CCAA

坚定持有CCL股票！

[CCAA @CCAAddeh]

@0xMayyy @VY3c4 说不定修指甲是在做心理建设，正常来说中间不应该有停顿才对，毕竟过程中修一个小时指甲有点不对劲

[CCAA @CCAAddeh]

@JustinFuCN @0x_Northland 用玻利维亚加��可以避免支付失败么？

[CCAA @CCAAddeh]

@JustinFuCN @0x_Northland 玻利维亚都结束了

[CCAA @CCAAddeh]

@DreamyDuck69 @pengchujin 你好 U卡付的是���元还是BOB啊

[CCAA @CCAAddeh]

现在是不是玻利维亚区用模拟器不行了？我999点了快2轮了还是不行，之前开通GPT没问题Claude给我封了

[CCAA @CCAAddeh]

@wer7757 ��是自动退款申请，实际上是不给退，不过GPT没问题

[CCAA @CCAAddeh]

玻利维亚区的被退款了，我觉得可能是Claude太严了，毕竟只能新号进行充值，偏偏新号不能马上充值，闭环了

[比特币橙子Trader @oragnes]

如果我是西班牙人，看完这个视频我绝对忍不了！！！

摩洛哥人进入休达后，有人直接给当地居民脖子上一刀，牲口啊😲😲😲

[CCAA @CCAAddeh]

美光准备罢工?

[CCAA @CCAAddeh]

@Valen9223 东山融资太厚了啊 走下跌很容易就跌停了

[CCAA @CCAAddeh]

@PHspo62125 @feifan7686 加息不是就完蛋了 还加息

[CCAA @CCAAddeh]

@Kalshi 我就说摩根大通被挂在上面了吧哈哈哈

[CCAA @CCAAddeh]

@yifaer_chen 感觉是老黄给OpenAI 融资导致的，如果头部AI都挣不到钱，那么这条路真的对么？考虑到最近的Kimi K3，不得不这么想啊

[CCAA @CCAAddeh]

@Balder13946731 这个消息的价格比想象���还要重，直接把利好都打垮了，比扩产更恐怖的应该是互联网泡沫

[CCAA @CCAAddeh]

英伟达这个互相融资的行为应该是A股科技股��跌的原因了，尤其是针对数据中心这一种的，长期来看确实是利好，问题是没人知道AI到底盈利了多少，除非上IPO，结果这个节骨眼上竟然互相融资，左手倒右手，谁能不联想起互联网泡沫？我认为是今天大A科技股甚至是能建造数据中心相关的标暴跌的主要原因

[CHARTILLECT @chartillect]

The entire 1999 telecom vendor-financing bubble — Lucent, Nortel, Cisco, all nine suppliers combined — was $25.6 billion.
Nvidia is in talks to guarantee $250 billion. By itself. In one deal.
Michael Burry's response: "Around and around we go."
Vendor financing is when the supplier lends the customer the money to buy the supplier's product. Revenue goes up. So does the risk you're carrying. Lucent wrote off ~$3.5B in customer loans and got charged by the SEC over $1.148B of improperly booked revenue.
To be fair: a guarantee isn't a loan, Nvidia isn't Lucent (~75% gross margins, ~$4.7T market cap), and inflation-adjusted it's 5x the old bubble, not 10x.
But the market voted today. Nvidia offered to guarantee $250 billion and lost $259 billion of its own market value in the same session.
Apple is the most valuable company in the world again.
$NVDA $AAPL $ORCL

[CCAA @CCAAddeh]

虽迟但到

[CCAA @CCAAddeh]

@starcloud10101 我也是走的谷歌刷的万事达 可能是梯子差点吧 不过我���号没问题还在

[CCAA @CCAAddeh]

@starcloud10101 你是新号么？我昨天充的今晚不行了

[CCAA @CCAAddeh]

GPT plus还在 我原来环境的Claude也还在 应该就是新号马上充值导致的

[CCAA @CCAAddeh]

@zneoxlab 来晚了