seekinganythingbutalpha

在Strata的加持下，本地单机运行Qwen Flash Next的硬件配置最佳价值表完全翻转， 曾经很有竞争力的Mac M5M M5U等全线落败， 而N系顶卡+大内存路线实现了压倒性的胜利 3090从人人喊打的矿卡，开始一卡难求，4090，5090更是炙手可热。 就连5060 X2，3060X2，都可以战未来了。

Can the new CEO replicate this??? Big loss

Damn Elon moves quick 👀👀👀👀😂😂

600,000 Nvidia chips are stuck in Hong Kong because Chinese customs officials are refusing to let them enter the market, to avoid dependence on the American brand, and allow local firms to come up with their own solutions. That is technological sovereignty at work. And the new storyline today is that Jensen Huang is trying to circumvent the sanctions by secretly selling chips to Megaspeed, where his friend Alice Huang works, so she can sell them to China ? We’ve gone from “Chinese spy” to "mistress" to “executive of an Nvidia client company circumventing sanctions” in 24 hours, but none of this holds water. Pushing Huang out, taking control of his company because it had the world’s largest market capitalization for a year, and the fact that Huang doesn’t take his orders from the White House or Silicon Valley, and has a different opinion on how to engage China : these are the “crimes” for which he is being attacked. Sitting on the fence is not permitted.

黄仁勋案无疑深刻体现了共党这个包装成国家的犯罪集团，无所不用其极之本质。 把每一个个体打造成适配于统治需要的毒丸。 名利搞不定的人用色，色搞不定的用什么？

$NVDA at $178 is attractive at 10-11x forward PE. I don’t think this is bearish toward NVDA if Jensen showed some respects to the Dems the same way to Trump. The real bearish one are $smci as the GPU smuggling to China would be blocked and $hut as Eric Trump will be tortured.

原来西方政要巨富的特殊爱好背后， 有这么深刻的政治经济学原因。 毕竟资本主义还是老的辣。

If Jensen had just had sex with underage girls on a pedo island like a normal billionaire we wouldn’t be in this black Monday mess

上任不到一年的纽约市长的政绩满满，而川骗直邮空洞的口号，我不管他是穆斯林 还是佛教徒还是基督教徒，不管他是黑的白的蓝的绿的，只要真正服务于社会，改善老百姓的生活条件，我就支持他！ 请问川粉 川普有哪些政绩？

一个事实，实际上本次创纪录的蓝潮，最大的输家是日本，是从里到外，从上到下，歇斯底里的失败。 在招募新时代的孙中山（消息来源：民逗轮媒）来政治避难前，大概要先招来MAGA政治避难的了。

OpenAI和Anthropic两家公司，公开披露的长期算力及基础设施承诺，合计已达约2万亿美元量级。 你们认为，这2万亿美元最终能兑现多少？ OpenAI约1.4万亿美元：据Reuters报道，Altman称公司承诺未来八年投入这一金额建设算力资源。 Anthropic约6370亿美元：根据其招股文件的梳理，包含已签协议及预计交易。