Arnold

Just another nobody. Try to stay focused and be a lifelong learner.

[Arnold @danrenli]

You can do anything, but not everything.

[Arnold @danrenli]

@ext5_com @KELMAND1 这是法新社AFP 拍得图片

[Arnold @danrenli]

之前看温铁军的视频吧，说在美国下班后关了空调，第二天人家还责问他为什么关空调。这次世界杯有些场馆也是有空调的，这用电量应该很夸张。问了Grok关于长时间不关空调，回答说美国不少房屋是木质结构，不开空调会容易潮湿生霉。

[Arnold @danrenli]

美国的空调不用关，欧洲之前说就热那么几天不用装。

[Sarah Jones @babyprodigy66]

说空调吧，我们佛州的家，家里几个月没人，我说把空调关了吧，老爷们儿说，不能关，太热把家俱伤了。

3个月不在家，我说要不把车保险停了吧？老爷们儿说，别停了，有个朋友因为不用车，把保险停了，结果回去后忘了续，出去还车祸了，赔了人家好几万…

这次的世界杯让全世界见识了，美国人太浪费了，有钱，没办法。

[Arnold @danrenli]

股票K线上骑摩托这个游戏，原来还可以跳跃……

[Arnold @danrenli]

I scored 10,282 pts riding the CS chart on StonkRider! Can you beat me? https://t.co/6Xu51buduz

[Arnold @danrenli]

老罗的十字路口采访了王晶。说王晶有干眼症，所以眨眼睛看起来很用力。王晶说把别人的片叫烂片是一种很没有修养的行为。笑死。

[Arnold @danrenli]

@fxtrader 印象里收到的极兔速递快递包裹，纸箱都有破损，无一例外。

[Arnold @danrenli]

更新Firefox到最新版151.0.4之后，搜索历史记录这个功能就坏了，什么都搜不到……

[Arnold @danrenli]

去年推荐的 Innolight 是中际旭创，300308.
有个“易中天”的说法，新易盛、中际旭创、天孚通信。还有个新中胜，只是天孚通信换了胜宏科技。

[Serenity @aleabitoreddit]

I do see a lot of comments about "harvesting the leeks".

And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds.

I think my only Chinese listed pick was Innolight last year, and that's up triple digits to ATH?

All my ideas come from a Western perspective (eg. institutional research from JP Morgan / Goldman Sachs I synthesize) and what US hyperscalers like $GOOGL or $MSFT require.

And I do consider about geopolitical tensions + game theory all the time, such as with $AXTI.

I think a foreigner's perspective brings a different kind of alpha here, and I'm excited to share how this plays out.

Regardless, I'm excited to see how adventures in Chinese equities go!

(also, I'm just 1 person posting thoughts throughout the day. there's a lot of conspiracy theories going around saying I'm some Chinese institution.

and yes, English is my primary language, i typo sometimes since I post 20+ a day on mobile mostly).

[Arnold @danrenli]

@fxtrader 之前不是说要和阿里、百度合作吗

[Arnold @danrenli]

@CryptoDoggyCN 快出一款皮背心送他

[Arnold @danrenli]

前几年恒大要出汽车，还要盖游乐园。有人说公司资金链出问题的时候就会讲新故事来融资。现在追觅好像也类似。

[Arnold @danrenli]

除了腾讯家的爬虫外，还有不少华为的，华为也要出AI模型吗？两家都屏蔽了。

[RPCS3 @rpcs3]

PSA: @TencentGlobal is aggressively scraping the Internet to build yet another AI slop chatbot, DDoSing many websites in the process.

We've found that, as of last week, their scraping bots can now solve Cloudflare challenges and behave like real users while ignoring robots.txt. In the last 24 hours alone, our website received more than 3 million successful requests from Tencent bot IP addresses, plus another 1 million that were blocked by Cloudflare challenges.

These recurring DDoS attacks from Tencent have been going on for over a year, and we have been constantly adjusting our firewall rules to filter them while trying not to impact Tencent's real users. Because that is no longer possible, we're now fully blocking Tencent IP addresses, starting with ASN 132203. We recommend other sysadmins do the same.

Other ASNs displaying similar abusive behaviour will also be fully blocked from our services.

We'd also like to thank @Cloudflare for sponsoring us with Project Alexandria as of 2025, giving our sysadmin the tools to keep RPCS3's online services running without service disruptions.

[Arnold @danrenli]

好几年前听粉笔公考的网课。讲师说着说着就开始说脏话骂某一个学生，好像是这个学生吐槽他说得废话多。印象中那个讲师好像就是叫张小龙。

[Arnold @danrenli]

@RickyYu6612 曹操蛋是什么菜？

[Arnold @danrenli]

@RickyYu6612 Sandisk 有一款哨子形状的U盘，世界杯期间应该会火

[Arnold @danrenli]

微信的收款二维码支持PayPal扫码付款。据说微信二维码还支持云闪付。支付宝的碰一碰设备也支持微信二维码付款。Binance 上线美股交易。大家都在兼容竞争对手。

[Arnold @danrenli]

联想在过去两周内翻倍，从13块涨到了26.

[qinbafrank @qinbafrank]

能想象联想集团这种浓眉大眼单日都能20%，一个月也快翻倍了。走强的核心逻辑还是两个：1）CPU紧缺趋势还在持续；
2）受益于AI算力、CPU紧缺，业绩大改善：联想4QFY26实现营收215.88亿美元，同比增长27%；归母净利润5.21亿美元，同比增长479% 。特别是AI PC出货量季度环比增加228%。
中芯国际今天也差点创新高，

4月中的这篇推文含金量还在提升。

[Arnold @danrenli]

问Google一个问题，冒出来俩答案，问我哪一个答案好。这不是模型竞技场那一套。

[Arnold @danrenli]

@jesselaunz 广告商不会投放某个地区，所以这个地区的流量不值钱