X（推特）上的财经、科技与宏观账号
5/5 Diversification across company names and diversification across investment themes aren't necessarily the same. Concentration risk means half the index is exposed to the AI theme. Half is not. The choice is not necessarily to go all-in on AI or all-in against it. It is
1/5 The S&P 500 increasingly looks like two stock markets: AI-related companies and everybody else. 41 AI-related companies we track accounted for 48.68% of the S&P 500's combined market capitalization. The remaining companies accounted for 51.32%. https://t.co/owS3WGJiom
Once again. The idea that AI is only improving rapidly in verifiable domains like math is looking suspect. 引用 @TheAtlantic：Exclusive: Another prestigious award has gone to a writer who seems to have used AI as the crisis of trust in the literary world intensifies, @vauhinivara reports: https://t.co
Grok @Bot can research best prices and buy things for you 引用 @Teslaconomics：Bro… you still open websites, add things to your cart, and type in your credit card info just to buy something online? I just text my @bot what I want, and it handles everything. Literally finds it, checks out, places the
Berlin, you look good in CUDA. 💚 #NVIDIAGTC is coming to town. We thought we’d say hello from the TV Tower. Spot it? Tag @NVIDIA and show us your view. #FestivalOfLights https://t.co/Wy0oiBisAb
Seriously, this actually works! Think of Grok @Bot like hiring a super smart employee who works 24/7 and is extremely resourceful. You can use it through your phone effortlessly within minutes: https://t.co/Efbxq5vqTm 引用 @liam_fallen：Grok Bot bought me an iPhone 18 Pro Max. It was sold out eve
Shower thought this AM: Some people developing AI seem to view building a “digital god” or ushering in a new species in almost religious terms. I believe some of that conviction is sincere. But I also suspect there’s a marketing angle to giving these systems an identity and
Power On: Apple spent a decade losing the smart home. Now it has a plan to compete: HomeView, a new Apple TV and HomePod mini, and LG-built accessories. Tuesday’s unveiling is about protecting the iPhone as much as outfitting your house. https://t.co/IeYYsXC1J2
Prob normalization more than anything but the timing of these articles amidst market narratives/fears is always uncanny "AI-related debt issuance globally dropped to $23bn in September, less than half the amount raised in the previous month, according to data compiled by Morgan https://t.co/dWBWhdE
作者指出，AI 实验室占总算力的份额关系到推理算力的测算，并以假设的 100 单位算力为例：若 OpenAI 与 Anthropic 使用 50 单位，其中 40% 用于推理，则推理算力为 20 单位。Marvell Technology 高管 David Lazovsky 称，数据中心基础设施中用于推理的比例 3 年前为三分之一，如今超过 60%，未来 2-3 年将迅速接近 90%。
Hut 8建设数据中心并与英伟达签订15年租约，英伟达作为租户以其信用支持建设融资，随后将空间交由Lambda安装GPU并出租。引用的SemiAnalysis称，该安排涉及约115K台Rubin GPU销售、Lambda收入约10%的分成，以及一个704 MW供电园区第7至第15年的空间；互联排队时间为4至7年。
I just asked Grok @Bot to research the most fun Lego Star Wars kits for young kids and order them. As easy as that. https://t.co/5IKVoqvuhb 引用 @XFreeze：Elon Musk just highlighted another insane Grok Bot capability Grok Bot can now shop for you on the internet, find the best deals and even complete
Another great MacroTalk with @AahanPrometheus this week covering: - The telling market response to the OpenAI News - How the Fed tightening cycle may be more than planned - What the bending LLM revenue S-curve means for macro Check it out! https://t.co/AqMEIEVPoI
The market is one big bet on AI based on hope for parabolic growth. That's a troubling situation when spending growth is looking increasingly linear. On @CNBCOvertime with @MelissaLeeCNBC yesterday to close out the week: https://t.co/1Btt8AHbPq
简单翻译一下： 1. 巨额投资要有ROIC兑现 2. 指数熊市可以持续很久 3. 看好AI但注意可能多轮牛熊转换 其实现在无论多空，没听到一个人看空AI的，争论都在现在，right now，AI还有没有投资机会，这个问题的本质就是贵与不贵，估值是否匹配盈利增速。 引用 @JohnsonZ91127：喜马拉雅资本创始人李录在哥伦比亚商学院第36届格雷厄姆与多德年度论坛上谈了不少AI。他认可这场技术革命的长期价值，但认为AI的发展可能经历不止一轮繁荣与崩溃。技术能走多远，除了取决于算力和算法，还受到资本投入、商业回报以及社会治理的约束。
Markets Weekly October 10, 2026 Bonds behaving better AI scare https://t.co/IxkYEm8HDd
以前我们买手机看哪家的照相功能好，未来我们买手机看哪家的端侧AI强
They show up for us. Who shows up for them? Meet Wenyi, Founder of Kuddo Health. Her experience with therapy sparked a mission to support clinicians, with help from NVIDIA GPU–accelerated AI. Watch her story. #WorldMentalHealthDay https://t.co/Kee5GEGHej
The ridiculous arguments by Ambani’s army of Internet shills make no sense On the one hand, they say Starlink couldn’t possibly compete with the amazing low prices offered by Ambani’s de facto monopoly in India and then, in the same breath, they essentially claim that Starlink 引用 @aaronburnett：Som
