AI models to major Chinese tech firms through Azure while OpenAI and Anthropic avoid direct China sales.

ByteDance on track to spend over $1B a year on Microsoft AI and cloud services with Ant Group, Meituan and Tencent also major Azure AI customers.

[Noam Shazeer @NoamShazeer]

I’m excited to share that I’ll be joining OpenAI and look forward to working with the exceptional team there.

It was a difficult decision to move on. I’m incredibly proud of the amazing team at Google and everything we’ve built together. It has been an honor and a pleasure to work with all of you.

[Yahoo Finance @YahooFinance]

"Good afternoon" is now "Good day."

[Eric Jackson @ericjackson]

Last summer I bought Opendoor at 73 cents — and said so publicly at 87 cents, on the record.

It's $4.90 today. 5.6x from the day I called it in public. 👇

The whole track record, wins and misses: https://t.co/N5AmGTfht4

[Ryan Detrick, CMT @RyanDetrick]

Admit it, when we took this pic exactly one year ago you thought it marked the top.

S&P 500 up 25% since. 🔥 🐂 🥂

[YaO尧 @_Wvyaooo]

An unexpected surprise brought by @elonmusk .

High marketcap paired with low tradable flout- this lies at the heart of @SpaceX 's trillion dollar valuation magic❤️❤️❤️
$SPCX $TSLA

[Dario Amodei @DarioAmodei]

Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: https://t.co/Lh6PWae178

[Rapid Response 47 @RapidResponse47]

.@POTUS put winning the AI race at the top of his agenda and the private sector is stepping up.

"If we want to win in this race with China, we have to win in a few critical areas... That's exactly what this program, America's Workforce Academy, is trying to do." @DinaPowellMcC

[Eric Jackson @ericjackson]

I think Opendoor could be a $500 stock in the next 5-7 years.

OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator.

This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition.

The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700+ (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like.

Why I Think OPEN Could Be A $500 Stock [Long OPEN]

https://t.co/i5XbQmukXo

[YaO尧 @_Wvyaooo]

@grok 有没有能一键屏蔽所有中文币圈博主的功能，我屏蔽了一个又一个，可是还是总是给我推，我不想看任何中文的金融行业的post，基本没有任何的营养和含金量，太影响我的刷推效率了

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[Caue Guerra @caueguerra]

Wrapping up my first week at Opendoor.

When I left Shopify a few weeks ago, I had planned to take the summer off with the family.

The plans changed drastically when I got the call from @nejatian. The team is too good and the opportunity for impact unparalleled. LFG

[Kaz Nejatian @nejatian]

We're making a relatively large platform shift at Opendoor right now and some of our RnD teams are working two 12 hour shifts with hand offs between them.

So as one set of engineers goes to bed, the other set picks up the work. Sun shall never set on shipping!

[Elon Musk @elonmusk]

Vera nice, Vera nice … 🤌

[THE SP🅰️CTATOR @The_SPACTATOR]

$ASTS: President Trump filed a new Periodic Transaction Report today disclosing 2 separate purchases of AST SpaceMobile (ASTS) in amounts between $1,001-$15,000 in March 17th. Hopefully this is the start of many more future purchases.

[The White House @WhiteHouse]

Wheels down in Beijing!

President Donald J. Trump lands for a landmark summit with China, greeted by Vice President Han Zheng during a welcome ceremony.