RandomWalkWolf @RandomWalkWolf
Stop thinking and allow the rules to trade for us. Worlwide Joined March 2018-
Tweets926
-
Followers38
-
Following238
-
Likes482
RandomWalkWolf retweeted
【为什么我不建议投中概】我的推特老读者都知道，这些年来我一直不太建议投资者投资中概股，今天讲讲原因。 首先，作为曾经在经营过企业的人，我对于当下国内的商业环境有比较深的体会。国内企业主面临更加险恶的政治经济环境，所以管理层的经营成本天然比美股企业要高。 其次，中概股普遍缺乏像美国资本市场那样成熟透明的监督机制。无论是信息披露、投资者保护还是管理层约束机制，相较于美股市场都存在一定差距。当管理层和中小股东之间出现利益冲突时，投资者能够获得的保护相对有限，因此投资风险天然更高。举个例子，某新能源企业和小舅子公司形成利益输送关系，大家都习以为常了。而美股企业有更加完善的媒体监督，监管层制约。 最后很多中国企业家所面对的经营目标与美国企业家并不完全相同。在美国上市公司体系下，管理层最大的职责之一是为股东创造长期价值。而在当前中国的经营环境中，许多公司管理层首先需要考虑的保持政治觉悟，保障个人的人身安全，维护好政府的关系 ，那么股东的利益在这些经营者的眼里 永远是不可能放到第一位的。最典型的例子就是pdd黄峥主动看空自己的公司，避免当首富。还有马云主动辞职阿里的ceo。
军啊，该怎么坚持下去？ 一位被小米套深的散户发声……
178
12
123
162K
33
RandomWalkWolf retweeted
这个访谈非常不错，推荐大家仔细听一下。
RandomWalkWolf retweeted
意大利总理Meloni我还是原本很喜欢她的风格，虽然经济和移民搞得和其他欧洲混日子的差不多 特朗普说美国失去了意大利，Meloni不再是勇敢和可靠的盟友 Meloni反驳，“我们不想和屠杀孩子和妇女的国家在一个组织里” 说的掷地有声，就是不要忘记了，伊朗是一个吊死9岁抗议者杀了4万还有儿童新娘… 投资也是如此，你以为的常识，有些人是真不懂，当然有些人是不懂装懂，收割认知差的超额收益机会太多了
RandomWalkWolf retweeted
中国所有重要山脉，几乎都从青藏高原向东延伸。它们像三条巨龙一样，横贯整个中国大陆。这就是中国地理格局中的 三大龙脉。
RandomWalkWolf retweeted
RandomWalkWolf retweeted
分享給大家！
RandomWalkWolf retweeted
建议逐步止盈 $ewy 与 $koru 忘记上个月的白银惨案 A股中韩半导体ETF，也一样
RandomWalkWolf retweeted
RandomWalkWolf retweeted
RandomWalkWolf retweeted
RandomWalkWolf retweeted
段永平：只买标普500指数，最后总是赚钱的。2008年股东会上，巴菲特被问“如果你30几岁，攒了第一个100万怎么投资”，他说：“投一个低成本的标普500基金，然后努力工作”。问题是：只买标普500指数，是否是最佳策略？答案：不一定。如美国进入“失去的十年”，资产也会受损。如彻底躺平，就买VOO和QQQ；如主动一些，就做个投资组合，除美股，可以增加新兴市场、美债和黄金等。当然，马无夜草不肥。
RandomWalkWolf retweeted
段永平说买标普500，最后总是赚钱的。 巴菲特遗嘱里，90%买标普500，10%买短期美债。 2008年股东会上，巴菲特被问“如果你30几岁，攒了第一个100万怎么投资”，他说：“投一个低成本的标普500基金，然后努力工作。” 符合条件的就是 $VOO 和我给老婆配置的一样。
RandomWalkWolf retweeted
去年8月份写的120刀的美光， 按照今天来看， 可以算是推荐在存储爆发的前夜. 如果类似clawdbot一样的agent普及以后， ai制造数据的速度是人类的百万倍！ 唯一限制这一切的就是电力， 但是按照马斯克对spacex的太空光伏数据中心构想，一旦星舰批量化往太空输送算力和电力设备，这些都会被快速迎刃而解. 时间窗口就是28-30年达到恐惧的TW级规模. 在太空轨道，光伏面板不受云层、大气干扰，且没有昼夜交替（处于晨昏轨道时），发电效率是地面的 7-10 倍。 基于spacex的太空计划来设想美区ai电力28-30年不短缺的情况下，存储的需求会一直是指数级暴增，为了图稳妥现阶段还是选择了海力士. 另外，随着用户端agent普及，用户级的存储需求会被转移到ai服务器，客用户级存储市场会快速萎缩！盲猜这个差异化会在类似Clawdbot这种agent大范围普及之后快速显现.导致用户级存储的价格回到正常水平. ai服务器需求的HBM3存储则一直因极度紧缺保持高位.
