自由與躺平

    • 自由與躺平自由與躺平
      ·02-25 00:44
      the cruellest truth in life is : When you take making money as your only goal, you are probably exchanging the most precious things for the least important things. Those things we desperately pursue - higher positions, more expensive cars, bigger houses - become the lightest when life comes to an end. What is really important is what we ignore: the growth of children, chat with parents, a healthy body, and inner peace. Remember: Money should be the tool to make you live a better life, not the whole meaning of your life. The smartest people know how to enjoy the scenery along the way on the way of chasing their dreams...
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    • 自由與躺平自由與躺平
      ·02-24 23:12
      $沃尔核材(09981)$ a h discount a lot 
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    • 自由與躺平自由與躺平
      ·02-20
      Capes

      科技股回撤 ,該恐慌還是建倉?分享我的 AMZN 期權實戰思路

      @天天是周末
      最近美股科技板塊的震盪,讓不少持倉的朋友感到揪心。從盤面上看,亞馬遜(AMZN) $Amazon.com(AMZN)$ 自去年11月初至今已回撤約 24%,Meta $Meta Platforms, Inc.(META)$ 自10月底高點也回調了 15%。市場恐慌的核心只有一個詞:資本支出(CapEx)。 1. 巨頭們的“重資產”轉型 根據 Bloomberg 數據,2026年四大巨頭的 AI 基建投入將直衝 $6000億。 陣痛期:科技股正從“輕資產”向“重工業”轉型。瘋狂採購 GPU 和擴建數據中心,意味着鉅額折舊將直接拖累短期利潤。 機構觀望:當現金流(FCF)被資本支出吞噬,習慣了高毛利的機構選擇套利撤退,這是股價回落的主因。 2. 散戶的“強心劑” 作爲交易者,與其在暴跌中恐慌,不如理清邏輯: · 買“門票”:投 AI 可能會縮減短期利潤,但不投就意味着被時代淘汰。這是維持壟斷地位的“門票”。 · 看變現:與其看燒了多少錢,不如盯着 AWS 的毛利率。只要盈利能力在,這筆投資就是護城河。 · 非崩潰:目前的調整是“擠水分”,是對過去過度樂觀預期的估值迴歸。 3. 實戰:我如何用 Option Wheel應對調整? · 第一步:Sell OTM Put (收租) 在
      科技股回撤 ,該恐慌還是建倉?分享我的 AMZN 期權實戰思路
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    • 自由與躺平自由與躺平
      ·02-18
      I don't know when your view of the world has changed. Those gossips that once made you sleepless all night, not even qualified to shake you for a minute.
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    • 自由與躺平自由與躺平
      ·02-11
      Singapore imported $3B worth of GPUs in January, breaking all previous records and showing an UNUSUAL increase of 247% QoQ (!).
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    • 自由與躺平自由與躺平
      ·02-07
      Google's Project Genie announcement has triggered significant market volatility in gaming stocks, revealing investor concerns about AI's potential disruption to traditional game development while also highlighting the technology's current limitations.
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    • 自由與躺平自由與躺平
      ·01-16

      Codex

      OpenAI Just Released Comprehensive Tutorials On Codex—The AI Coding Agent That Acts Like A Virtual Software Teammate. While everyone's using ChatGPT to write code snippets, OpenAI built something far more powerful. OpenAI Codex is a coding agent that can interpret natural-language instructions, navigate entire codebases, write code, fix bugs, run tests, and propose pull requests based on developer intent. It's not just autocomplete. It's a virtual software teammate powered by OpenAI's codex-1 model—designed specifically for software engineering. And extensive tutorials now show developers exactly how to use it. What Codex actually does: → Navigate complex codebases across multiple files → Understand developer intent from natural language → Write, debug, and refactor code in multiple langua
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      Codex
    • 自由與躺平自由與躺平
      ·01-16
      This time, Qianwen Intelligent is the first to operate in a closed-loop manner within Alibaba's ecosystem. From a user's perspective, it is indeed very convenient, without the need to open various apps, as long as there are a thousand questions, it can be done. At the press conference, Alibaba Vice President Wu Jia demonstrated and issued instructions to AI on the spot, requesting to buy a cup of milk tea with a calorie capacity of less than 100 kilocalories. Qianwen immediately delivered the order to the backstage of Ele.me and completed the payment through Alipay. Qianwen becomes a gateway to the flow of the entire ecosystem. There are differences in the number and activity of users among apps within the Alibaba ecosystem. If the AI assistant is used, the benefits of high frequency, low
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    • 自由與躺平自由與躺平
      ·01-13
      Auto parking , well done https://www.instagram.com/reel/DSKLsXRkv2a/?igsh=MWdocTl5OTdqZndqMg==
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    • 自由與躺平自由與躺平
      ·01-11
      New guideline 
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