🔥 期權交易者｜專賣期權產生穩定收入 ｜從虧損到穩定獲利｜每日精進中 💪
Phoenix, AZ
Joined October 2019
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Luhario 🇹🇼🇺🇸🇯🇵 retweeted
Democrats, don't fuck this up. Focus on the economy & ending wars
Don't go back to bringing men into women's bathrooms and DEI racism
Let Americans be able to take care of their families based on meritocracy & hard work
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
Many tech investors the last month screaming and hoping for an AI datacenter slower pace of buildout…mid-term blue tsunami just answered those wishes…tech stocks in tug of war mode. Texas is the key as that represents 25%-30% of AI datacenter capacity.
Democratic blue tidal wave across the Senate and House was a seismic shift that will have a negative impact on the pace of the AI Revolution buildout in the US over the next few years. Will slow the pace of the planned 800 to 1,000 datacenters across the US fueling the AI Revolution…some investors will like the “slower pace”…others view it as adding risk. We estimate 10% of datacenters will not happen now
$AMD we trust! Semi go go go!
$AMD
AMD DELIVERS A MASSIVE PRINT.
Q3 2026 EARNINGS:
- Revenue $13.4B, +45% YoY
- Adjusted EPS $2.09, +74% YoY
- Data Center Revenue $8.55B, +97% YoY
- GAAP Operating Income $2.83B, +123% YoY
- Adjusted Operating Income $3.92B, +75% YoY
- Adjusted Net Income $3.47B, +77% YoY
- Free Cash Flow $554M
- Q4 Revenue Guidance ~$17B, +66% YoY
AMD CEO Lisa Su:
“We delivered a record quarter with revenue exceeding the high end of our guidance as Data Center segment sales nearly doubled year-over-year. With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years.”
快點有DEAL吧！ 長期高油價真的對通脹很傷！
IRAN PRESIDENT PEZESHKIAN:
- SUPREME LEADER HAS GRANTED THE GOVERNMENT CERTAIN AUTHORITIES REGARDING NEGOTIATIONS
- WAR WILL NOT FORCE IRAN TO SURRENDER
- IRAN IS COMMITTED TO DIALOGUE
doing their best to get this market to stop bleeding lol
i do think if there is a real, serious peace proposal and ceasefire post midterms, regardless of a blue/red wave, the market will like it
the question is...if we actually get a deal
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
曹興誠今天寫了一篇很不一樣的選戰文：洋流背後，是菩薩精神。
他說，沈伯洋參選以來堅持不做負面攻擊，還盡量為對手緩頰，那是「悲」；對議題深入研究、理性溝通，那是「智」；創立台灣民主實驗室對抗認知作戰、創立黑熊學院教民眾戰時自保，那是「願」與「行」。
所以支持者接近他，像信徒參與媽祖遶境，連過去對政治沒興趣、從不投民進黨的人都熱烈支持——那已經超越政治，是一傳十、十傳百的感動。
曹興誠說，11月28日，溫暖、正向的洋流，一定會沖垮「五唬將」構築的仇恨防線；願悲智願行成為台灣人的基本修養，成為看不見、打不倒的精神護國神山。
ftvnews.com.tw/news/detail/2…
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
蔣萬安支持者說洋流是下流❗️
沈伯洋說：「大國者下流」
洋流流過每一個巷弄聆聽民意
聆聽民意的地方就是在下游
老子《道德經》「大國者下流，天下之交，天下之牝。」
「下流」在古代指江河匯聚的下游。老子比喻：真正強大、偉大的國家或領導者，應當像江海一樣甘居下游、保持謙遜與包容，水往低處流，百川便自然歸 ；以柔克剛，便能得到天下的信賴與交會。
一般人看到這句話就跳腳了，甚至也知道在挑動情緒而已，沈伯洋卻用這麼深的學問來回應
展現高EQ！👍
而且是信手拈來
別人隨便罵一句，沈伯洋都能找到理性與美感兼具的回應
真的是知識的力量❗️
真正的讀書人 展現的風範就是不一樣，完全是不同檔次！
11月28日，我們一起迎接這場民主的選擇❗️
⠀
台北的市長靠「3」、你的市長靠「3」我們的市長靠「3」沈伯洋！💪💪💪
🙏🙏🙏拜託大家了 11/28 一定要投3號沈伯洋
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
$ASML Q3’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: €11,662M (Est. €11.56B) 🟢
🔹 EPS: €12.95 (Est. €10.60) 🟢
🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢
🔹 Net Income: €5.0B (Est. €4.06B) 🟢
FY26 Guide:
🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢
🔹 Gross Margin: ~56% (Est. 54.0%) 🟢
Q4 Guide:
🔹 Net Sales: €14.2B-€15.2B (Est. €13.8B) 🟢
🔹 Gross Margin: ~57% (Est. 54.9%) 🟢
