RamenPanda
RamenPanda
@reidhoffman The big difference between you and me, Reid, is that you went and I did not. In fact, you went multiple times. First time was maybe a mistake, but not the second time you went.

Elon Musk

@reidhoffman The big difference between you and me, Reid, is that you went and I did not. In fact, you went multiple times. First time was maybe a mistake, but not the second time you went.

Elon Musk
2
RamenPanda
RamenPanda
AI干死咨询行业吧。那帮management consultant可是牛逼的不得了
Beaver 🦁
Beaver 🦁 @beaverd · 
https://t.co/0mqTgVZtNd
0
RamenPanda
RamenPanda
市场对这些公司的要求已经苛刻到了变态程度 财报beat是基操，指引好都不行，必须要到惊艳的程度才能被接受
RamenPanda
RamenPanda @IamRamenPanda · 
AMD 财报盲猜也是一根大阳线向上？
0
RamenPanda
RamenPanda
希望你们没割肉

Flrande

希望你们没割肉 https://t.co/C2d9usevZ6

Flrande
0
RamenPanda
RamenPanda
黄金突破5,100了。从我采访完的当天最低点4400到现在，涨了700。黑子有那时间到处造谣污蔑自损福报，为什么不用那些时间做点有用的赚点钱？令人费解。

Hao HONG 洪灝, CFA

黄金突破5,100了。从我采访完的当天最低点4400到现在，涨了700。黑子有那时间到处造谣污蔑自损福报，为什么不用那些时间做点有用的赚点钱？令人费解。

Hao HONG 洪灝, CFA
0
RamenPanda
RamenPanda
今年人形机器人是否会被热炒？
会
不会
0
RamenPanda
RamenPanda
Crcl 已经进入价格发现了 向下的价格发现 如果能到30±10，就是买入的好机会 希望它能跌破30的IPO价格
0
RamenPanda
RamenPanda
软件已死
Andreas Steno Larsen
Andreas Steno Larsen @AndreasSteno · 
https://t.co/aPcuRpjaSf
0
RamenPanda
RamenPanda
亚马逊 淘宝 京东 危
RamenPanda
RamenPanda @IamRamenPanda · 
软件被屠杀 下一个被屠杀的是电商吧 AI agent可以直接代替电商平台了 时间问题
0
RamenPanda
RamenPanda
这女孩为啥跪地上，不能站着走出去吗？
00:00:18

Feiyan Xie

这女孩为啥跪地上，不能站着走出去吗？ https://t.co/yNk3qvmcGo

Feiyan Xie
0
RamenPanda
RamenPanda
年薪百万的 PDD 高管被离职后找不到工作 这年头不要羡慕高管这种生物，他们如果跌落，比打工的还惨 打工嘛，烂命一条，大不了回老家
00:03:24

卫斯理

年薪百万的 PDD 高管被离职后找不到工作 这年头不要羡慕高管这种生物，他们如果跌落，比打工的还惨 打工嘛，烂命一条，大不了回老家 https://t.co/e8wTJ0CAc2

卫斯理
0
RamenPanda
RamenPanda
永远不要扛单啊。 扛一单，可能就永远回不去了。

lanxing ｜蓝鸟会🔆

永远不要扛单啊。 扛一单，可能就永远回不去了。 https://t.co/mriQVfOEal

lanxing ｜蓝鸟会🔆
0
RamenPanda
RamenPanda

Prairie Putz

https://t.co/rGKJ3TUknR

Prairie Putz
0
RamenPanda
RamenPanda
“牢A就是个在学校平平无奇，无人问津的人，说说流浪汉斩杀线就得了。”

陈哥说

“牢A就是个在学校平平无奇，无人问津的人，说说流浪汉斩杀线就得了。” https://t.co/T2KcuTwyMu

陈哥说
0
RamenPanda
RamenPanda
6
0x牛牛｜万事如意
0x牛牛｜万事如意 @DrcDAO · 
刚听到了一个有点反常识的事情 https://t.co/KIbagkgX2j
4
RamenPanda
RamenPanda
软件被屠杀 下一个被屠杀的是电商吧 AI agent可以直接代替电商平台了 时间问题
0
RamenPanda
RamenPanda
Peter Thiel selling all his $NVDA is everything I need to know about the Ai market right now

The Long Investor

Peter Thiel selling all his $NVDA is everything I need to know about the Ai market right now

The Long Investor
$NVDA
+5.46%
14
RamenPanda
RamenPanda
指引有些弱，阴线向下
RamenPanda
RamenPanda @IamRamenPanda · 
AMD 财报盲猜也是一根大阳线向上？
0
RamenPanda
RamenPanda
一万亿越南盾吗？
侠爹海大
侠爹海大 @xiadadhaida · 
中国最牛的一个交易员，十几年前在渣打银行开了一个户存入了100万，只做黄金和外汇，到今天为止已经变成了1万多亿，你没有看错，是一万多亿
0
RamenPanda
RamenPanda
这轮纳斯达克大跌，你们都会抄底哪只股票？ 评论区说说，为什么？
0
RamenPanda
RamenPanda
IREN 为什么这么硬
0
RamenPanda
RamenPanda
$NVDA is the lender OpenAI is the subprime mortgage borrower $ORCL is Fannie Mae It’s 2008 subprime crisis again with AI name outside

SwingTrader

$NVDA is the lender OpenAI is the subprime mortgage borrower $ORCL is Fannie Mae It’s 2008 subprime crisis again with AI name outside https://t.co/QDrAX7Q837

