X（推特）上的财经、科技与宏观账号
Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out and drive product sales. Vastly more powerful and effective than a press release. 引用 @sundarpichai：Gemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid
True, this is a very big deal 引用 @SawyerMerritt：Morgan Stanley's Adam Jonas in new @SpaceX note: "The part of the SpaceX story that we believe holds the greatest growth potential, and that is being largely ignored/not contemplated by investors, is the Distributed Inference Cloud. Investors are alr
Tesla self-driving feels like magic 引用 @paulg：The Tesla Model 3 with FSD is mind-blowing. Jessica and I drove to the gym without touching the controls once. It backed out of our driveway, drove there, and backed into a parking space. It's amazing that you can buy so much future for $40k.
10-13-2026 ($) •SpaceX Buys More Spectrum •Musk and Market Structure •Distributed Cellular https://t.co/JfXQgFM2Tu
I find the $299 price for HomeView solid. Not super aggressive but reasonable all things considered. The $149 for the HomePod mini 2 is in the same category. But I think $299 for the Apple TV is a huge stretch and a cheaper model - a stick? - is now essential.
updating a bit on the labs (Anthropic and OpenAI to be specific) full piece: https://t.co/5e75aXG0zy https://t.co/U6DXfJR9sM
Taking a step back, I am largely impressed with Apple's smart home launch today. I think $299 will make the HomeView a huge seller. But the biggest thing is they finally have an end-to-end strategy and a cohesive story for the home. I believe it'll work. 引用 @markgurman：I find the $299 price for Hom
This is a step backwards. The red background was at least distinctive. What are we doing here? 引用 @BetaProfiles：iOS 27.2 Beta 4 redesigns the Apple Music app icon. https://t.co/AbslExrYVC
Bloomberg puts a theoretical 1GW AI data center in Abilene at ~$30bn. Its ten cost categories actually sum $17.1bn for chips and servers, and ~$13bn for everything else. My read is that the hardware assumption is likely closer to Hopper-era economics vs. the latest generation. https://t.co/KjTa26XLj
Thought about this more: Open weights could support attractive INFRA returns even as LAB margins compress. If training is funded elsewhere and open models deliver enough value, inference providers can charge less for tokens while retaining a spread over compute costs. 引用 @ShanuMathew93：This is a b
图表分析不同数据中心容量假设对实验室收入和支出的含义，依据包括公司披露、公开报道和示例情景。文中引用的估算显示，2026年美国数据中心增长规模约为10—21 GW（按IT口径），不同估值跨度超过两倍。
Guess like we found out why Elon has been going on a crusade against memory in his recent posts. $SKHY and Samsung have been price hiking memory too much? https://t.co/r3sTYkd7TX
BILL ACKMAN买奈飞，卖奈飞，又买入，是一个很好的验证投资理念的过程。从他的分享可以学到很多投资的理念。今晚看的第三个采访😂 https://t.co/C08hcJJmxE
AVGO和INTC在DBS会议材料中表示，AI领域的突破将使芯片投资需求至少在未来两年保持旺盛；发言还称当前供应不足以满足市场需求。引用内容提到韩国市场的$SKHY和三星下跌，并批评AVGO CEO称AI投资者是赌徒、企业AI尚未带来投资回报。
Physical AI + Humanoids are the next progression of AI. $NVDA CES 2025 projections and Elon's prediction on $TSLA + 1 Billion humanoids in the next decade, seems to be speeding up. New statement from Unitree CEO after testing GPT-6 on their humanoid program was that: - In https://t.co/c9veQKWVJe
听了David Rosenberg和Jeffery Gundlach对话，发现做宏观的看多股市的真不多。另外不知道为啥，总觉得美联储在犯错，自己最懂经济。 21年到现在，David R关于股市的看法。 21，谨慎，看空股市 22，看空，预期·30%回调 23，非常看空，预期2900-3200 24，仍然谨慎 25，更加担心股市，AI估值过高
每隔一段时间我可能都得重复一下我自己的理念，仅供参考。 板块，个股的基本面不值得天天聊，短期除非重大事件，不然不大会有基本面改变，价格的波动会出现一些减仓加仓的机会。 引用 @adakk2716701：@TJ_Research talk君，请问cpu您目前怎么看，amd和arm
关于大饼及加密继续保持上周五推文的框架：当然也认为是大周期向上过程中的正常调整但调整时间还不够，10月下半个月或者下旬会迎好的上车点。当时在评论里还跟人讨论过https://t.co/dHCpOQXagv短期内会有反弹但只是小反弹并不是反转。8月这一波稳定币的主力是USDC，其发发行量最近几天还在回落，已经快 https://t.co/HB0aHD0ldW 引用 @qinbafrank：关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下旬可能是
现在看美银上周这份《FLOW Show》时机很好，Hartnett认为高利率已经开始影响市场内部结构，而中期选举可能进一步改变盈利、资本开支和监管预期。在这个窗口里，现金有收益，投资者也就有耐心等待。他给的建议是： 1）对继续追加拥挤敞口保持谨慎 2）科技内部相对偏好七巨头，胜过半导体； https://t.co/THUFEVDzvC 引用 @qinbafrank：花旗10月5日发布的《全球股票季度展望：韧性还是自满？》核心其实是在回答一个很重要的问题：为什么在油价高位、全球重新进入加息周期、长端利率大幅上行、美国—伊朗冲突没有彻底解决、市场广度又明显恶化的情况下，全球股票仍然接近历史高点？
There may be some complexities around debt specifically taken on to build new manufacturing capacity -- but in general a credit expansion that pushes investment up (offsetting the property downturn) should support domestic demand and LOWER the current account surplus 3/3
