X（推特）上的财经、科技与宏观账号
Helpful guide to hiring your first @Grok @Bot employee. It really is like hiring an amazing helper that learns your needs and gets smarter almost every day! 引用 @distortgeekin：Grok Bot could be the first thing you hire instead of prompt It can own a job, work inside your tools for hours and come
Apple’s touch-screen and OLED MacBook Pro has one more thing: they are lighter — Significantly lighter. Apple has reengineered the machine’s interior, miniaturizing parts and rearranging components to make the computer much easier to carry. https://t.co/DoNlYNekE0
亚马逊正探索对英伟达芯片进行约80亿美元的售后回租，以已安装硬件融资，同时保留算力。亚马逊还拟向投资者提供该融资载体最高10%的股权，并借此拓展公司债以外的融资渠道。
Not to be a cheerleader but need to celebrate the positive news & announcements of hypers commitments to being good partners. Amazon’s $1bn+ commitment over five years to U.S. data center communities is welcome. Alongside Microsoft’s earlier commitments, it reflects broader https://t.co/WKzUcpNwft
Have to imagine the slate has been ready to go for a while now with this either or but feels like you have to be comfortable in the product pipeline and compute availability to even suggest it 引用 @thsottiaux：Over the next 28 days, each day we’ll either ship one thing that is a clear improvement and
… Manager. • By Apr 2026: Scarlett Chen, Google Data Center Engineer, Advanced Technology and Innovation → Member of Technical Staff. • May 2026: Mike Brinker, Google data-center services/construction/program management → data-center team. • Jun 2026: Marcus Fontoura,
Shanu Mathew称，JERA、Dell与RHAELM宣布一项在日本建设400MW数据中心园区的MOU；Apollo的融资角色被描述为意向。400MW约相当于日本约1.8GW在运营数据中心市场按名义MW计算规模的五分之一，尚未扣除设施开销。正文提到3–4GW的规划规模和1400亿美元的总资本支出目标，但原文在“roughly 8–10”处截断。
People building in finance & AI… here’s a great product roadmap to aspire to get to 引用 @lefttailguy：I wonder what's next. I suspect one interesting endpoint is that the excel model becomes the quantitative surface of a much deeper research graph / self-constructing ontology. I could imagine somethi
2026.40: Dots and Question Marks The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day. https://t.co/4gi1glx7RT
Geeze wonder if this has influenced compare pricing & availability when buyers are like “Company is completely price insensitive” 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a PortCo. Company is completely price insensitive and has billions behind it. Ideally electri
I think you are translating the SV experience - employees, management, etc. Meet many leaders from a variety of cap sizes that do not really play around with AI at all despite communicating that their company is heavily investing into it Average person I know has never vibe 引用 @krishnanrohit：Eve
OpenAI and Anthropic are the two largest customers of compute and rumors are they both run 30-40% inference so training definitionally has to be bigger than inference today? 引用 @jessiedong_：inference will be the biggest market. it's already bigger than training and I bet this is going to change how
Reason people aren’t controlling the full stack is the capital intensity Hypers will and can underwire the power, shells, chips, etc Others like neos and managed inference provides can barely execute the IT before trying to move upstream This is a capital problem vs lack of 引用 @kellyjgreer：lot
I fully agree here but I think one thing that’s under appreciated is people talking about the duration mismatch Lot of forward credit for TAM penetration x steady state economics when in reality extremely early in usage and adoption That means compute demand going up but it 引用 @nicbstme：This is m
Brother, what will your ARR do That answers your capex question 引用 @firesidealpha：Anthropic's Sholto Douglas says AI capex could rise from $1 trillion this year to $4 trillion in 2028 and begin doubling humanity’s GDP by the early 2030s “Over the course of the last four or five years, we’ve been
Men will literally offer infinite money from a mysterious portco with billions of capital behind it for the most precious resource in all of technology & capital markets right now instead of going to therapy and it’s gross 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a P
