ZiWei Deng

Linux, devops

[Art of Speculation @ArtofSpecuycky]

我觉得最适合普通人的投资方式

如果是我，我会这样配置：

50% 指数 ETF
30% SPY + 20% QQQM，作为长期持仓的核心，分享美国经济和科技创新带来的长期回报。

30% AI 相关优质公司正股
选择自己真正看得懂、愿意长期持有的公司，分享 AI 长期发展的红利（存储，光互连，机器人，先进封装，cpu，能源，等）

10% 事件驱动短线
只做一些确定性相对高的交易，比如产品发布会、行业大会等事件前后的buy the rumor sell the news机会。赚得到就赚，赚不到也不会影响整体收益。控制风险，止盈止损最好。

10% 现金
留给市场调整时加仓，让自己任何时候都有子弹，而不是每次回调只能看着。

当然，每个人的风险承受能力不同，股票、现金以及短线仓位的比例都可以根据自己的风险偏好进行调整，没有标准答案。我自己倾向现金会留的比例多一点。

我的投资思路一直都比较简单，大部分资金放在长期趋势，小部分资金参与短线交易。

我依然认为AI 牛市还远没有结束。至少目前，我还没有看到足以推翻这个长期逻辑的证据。我个人会把时间周期看到 2027 年年底，甚至最晚到 2028 年上半年。标普2026年年底看到8000-8200，2027年年底之前看到9000。

很多人总说长期投资要持有十年，但对于 AI 这样仍处于高速发展的产业来说，我觉得先把时间放在未来 1–2 年就够了。耐心持有 1–2 年，应该并不是一件特别困难的事情。随着股价不断上涨，市场也会逐渐提前反映未来几年的增长预期，到时候再根据基本面（要看股价上涨速度远超基本面兑现的速度）、估值和市场情绪（是否是一致乐观，现在有怀疑的，有乐观的，还是健康的状态）决定是否继续持有。

中长期持有很多时候比频繁交易更容易获得不错的收益。当然，真正的短线高手除外，只不过这样的人终究是极少数。

之前有说过，还是拿比特币来说，很多人都知道它有四年周期（其实也是经济和商业周期）。2022 年底附近如果选择长期持有，不断拿到这一轮周期后期，整体表现已经非常可观。但真正做到的人并不多，因为中间经历了很多次 30% 甚至 40% 的回调，不少人都会在震荡中提前离场，最后错过后面的主升浪。

我觉得 AI 也是类似的道理。一个长期向上的产业，不代表股价会一路直线上涨，中间一定会有回调、震荡和情绪波动。如果每一次调整都怀疑牛市结束、每一次上涨都急着兑现，很难真正赚到整个产业周期的钱。

[🧬Maxpein🧬 @maximumpain333]

About ENERGY AND SEX

For those who take sex very lightly, I leave this information here.

Chakras regenerate every 7 years, so if you've been with a person even once, their energy will stay with you for 7 years. That is if you don't clean there properly.

When you have sex with someone, a whole energetic process begins.

Mainly the root chakras (Muladhara) of both, come together and from this intimacy the auras merge, merge to create a great auric energy around the two.

Through separation, it leaves an energetic and karmic imprint. The more relationships you have with a person, the deeper the connection.

That's why sometimes you remember so much about your ex or who you became intimate with and you change your vibration and create energetic links that bring them together where they then continue to transmit energy on a subtle level.

In every relationship, some of the other person's energy is acquired. If you have relationships with people who are mainly dense, unconscious, devoid of light and love, unstable, then you acquire the same thing ...

You change to a paradigm where nothing makes you happy even though you have many reasons to be. If the other person did something that marked their karma, you acquire it and it can attract painful experiences.

On the contrary, if you are in a relationship with someone who is aware, full of light, full of love and who keeps their energy clean, a wonderful exchange of positive energy is generated for both people. Both grow in love and awareness.

The energy of love and sexuality is so great and magical that it vibrates so high that you reach an expanded state of consciousness. That energy also remains in you and me as new light codes.

If you sleep with a person who currently already has a partner, you consequently acquire the energy of that person and the partner (and the partner's partners).

There are no culprits, only unconscious people and consequences. You are your own boss, you can change when you decide.

Why do we attract people into our lives whose relationships with us are empty, painful and dense?

- First by vibration: we attract what we vibrate.

- Second for learning: the other person is a reflection of you, he will show you your shadows so you can recognize them and work on them.

- The third due to internal conflicts: You did not learn to love, you did not learn to Value ...

Consequently, we relate to people of the same vibratory level. You can even become attached ("falling in love") with someone like this, with the inability to love and value yourself until you end up using yourself. For it vibrationally perceives your need for Love, but only reflects your relationship with yourself. Love yourself and you will love others and others will love you.

This is not an invitation to not have sex, on the contrary, you must make LOVE as often as you want! But before that, vibrate up, to attract a person with whom you can be stable and help you grow and not tear down the evolutionary work.

People who have VIBRATION know how to choose LOVE and LIGHT.
Never sleep with someone you don't want to be with, don't do it out of revenge or because you have to..."