The Journal story suggested that rapid debt growth was somehow leading to export dependence (I guess b/c exports and debt are both going up) -- but I think that is a bit confused. Exports are up b/c property lending and property investment tanked (1) and because the real
I agree with Mr. Batson; China needs more borrowing (used more efficiently) to support consumption and strengthen nominal GDP growth. I think many folks have the wrong intuition around an economy that saves 40% of GDP. It will either run massive external surpluses, or be in a 引用 @andrewbatson：@ni
Expand the scale on the right hand side to 0%-" 100% and it becomes boring. Who gives a crap about whether l/s equity funds are between 48-56% net long. If they ran 48% all year vs 56% all year as of today they would have made 1.2% more. 引用 @eliant_capital：The definition of frustration in a char
Really worrisome article. Not only is China galloping ahead in important industries, but they're also getting better and better at scamming. The west urgently needs a plan to nurture our own domestic scam ecosystem. https://t.co/ME6CnzSBJI
Via HSBC. Despite stocks hitting record highs, in person, people say they're skeptical of the AI trade. https://t.co/QiLMs4UaUh
NABE2026第二天开场，副主席 Nela Richardson 讨论最新展望调查。调查显示，中东冲突加剧通胀压力，部分传导至核心通胀，且美联储立场更加紧缩。
Fed communication has gotten a hair more dovish in recent weeks, per Fedlock https://t.co/zVh6WKpRAj https://t.co/xhAhrFzjb5
Hey I joined (late due to technical problems on my end) this great live show with @scottmelker Breathing a bit of fire. https://t.co/hQtFij0JGI
New DSR for clients released today. "Will "The House" Martingale? - QRA Preview" Pinned tweet for details
So a question. If there are two extremely similar assets that are similar but not literally fungible. Similar in that they respond to macroeconomic drivers identically and are idiosyncratically highly similar. And let's assume they have fixed supply. Is there any reason that
At #NABE2026, @ClevelandFed Pres Hammack says « policymakers need to explain the information & thought process behind our interest rate decisions. Explaining my reaction function is not a prediction for policy. It’s describing how I expect policy to adjust as conditions change » https://t.co/sqwUmpP
Correlation vs causation vs intent - as we argue in the #GenevaReport, it is mostly about the inflation differential driven by China’s housing bust vs the West inflation surge, at the time of rapid tech progress. A Reverse Dutch Disease that benefits China @cepr_org https://t.co/XCDNy6qrki 引用 @Brad
大盘离新高很近，情绪面却这么低，到底承担了什么样的风险？ https://t.co/eUe9PcW1TT
At #NABE2026, @KevRGordon discusses “vibepression” 1️⃣ Cumulative inflation 2️⃣ Miserable expectations 3️⃣ « Strange » and uneven labor market 4️⃣ Profits for thee, not for me 5️⃣ Net worth in driver’s seat ⚠️ New normal: higher speed limit and higher deficit https://t.co/yqRpQTYsIq
At #NABE2026, @kylascan discusses the factors behind the vibecession: 1️⃣ Later achievement of life milestones 2️⃣ Media and social negative bias 3️⃣ Labor market frozen and slow wage growth 4️⃣ Price volatility and cumulative inflation @nabe_econ https://t.co/F7miIHID5P
啥都没变，价格变了，性价比快来了，解禁也快结束了 引用 @TJ_Research：很多人问我加没加仓，我都没停下来过，1：45直播到现在，直播完听财报，吃饭，现在给你们X码字总结，待会把微软继续听完，马上9点半还得App里直播，容易嘛 苹果还没被止损，准备卖了，加NOK，8-8.5都可以开始买下去，另外一个我很喜欢的长期标的是CBRS，但30B以下再考虑。加仓不急于一天，看财报更重要
US has ~2x China's data center capacity, and 3x+ Europe's. Let's not lose that competitive advantage. https://t.co/jGw5qEHFYH
A few assumptions behind the charts, which compile figures found in the public domain and published research. Global forecasts use a 52% US share, North American forecasts 97.5%, and ex-China forecasts 68.4%. Where a facility-power conversion is needed, the assumed PUE is 1.20;
Something that blows my mind is the variance of the estimates we're still seeing for data center capacity. We’re already in mid-October and the selected estimates for 2026 US data-center growth still span roughly 10–21 GW on an IT basis. A range more than 2x for the year we’re https://t.co/VL1dm0sQw
Why I believe Muse (and Muse-like agents) are game changers for SMBs $META full piece: https://t.co/rQBpOpGBKj https://t.co/VbDyCAJj9J