全部推文
共 6413 条 · 第 133 / 214 页 · 滚到底自动加载更多
-
澄清 Marvell 非存储核心，其 SSD 控制器业务占比远小于定制 ASIC。
@InnatS__ $MRVL 并不是存储交易的核心。三星、SK 海力士和美光才是。Marvell 通过 Bravera 提供 SSD 控制器，但这部分收入与其定制 ASIC 相比仅占很小比例。
英文原文
@InnatS__ $MRVL is not the center of the memory trade. Samsung, SK Hynix, and Micron are. Marvell does SSD controllers through Bravera and it’s only a small portion of their revenue compared to custom asics
-
软件无护城河，网络效应与监管壁垒才是核心竞争优势。
1. 网络效应(Network Effect)。你可以在一天内写出 Reddit 的代码。但因为大家都同意使用像 Hyperliquid 或 Polymarket 这样的平台，这赋予了它可防御的价值。 2. 同意任何新创业公司的观点。软件没有护城河(Moat)。 3. 主要的护城河是监管/时间。Stripe 甚至花费了 11 亿美元，仅为了通过与 Bridge 的合作获得牌照的快速通道并收购竞争对手。
英文原文
1. Network effect. You can code Reddit in a day. But because everyone uses agrees to use something like Hyperliquid or Polymarket gives it defensible value. 2. Agreed for any new startup. No moat in software. 3. Main moat is regulation/time. Stripe literally spent $1.1B just for a fast path for licenses with Bridge and buy out competition.
-
群联CEO驳斥中国存储倾销论，看好AI存储结构性需求。
群联电子(Phison) CEO 采访中的一个有趣评论。针对中国存储厂商（长江存储 YMTC 和长鑫存储 CXMT）将倾销市场的谣言，CEO 潘汉德表示：“说这话的人是在说梦话”。$SNDK、$MU 以及存储板块似乎看不到供应短缺的迹象。AI 对存储的需求看起来是结构性的且呈指数级增长。
英文原文
Interesting comment from Phison's CEO interview was this. When addressing the rumor that Chinese memory makers (YMTC and CXMT) will flood the market: Pua says: "The people saying that are talking in their sleep/dreaming". $SNDK, $MU, and the memory trade appear to have no shortage in sight. The memory demand for AI looks structural and exponentially growing.
-
建议通过投资AI股票及关注BOM支出（存储、光子学）来对冲失业风险。
看到人们因人工智能(AI)替代而失业，确实令人难过。现在人们唯一能做的就是顺势而为，否则就会被抛下。 对此最大的对冲手段是投资AI股票，并关注物料清单(BOM)支出。 最大的是存储芯片，如 $MU 或 $SNDK。从 $LITE 到 $AAOI 的光子学(Photonics)组件在BOM中也占据相当比重。
英文原文
Yeah pretty sad to see people get laid off from AI displacement. So only thing people can do now is ride the wave or get left behind. Biggest hedge against this is AI equities and looking into BOM spend. Biggest is memory like $MU or $SNDK. Photonics from $LITE to $AAOI command a decent amount of BOM.
