VanessaCao

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

The affair rally: $AMZN has added $2 trillion to its market cap since Bezos cheated on his wife in 2019 $MSFT has added $2 trillion to its market cap since Bill Gates cheated in 2021. $NVDA bull case just dropped

Citi: DRAM S/D Outlook $MU $DRAM $EWY $SKHY

I use the $VIX rule of 16 and keep these on my chart mapped with labels I thought made sense. Maybe you'll find it a helpful guide as you navigate the markets now and into the future. I marked some key events for context.

这美女认知太顶！三言两语就把男人底裤扒的一干二净，全是大实话！所有男士都要看，女士可以请绕行啦😂

Rough math: $6.x b hack, $3b frozen, $1.x b SAFU fund Gap is about $2b, we have $1.x billion in SPCX alone. Remaining gap is (still painful, but) manageable. 🙏

“Do you think that getting married young has made you less ambitious?” Welcome to the first episode of SOTA Wives with Sarah Chieng (Head of DevX at Cerebras, ⁠@MilksandMatcha⁠) x Vivian Midha Shen (General Partner at Y Combinator, ⁠@vivianmshen⁠). In episode 1: finding your person before getting rich, turning down startup funding to finish MIT, what a YC partner sees in founders, and how a birthday post became “psychological violence.” 4:08 Finding your husband before the exit 8:48 Did we marry away our ambition? 18:04 The internet called Sarah's birthday “psychological violence” 20:47 Does your YC partner secretly think you’re doomed? 23:47 Building a startup with your ex-boyfriend 28:54 SF cat parties

这黑客有点虎，他这是不知道 Arbitrum 链官方能直接从他钱包里把钱转走？ 黑客今早从 Binance 盗取的资产里包含价值 $3025 万的 Arbitrum 链资产：8,426 枚 ETH + 7456 万枚 ARB。 估计也是以为 ETH 跟原生币 ARB 不会有事，所以就暂时先放着没跨到 Ethereum 去。 15 分钟前，Arbitrum 链官方把黑客钱包里 Arbitrum 链上这些 ETH 跟 ARB 给转走了。 arkm.com/explorer/address/0x… 半年前，盗 rsETH 的黑客把 30,766 枚 ETH 放在 Arbitrum 链上，然后也是被 Arbitrum 链官方给转走了，然后还给了了项目方。 -------------------------------------------------------------------------- #Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

got the HRT gang back together!

If you’re doing business in Asia, there’s one culture you cannot avoid: KTV. And no, I’m not talking about regular karaoke. I’m talking about private rooms where you and your clients drink, sing, and pay for girls (or guys) to keep you company. China, Japan, Korea, Taiwan, Thailand… different versions of the same thing. And if you can’t play along, you might find yourself left out of some pretty important business meetings. 🤷🏻‍♀️ If you didn’t grow up here, your first experience can be a real culture shock. The mamasan walks in with a lineup, asks you to pick, and suddenly you’re sitting there with someone awkwardly, not knowing where to look or what to do. I got dragged into a few of these KTV nights in Singapore last week, and here’s my little survival hack that has never failed: Always pick the one who LOVES singing. Seriously. Find the girl or guy who’s genuinely obsessed with the microphone. They’ll happily sing all night. Duets with your business partners, solo performances, fighting for the mic… they’ll basically entertain themselves for hours. Meanwhile, you don’t have to make small talk, flirt, or keep drinking with someone you barely know. You fit right in, your business partner think you belong, your companion is having the time of their life, and you survive the entire night without a single awkward moment. Everybody wins. You’re welcome.

Not my usual style to post half naked photos, but what the hell... 🤣 Also 49, no AI, no photoshop, pure human labor. I encourage people to compete on health, not wealth rankings or lambos. More health, more family = true wealth, and happiness.

Intel!! Lip-Bu Tan, what a week!!

He's baaaaack: "Somebody" just spent $100MM premium on 2 week AI Stock Calls for the Oct2 expiration: INTC Oct2nd 115c bot up to 3.65 20k $7.3MM MRVL Oct2nd 250c bot 11.00 3500x $3.85MM SNDK Oct2nd 1600c bot up to 97.60 4200x $41MM MU oct 2nd 1000c bot up to 44.00 10k $44MM

"We simply don't know how to model the endgame of [oil]," and it is "becoming increasingly difficult to sustain," per JPMorgan Global Research.

5月川普带美国CEO天团空降北京，9月习总带中国企业家回访华盛顿，这场“对等商务秀”才是真正看点。 4个月前，特朗普访华最出圈的不是会谈本身，而是那架“空军一号”上坐满了美国顶级CEO：马斯克、库克、黄仁勋（最后一刻登机）、拉里·芬克、波音CEO……特朗普当场跟习总说：“我只要一把手，不要二把手三把手。”场面直接拉满。 现在轮到回礼了。 路透刚刚爆料：习近平将于9月24日访美，正在筹备一支大型中国企业家代表团随行。这对他近年出访来说非常罕见。上一次带这么大规模商界团访美，还是2015年，当时有马云、马化腾。 白宫已经确认会办国宴。特朗普亲口说“将和中国一起做成一些大事”。 这次来美国，真正值得盯的不是红毯，而是这几个点： 1. 中国商界天团到底有谁？
名单还没公布，但方向已经很清楚：要释放“中国支持对美投资和商业联系”的信号。2015年是互联网+国企+民企混搭，这次大概率会更“精准”——可能有新能源、制造、金融、消费龙头，也可能出现近几年相对低调的民企老板。谁上飞机，本身就是政治表态。 2. 会不会对等“砸单”？
5月川普访华，波音拿到200架订单（特朗普后来说可能扩到750架），农产品也有进展，但整体大单没有外界预期那么炸裂。这次习总带团去，白宫最想要的是：看得见的投资承诺、采购美国农产品、关税减免范围扩大。中方则盯着关税对等减让、稀土许可、贸易委员会落地。双方都想在中期选举前交出“成果”。 3. 科技牌怎么打？
5月黄仁勋临时登机最吸睛，芯片问题却没有公开突破。这次AI、半导体、出口管制大概率还会谈，但不会像上次那样把科技CEO摆在最前排。更多可能是“管控分歧、谈能谈的”。 4. 礼宾对等的细节战
川普来北京：人民大会堂欢迎仪式、国宴、中南海茶叙、天坛散步。
习总去华盛顿：白宫国宴已经敲定。接下来看会不会有海湖庄园、私人会晤、企业家圆桌。谁陪同、谁介绍、坐哪一排，全是信号。 5. 最深层的看点：这不再是“单向求市场”
5月是美国CEO集体来中国“找准入、找订单、找确定性”。
9月变成中国企业家去美国“表投资意愿、谈对等开放、给白宫送成绩单”。 一来一回，中美经贸从“你来我这儿开工厂”变成“你带天团来，我也带天团去”。这种对等本身，比签几份备忘录更有象征意义。 名单公布那天，才是真正高潮。谁去、谁没去、签了什么、没签什么，都会被放大解读。 5月那场“美国CEO天团访华”是开场，9月这场“中国企业家天团访美”才是回旋。 你期待发生什么？

IMO Trump wants market to correct a bit in September so it booms in October right into Elections.