SameQ | Capital & Signals

Following capital, AI, technology, and the incentives that shape the world.

观察资本流向、
AI变革、
加密市场与权力迁移。

資本の流れ、
AI革命、
暗号資産市場、
そして権力の変化を追う。

[SameQ | Capital & Signals @sam_qin]

I write short observations about power, money, and AI.

No predictions.
No hype.
Just structure.

[Kalshi FC @KalshiFC]

JAPAN TAKES THE LEAD AGAINST BRAZIL, WHAT A SHOCK !!!!!!!!!!!!!!!!!!!!!!

[SameQ | Capital & Signals @sam_qin]

@cryptobeast 日本2:1获胜

[SameQ | Capital & Signals @sam_qin]

@kskgroup2017 日本1:0暂时领先

[SameQ | Capital & Signals @sam_qin]

刚🇧🇷和🇯🇵两边首发名单出来了，还有一个钟就开打，吐槽一下先，巴西队的纸面实力还是世界顶级，但这首发给人感觉是“老将带青训+伤病凑合”。要是Vini被针对锁死，这队能踢得跟便秘一样难受。典型巴西——天才一大堆，就是不一定能踢出化学反应，内马尔要在替补席上等八强赛？😂日本队确实标准的日本队3-4-2-1经典模板——纪律性拉满、跑动拉满、战术执行拉满，就是缺那么一两个能单挑世界级后防的怪物。面对巴西这种身体+技术怪兽，估计又是“控球时间少、射门次数少、但跑得比谁都欢”，遗憾的是久保建英 、三笘薰、远藤航，这三个没能上场，要不然这三个上场的话防守铁桶 + 中场控制 + 边路爆点 + 前场创造力全都有，对巴西真能打出五五开甚至爆冷的戏码。现在嘛… 就是“很拼、很日本、但缺那口气🤪。
巴西要是认真踢，靠Vini + 个人能力就能把日本摁着打；但巴西最近老爱犯病（安胖调教中？），要是中场被日本疯狂逼抢断球，日本很可能靠速度+定位球搞事。
这比赛看点就是：巴西的天才 vs 日本的执行力。巴西赢面大，但想赢漂亮得看Vini和中场能不能醒醒。反正这场球绝对很精彩🤩

[SameQ | Capital & Signals @sam_qin]

@NaturindaS256 hi～

[SameQ | Capital & Signals @sam_qin]

@0xkakarot888 👌

[SameQ | Capital & Signals @sam_qin]

@zanehugozeng 蹭蹭不进去那种吗🤣

[SameQ | Capital & Signals @sam_qin]

@elonmusk The real question isn’t ideology. It’s transparency. If billions of taxpayer dollars are involved, the public deserves complete audits, open data, and measurable outcomes

[Elon Musk @elonmusk]

The hard truth is that USAID, with its constant support of often violent leftist regime change, caused a lot of death!

[SameQ | Capital & Signals @sam_qin]

@xiaocongcong88 巴西🇧🇷 VS🇯🇵日本 1 : 2

[SameQ | Capital & Signals @sam_qin]

@victorhaleru 算我一个

[SameQ | Capital & Signals @sam_qin]

@xiyanov 互关呗

[SameQ | Capital & Signals @sam_qin]

@TeslaAIBot hi～

[Optimus @TeslaAIBot]

Good morning humans 👋

Have a great day 🤙

[Tesla AI @Tesla_AI]

v14 Lite Release Notes:

– Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.

– Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.

– Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.

– Introduced parking, unparking, and reversing capabilities.

– Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.

– Speed Profiles are now available at all times, to further customize driving style preference.

[SameQ | Capital & Signals @sam_qin]

@hina_ai_04 @read_kei 🎉🎉

[SameQ | Capital & Signals @sam_qin]

@rektfencer AI demand is real. That doesn’t automatically mean every price spike is. If supply was intentionally restricted while AI became the perfect narrative, regulators have every reason to investigate. What do you think?

[Rekt Fencer @rektfencer]

🚨 THE MEMORY CHIP SHORTAGE WAS MANUFACTURED

Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage.

The lawsuit claims they used the "AI Boom" as cover to cut the regular memory supply.

DRAM prices are already up 500-700%.

Now the damage is showing up in iPhone and Mac prices.

This is why demand for AI is rising so fast.

This looks like total supply control.

[SameQ | Capital & Signals @sam_qin]

@ApexNewsx 🇧🇷1:2🇯🇵

[SameQ | Capital & Signals @sam_qin]

@wotiaozi 互关吗条子？😂