To buy stuff, you can just take a picture of your credit card, drop it in the chat and Grok @Bot will scour the Internet for the best deal on the item you want and order it
Looks like one of you posted on $RDDT WSB… with a $1M $AAOI position. I’m laughing at the comments, even more amusing when my name pops up Might still be early if people think there’s “no moat” in lasers and that AOI makes no money. (wait and see Q2 2027) https://t.co/vG6Zl4LZHf
Thank you @PrefShares for engaging with a constructive and thoughtful response. (anyone curious to read my original piece, go here: https://t.co/6a3fT1bER8) Let me take your points in turn. Retail. I like Amazon’s retail business too, and I agree there are losses buried in 引用 @PrefShares：Some th
Seeing this more with Grok Bot as well. But even outside the personal agents, see it with the normal agents thru Chat or Desktop app w/ computer use. Annoying once you've seen the convenience of them being able to do things for you and now just clearly hamstrung. 引用 @matthew_sigel：Nearly every shop
The OpenAI & Anthropic S-Curve Problem News of lower OpenAI revenue (and hastily ‘leaked’ end-’26 guidance), even as they picked up significant share clearly shows a transition from parabolic to linear industry revenue growth ahead. https://t.co/EUji9tuxSA https://t.co/vISrY7BAzr
We actually recorded this Tuesday, just a few hours, before OpenAI's latest release. So we mostly talked about the consequences of the Navier-Stokes earthquake. But basically, I think, you can jus take this whole conversation and now multiply it by 10.
NEW ODD LOTS: AI Is Upending The World Of Mathematics @tracyalloway and I talk to Justin Solomon, associate dean for engineering education at MIT, about the state of both math and math education, as OpenAI rolls out proof after proof https://t.co/E7tlGs5uvw
Andy is right. There absolutely ARE mathematicians excited about using AI for further exploration, including the guest we talked to today. But to my mind, that's a good reason for the labs to not just use their internal models to nuke the field with proofslop. 引用 @ahall_research：Some notes on what
美国贸易逆差中的“AI”部分正在增长，主要体现为自墨西哥进口增加；台湾及其他代工厂也已大规模转向墨西哥进行最终组装。Foxconn位于墨西哥哈利斯科州埃尔萨尔托、组装英伟达 NVL72 服务器机架的工厂，目前供应的商品接近美国商品进口总额的 1%。
AI proofs discouraging open collaboration seems like the most straightforwardly negative repercussion of all this. 引用 @omzidar：@TheStalwart It’s interesting- there are some *very* strong opinions among some mathematicians I’ve talked to here. One issue is that ai is discouraging collaborative confe
the public backlash against data centers in the U.S. is spreading to Europe and Asia! https://t.co/ABxV3CLpQG
There isn’t yet a single fungible unit of compute. An “H100 GPU-hour” tells you the hardware and duration, but cluster size, networking, location and contract terms can materially change what that capacity is worth. @ash_locked does an excellent job explaining how this carries https://t.co/bdAoUCSl
英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产，推动 AI 服务器厂商 Wistron 营收创纪录新高。AMD CEO Lisa Su 近期访问 Wistron 位于 Zhubei 的新厂 A1，显示 Helios 服务器业务延续强势。
媒体报道称，Delta 2026 年资本开支目前预计为 NT$70 billion，高于今年早些时候的 NT$46.6B。原文称，Delta 正在扩充 AI 产能；其他 Lite-On 竞争对手也因 AI 数据中心和 AI 服务器厂商的需求而增加资本开支。
Lite-On Technology签下金额为3.5亿美元（NT$11.06B）的合同，用于建设其位于德州McKinney的工厂。该工厂计划生产高压直流电源机架及AI基础设施相关产品；媒体报道称，这份合同属于一项总额9.19亿美元的计划。
Like usual growth solves most problems so there’s a chance this looks like a blip if the labs go back to rapid ARR growth This was always the issue when every bet was additional leverage on the same data points (lab growth). That’s why fear cascades when the foundational bet 引用 @joinyellowbrick：I
Lumentum首席执行官迈克尔·赫尔斯顿在东京接受采访时表示，公司光学组件几乎售罄，订单排到2029年初。六个月前，赫尔斯顿曾表示Lumentum有望在2028年前售罄产能。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
Per Grok, “Trucked compressed natural gas is reported to cost roughly four times pipeline deliveries once labor, equipment, and truck fuel are included, and scaling it even to 100 MW of the 2.45 GW Project Jupiter site would require a large trailer roughly every 40 minutes.”
Oracle 正用卡车运输天然气，为 AI 数据中心供电，以绕过可能威胁其扩张的管道延误。该做法已在 Utah 和 Texas 使用，可能扩展至其 2.45-GW 项目；评论指出，卡车运输在能源效率、成本和排放方面都不理想。
Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of voters rank it as the top issue per recent Echelon Insights polling https://t.co/sgIFquDYWF
"Add that up, and the uprates squeeze about 1.5GW of new juice out of old nuclear. But the hyperscalers backing them get even more, nearly 6.9GW in total contracts." @TheNewGoldRush https://t.co/3LCmjQvzl8