Hon kit Lau

Yolo pretty much

[Elon Musk @elonmusk]

SpaceX

[Hon kit Lau @jjthewhiteT]

good learning for today

[看不懂的SOL @DtDt666]

兄弟们，斯坦福这场两小时的讲座，把 ChatGPT、Claude这类大模型的真实构建逻辑拆解得一清二楚。

通透程度甚至超过了很多 AI 领域顶尖从业者日常能接触到的内容。

赶紧收藏好，今天少刷点抖音，匀出两个小时看一看，

它很可能会成为你这一整周最有价值的学习收获。

[Hon kit Lau @jjthewhiteT]

worth watching

[看不懂的SOL @DtDt666]

兄弟们周末就别沉迷刷抖音了。

强烈推荐花3个小时看完北京大学内部投资学习课程。

投资必看！李录演讲：全球价值投资与时代

时隔5年，李录这场160分钟的价值投资思想盛宴令人醍醐灌顶。

李录极少公开演讲，每一次都弥足珍贵，

尤其是他对价值投资在中国成功践行的深度思考，

为我们提供了宝贵的本土化经验。

2026年4月8日，Himalaya Capital（喜马拉雅资本）首次发布李录在北大光华管理学院价值投资课程十周年庆典上的主旨演讲视频《全球价值投资与时代》（演讲时间：2024年12月7日）。

关于李录：查理·芒格的合伙人，芒格所说的“一生中三个最成功的投资之一”，芒格家族资产的主要管理者，被芒格称为“中国的巴菲特”。

2008年，84岁的芒格在采访中提到：“人的一生不需要做很多投资，我的财富主要来源于三次投资——伯克希尔、好市多，以及李录的喜马拉雅基金。”

李录1997年在美国创立喜马拉雅资本，至今管理资金规模约80亿美元，长期年化回报率超过20%。近年来更为人津津乐道的是，李录力荐比亚迪给巴菲特和芒格投资，帮助他们获得超过30倍的收益，成为价值投资在中国成功践行的经典案例。

本次演讲核心内容：

主题一：我们时代的困惑是什么？

全球发生了很多变化，给投资人带来了许多困惑。

主题二：对这些困惑的深度思考

探讨困惑背后的原因和本质。

主题三：中等收入陷阱与国际关系

关于中等收入国家的跨越，以及对当今国际关系的看法。

主题四：全球价值投资人如何应对时代挑战

面对关税、贸易战等挑战，价值投资者的应对之道。
价值投资的本质 回顾价值投资的起源，阐述六条价值投资的基本理念。

精彩问答环节：

1. 优质公司明显高估时，何时减持？
2. 长期持有的运气与勇气：年轻人如何在不确定性中决策？
3. 美国3.0时代与中国的改革路径
4. 如何理解“便宜的公司”？P/E应该怎么看？
5. 优秀企业家有什么共性特点？
6. 投资的意义究竟是什么？

时隔5年，李录这场160分钟的价值投资思想盛宴令人醍醐灌顶。李录极少公开演讲，每一次都弥足珍贵，尤其是他对价值投资在中国成功践行的深度思考，为我们提供了宝贵的本土化经验。

特此推荐给朋友们，值得珍藏！反复观看、深度学习。

[Hon kit Lau @jjthewhiteT]

very make sense

[比特币橙子Trader @oragnes]

穷人越自律，被收割得越惨🩸

最近江学勤教授的演讲视频全网爆火🔥

彻底戳穿了中产阶级的成功学谎言

个人命运的真相根本不是自律

而是看透这场阶层博弈的 Game Reset

PS：视频长达50多分钟，收藏慢慢看，非常有启发👇

[Hon kit Lau @jjthewhiteT]

LOL

[KK.aWSB @KKaWSB]

🚨新消息：Sam Altman和Dario Amodei拒绝在德里举行的2026年人工智能影响峰会上牵手😂😂😂😂

绝对会是AI届载入史册的名场面🤣

[Hon kit Lau @jjthewhiteT]

Can’t wait to see this. Go T1! Go Faker ! @T1LoL

[Elon Musk @elonmusk]

Let’s see if @Grok 5 can beat the best human team @LeagueOfLegends in 2026 with these important constraints:

1. Can only look at the monitor with a camera, seeing no more than what a person with 20/20 vision would see.

2. Reaction latency and click rate no faster than human.

Join @xAI if you are interested in solving this element of AGI.

Note, Grok 5 is designed to be able to play any game just by reading the instructions and experimenting.

[Hon kit Lau @jjthewhiteT]

Daddy Trump

[机灵的杰尼君🔶BNB @Meta8Mate]

巴伦：爸，我想买游艇.
川普：5.
巴伦：等5年嘛？😟
川普：4…3…2 …

[Hon kit Lau @jjthewhiteT]

lmao

[Hon kit Lau @jjthewhiteT]

😂😂😂😂

[Hon kit Lau @jjthewhiteT]

LOL https://t.co/YaeiDccX69

[Hon kit Lau @jjthewhiteT]

Kawasaki CORLEO - This Robot Bike Doesn’t Roll, It Walks ! https://t.co/R1wuATfbf7 via @YouTube

that’s will be so cool !

[Hon kit Lau @jjthewhiteT]

lol

[Hon kit Lau @jjthewhiteT]

LOL

[Uzi Obi @UziObi]

Liberated from my Robinhood account

[Hon kit Lau @jjthewhiteT]

Make American stocks cheap again !

[Hon kit Lau @jjthewhiteT]

didn’t expect it turned out to be kids arguing in the end. more fun to watch this than netflix

[Jordan Schachtel @JordanSchachtel]

If you watch the full Trump-Zelensky press conference, it is very clear that Zelensky, not Trump or Vance, became the antagonist. Both POTUS and VP were very respectful and cordial until Zelensky very publicly ignited a firestorm.

It all starts at 40:30

1) Zelensky essentially rejects how VP described the mandate of POTUS to conduct foreign affairs, and he insinuates that Trump term one did nothing to stop Putin.

2) He then basically tells Vance that his ideas are faulty and that the administration's diplomacy won't work.

These two comments are *deliberately antagonistic.* Everything was all well and good, but Zelensky took two major shots in a public forum, and they had to respond. And respond they did.

Recall, this is the guy who interfered in our electoral politics and called VP "too radical," and bashed Trump in an interview with New York Mag weeks before the election.

Zelensky is ENTIRELY at fault here. 100%.

[Autism Capital 🧩 @AutismCapital]

🚨BREAKING: The most explosive part of the Trump/JD Vance/Zelenskyy Argument

TRUMP: "Don't tell us what we're going to feel. We're trying to solve a problem. You're in no position to dictate what we're going to feel. We're going to feel very good and very strong. You're not in a good position. You don't have the cards right now, with us you start having cards. You're gambling with the livers of millions of people. You're gambling with WW3. What you're doing is very disrespectful to the United States who has backed you much more than they should have."

JD VANCE: "Have you said thank you once? This entire meeting, have you said Thank you?"

TRUMP: "Your country is in big trouble. You're not winning this. You have a damn good chance of coming out OK because of us. We gave you through our stupid president $350B, military equipment, and if you didn't have our military equipment this war would have been over in two weeks."

JD VANCE: "Say thank you. Accept that there are disagreements, and let's go litigate those disagreements rather than try to fight it out in the American media when you're wrong."

[Hon kit Lau @jjthewhiteT]

@onenewbite @realDonaldTrump Biden omg 🤦🏻‍♂️, don’t even wana picture that scene