Harry Lin

Semiconductor PE Investor | Legal Background
AI Infrastructure · Tech Investing · Global Markets

[Harry Lin @harry35979565]

@RadioGenoa The police shouldn’t have done that.
It’ll only make things worse and undermine their legitimacy.

[Harry Lin @harry35979565]

@alexandr_wang Hey! Quick suggestion: Could Muse add a Projects feature?

It would be great to group related side chats under one project, at least for better organization in the UI.

[Harry Lin @harry35979565]

@zengying1107 有没有想起那年跟孙割的那个平平淡淡的午后

[Harry Lin @harry35979565]

@Aisiverto 你比我好多了，至少你没买甲骨文的股票

[Harry Lin @harry35979565]

@debstarfx 挺好的，你至少没有交学费啊

[Harry Lin @harry35979565]

沪深300已经连续下跌11周。这是该指数自2005年推出以来最长的周线连跌纪录。

但周五的行情，却透露出一些不同的信号。指数盘中一度下跌1.9%，最终却反转收涨1.7%。与此同时，本周中国股票型及跨境ETF净流入约1,581亿元，其中宽基ETF净流入约1,552亿元。

那么，这轮创纪录的连续下跌，是否终于接近尾声？

本周有机构倾向A股已经进入技术性熊市，但我倾向于短期应该会出现一波反弹。连续11周的抛售已经压缩了估值，ETF资金持续入场，而周五的深V反转说明买盘开始有所反击。

但反弹不等于趋势反转，反弹也有可能是死猫跳的节奏。
如果ETF资金流入减弱，而海外科技股继续承压，市场仍可能重新下跌，并且震荡筑底。

我的基本判断是：11周连跌纪录近期终结的可能性，已经高于继续大幅延长的可能性。但市场还需要证明，它能够在不依赖持续托底的情况下自主上涨。

[Harry Lin @harry35979565]

@0x_Rouge 我们也又通过I开头的国内VC投了点

[Harry Lin @harry35979565]

@HellenicEchoes No AI, just add the english translation

[Harry Lin @harry35979565]

@HellenicEchoes Yes exactly!

[Harry Lin @harry35979565]

@AtiIravani65 @guffanti_marco How do you expect Chinese immigrants to build a life in a foreign country?

If not through hard work and long hours, then what? Stealing? Robbing?

Since when did hard work stop being a virtue in Italy?

[Harry Lin @harry35979565]

@guffanti_marco 当然，我在米兰和弗利待过近一年，地上的垃圾我都要捡起来扔垃圾桶里！

[Harry Lin @harry35979565]

AI might be the first industry in history where CEOs spend billions making their products more powerful,

then fly to Washington to explain just how powerful they've become — so powerful, in fact, that they're dangerous.

[Harry Lin @harry35979565]

@thsottiaux 是的， 工具本应扩展你的自主权，而不是成为你交出自主权的理由

[Harry Lin @harry35979565]

Do you remember when you joined X? I do! #MyXAnniversary

[Harry Lin @harry35979565]

@BreisgauBrasil @xBlackBlackxx

[Harry Lin @harry35979565]

@francia781119 哥们儿 ，发现你是为数不多认真坚持做垂直而且用心发帖的Xer了，一定成功的

[Harry Lin @harry35979565]

Bitcoin’s Fear & Greed Index is at 25.

Yet $BTC is still holding above $80K.

Sentiment is deteriorating faster than price.

Meanwhile, spot Bitcoin ETFs reportedly attracted over $1B in net inflows across three consecutive days.

That’s an interesting divergence.

Fear is rising. But so far, the price isn’t breaking.

Is selling pressure running out of steam, or is the market simply waiting for its next move?

Sometimes the most interesting signal isn’t what the market does.

It’s what the market refuses to do.

[Harry Lin @harry35979565]

I finally understand the difference between Bitcoin mining and AI infrastructure.

One burns electricity to produce digital tokens.

The other burns electricity to produce investor presentations.

Wall Street clearly prefers the second one.

[Harry Lin @harry35979565]

@haticeidilomerr If Chinese netizens are dangerous, the Chinese who actually use X are practically hardened criminals.

[Harry Lin @harry35979565]

@cynaegeirus If Chinese netizens are dangerous, the Chinese who actually use X are practically hardened criminals.