You literally could open this app and see 100 of these “The market is asleep at the wheel. I’ve found the next HUGE AI bottleneck. Follow me for more posts like this” *stock up 5,000% in the last 6 months already* **half the time it was literally just pitching nvidia again** 引用 @ParadisLabs：I'm p
One notable trend that goes against my priors is seeing a lot of long time veterans from the hypers move to Neo clouds That doesn’t mean it’s bulletproof or anything but people with many years and in senior positions of the companies with the most flexibility are moving to
S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD; Communication Services, buoyed by Meta, has more recently joined rally (S&P 500’s best performers in September); yet, credit markets are signalling greater caution; option-adjusted spreads https://t.co/NjNtKd
I very very very strongly disagree and think that AI adoption in the enterprise beyond coding is basically at the starting line 引用 @krishnanrohit：Everyone uses AI by now. Senior leaders are vibecoding apps. They've adopted claude. They're finding workflows to automate. Folks have their own claws. A
So the AK capital growth loop is the thing that makes this work. However it ignores physics limits on energy and materials and Baumols Cost disease. But perhaps most importantly it ignores the sources and constraints on capital due to cash flow timing deficits Minsky squeeze 引用 @firesidealpha：
A speech model can support Arabic and still struggle with local dialects. Fine-tuning NVIDIA Nemotron 3.5 ASR cut word error rate on Najdi and Hijazi Saudi Arabic from 55% to 30%. Check out our new tutorial and learn how to adapt it for other dialects and languages: https://t.co/a7YcQ08YEs
6️⃣ Non-Associative Algebra: The team worked with Muse Spark to find an exception to a proposed rule about mathematical structures inspired by biology. They went further by developing an alternative characterization, which the researchers checked and refined. Read the paper:
Following gold-medal-level performance from our AI models across five competitions in mathematics, physics, and chemistry, we asked a harder question: can AI contribute when a problem is genuinely open and without an existing solution path? Over the past several months,
👇 Here’s your recap of our biggest AI updates from September 👇 https://t.co/psI6MDbnTM
Thank you to The Korea Society for honoring @JensenHuang with the 2026 Van Fleet Award and celebrating the U.S.–Korea partnership. We’ve worked with Korea for more than 25 years, and we’re proud of what we’ve built together. Looking forward to what comes next. 引用 @koreasociety：The Korea Society th
Huge thank you to everyone who downloaded Nemotron 3 Diarization and helped it trend on @huggingface! And we appreciate all the comments. @sabbassi_11 answered a few of your questions: https://t.co/7T2tDwhupl 引用 @NVIDIAAI：When several people talk at once, a transcript can get messy fast. Our new
Bill Ackman’s post about inflation took me back to the late 1970s, when similar concerns were everywhere. What followed was stronger growth and falling inflation, helped by the PC and software revolution. We believe today’s innovation platforms could have an even greater impact. 引用 @ARKInvest：“It's
蠢货天天再谈加息影响股市。 我的暴论：你加到10%，股市还是创新高。 美国经济的动力不再是消费而是AI基建。现在利润搞到比挖金子还高，你加息怎么压制它？
A sufficiently large quantity is a quality all its own. Big difference between bacteria with one cell and a human with 35 trillion cells, even though both are made of cells. 引用 @XFreeze：Anything TSMC contributes to Terafab would basically be supplemental Terafab itself is going to be absurdly ma
hbm4 又要涨价了🫠，预计涨价 300%🤦🤦，不想说了…说腻了，爱信不信吧😅 Buy the dip，长期持有，Discord在个人资料。
目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。 CIFR：矿企转供电机房房东，向云厂商出租电力与机柜，客户自带GPU，合约以托管为主。 WULF：主打零碳电力的数据中心开发商，把现成电力租给AI客户，如Anthropic长约。 引用 @cnfinancewatch：目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
三只股票 $MU：评分86：RSI14 59.3且MACD柱8.115金叉，支撑902.6压力1108.72，目标价上调至1596.52美元为重要加分。 $ORCL：评分78：RSI14 48.3且MACD柱-1.738死叉，支撑131.58压力170.7，内部人买入3483750美元与云订单积压支撑。 $AMZN：评分74：RSI14
隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall Street 10-02。 $ORCL（甲骨文）云订单积压膨胀，来源 Kalkine Media 10-01。 $DELL（戴尔）加入日本150亿美元AI数据中心项目，来源 Simply