make jason

买什么不重要，什么时候买、什么时候卖是最重要的。
人生就是一场康波，不要浪费任何一场危机。
当你投资需要购买别人的会员才能进行决策时，
我认为你应该退出这个市场，不愿意动脑子的人华尔街不是你应该玩的游戏。

[make jason @markjason110]

https://t.co/bblAgojRLy

[make jason @markjason110]

@x_com_jonny @royxy 你这智商，不建议你说中文。

[make jason @markjason110]

@thdxr 放屁！没有契约精神的家伙！当初你降价的时候，可是说你做到了比官方价格还低的方案。

[make jason @markjason110]

@robert_baiguan 你是个傻子吗？别人去图书馆看书学习，你说是内卷，他妈的难道和你一起去抽大麻就不是内卷了？

[make jason @markjason110]

@darrencao2024 结束了，长鑫上市那天之后科技正式走向熊市

[make jason @markjason110]

@DanCote303 @jukan05 哈哈，兄弟，因为他水平有限，他只想要流量

[make jason @markjason110]

@pdicarlotrader 这种技术分析毫无价值，MU 里面都是机构和量化，想要什么价位？这是它一个程序的指令而已。

[make jason @markjason110]

@Rocky_Bitcoin 白痴一样，这是美国施压的订单。这都被你解读为利好。

[make jason @markjason110]

@Rocky_Bitcoin 说你蠢都是抬举你，没有一点脑子。

[make jason @markjason110]

@GodotSancho 里面全是机构的量化机器人在做t

[make jason @markjason110]

@tastytatab @webaxvita 孩子，你知道什么叫柔光屏吗？孩子你知道现在小学生学生都必须要配备平板电脑么

[make jason @markjason110]

@xiaomustock 油价飙升这么为什么不避险

[make jason @markjason110]

@jukan05 你应该下载知乎

[make jason @markjason110]

@0427SMtieshou 你是有够蠢的他被拒是因为他签证去了敏感地区而已。

[AB Kuai.Dong @_FORAB]

耐克终于收回自己的线上销售权了。耐克的线上经销商滔搏收到通知，将于明年 1 月 1 日起终止耐克的线上销售。今后，耐克将通过在电商平台的旗舰店，及官网和官方 App 内销售。

而背后原因是本土新势力的崛起，耐克在中国市场已连续八个季度收入下滑，中国年轻人不买耐克了。

[Hedgie @HedgieMarkets]

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.

My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.

Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.

Hedgie🤗

[make jason @markjason110]

@galaxy1025850 就他妈的天天发这种谣言信息的傻逼，也就是翻墙救了你，你要是在内网分分钟给你封号

[make jason @markjason110]

@tuolaji2024 都打仗了还不涨？要在4月份早就起飞了，一次反弹的高潮，让众多人迷失了双眼

[make jason @markjason110]

@yiqifacai 图呢？没图说个鸡巴

[make jason @markjason110]

@Tesla_Teslaway 李在明最近的讲话暗示去杠杆力度和监管力度还不够，也就是跌幅还不够

[make jason @markjason110]

@xiaomustock 都没有关注李在明的讲话吗？李在明在上一个交易日就明确表示，目前的去杠杆监管力度远远没有达到要求，也就是他认为跌的还不够