-
存储需求结构性短缺，推理瓶颈在存储，中国产能无外溢。
群联电子(Phison) CEO关于存储与投资框架的访谈摘要： “收过路费者”（Toll Collectors）： - 美光(Micron) ($MU) - SK海力士(000660.KS) - 三星电子 - 西部数据(Western Digital) ($WDC) - $SNDK T2层级： - $MRVL - $SIMO - 群联电子(Phison Electronics) 随着AI向边缘端迁移，设计连接存储与计算逻辑/软件控制器的公司将捕获巨大价值。 T3层级： - 纯存储(Pure Storage) ($PSTG) - NetApp ($NTAP) - 希捷(Seagate) ($STX) 随着Vera Rubin推理服务器推出，键值缓存(KV Cache)和数据生成的爆发将触发针对数据中心存储密度和高容量企业级固态硬盘(Enterprise SSDs)的硬件升级周期。 有趣的是：$EBAY（翻新电子产品）可能成为受益者。 - 做空/规避低毛利消费硬件。 - 做空/规避未对冲的汽车/IoT制造商。 主要Alpha观点： - “三年预付”现金流：存储晶圆厂要求3年现金预付款以保障供应。 - 推理瓶颈在于存储而非GPU：单批次1000万台$NVDA Vera Rubin平台需每台20+TB SSD，仅此项就将消耗去年全球NAND产能的20%。 - “中国供应过剩”看空论调已死： Pan完全驳斥了关于长江存储(YMTC)和长鑫存储(CXMT)的观点。中国内部AI需求巨大，将瞬间消化100%国内产量。不会有廉价中国存储流入全球市场来拯救西方硬件OEM。 访谈TLDR： 存储需求是结构性的。供应端无结束迹象。$INTC CEO上月已确认此点。
英文原文
TLDR of Phison CEO interview on Memory and Investment Framework: "Toll Collectors": - Micron ( $MU ) - SK Hynix (000660.KS) - Samsung Electronics, - Western Digital ( $WDC ) - $SNDK. T2: - $MRVL - $SIMO - Phison Electronics Companies that design the logic/software controllers connecting memory to compute will capture massive value as AI moves to the edge. T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX) As Vera Rubin inference servers roll out, the explosion in KV Cache and data generation will trigger a massive hardware upgrade cycle specifically focused on data center storage density and high-capacity Enterprise SSDs. Hilariously: $EBAY (refurbished electronics), might be a beneficiary. - Short / Avoid Low-Margin Consumer Hardware. - Short / Avoid Unhedged Auto/IoT Makers Main alpha points: - The "3-Year Prepayment" Cash Flow. Memory foundries are demanding 3 years of cash prepayments to guarantee supply. - The Inference Bottleneck is Storage, Not GPUs. A single 10-million-unit run of $NVDA Vera Rubin platform requires 20+TB of SSD per unit, which alone would consume 20% of last year's global NAND capacity. - The "Chinese Supply Glut" Bear Thesis is Dead: Pan entirely dismisses this point around YMTC and CXMT. China’s internal AI demand is so massive that it will instantly swallow 100% of its domestic production. No cheap Chinese memory will leak into the global market to rescue western hardware OEMs. TLDR from the interview: Memory demand is structural. No supply end in sight. $INTC CEO confirmed this last month.
-
业内认为长存长鑫扩产不会导致存储价格崩盘，反驳媒体观点。
写得很好！我最喜欢这条评论： 针对长存(YMTC)和长鑫(CXMT)扩产可能冲击市场并压低价格的担忧，Pua用一句话回应：“说这话的人在做梦。” 有趣的是，英特尔(Intel)CEO和行业内部人士都持相同观点，而媒体却在呼吁存储价格崩盘。
英文原文
Great writeup! This was my favorite comment: In response to concerns that capacity expansion by YMTC and CXMT could shock the market and drive down prices, Pua answered in one line: "The people saying that are dreaming." Interesting how Intel’s CEO and industry insiders are all saying the same thing, while media are calling for a memory price crash.
-
博主对提及的推文内容表示觉得好笑。
@RJCcapital @michaeljburry 这让我笑了 https://t.co/w7L75FgnHN
英文原文
@RJCcapital @michaeljburry this made me laugh https://t.co/w7L75FgnHN
-
批评法案将金融权让渡银行，扼杀稳定币创新与流动性。
谢谢。但这并不改变这样一个事实：并非每个人都是特朗普政府的内部人士，坐拥5000万美元以上资产，并能获得银行牌照。 该法案通过将一切权力拱手让给银行，极大地破坏了创新和美国理想。 它实际上禁止非银行机构接触资金流，并禁止通过稳定币为消费者提供真正的收益。 扩大稳定币的美元计价规模更有意义（我会支持贝森特在这一特定角度上的观点），但隐含的“核打击”针对的是大量非USDC的稳定币，这将导致流动性枯竭。
英文原文
Thanks. Doesn't change the fact that not everyone is an insider in the Trump administration, sits on $50M+, and can get a banking charter. This bill is extremely disruptive to innovation and American ideals by handing everything over to banks. It effectively bans non-banks from touching flow of funds and bans giving consumers true yield through stablecoins. Expansion of dollar denomination of stablecoins makes more sense (and I'd support Bessent on this specific angle), but the implicit nuke is on a lot of stablecoins that are not USDC + dries up liquidity.
