Fahim Ahmed

wholesome crypto degén 🤌 @boobahub | WAGMI Planet

[Massimo @Rainmaker1973]

Bullets fired underwater collapse instead of flying, folding into flower-like shapes from extreme water resistance. Recovered and polished, they’re transformed into unique jewelry set with gold and diamonds.

[🎞️ bulletbloom]

[Jason Bartlett @Jason2bartlett]

This is South Africa!

Now maybe you understand why I’m so excited about living in a civilized country like America!

America is Awesome!

[Bruce J @BTCBruce1]

AI 消泡沫的时间节点大概在2029-2030年
也是科技和金融界最核心的“终极博弈”时期
避免长篇大论，极度省流版

时代背景：
美/中两国正围绕着AI展开全面装备竞赛
从电力/能源到半导体产能，数据中心建设

当前形势：
2025-2027 全球半导体供应链极度缺货
海力士/美光/台积电/英伟达等等…
都在大兴土木，疯狂扩建新工厂，提高产能

新工厂完工时间：
台积电：美国亚利桑那州6座晶圆厂
美光：纽约千亿超级工厂
英特尔：俄亥俄的大型基地
三星晶圆代工： 同样在美国德州
以上全面落成的节点都定在 2030年前后

建一座晶圆厂（Fab）的周期通常是：
土建（1.5-2年）
设备搬入与调试（1年）
产能爬坡（0.5-1年）

结论：
1. 2026/2027年这一轮是疯狂砸钱（Capex）

2. 根据时间差经济学推算
“2029-2030是潜在的泡沫临界点”

3. 按 OpenAI、Anthropic 的长期规划他们在
2026年到2029年间的累计运营亏损将达到
数千亿美元，很多亏给上述这些半导体企业

目前画的饼：虽然我们现在每年巨亏
但等到2029-2030年
AI将带来每年数万亿美元的商业变现/回报。

如果到了2029-2030年
AI应用端带来的真实收入，无法支撑起科技
巨头们每年数千亿的基建投入
那么泡沫就会破裂
半导体行业就会陷入周期性灾难
严重产能过剩，芯片和HBM价格暴跌
算力和存储的成本会变得极其廉价

如果到了2029-2030年
AI应用端带来的真实收入已经发生质变
生产力和GDP均得到大幅提升
那么泡沫就会被市场消化

无论哪种结果
至少半导体行业：现在没有泡沫
因为都是真实订单，真实收入和增长

奇点牛市，核心就是“奇点”
因为没有人知道明天的 AI 会如何迭代

AI 自我进化、自我迭代这件事
在未来的任何一天都可能发生

所以我们现在要做的
就是先拥有一个买美股的App
比如MSX @MSX_CN
然后选择 $MU $NVDA $MRVL $AMD …………

索罗斯有句名言
泡沫由两部分组成：
“真实的趋势+对该趋势的误解”
AI 是真实的趋势
趋势会持续多久，每个人都有自己的判断

识别泡沫，参与泡沫
在泡沫破碎前离开
人生财富靠康波，第一桶金靠泡沫
祝大家端午节快乐

[Juanita Broaddrick @atensnut]

How did this much “foreign occupation” take over……in of all places….Texas.

[Massimo @Rainmaker1973]

This is the customized parking feature of XPeng Motors from China

[RadioGenoa @RadioGenoa]

Inside his truck he discovers an unpleasant surprise.

[The Genesis @oboofafrica]

Building collapsed, it looks like all made of bamboo 😳🏚️💥

An impressive build, but a dramatic ending.

[τοῦτο βλέπω @toutovlepo]

FINALLY museums giving the people what they want: reproductions of the artifacts

[Jason Bartlett @Jason2bartlett]

How can America be this awesome???

Someone pinch me I think I’m dreaming!!!

[Star Rail Universe @StarRailVerse1]

New Cat Cakes merchandise

#HonkaiStarRail

[RadioGenoa @RadioGenoa]

Meat market in Islamic Bangladesh. Ursula von der Leyen has just made deals to import these "skilled workers" to Europe. Ursula von der Leyen must be locked up in prison for life.

[Fahim Ahmed @solarfund46]

Just read up on Paul Atkins and his incredible journey. His insights on innovation and resilience are truly inspiring. It's amazing how one person can make such a big impact! #PaulAtkins

[犬匠 @HoundShou]

A Minor Incident Before the Rain🌧
#zzzero #Lycaon #Lighter

[Fahim Ahmed @solarfund46]

@xxbby_bxx76 @ErrorGramatica Must be tough to prioritize luxury nah over luxury

[Star Rail Universe @StarRailVerse1]

4.1 BATTLE PASS ICONS

-Ashveil
-Jade

#HonkaiStarRail

[Fahim Ahmed @solarfund46]

Just read about the stunning landscapes and rich culture of the Dominican Republic. It's amazing how much history and beauty this place has to offer. Definitely adding it to my travel list! #DominicanRepublic

[Fahim Ahmed @solarfund46]

Kankakee is making waves today! From its rich history to vibrant community spirit, it's fascinating to see how this city is evolving and capturing attention. What are your thoughts on Kankakee?

[Star Rail Universe @StarRailVerse1]

4.2 Silver Wolf, Yunli & Argenti will able to roll out when you lose 50/50 just like Seele, Blade and Fu Xuan.

-Via Full Stop Chan & hxg

#HonkaiStarRail

[Fahim Ahmed @solarfund46]

@JohzinBoyzinho Global tensions emphasize the need for strategic energy policies

[Fahim Ahmed @solarfund46]

Just saw the buzz about Leavitt today! It's incredible how a single topic can spark so much conversation. Can't wait to dive deeper into what everyone's saying and share my thoughts!