Eem

[Eem @eemtrader]

$NVDA stock a little volatile rel to GDP, but nice model to follow: 1) See the future demand 2) Attract a great team 3) Solve the problem -Deliver 4) Build out the eco-system, acccelerate adoption. Started in 1993 with $40k, now 27,000 employees. Badass!

[Barchart @Barchart]

Semiconductor Stocks are now trading 73% above their 200-day moving average, the largest margin since the Dot Com Bubble 🤯👀

[BraVoCycles Newsletter @BraVoCycles]

Breaking: US stock market is most overvalued in over 100 Years

A basket of valuation metrics indicates that the stock market is more overvalued than at the 2000 dot-com bubble and even 1929 market peak.

[Eem @eemtrader]

😮😱😮
https://t.co/EGexWFDO4P

[陈剑Jason @jason_chen998]

这次美国访华晚宴坐在马斯克和库克中间C位最亮眼的，是蓝思科技创始人周群飞，从农村打工妹到中国女首富，完全没有任何背景全靠自己白手起家。她出生在湖南的一个小村庄，5岁时母亲去世，父亲也因工伤残疾双目失明，家徒四壁，16岁交不起学费被迫辍学去广东打工，在一家工厂流水线打磨玻璃，白天干活，晚上疯狂自学，考了会计证、电脑操作证等技能证书，就这样过了几年，她拿着靠打工攒的2万块，拉上哥哥姐姐、嫂子姐夫等8个亲戚，在深圳开了一家小作坊，做手表玻璃加工，她一个人修机器、跑销售，就这样又干了4年。
到了2000年后手机行业开始大规模发展，一次偶然的机会她的手表玻璃厂接到了TCL手机屏幕的订单，她看到了手机玻璃市场的巨大潜力，于是迅速成立了蓝思科技，专门负责手机玻璃的生产研发和销售，一开始只做国产手机和山寨机，但是直到有一次想谈下摩托罗拉的订单，但外企的质量要求非常严格，她赌上几乎全部的资源配合摩托罗拉，拿下了全球销售超过1亿台的V3订单，直接把蓝思科技推到了行业领先位置，随后顺利拿下诺基亚、三星等外企。
关键的转折点又一次出现在了2007年，当时乔布斯发布初代iPhone，彻底把手机往全玻璃触屏的方向变革，乔布斯那变态的工艺要求全球都找不到符合的厂商，周群飞敏锐的意识到这又是一个巨大的机会，于是带领团队和苹果工程���联合攻关了3个月，突破关键工艺，成功量产了第一代iPhone玻璃面板，从此拿下苹果长期合同，后续的iPad、MacBook等几乎所有苹果设备全部都交给了蓝思科技，也帮助蓝思科技在触摸玻璃面板领域成为全区最大公司。
这也是为什么她能坐在库克旁边，那为什么马斯克也坐在她旁边呢？
蓝思科技在玻璃面板干到全球第一后，开始往更加多元的智能化设备发展，包括汽车座舱和机器人，其中汽车领域包括车窗、中控等已经拿下了特斯拉、宝马、奔驰、理想等30家车企，机器人领域则主要负责关节、传感器等部件，这些都和马斯克的业务有深度重合。
一个15岁辍学只有初中文凭的女生，从湖南农村出来白手起家成为中国女首富，40年后进入中美会谈，坐在了马斯克和库和中间，这就是周群飞的故事。

[Bécquer 🇪🇸✒🔡 @GustavoAdolf_]

Perro: El mejor amigo del hombre...de la mujer no tanto.

[Andrew O'Connell, CFA, FRM @realpristinecap]

Hedge funds are long $SOXX Semiconductors up to their eyeballs 👀

[Eem @eemtrader]

@SoulzBTC trading. TY

[Eem @eemtrader]

😂🤣🤣😅

[Amazing animals💯❤️ @amazinganiamals]

cat's reaction 😂

[Eem @eemtrader]

🤣🤣👏👏😂😂

[Brandon Beylo @marketplunger1]

lol who did this.

[The Best @TheBestqueenx]

A dog came to buy oranges on behalf of its owner.

[Eem @eemtrader]

🤣👏😂😅

[Jonas Čeika @Jonas_Ceika]

I sent ChatGPT an audio file of a series of FART sound effects and asked what it thinks of "my music" and this is what it said

[Henrik Zeberg @HenrikZeberg]

#NonfarmPayroll

Let me be clear!

No Economy goes from +160k to -133k the month after to +178k the next month.

This is complete nonsense!

My thesis is that BLS frontload the numbers to satisfy politicians.

As nobody is observant on the revisions - my thesis is that BLS make every second month strong (frontloading) - then next month bad - and then they let the backward revisions the coming months take care of the adjustments lower.

And - in 2025 - the job creation was 180k.

It does not jump to a “178k job creation economy per month” in few months.

I normally never say this… but these are manipulated numbers!

And it will show in the yearly correction - just like it did in 2025.

But who cares 12 months later….

[Buitengebieden @buitengebieden]

When winning matters more than the rules of the game.. 😂

[Eem @eemtrader]

🤣🤣👏👏🤣🤣

[ChrisO_wiki @ChrisO_wiki]

An old joke, newly relevant:

A Finn and a Russian are fishing on opposite sides of a river along the border between their countries. The Finn pulls fish after fish out of the water, to the Russian's growing frustration. Finally, the Russian can't bear it any more and bursts out: "How come you're getting all the fish?" The Finn replies calmly: "It's because the fish on your side are too afraid to open their mouths."

[Buitengebieden @buitengebieden]

Yoga time.. 😊

[Nature Unedited @NatureUnedited]

Border Collies, often cited as the most intelligent of all domestic dogs

[The Curious Tales @thecurioustales]

🚨 JUST IN: A migratory bird just shattered world records — flying 8,425 miles (13,560 km) NON-STOP across the Pacific without landing once.

The bar-tailed godwit doesn’t stop to eat, drink, or sleep during its migration across the Pacific Ocean. Its journey from Alaska to Australia takes roughly 11 days of continuous flight, covering over 13,000 kilometers through storms, headwinds, and open ocean with zero land beneath it the entire time.

Before departure, it does something almost surgical to its own body. It shrinks its digestive organs down to almost nothing, converting the stomach, intestines, and liver into raw fuel. The bird essentially eats its own gut to make room for fat reserves that will power its wings for nearly two weeks straight.

The brain doesn’t fully sleep either. Half of it stays active while the other half rests, alternating in shifts mid-flight at altitude over the open Pacific. The godwit is simultaneously unconscious and navigating with magnetic field sensitivity that no human instrument in the 18th century could replicate.

What makes this genuinely staggering beyond the physical record is the navigational precision involved. The bird leaves Alaska and arrives in New Zealand with accuracy that would embarrass early GPS systems. It reads Earth’s magnetic field, atmospheric pressure gradients, star positions, and potentially quantum-level compass mechanisms inside its eye that literally let it see magnetic field lines overlaid on its visual field.

Evolution spent millions of years building an aerospace navigation system inside a 300 gram animal.

We spend billions engineering machines that do what this bird does on instinct, fat reserves, and half a sleeping brain.
The longest recorded non-stop flight by a commercial aircraft is around 20 hours.

This bird does 11 days.

Without a runway.

[Eem @eemtrader]

🫣😬😱😮

[Gunjan Banerji @GunjanJS]

“If you’re concerned about private credit, you should be really worried about your equity,” Sadkin said. “If private credit fails, the economy is in bad shape.”

https://t.co/k0ARwN8VLY

[Eem @eemtrader]

@TrendSpider no xlk????