-
Clarity Act 禁止稳定币收益，保护银行低息模式，或致 USDC 流动性枯竭。
这是 Genius 上 Clarity Act 扩展带来的稳定币相关收益。这是银行的“毒丸计划”，因为它从法律上禁止了任何竞争。这意味着将 USDC 存入稳定币新银行（Stablecoin neobank）-> 公司提供的 3-5% 收益被禁止。如果稳定币本身以及新银行/交易所/金融科技都没有收益，可能会导致 USDC 存款外流并耗尽市场流动性。银行支票账户平均利率约为 0.39%。正如你提到的，像 $SOFI 这样的新金融科技是例外。银行提供“高收益储蓄”，但很多时候，他们隐藏条款，6 个月后降低利率 -> 降至 0.1% 并迫使你开设新账户。如果其他银行/交易所等提供真正的百分之几的 USDC 存款国债利率并保持恒定，将颠覆银行现有的低/零费用支票账户模式。消费者没有获得真正的利率，所有利润都流向了银行。
英文原文
This is stablecoin related yield with the Clarity Act expansion on Genius. This is the Bank's poison pill as it just legally bans any competition. Meaning depositing USDC into a Stablecoin neobank -> the company giving 3-5% yield off that is banned. Having no yield from both the stablecoin itself + neobanks/exchanges/fintechs would likely cause a deposit flight out of USDC and drain liquidity from the market. Bank checking accounts are in average are ~.39%. There are exceptions with new fintechs like $SOFI as you mentioned. Banks offer "high yield savings" but a lot of times, they hide hidden clauses where they lower those after 6 months -> goes to 0.1% and make you open new accounts. If every other Bank/Exchange or others offered true few percent treasury rates from USDC deposits and made it constant, it would disrupt the low/zero fee checking account models banks have. Consumers aren't getting true rates, and any profits just go to banks.
-
Clarity法案是流动性抽水，抛售过度。
“Clarity”市场结构法案是一项精心伪装的流动性抽水工具，通过强制美元计价+银行瓶颈来实现。你开始看到结果已被大幅定价。然而，抛售看起来过度了。
英文原文
The “Clarity” Market Structure Bill is a cleverly disguised liquidity drain by forcing dollar denomination + Bank chokepoints. You’re now starting to see the outcome largely priced in. However, the selloff looks overdone. https://t.co/5crTJslCpz
-
预计美股将从上周抛售中恢复，期货微涨。
@Billions777888 是的，我预计会从上周的抛售中恢复。美国期货略微翻红。https://t.co/A2ORSXRYq4
英文原文
@Billions777888 Yeah I’d expect a recovery from last week’s selloff. US futures are are slightly green. https://t.co/A2ORSXRYq4
-
澄清无持仓，玩笑提及虚拟主播公司。
@MitchMartan98 @jukan05 哦，我是开玩笑说的。我没有持仓（请务必不要在不进行独立尽职调查(IDD)的情况下跟单），只是开一些关于虚拟主播(Vtuber)的轻松玩笑。 话虽如此，它确实是一家合法的公司。
英文原文
@MitchMartan98 @jukan05 Oh, I said this as a joke. I have no positions (pls dont take any without doing your own DD), just making some lighthearted jokes about Vtubers. That being said it is a legitimate company.
-
因比特币相关性担忧看空CIFR/IREN，看好NBIS。
鉴于比特币近期价格下跌，在它们与比特币的相关性降低之前，我持负面看法。像 $NBIS 这样的新云公司是该板块更纯粹的标的。据我回忆，$CIFR 的资产负债表中有大量比特币敞口，且 $IREN 的很大一部分利润来自比特币挖矿。营收数据噪音很大，因为比特币挖矿收入与高性能计算(HPC)收入对资产负债表的影响截然不同。但随着规模扩大，这种影响应该会减弱。
英文原文
Negative until they have less correlation with Bitcoin given Bitcoin's recent price drop. Neoclouds like $NBIS are a bit more pure play to the sector. Last I recall, $CIFR balance sheet had a lot of Bitcoin exposure and a lot of $IREN's profit comes from Bitcoin mining. Revenue numbers are a lot of noise since revenue from Bitcoin mining vs HPC hits the balance sheet a lot different. But as they scale up, it should be less materially impacted.
