Flying Mountain

lifetime learner, tech stock and crypto investor

[Flying Mountain @rafexu]

@kovainvest APH在Cable Cartridge 长期业务会被替换，但背板连接器业务在上升. CommScope CCS利润率没有铜背板高

[Flying Mountain @rafexu]

@joecarlsonshow Terminal value is crushed as investors have uncertainties about the LT impacts of AI

[Flying Mountain @rafexu]

Chip manufacturers are competing on packaging capabilities (2D, 2.5D, 3D); Data Centers are competing on distributed, disaggregated collaborative capabilities across racks, SuperPods, data halls, and DC campuses; now, AI is all about cross-agent orchestration capabilities.

[Flying Mountain @rafexu]

Author Kurt Vonnegut once wrote:
"Enjoy the little things in life, for one day you'll look back and realize they were the big things."

[Sahil Bloom @SahilBloom]

https://t.co/n4s464tZi3

[Flying Mountain @rafexu]

SaaS公司会在一段时间受到估值挑战. 软件SaaS的成功是基于云计算平台的低边际成本，但AI现在显然推理Inference Token还是太贵. 英伟达刚刚发布的Vera Rubin架构实际上把原来云计算厂商的系统集成的活干了,云计算厂商要不断投入Capex. 互联网的瘦协仪，胖应用时代下的SaaS模式在AI时代不一定好走了.

[Flying Mountain @rafexu]

三星堆，史前巨人是不是是上个人类文明的Physical AI机器人？

[Flying Mountain @rafexu]

Interesting read on why the silver squeeze is happening. It argues that the structural imbalance between rising Solar panel demand and inelastic supply is the culprit.

[Flying Mountain @rafexu]

A good read to explain why younger generations spend more time on Polymarket, Degen Crypto, NFT, Meme Coin. The social kill line is up due to massive inflation globally. The investment returns is below the inflation rate globally.

[sysls @systematicls]

https://t.co/FQe5bCBqW1

[Flying Mountain @rafexu]

@BTCdayu 能看epub 书吗？我基本上用Apple Books看书

[Flying Mountain @rafexu]

@phyrexni 美国一般的经济周期是20年左右. 1907 Panic之后是1929年的大萧条，之前是1873-1879 Panic. 2007-2009之后的20年左后是2028-2030之间.

[Flying Mountain @rafexu]

没有想到只用了二年，第一家$5 Trillion 市值的公司就出现了.

[Flying Mountain @rafexu]

没有想到只用了二年，第一家$5 Trillion 市值的公司就出现了.

[Flying Mountain @rafexu]

@0427SMtieshou 可以哑铃策略，一头关注十年不变的东西，一头关注一年十变的东西，比如AI， Crypto 等

[Flying Mountain @rafexu]

@phyrexni @Bitget_zh 为什么那么多ETH Treasury 公司比如BNMR, SBET等50-60家公司买了ETH, 价格应该远高于现在的价格，为什么？

[Flying Mountain @rafexu]

@iPaulCanada 二年就四百多万日元了？

[Flying Mountain @rafexu]

@Eva_Matrixdock ETH Treasury 大大提高了市场风险

[Flying Mountain @rafexu]

@Michael_Liu93 ATOM

[Flying Mountain @rafexu]

@The_AI_Investor Does not mean it must be a good investment as you also need to consider the entry price point.

[Flying Mountain @rafexu]

@Compute_King 已经很高了