投资笔记｜AI前瞻｜美企洞察｜国际宏观
Anaheim, CA
Joined November 2021
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这条 Post 是要感谢从 3 月就订阅并一直跟随我的会员
是的，你们是 Cat family members 最棒的人！
我也知道，你们有很多是从 thread 一直跟随我到 x，半年过去了，我们都互相照应着对方，感谢你们一直给我支持和鼓励，谢谢你们。
半年间，我经历了从 thread 80000 多 followers 到一天归零，又从 X 的 2000 多 followers 到现在快要到达 18000 followers，非常感恩大家；
我们也领略了 5、6 月的狂飙，7 月的回调，过山车的体验就像那句歌词：送我来回地狱又折返人间....哈哈哈哈，是啊，我们就算这样都没有分开，真让人心惊又感动。
爱你们。
🐈
半导体交易非常拥挤，各机构的平仓阈值很高，一旦情绪引爆就会引发连环平仓导致踩踏，昨晚是股灾级踩踏。
这是血的教训，也是深刻的一课，谨记。
民主党那位伊朗裔女参议员的一条推文虽不至于是主要原因，但一定是导火索，看看她推文的转发量和上千万的阅读量，比路透、AP 、CNBC 的传播范围大得多。
但这就是噪音，这条推文的信噪比通过中期选举的结果放大了上千倍，人人自危。但是你把自己买的 MU 、SNDK 、NVDA、AMD 、BE 翻出来看它们近期的财报和基本面，就算你给它们脑补出数据中心放缓这样的带有所谓事实依据的理由，你还是会觉得昨晚的暴跌是一场人为的灾难。
补仓？现在？再等等，民主党还要趁这股余威继续清算。
做空？可以，除非你24小时盯盘或者不要那么贪心，也许会有一些收获，然而 Flip 就在一转眼之间。
等待。
huge!
Kinda wild to see how fast Anthropic is growing that they’ve now exceeded $80B run rate as of October.
The number materially exceeded expectations in the $70B range +- few billion).
Anthropic should still probably follow what YMTC’s example in China and delay their IPO.
Would probably be helpful with liquidity with other AI companies amid current liquidations.
Alpha Cat retweeted
Dear Texas,
Farewell, old friend. I’m sorry the blue wave swept across your once-great state. I guess all those Californians moving in didn’t work out too well after all. 🤷♂️
Oklahoma is open for business and still Ruby Red! We’re ready to welcome new companies and create more jobs for AMERICANS 🇺🇸 . We believe in low taxes, stable and limited regulation, and personal freedom. No socialism here, just good old-fashioned capitalism and prosperity.
Our 39 federally recognized tribes are open for business as well, and ready to partner with the state and with you.
I’m Oklahoma’s Lieutenant Governor-elect, and my DMs are open. Come join us!
@elonmusk, call me. 📞
True
I just sell my Beach House get money and put it to GREAT US STOCK MARKET
The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me.
Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL
Here's what will happen:
1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy.
2. Inflation drops
3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models.
4. President Trump takes credit for brokering this deal and takes a second win for this legacy.
5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy
6. Pardon paloooooooza... autopen on fire.
7. Markets top tick and set new records.
Bookmark this... and @grok please remind me of this every 1st of the month @bot
Alpha Cat retweeted
Since I’ve been asked a lot:
Buy stock in several companies that make products & services that *you* believe in.
Only sell if you think their products & services are trending worse. Don’t panic when the market does.
This will serve you well in the long-term.
Alpha Cat retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
