#AI 又回来了——但只有一条腿。
#CoreWeave 财报点火，#半导体 +6.0%，#科技 +3.2%；其他 9 个板块涨不到 1%，可选消费还微跌。
#加息 的刀还悬在头顶。🧵👇
今天和周一最大的不同是广度：周一 11 个板块全涨，今天只有科技真正动了，条形图上一根大长条、其他全是小短条，一眼就能看出来。
另外值得说的点：
$TSLA 收 $390.84，本周首度站上 $380.5（周一 $378.05、周二 $379.78 都没站住）
$AMD 三天 +23%：周五 $449 → 今天 $553；
$ASTS 昨天财报 miss 跌 -8.7%，今天 +8.7% 一把涨回来；
$RKLB 三天 +24.7%
1
29
AlphaGenome 2 is helping uncover the cellular drivers of disease, giving scientists a powerful tool to predict how DNA variants impact specific cell types.
Every cell in our body shares the same DNA blueprint, but different cell types (like heart muscle cells vs. immune cells) read that blueprint differently. This new @GoogleDeepMind model predicts how these specialized cells interpret DNA, turning genetic code into biological insights.
Building on AlphaGenome 1 this makes it significantly easier for researchers to link genetic findings to the root causes of disease in the specific cells where they actually unfold.
I used to be a language lawyer. In the late 80s I _studied_ the ARM (Annotated Reference Manual for C++). I knew the language cold, inside and out. I could make it do backflips. I shipped a lot of code using it. A LOT.
I’ve attacked other languages with a similar intensity and depth. Until recently, that was simply the only way to become adept at building software systems.
I now consider the deep understanding of a language to be a supreme waste of time and effort. I don’t want to learn Rust, or Golang, or Typescript, or any of the thousands of other languages out there. I’ll leave that to my agents.
What I need now is to understand the high level gestalt of the system. I want to see the systems and subsystems. I don’t need to inspect the cogs. If I truly need to understand a detail at the cog level, I’ll interrogate my agents. I’m not going to pretend to be a language expert anymore.
3
35
@grok what dose it mean to AGI?
Across our projects @GoogleDeepMind, we are witnessing a genuine phase transition in the pace of scientific discovery. You will see a glimpse of this in our releases in the next few weeks.
1
2
31
这周 #美股 坐了一趟过山车：
周三道指 +1,569 点狂欢，周四 #纳指 -5.52% 崩盘进修正，周五又弹回来。
三天三个故事，同一笔 #AI 账。🧵👇
这周和 10 月 30 日那波有个关键区别，我在串文里单独拎出来了：
上次跌的是"AI 的账单"——capex 太大、现金流没兑现，财报能修复 ,这次跌的是"AI 的牌桌"——中期选举民主党横扫两院，市场怕监管改规则，这个得重估
几个硬数字都核对过：周四纳指 -5.52%（2025 年 4 月以来最差）、纳指 100 -6.4%（2020 年 3 月以来最差）、费半 -12%、一天蒸发约 $2.5 万亿、VIX 飙到 28.2；周线纳指 -3.37% 四连跌，纳指 100 较 10/6 高点 -11.9% 已入修正。个股： $TSLA -10.4%、 $NVDA -8.8%、 $SPCX -0.3%（但周四 -9.1% → 周五 +8.6% 的 V 型反转画在海报迷你图里了）， $AMZN 反而 +7.9% 本周最强。
4
3
121
Wow. Right call to cancel it!!!
Anthropic IPO CANCELLED
Readers added context they thought people might want to know
Anthropic has not cancelled its IPO. It filed its S-1 with the SEC on October 26 2026 and an amendment on November 2 with plans to list on Nasdaq under ticker ANT.
sec.gov/Archives/edgar…
sec.gov/Archives/edgar…
anthropic.com/news/s1-sec
eupersonalfinance.eu/articles/anthr…
bloomberg.com/news/articles/…
1
48
Short @AnthropicAI from day 1!
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.
2
31