Anthropic官方团队亲自演示了,到底该怎么正确给Claude写提示词。 全程只用24分钟,而且完全免费,还是由Claude的开发者亲自讲解。 一定要看完这场工作坊,记得收藏起来。
00:24:47
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说句不夸张的,这可能是目前最全面的 Claude Code 零基础教程了。 整整40分钟,从打开界面开始,纯用自然语言带你跑通网页、小游戏、Chrome插件、自动化工作流、AI识图应用,连MCP接入、API key处理、Vercel部署这些新手最容易卡壳的地方都讲透了。
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USDC is becoming the standard across crypto markets. Coinbase is deploying USDC on @HyperliquidX to help grow the ecosystem and scale how capital moves. Hyperliquid.
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32 筆川普投顧申報買進標的: 發現超過一半都是科技股,也買了不少軟體股。 Vanguard S&P 500 ETF(VOO) iShares Russell 1000 ETF ServiceNow Inc. NVIDIA Corp. Invesco S&P 500 Equal Weight ETF Adobe Inc. Workday Inc. Class A Oracle Corp. Microsoft Corp. Broadcom Inc. Synopsys Inc. CDW
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The entire AI industry visualised in one chart and somehow every single arrow leads back to $NVDA. $5.5 trillion makes a lot more sense now.
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YMTC & CXMT will be one of the most explosive trades of this year
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JUST IN: Google $GOOGL in talks with Elon Musk's SpaceX to launch data centers in space.
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OpenAI 跟 Cerebras 那笔 750MW 的合同今年 1 月签的,1 月份报道的合同价值超过 100 亿美元,后来 S-1 招股书披露的 Master Relationship Agreement 总价值超过 200 亿美元(包含到 2030 年的扩展选项)。第一个产品 2 月 12 日就上线了,叫 GPT-5.3-Codex-Spark。这个产品本身就是 Cerebras
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.@sundarpichai joined @eladgil and me in the Cheeky Pint pub. I was excited to get into Google in 2026: how AGI-pilled Google is, compute bottlenecks, fast AI products, $180b capex, the intelligence overhang at enterprises, and deciding capital allocation at a company overflowing
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@BroLeon 还不如写写巨亨妹子流水线及如何高价让大哥保养的事情,这才是核心需求点
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The next chapter of space computing is here 🛰️ NVIDIA and its ecosystem are advancing AI from Earth-to-space across: ✔️ Earth Orbit and Infrared Imagery ✔️ Radio Frequency and Synthetic Aperture Radar ✔️ Autonomous Space Operations Leading commercial space companies and
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很多人没有重视光模块和互联,最大的原因是没有从拓扑学的角度去理解未来 AI 数据中心的架构。 AI 数据中心的竞争,不只是堆 GPU,而是构造一个低直径、高二分带宽、高冗余度的计算拓扑。 有一些经验公式,随着 GPU 数量的线性增长 N,这里不同组件需求增长率不一样: 光互联需求 ≈ N^1.5
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The AI supercycle will last 15 years. We're in year 3. Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3. I mapped the entire cycle into 4 phases with the tickers that matter at each stage: The AI supercycle is the biggest
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Someone just bought $500,000 worth of $DELL 290 calls that expire at the end of the month Today Trump told everyone to go out and buy a $DELL It can't really be that simple...right...right?!
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随笔,从确定性、增长潜力、上限、风险看公司 Tier 1: AVGO ORCL PLTR 全能型 五维图综合都强 Tier 2: TSM NVDA PANW 当前王者 缺一项:要么有上限、要么可能垄断地位未来潜在可能被挑战 Tier 3: INTC AMD TSLA 爆发型 虽然有缺陷,但是可能会有很大potential 我喜欢的标?肯定是Tier 3
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Forward P/E of every single stock in the S&P 500. Median: ~22x forward earnings.
