风禾尽起

专注 AI 第四次工业革命｜趋势先发生，共识后形成，价格再兑现｜持有 $SIVE/2DG $NOK $XFAB $JEPQ ｜唯有热爱方抵岁月漫长

[风禾尽起 @jacky200304]

@laozhouhengmei 差个下跪姿势

[风禾尽起 @jacky200304]

@yeyusam1 @GuochenLou 第一差是第二任，第二差是第一任，状元榜眼非串儿莫属，美帝人民眼光厉害👍🏻

[风禾尽起 @jacky200304]

@XinleiWang220 @hazenlee 马斯克的粉丝可有一堆理由反对你这个论点😂

[风禾尽起 @jacky200304]

@hazenlee 特斯拉只能L2了，端到端不符合中国国情😂

[Mykhailo Rohoza @MykhailoRohoza]

💙💛Taiwanese TV presenter with the flag of Ukraine.

[风禾尽起 @jacky200304]

$SIVE / $2DG 回忆并记录

[风禾尽起 @jacky200304]

@aleabitoreddit thx and love u🌹🌹🌹

[风禾尽起 @jacky200304]

是的，所谓性格决定命运

[Morris @Morris_LT]

人最大的损失，往往不是能力不够，而是性格失衡。嘴硬的人，输在放不下面子，于是错过机会、关系和成长；心软的人，输在守不住边界，于是背负本不属于自己的责任和代价。前者困于自尊，后者困于善良。真正成熟的人，不是变得强硬或冷漠，而是在该低头时低头，在该拒绝时拒绝，既不被面子绑架，也不被情绪裹挟。

[风禾尽起 @jacky200304]

@by_xubo JD说得没错，按他的智商，川普就是天花板存在

[风禾尽起 @jacky200304]

@__Inty__ JD Vance 是串儿的看门狗，串儿让他咬谁就咬谁😂

[风禾尽起 @jacky200304]

@HXR001 🇷🇺豆腐工程真多，俄罗斯的朋友们千万注意不要靠近家里窗户哦😂😂😂

[Serenity @aleabitoreddit]

Just a reminder: 99% of X was bearish on memory 3 months ago...

Since then:

$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K -> 2.685M KRW (+215.5%)
Samsung 172K -> 362K KRW (+110.7%)

If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028.

Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc."

Probably same thing now with optical names and their projections into 2027, 2028.

I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.

[风禾尽起 @jacky200304]

@Sunxming @IamRamenPanda 在设置里头😃

[风禾尽起 @jacky200304]

@bingyuicejade 2021年总统就职典礼，Lady Gaga演奏国歌真的有气势😊

[Morris @Morris_LT]

如何判断自己找到另一半是“对”的人？如果这个人在未来二十年、三十年里，都始终保持今天的样子，不会变得更有钱，不会变得更优秀，也不会满足你对他的任何期待，你还愿意和他一起生活吗？如果答案是愿意，那么你爱的是这个人本身。如果答案是不愿意，那么你爱的可能更多是他身上的潜力、可能性，以及你对未来的期待。因为很多关系最后走向破裂，并不是对方变了，而是发现对方从来没有变成自己期待的样子。真正稳定的关系，往往不是建立在“我相信你会变得更好”之上，而是建立在“即使你不变成我期待的样子，我依然愿意和你在一起”之上。

[Hillary Clinton @HillaryClinton]

Remember, during today's literal cage match on the White House grounds:

No matter what, it's not his house. It's our house.

Get a hat, coaster, or sticker to support groups and candidates who will respect the form AND the function of the people's house. https://t.co/yGDgJciDQZ

[章工 @435hz]

赚钱不丢人，没钱才丢人。
为什么普通人要把赚钱排第一？钱能解决你在生活中遇到的90%问题。

人人有自己的理想，但在谈理想之前先说钱。没钱时谈理想是空谈，房租不会因为你有梦想就打折、超市不会因为你有情怀让赊账，实现理想要资本。
这不是妥协，是策略。先爬到半山腰，才有机会看到山顶的风景。

[Yunchao Wen 💙💛 @wenyunchao]

俄军兵败如山倒。

[风禾尽起 @jacky200304]

@xzzzjpl 固收也能暴雷？这有点超乎想象

[Joe Biden @JoeBiden]

Generation after generation, men and women put on the uniform knowing the risk — and went anyway knowing they might not come home. Knowing their families would carry that for the rest of their lives.

To the families still carrying that weight — I see you. The pain doesn’t go away, but neither does the pride.

Freedom has never been guaranteed. It has to be earned, defended, and sometimes paid for in the hardest way imaginable. Today on Memorial Day, we stop, we slow down, and we remember those who did.

We honor them.

We thank them.

And we work hard to live up to what they died for. Keep the democracy they believed in worth believing in. That is the ultimate tribute for their sacrifice.