Ching Chun Lin

Sharky & Ducky Family

[st1ne @SolSt1ne]

The CEO of Palantir sat across from Larry Fink - the man who runs BlackRock and its $11.5 TRILLION in assets - and told Davos the AI race is already lost by everyone pricing it wrong.

- he says the firms selling AI by the token have "completely broken" how it works

32-min from the Davos main stage on how AI redefines war, power and who actually controls capital

bookmark & watch - it's the most direct AI + power talk of the year

[Raoul Pal @RaoulGMI]

The NASDAQ is 97.5% correlated to total global liquidity.

It has almost nothing to do with earnings or how good the companies are, and everything to do with how much money the world's central banks are printing.

The small slice that liquidity doesn't explain is the NASDAQ's own adoption curve sitting on top.

This is why everyone keeps saying equities are expensive. They're using a measure that stopped working the moment we started debasing currency. A high valuation doesn't really tell you a company is doing well anymore, it tells you how much money has been printed.

This is the heart of my Everything Code framework. Once you understand that liquidity is the key driver of all asset prices, the market stops behaving like a mystery and starts running like clockwork.

[Karl Mehta @karlmehta]

Yann LeCun -- Meta's chief AI scientist and a Turing Award winner -- explains why scaling up LLMs will never reach human-level AI, and names the four things today's systems still can't do:

"If you think that we're going to get to human-level AI by just training on more data and scaling up LLMs, you're making a mistake."

"If you're an investor and you invest in a company that told you we're going to get to human-level AI and PhD level by just training on more data and with a few tricks... that was probably not a good idea."

"There are ideas about how to go forward and have systems that are capable of doing what every intelligent animal and human are capable of doing, and that current AI systems are not capable of doing."

"Understanding the physical world, having persistent memory, and being able to reason and plan. Those are the four characteristics that need to be there."

"That requires systems that can acquire common sense, that can learn from natural sensors like video, as opposed to just text."

The entire market is priced on a straight line from bigger models to AGI. One of the people who invented deep learning is telling you the line doesn't reach -- and that the real bottleneck isn't compute, it's world models.

If he's right, the winner isn't whoever stacks the most GPUs. It's whoever teaches a machine to learn from video the way a child does.

[Ching Chun Lin @gibsonlin777]

@roundface556 @_FORAB 真相是能說的啊?

[Ching Chun Lin @gibsonlin777]

@zhshb2007 @antiAIvo @jukan05 時間問題，國內熱錢夠，上市一個月內就到5萬億了

[Ching Chun Lin @gibsonlin777]

@sjb987654321 @itsrainingmani @SouthernValue95 why not NVDA sacrifice their gross margin then? Why $mu shareholders have to sacrifice?

[Ching Chun Lin @gibsonlin777]

@J88240S @manateelazycat GLM

[Ching Chun Lin @gibsonlin777]

@qsdgjlooo @JasonZX 我用了2天GLM5.2，Opus 4.8領先不到3個月, Fable5 估計也就是半年時間，馬斯克說的沒有錯

[Ching Chun Lin @gibsonlin777]

@bubbleboi @init_malachi At least 5 years given this low FY P/E

[Ching Chun Lin @gibsonlin777]

@youngstockuser @nakano_kabu SNXX拆完了 正股拆程序很繁瑣

[Ching Chun Lin @gibsonlin777]

@KostCapital @FirstSquawk Study the current llm tech stack underneath, its not possible to reduce much, just buy memory stocks to hedge this risk.

[Ching Chun Lin @gibsonlin777]

@xiaoche96041821 @BigbirdflyChan 6/24

[Ching Chun Lin @gibsonlin777]

@BadUncleX @StarStoryX 上古神登，登味太重可以卸載了

[Ching Chun Lin @gibsonlin777]

@Xizhen_Wang @tuolaji2024 hyperliquid

[Ching Chun Lin @gibsonlin777]

@UhrsNix @BoxMrChen 那純營銷 根本就沒有那東西 嘴巴上的頂級而已 垃圾公司

[Ching Chun Lin @gibsonlin777]

@freearkshaw @bboczeng 盤後？

[Ching Chun Lin @gibsonlin777]

@CHARLIE33882402 @TopJeetAB Best decision you could ever make in your lifetime, cheers !

[Ching Chun Lin @gibsonlin777]

@damnang2 Why intel? Narrative is over, we're on marvell at the moment.

[勃勃OC @bboczeng]

刚才又操作了一下，甚至又卖了一些sndk put

这种put spread真的个bug，比如mu，之前我想卖900P，一手保证金9万

现在，我还是想卖900P，但我只需要装模作样的买1手800P对冲，一手保证金直接跌成1万

我知道对很多人来说，put spread并不是什么新东西，我也明白

但他一般是用来减少损失，spread很小，

而不是和我一样，以卖put为主，只是为了减少保证金去装模作样买一个价差非常大的put

这就是cheat code啊

实测robinhood有效

虽然1手800P也要花点成本，但可以控制在卖put利润的10%左右

可是保证金却凭空多了8倍，原来只能卖10手，赚1万，现在可以卖80手，赚8万

这不是作弊吗？

提示：个人看多存储的极限操作，勿跟

😅😅

[Ching Chun Lin @gibsonlin777]

@Balder13946731 說實話 marvell