-
OpenAI警告国会：电力供应是AI竞争核心瓶颈，需投资美国能源。
OpenAI 就 Deepseek 蒸馏问题向国会发送了一份备忘录： “维持美国在人工智能领域的优势，取决于我们能否可靠地大规模生成和输送电力。” 电力输送 - $VRT, $ETN, $PWR, $WMB, $KMI 一级能源供应商：$CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D 电网能源/储能 - $TSLA, $FLNC, $NRGV, $BE 能源：$TE, $FSLR, $NRG 这对这些公司来说是一个被重申的顺风因素。 而对于那些已经锁定吉瓦(GW)级容量的公司，如 $IREN, $NBIS, $WULF 和 $CIFR，则存在二级顺风效应。 备忘录的核心议题围绕知识产权盗窃和国家安全问题。但关于维持优势的最大警告在于能源。 OpenAI 警告国会，2024年中国新增了429吉瓦(GW)的电力容量，这超过了美国整个电网的三分之一，也超过了全球电力增长的一半。他们认为，如果没有对美国电网进行激进扩张，中国“蛮力”式的能源建设最终将使其超越西方的AI能力。 光子学(Photonics)、先进封装(Advanced Packaging)和存储(Memory)是目前增长最快的三个瓶颈。然而，OpenAI 明确警告美国政府，谁能产生最多的电力，谁就能赢得AI竞赛。 他们的信息是：投资美国能源。
英文原文
OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.
-
MU营收预测低于五大巨头，若计入存储涨价可能上调。
@KAnalyser1 是的。不过 $MU 的预测值稍低一些。 $108亿（2025年）-> $465亿（2026年）-> ~$635亿（2027年）是一些估算值。当然，如果你将 NAND/DRAM 价格涨幅纳入模型，这些数字可能会更高，但它们通常低于上述五大巨头。
英文原文
@KAnalyser1 Yes. $MU projections are a bit lower though. $10.8B (2025) -> $46.5B (2026) -> ~$63.5B (2027) were some estimates. Of course if you model in NAND/DRAM price increases those numbers might go up more, but they’re generally less than the big 5 above
-
科技巨头负债投入AI基建，资金流向英伟达等上游供应商。
世界上最富有的公司正在为AI基础设施建设而负债。 尽管拥有数千亿美元的净利润，从 $AMZN 到 $GOOGL 的公司都大幅增加了资本支出(capex)： 以至于部分公司预计将在2026年出现净现金为负的情况。 以下是结果及受益者： 亚马逊 ( $AMZN ) 2025年：+$460亿 2026年（预估）：+$110亿 Alphabet ( $GOOGL ) 2025年：+$803亿 2026年（预估）：+$130亿 Meta Platforms ( $META ) - 净债务(Net Debt) 2025年：+$229亿 2026年（预估）：-$70亿（预计转为净债务状态） 微软 ( $MSFT ) 2025年：+$492亿 2026年（预估）：+$590亿 甲骨文 ( $ORCL ) 2025年：-$980亿（净债务） 2026年（预估）：-$1150亿 微软似乎处于最安全的位置。虽然亚马逊和谷歌主要依靠运营收入来资助AI基础设施建设。 然而，那巨大的现金流缓冲已经消失。甲骨文和Meta似乎正在通过负债来推动建设，尽管 $META 实现了惊人的运营收入数字。 现在，资金流向了哪里？ 运营收入预测： 1. $NVDA - 美国 $1350亿 -> $1865亿 -> $2401亿 运营收入 2. 三星 - 韩国 ~$302亿 -> ~$1700亿 -> ~$2267亿 3. SK海力士 - 韩国 ~$327亿 -> ~$1240亿 -> ~$1610亿 4. $TSM - 台湾 ~$622亿 -> ~$863亿 - ~$1033亿 – $1053亿 5. $AVGO - 美国 ~$415亿 -> ~$628亿-$651亿 - ~$847亿-$933亿 当然，这些是基于分析师预测的粗略估计。 然而，从总体趋势来看，这看起来像是一种杠杆式赌注，即AI基础设施建设完成后将带来自由现金流(FCF)的红利。 但明显的赢家似乎是英伟达、三星、SK海力士、博通和台积电。 随着超大规模云服务商(hyperscalers)中部分公司陷入债务，它们将资产负债表转移给这些供应商，期望从AI支出中获得长期投资回报率(ROI)。
英文原文
The richest companies in the world are going into debt for the AI buildout. Despite hundreds of billions in net income, companies from $AMZN to $GOOGL have increased capex so much: That some are projected to be net negative cash in 2026. Here are the results and who profits: Amazon ( $AMZN ) 2025: +$46.0 billion 2026 (Est): +$11.0 billion Alphabet ( $GOOGL ) 2025: +$80.3 billion 2026 (Est): +$13.0 billion Meta Platforms ( $META ) - Net Debt 2025: +$22.9 billion 2026 (Est): -$7.0 billion (Expected to swing