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The best performing stocks in the S&P 500 this year 👇
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NVIDIA Rubin 平台产业链全景图来了! 仔细看这些供应商名单: HBM4:SK海力士、三星、美光 PCB:沪电股份、深南电路 光模块:中际旭创、新易盛 算力军备竞赛,谁才是真正的受益者? 这张图值得收藏研究📊
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Jane Street 以年薪 $22 万–$60 万聘请了这位初级员工,因为他利用 AI 分析数万亿条数据。 在这场 1 小时的讲座中——他展示了如何借助自己的机器研究数万亿的数据点。 收藏并观看它,而不是看 Netflix,来学习如何做到同样的事情。
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很赞同郭宇这个判断。技术主义者的悲观和乐观从来就是一体的。 过去半年多,我在AI的帮助下完成了一颗以LLM为target workload的推理芯片的端到端设计。参考某家的架构,从high level simulator到C-model到RTL,现在马上进入验证。我之前写过一个半吊子编译器,但SystemVerilog的RTL一行都没写过。
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S&P 500 hit another ATH yesterday: 7,365 +22.8% since @realDonaldTrump's second inauguration. How about same point in Biden’s term? +7.0%
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哈哈哈,沒想到serenity用龍蝦來比喻,我用台味來比喻好了! 看看會不會更親切。 想想看: $SIVE 和 $LITE 就像專門養「極品牛腱」和「老滷牛筋」的牛肉供應商,這種頂級牛肉非常稀有、成本很高,一般小店很難拿到。 $POET
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$100,000 invested 5 years ago in Ethereum $ETH is worth $85,000 today. $100,000 invested 5 years ago in Nvidia $NVDA is worth $1,400,000 today.
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How Semiconductors Are Built? The microscopic chips powering AI are built atom-by-atom in billion-dollar cleanrooms. 1. Chip Design The digital blueprint: billions of transistors optimized for AI. Tickers: $NVDA · $AMD · $ARM · $SNPS · $CDNS 2. Silicon Wafer Production Sand →
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According to the PEG ratio hardware stocks like $MU $LITE $AMD are still cheap 😳
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还在炒币简直就是对赚钱的侮辱
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PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Semiconductor multi-year PEG ratios: • $INTC ~3.2x • $AMAT ~2.5x • $KLAC ~2.5x • $ARM ~2.2x • $ALAB ~2.1x • $ANET ~2.0x • $LRCX ~2.0x •
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想把名字改为 先赚一个小目标
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$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix. $INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand. These are NOT NVIDIA CPUs. These are standalone
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海外华人 陈立武任CEO因特尔(INTC) 让川普政府的注资狠赚300% 周五暴涨24% 华人掌控世界前沿科技的讨论 AMD CEO苏姿丰 博通(AVGO) CEO陈福阳 台积电(TSM) CEO魏哲家 目前全球芯片5巨头掌门人 全部都是海外华人
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传统金融市场的操作手法延续到币圈 本质上其实没什么不同
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核心在于核心的部分
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Here’s a sharp and structured English version you can use (Twitter-ready, with a bit of edge): ⸻ This is what—some kind of “diversion tactic”? All the key actors behind market manipulation are suddenly being exposed? Even including Trump-related coins? So what’s next—are we expecting the FBI to step in? But here’s the real question: The latest regulatory framework has already been updated with new compliance standards. Have you actually read the new guidance, XBT? You might want to take a closer look before making claims. https://t.co/Q3qvNaNDjb
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The irony of crypto markets: A single tweet can trigger systemic panic and sharp drawdowns 🕳️ yet it rarely qualifies as “market manipulation.”🤡
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Last October, we engaged with @Bitget — and what we saw was shocking. Their compliance system is not just disorganized, it’s fundamentally broken. Out of all exchanges we’ve worked with, Bitget has the most chaotic and questionable compliance practices. They have frozen our corporate funds for months and are now denying the validity of a legally executed OTC agreement. Even more alarming: the exact same agreement was fully reviewed and approved by the compliance teams at Gate and Bybit. This isn’t just inconsistency — it raises serious concerns about how @bitget handles client assets and legal obligations.
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Here’s how the VanEck Semiconductor ETF $SMH has performed each full year since 2016 2016: +35.53% 🟢 2017: +38.44% 🟢 2018: -9.04% 🔴 2019: +66.86% 🟢 2020: +55.54% 🟢 2021: +42.14% 🟢 2022: -33.52% 🔴 2023: +73.37% 🟢 2024: +39.08% 🟢 2025: +49.17% 🟢 2026: +21.31% 🟢 (so far)
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respect👍🏻
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siren 和 river 操盘手 水平差距太大 哎
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siren的操盘手与river的操盘手 操盘实力相差太大 不可相提并论
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