孔明

Retail Investor | Rates Quant

[孔明 @herbert_1989]

@FundaAI based on this NT, copper looks promising

[孔明 @herbert_1989]

@TheNapoliZone @Gazzetta_it need to get a replacement for Di Lorenzo, he is slow and washed now

[孔明 @herbert_1989]

@Balder13946731 什么意思？它这些plan没有remove ads啊，这跟YouTube premium两回事

[孔明 @herbert_1989]

@BigbirdflyChan 很多人看不清中国的问题。很多人看清楚了还在装睡，这是最可怕的。

[孔明 @herbert_1989]

@_DomDav In my view, there lacks of too much transparency in APP's business, e.g., whether Meta's non-IDFA bidding will hurt Axon's market share, whether e-commerce will cannibalize gaming's business, and that's why funds are so cautious to APP.

[孔明 @herbert_1989]

@PolymarketHoops @Twitch He cannot dribble. Period.

[孔明 @herbert_1989]

@BigbirdflyChan 100%

[孔明 @herbert_1989]

@LinQingV TSM是否也是有点这个意思？

[孔明 @herbert_1989]

@wei_andrew @tig88411109 中国韭菜又开始替海外华人操心了

[孔明 @herbert_1989]

@douzhengwu @ShanghaoJin 舆论算个屁，这事儿这么大，联合这么多部级单位，至少是刘鹤何立峰这种级别的人拍板做的，习应该也是知情的。他们会因为一小撮人的意见就改变？

[孔明 @herbert_1989]

@tig88411109 最纳闷儿的是那么多雪球大V居然还是看不清中国的现状，还在执迷不悟的投资中概。。

[孔明 @herbert_1989]

@Joho198510 @Balder13946731 manus

[孔明 @herbert_1989]

@KobeissiLetter there is no "thank you for your attention to this matter" this time...

[孔明 @herbert_1989]

@GlobalCollapse tsla is better at making pie in the sky.

[孔明 @herbert_1989]

@PabloDBCapital @Nietschecapital @Ad_Quant Why Omar from BofA😂? He prolly be the most bullish analyst on the street

[孔明 @herbert_1989]

@Alex_perception 中国的问题其实大家都明白，不从根上解决是无解的，只不过这个根儿不可能有变动。

[孔明 @herbert_1989]

@Balder13946731 $KLAC 不是暴跌？

[孔明 @herbert_1989]

@Balder13946731 在中国民营企业做大了也是问题，都要低调、夹着尾巴做人。必要时刻还要为共同富裕牺牲利润。。

[孔明 @herbert_1989]

@Alex_perception 政权在内部压力大时就开始强化民族主义、制造外部敌人、通过对外冲突凝聚国内支持

[孔明 @herbert_1989]

@BrickCenter_ Sixers fans call a FT machine MVP 😂