into Net Debt) Microsoft ( $MSFT ) 2025: +$49.2 billion 2026 (Est): +$59.0 billion Oracle ( $ORCL ) 2025: -$98.0 billion (Net Debt) 2026 (Est): -$115.0 billion Microsoft appears to be in the safest position. While Amazon and Google have been largely funding the AI buildout with operating income. However, that large cashflow buffer has vanished. Oracle and Meta appear to be in debt to fuel the buildout, despite $META achieving staggering operating income numbers. Now, where does the money flow into? Operating Income Projections: 1. $NVDA - USA $135.0B -> $186.5B -> $240.1 Billion Operating Income 2. Samsung - Korea ~$30.2B -> ~$170B -> ~$226.7 Billion 3. SK Hynix - Korea ~$32.7B -> ~$124B -> ~$161.0 Billion 4. $TSM - Taiwan ~$62.2B -> ~$86.3B - ~$103.3B – $105.3 Billion 5. $AVGO - America ~$41.5B -> ~$62.8B-$65.1B - ~$84.7B-$93.3B Of course, these are rough estimates based on analyst projections. However, from the general trend, this looks like a leveraged bet that the AI buildout will pay off dividends in FCF after they're finished. But the clear winners appear to be Nvidia, Samsung, SK Hynix, Broadcom, and TSMC. This comes as hyperscalers, with some going into debt, transfer over their balance sheets to them, expecting a long term ROI from their AI spend.
-
提及某人在摩根大通任职期间因连续看错市场而成为笑柄。
@matthew_sigel 是啊……在摩根大通(JPM)共事期间认识他的人说，他因为连续几年看错方向而成了笑柄。
英文原文
@matthew_sigel Yeah… people who knew him during their time at JPM said he was laughingstock for getting everything wrong for few years straight.
-
认同思科因体量小而具投资潜力
@CapSimplified 不，我能理解为什么 $CSCO 是一个不错的候选标的。相比之下，它的体量相当小。
英文原文
@CapSimplified Nope, I can see why $CSCO is a good candidate. It’s a pretty small company in comparison.
-
虽对AVAV看跌且部分持仓亏损，但靠多样化实现年初至今正收益。
@burlingtononta 我对 $AVAV 持看跌观点。我有30多个持仓，遗憾的是并非所有都是盈利的。但我的年初至今(YTD)收益是正的，因为我正确的次数多于错误的，这正是投资组合多样化的意义所在。
英文原文
@burlingtononta I’m down on $AVAV. I have 30+ positions, not everything is green sadly. But I’m up YTD because I’m more right than wrong and that’s the point of portfolio diversification.
-
认为当前处于周期早期，$SIMO 虽已大涨但仍是优质长线标的。
@LAMINAR27174405 不，但这是一个很好的长线标的。这正处于周期( Cycle )的非常早期阶段，$SIMO 已经大幅上涨了不少。
英文原文
@LAMINAR27174405 Nope but great long. This one is the very start of the cycle, $SIMO has already rallied quite a bit.
-
研究PSTG后不看好其QLC闪存业务，明天将发帖。
@Ren_aramb 我今天早些时候其实正在深入研究 $PSTG。用于存储的 QLC 闪存(QLC Flash) 非常有趣，但（我）不看好。我明天还是会发帖，只是好奇大家有什么想法。
英文原文
@Ren_aramb I was actually doing more research into $PSTG earlier today. QLC Flash for storage is very interesting, but nope. I'll post tomorrow anyway, was just curious what ideas people had.