✨🙌🏾💫

[Rey判断位｜英语自由 @ReynoldDai]

《立党基础教育》非常系统
在原理上非常接近Steven Johnson上的洞见
——相邻可能
儿童期就接触到各种优质前沿资源/科技

创造力=模式识别(见多识广)+跨界运用

我的补充：英语自由
2岁开始听英文儿歌，
3岁开始看英语动画，
8岁就可以直接看懂youtube
对应年龄段的英语内容。
海量优质内容在youtube里，
如虎添翼

[李百万 @Libaiwan168]

事实上

九成以上的男孩子在经历了买车买房

娶老婆后

家里都是一贫如洗的

[Ravi Yadav @RaviRaj13857831]

अमेजन के जंगलों का खतरनाक दृश्य ☠️💀

[nini @nini_incrypto_]

查理芒格曾精准定义过成功投资者的必备条件：

你不需要极致的高智商，但你必须具备以下三个核心特质：情绪绝对稳定，能够独立思考，清醒认知自身能力边界。

[Fabian S. @fabianschmid_09]

that's what I keep saying. watch Fight Club. watch James Bond. watch Into the Wild. you'll start acting like the main character and over time adapt certain traits as your own. you're brainwashing yourself for a better life. use movies, but use them delicately.

[Reads with Ravi @readswithravi]

“Suffering is the only thing that teaches you who you really are.”

— Rafael Nadal

[El Pelado De La TV @peladodelatv]

Pasa el tiempo y este video me sigue destruyendo. Es el desahogo de toda una vida sufriendo a la par. Detrás de Messi, el mejor jugador de la historia hay una lealtad absoluta.

[尊い動物 @7wVy1]

ケガが治って
海に返される時
振り返るペンギン

[Reads with Ravi @readswithravi]

A peak life advice from Alex Hormozi:

“Your life will get better the moment you stop waiting for it to get better and force yourself to get better.”

[iGeekbb @igeekbb]

耳朵红了，真怕他忍不住突然亲一下。

[SMB Attorney @SMB_Attorney]

As I get older, I’ve become convinced that training yourself to be unemotional is the number one skillset for success in business and life. Getting mad, letting your pride interfere, being jealous, wanting to score points backfires 100% of the time. Exercise and time is a key.

[⁦🏹💛يهمك في ايه ؟💛🏹 @_Dahab24]

لما يبقى راجل فاهم بيريح 😍

[Reads with Ravi @readswithravi]

“Do not try to do everything. Do one thing well.”

— Steve Jobs

[猫しか勝たん @A1P4CA]

子鹿とめちゃくちゃ仲良くなってる猫さん

[Words of Wise | Mindset Coach @Wordofwise_]

“The brain changes in response to what you repeatedly pay attention to.”

— Andrew Huberman

[Ryan Prv @Ryanprv69]

下周一准备大涨了！

HBM4现在有钱也买不到

价格2027年或要翻倍……

据DigiTimes周五发布的一份报告……

大概内容有三点：

1️⃣随着AI需求激增及产能瓶颈致HBM价格预计2027年翻倍。

2️⃣HBM4价格或从2026年下半年约2美元/千兆比特涨至4-5美元以上，主因制造复杂生产周期4-6个月且良率低，晶圆消耗为DDR5三倍。

3️⃣现在三星、SK海力士、美光已与AI客户签3-5年长协，锁定供应。

此消息无疑最直接三星，海力士和美光等科技巨头的，这个就不多说了。

对于我们国内存储产业链主要利好三大方向：

大利好海外HBM4涨价潮下，海外巨头吃肉，国内产业链喝汤——率先受益的是已深度绑定的封测、设备、材料环节，长期看点在国产DRAM芯片的自主突破。

①半导体材料。

HBM制造耗材量远超传统DRAM，而其核心环节包括前驱体、硅片、CMP抛光材料、靶材等。，这些我们国内企业是有供应的。

②半导体设备。

这个主要是情绪性利好，目前我们还没有能力制造HBM4，但是长鑫存储已经规划是2026就可以生产HBM3，HBM4也在研发当中，由于受海外限制，我们得到不到先进半导体设备，所以国产代替必然会加快研发，市场空间巨大。

③先进封装。

完成HBM与GPU的2.5D/3D协同集成封装，必须要用到复杂的先进封测技术，工艺越复杂，单颗芯片的封测附加值就越高，对于先进封测企业来说是大利好。

[Your Best Version @YourPrimePath]

Reading for an hour a day completely rearranges your nervous system. After a few weeks of doing it consistently something shifts. The urge to constantly scroll starts fading. Your thinking becomes slower, calmer and deeper. You start having actual thoughts again instead of just reactions. Books do something to your brain that no other medium comes close to. They rebuild your attention span in a world designed to destroy it. One hour a day. That is all it takes to become a fundamentally different thinker.

[Your Best Version @YourPrimePath]

Pick one real problem. Spend 4 hours a day for six months trying to solve it and document everything publicly. That is genuinely all it takes. The right people are always watching for someone who goes that deep on something that matters. You do not need a degree, a network or a perfect resume. You need proof that you can lock in and do the work. Six months of obsessive focused effort documented in public will open more doors than years of conventional job hunting ever could.