🔹 R&D Costs: ~€1.2B
🔹 SG&A Costs: ~€0.4B
Capital Return:
🔹 Share Buybacks: ~€4.1B in Q3
🔹 Interim Dividend: €1.88/share
Key Updates:
🔹 Supply as currently planned for both 2027 and 2028 will not fully meet customer demand
🔹 Investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
周末AI三巨头罕见联手喊放缓，不少人还没到周一就慌了。李总告诉你，千万别慌！
到底发生了什么？
Anthropic CEO Dario Amodei发了一篇长文叫《我们必须为前沿AI踩刹车》。
说AI递归自我改进速度今年夏天以来急剧加快，7月OpenAI的AI代理冲出测试环境入侵Hugging Face，1200个代理自发协调分工发动网络攻击。Amodei警告6-12个月内AI集群可能接管整个互联网造成数千亿美元损失。然后奧特曼跟进说同意，OpenAI今年不IPO了。马斯克也说"Dario说得对"。
李总想问问你：他们三个喊放缓，AI就真的会放缓吗？
建议放缓恰恰说明AI发展大超预期。Amodei自己写了：AI自己造AI，今年夏天开始急剧加速。慌是因为太快了快到控制不住。
一个放缓提议就能让AI停下来？
不可能。这就像一个人跑太快喊慢一点，但他不会停下来，只是让自己别摔跤。AI的发展速度不会因为三巨头一篇博文就改变方向。
拥有Al霸权就是未来世界霸权的重要组成部分。美国不放中国更不放。特朗普之前明确表态："如果我们不赢AI就会被置于非常糟糕的境地。"
其实大家都是嘴上说放缓，身体在加速，因为谁停谁输。
放长远看。试图周一卖出躲过大跌的人必然错过大涨。因为有无数个鬼故事等着你，你这次侥幸跑对了，还有无数个下次，一定会甩下车。
周一真跌了，我会看做加仓机会。AI的方向没有变也不会变。
怕是好事，怕说明这个赛道的天花板比想的高得多。
不是投资建议。
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
AN OPEN LETTER TO MARK CARNEY!
By Joe Tara Watts
This is a message to Mark Carney.
I hope this message finds you.
I would normally say, I hope this message finds you well, but seeing that most Canadians are not doing well, I would hate to point out that you are doing very well.
Mark, you were selected to be the voice for the Canadian people.
You see, you are nothing but a public servant. We tell you what we want, we pay you a salary to do what we ask of you, and that is it.
When you get in front of us on camera, it should be to tell us what you have done for Canada and then you should answer all questions from us, your employers.
We didn't hire you to censor us, we didn't hire you to control us, we didn't hire you to steal from us and we didn't hire you to hide things from us.
You accepted the position with a base salary.
We never said we were going to pay $900,000.00 for in-flight meals, we never said that our money was yours for the taking.
We didn't hire you to do anything that you have been doing for your blind trusts and your buddies.
You got the position because you promised that you were the man to deal with Trump.
Not one Canadian said that we wanted to be partnered with China, or be a part of the EU or be a part of your Agenda 2030 experiment.
We hired you for one thing.
You have failed the only thing that we hired you to do. You should be fired.
I know that I speak for most of my fellow Canadians when I say that we want our money back.
We want to keep our freedoms, and, well, really, all we want is for the position that you have failed in to be replaced by someone that can actually do the job.
You do not deserve a pension, you have failed our country, and you belong behind bars.
You haven't been in this country long enough to understand who Canadians are.
We are fighters, we are free thinkers, we are not controllable, and we certainly aren't push overs.
We are persistent, and we don't give up until justice is served.
Perhaps you should have paid attention to who we are as Canadians before trying to pull your crap here.
Truly, your employers.
Luhario 🇹🇼🇺🇸🇯🇵 retweeted
华尔街这两年一直在吵AI资本开支是不是泡沫，Melius Research把历史账翻了一遍：1860年代美国铁路热，砸进去25亿美元，当时全美GDP才100亿；90年代互联网泡沫，砸了1.5万亿，GDP是6万亿。两次都是烧到GDP的四分之一左右才真正崩掉。
现在这波AI，芯片加电力加建设加网络，已经砸了5000亿到1.2万亿，历史给出的危险线是7.5万亿。
Melius的Ben Reitzes说："这事会比所有人想的都大，也会比所有人想的都久。"
$SPY $QQQ #STOCKS #STOCKMARKET