-
指出存储芯片进入新囤货周期，关注WDC等标的。
@elicapitalgroup 很棒的公司。但这看起来实际上是一个新囤货周期的开始，我之前没考虑到 $WDC、$STX 或 $SNDK。
英文原文
@elicapitalgroup Great companies. But it's actually appears to be the start of a new hoarding cycle, wasn't thinking about $WDC, $STX, or $SNDK.
-
AI需求致SSD囤货潮，$SNDK营收预期或翻三倍但股价未动
现在有一个非常滑稽的硬件囤货周期，比如 $SNDK 的固态硬盘(SSD)。大家都在买这个产品，但没人买它的股票（股价完全没动）。分析师此前预测没有增长，但来自人工智能(AI)需求的囤货可能会让营收预期翻三倍。想知道有人能猜到吗？
英文原文
There's a hilarious hardware hoarding cycle right now like $SNDK SSDs. Everyone is buying this, but not the stock (hasn't moved at all). Analysts were projecting no growth, but hoarding from AI demand likely triples revenue estimates. Wondering if anyone can guess?
-
作者表示对全仓DUOL和HIMS投资者的尊重超过伯瑞。
@soulbiri1 我现在对那位全仓 $DUOL / $HIMS 的哥们儿的尊重程度，甚至超过了对伯瑞(Burry)的尊重。 https://t.co/jjKomoBuAs
英文原文
@soulbiri1 I have more respect for the full port $DUOL / $HIMS guy than Burry now https://t.co/jjKomoBuAs
-
博主更正此前笔误，确认费用为每年380美元。
@FetzInvests 仍然是每年约 $380，上面打错了。
英文原文
@FetzInvests It’s still around $380 per year, typod above.
-
博主对另一位博主的推文表示嘲笑。
@amitisinvesting 🤣
英文原文
@amitisinvesting 🤣
-
揭露某博主为骗子，靠2008年旧闻混日子且缺乏真知。
啊，果然如此！他是个彻头彻尾的骗子（Grifter），在与 $PLTR 的公开辩论中都无法给出能支撑自己观点的像样回应，却还在兜售昂贵的订阅服务。他仅靠2008年的荣光混日子，但一旦实际交流，其真实知识水平便一目了然。
英文原文
ああ、やっぱりそうなったか！あいつは完全な詐欺師（グリフター）だったし、$PLTR との公開討論で自分の主張を裏付ける返答もまともにできないのに、高額なサブスクを売りつけてたからね。 2008年の栄光だけで食いつないでるけど、実際にやり取りしてみれば、本当の知識レベルがどの程度かなんて一目瞭然だよ。
-
博主回应封禁争议，对比伯里对待批评的态度。
那个家伙因为人身攻击被封，现在却试图将其重新定义为“事实”和“研究”。 我很乐意随时讨论股票，但如果你进行虚假的人格诽谤，我不介意封禁你。 另一方面，伯里(Burry)如果你指出与他那每月几百美元的主题研究不一致的地方，他就会封禁你。
英文原文
That guy was blocked for personal attacks and is trying to recharacterize it as “facts” and “research”. Happy to discuss stocks anytime but if you delve into false character assassination, then I have no trouble blocking. Burry will block on the other hand if you point out something inconsistent with their few hundred dollar/month thesis.
-
嘲讽Burry无法公开辩论其看空Palantir的逻辑。
@arny_trezzi 欢迎加入俱乐部！他无法公开辩论其投资论点是一个极端的信号。
英文原文
@arny_trezzi Join the club! The guy’s inability to debate his thesis in public is an extreme tell. https://t.co/xoT1vtp5cf
-
指出Hubspot免费工具对Palantir商业模式的颠覆性影响。
@platochi 确实，我此前未充分考虑到 Hubspot 的免费博客生成器对 $PLTR 商业模式造成的巨大颠覆性影响。https://t.co/TZPr82RRss
英文原文
@platochi True, I didn’t consider how much Hubspot’s free blog maker is very disruptive to $PLTR business model. https://t.co/TZPr82RRss