SwingTrader
$NVDA
+5.46%
$ORCL
+2.77%
14
RamenPanda
RamenPanda
肛门嘴特朗普：我是加密总统。我比任何人都懂加密。我为加密做出的贡献比任何人都要多！
0
RamenPanda
RamenPanda
终于知道二层干死以太坊了？ 扩容扩到主链死了！以前就一个ETH，现在有无数个二层代币，没人买ETH了！ 区块链的命门在代币经济激励！谁都知道肥水不流外人田，你为啥非要自己作死分田地呢？
Crypto Rover
Crypto Rover @cryptorover · 
💥BREAKING: Ethereum founder Vitalik Buterin says the original vision for L2’s no longer makes sense. https://t.co/lnCRo1tp9D
0
RamenPanda
RamenPanda
终于知道二层干死以太坊了？ 扩容扩到主链死了！以前就一个ETH，现在有无数个二层代币，没人买ETH了。 区块链的命门在代币经济激励！谁都知道肥水不流外人田，你为啥非要自己作死分田地呢？
Crypto Rover
Crypto Rover @cryptorover · 
💥BREAKING: Ethereum founder Vitalik Buterin says the original vision for L2’s no longer makes sense. https://t.co/lnCRo1tp9D
0
RamenPanda
RamenPanda
黄皮衣非常生气！ 看他表情和肢体语言
JJ
JJ @JosephJacks_ · 
Woah.. Jensen is NOT happy about OpenAI. https://t.co/mQ77DaWJfm
00:01:15
0
RamenPanda
RamenPanda
citron 去年8月的做空报告给 pltr 的目标价格是 40美金 看来还要到了
0
RamenPanda
RamenPanda
I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage.

Serenity

I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d

Serenity
$CRCL
-9.67%
0
RamenPanda
RamenPanda
那些被称为“交易天才”们的鲸鱼，这一轮下跌里几乎全灭。 外媒的反应是： “手里有 5,000 万美元，哪怕什么都不做、只放在银行里，都能在海边安度余生他们到底，为什么还要加杠杆去交易？”

币圈龙王

那些被称为“交易天才”们的鲸鱼，这一轮下跌里几乎全灭。 外媒的反应是： “手里有 5,000 万美元，哪怕什么都不做、只放在银行里，都能在海边安度余生他们到底，为什么还要加杠杆去交易？” https://t.co/5dFE8cajT2

币圈龙王
0
RamenPanda
RamenPanda
喊不动了啊

Bruce

喊不动了啊 https://t.co/iJkiIWcY4b

Bruce
0
RamenPanda
RamenPanda
作为一个 5000 万人口的国家，在 2027 年将有两家科技公司 Earning 进入全球前五，韩国的国运来了。

Kay Capital

作为一个 5000 万人口的国家，在 2027 年将有两家科技公司 Earning 进入全球前五，韩国的国运来了。 https://t.co/91USmLh0vZ

Kay Capital
0
RamenPanda
RamenPanda
百亿量化大佬死于金银大波动，年仅40岁。 Peace in God not in Gold.

王海滨的财经闲谈

百亿量化大佬死于金银大波动，年仅40岁。 Peace in God not in Gold.

王海滨的财经闲谈
0
RamenPanda
RamenPanda
AMD 财报盲猜也是一根大阳线向上？
0
RamenPanda
RamenPanda
美股也是有2年一百倍的百倍股的 $tssi 最低到最高，两年128倍 上次看到这样的K线，还是2021年的屎币 SHIB
$tssi
0
RamenPanda
RamenPanda
Saylor毫无疑问是中本聪消失后比特币的新教主。如果中本聪是创教耶稣，Saylor就是圣彼得。 Saylor屯币之前的Microstrategy业务半死不活，屯币之后获得拯救，公司起飞。

Jademont

Saylor毫无疑问是中本聪消失后比特币的新教主。如果中本聪是创教耶稣，Saylor就是圣彼得。 Saylor屯币之前的Microstrategy业务半死不活，屯币之后获得拯救，公司起飞。

Jademont
0
RamenPanda
RamenPanda
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE

Serenity

Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE

Serenity
$TTD
-3.77%
$SMCI $AIRO $INTC
-0.92%
$HIMS $AXTI $TSM
-8.8%
$NBIS $CIFR
4
RamenPanda
RamenPanda
Software is going to cease to exist sooner or later as lanugage models and agents automate all of their existing functions
Capital Flows
Capital Flows @Globalflows · 
@ThinkingUSD Software already in a bear market with hardware remaining resilient. So it depends how the market recognizes it or pulls liquidity from which sector. Wouldn’t be surprise of Musk had something to do with Jensens recent comments about OpenAI and he bankrupts them just to acquire https://t.co/JM4Ta6pINZ
2
RamenPanda
RamenPanda
这是银行倒闭之前才说的话 此地无银三百两 类似FTX的SBF: 我们的资金没问题 类似luna: "steady lads, deploying more funds"
Oracle
Oracle @Oracle · 
The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAI’s ability to raise funds and meet its commitments.
2
RamenPanda
RamenPanda
$TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up! See Jag research below from Dec 2nd. When Japanese equity markets open tonight, expect a strong reaction in Advantest $ATEYY in sympathy.

JaguarAnalytics

$TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up! See Jag research below from Dec 2nd. When Japanese equity markets open tonight, expect a strong reaction in Advantest $ATEYY in sympathy. https://t.co/RauNUlwnQ3

JaguarAnalytics
$TER
2
RamenPanda
RamenPanda
美国白宫的文宣水平终于赶上北朝鲜了！ 同比增长1.5%，但是条形图却画出了增长一倍的效果！
The White House
The White House @WhiteHouse · 
American steel is BACK. 🇺🇸 https://t.co/gL3xSFUi6B
0