RandomWalkWolf retweeted
RandomWalkWolf retweeted
RandomWalkWolf retweeted
God's plan. Alwayyyyyyys.
RandomWalkWolf retweeted
Everything is going to be alright.
RandomWalkWolf retweeted
Robert T Stud @Robert_T_Stud
23 Followers 289 Following got hacked by a queer Muslim. dont follow me
John Boi @monstterstock
96 Followers 4K Following Author of Lessons From the Greatest Stock Traders of All Time, How Legendary Traders Made Millions, Monster Stocks, and Monster Stock Lessons. HISTORY LESSONS
✪ @gok_gajjala
303 Followers 8K Following 2023 US Investing Championship Winner. Beware of impersonators.
Utwurie @Utwurie4095
32 Followers 3K Following
Sabrina @Nr7q4ypJ6za81dJ
39 Followers 1K Following
PreMarketGains🇺�... @Tlarmdie8874
54 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
🐇Alexandra Nicole ... @Yfwawver630256
1 Followers 97 Following The stock market is a device for transferring money from the impatient to the patient. - Peter Lynch https://t.co/CL6kbUDWhi
Valentin Hauck @HauckValen37811
94 Followers 5K Following
Fatima Reichert @FatimaReic37861
42 Followers 3K Following
AudreyO'Neil @5KDWYXEm13wTOa
69 Followers 7K Following
AudreyMaxwell @Pp6DnJ4IqKqO71
64 Followers 7K Following
Guardian @morotanina8550
30 Followers 3K Following
TracyToby @6NTAk5Xc84FB3s
74 Followers 7K Following
Poddo @Poddo931518
25 Followers 2K Following
Fayno @Fayno183647
55 Followers 3K Following
Teslujo @teslujo43128
27 Followers 1K Following
Thiniez @Thiniez188641
36 Followers 2K Following
Tradingolives @Tradingolives
127 Followers 4K Following
BullDude.com @BulldudeC
4K Followers 3K Following Everything You Need For Your #Trading: Screener, Backtest, Chart Patterns, Trend Analysis, Key Business Data and Earnings Reports
The Stockfather @thestockfath3r
3K Followers 4K Following The Stockfather Trading since 2012 · Pronouns: R/N NOT investment advice
Richard Dale (Norgate... @NorgateData
2K Followers 5K Following Chief Information Officer@Norgate. US, AU, & CA Stocks, Futures, Forex. Survivorship-bias free data. Integrates with backtesting, charting & analysis platforms.
Paul Bratby Official @PBratbyOfficial
45K Followers 44K Following Author - CEO & Founder @ThexBrat xBrat® #stocks #forex #futures #Crypto using #TradingSoftware #tradingview Risk Disc https://t.co/LDaozYD9gv
Daily Hive Montreal @DailyHiveMTL
3K Followers 2K Following Daily Hive Montreal has paused posting to this account. For more DH, find us on another local account. Thanks for following!
Kiss Indicator @Kissindicator
837 Followers 3K Following Provide tools and training to help you become a trading expert and reach your investment objectives.
Piyush @Piyush32421906
138 Followers 4K Following
Constantin Ungureanu @constantin_t
6K Followers 7K Following Fighting for the FREEDOM OF SPEECH 💪🏻 Join the fight against the #WEF #KLAUSSCHWAB #AGENDA2030 #NEWWORLDORDER
Micd @mdark2009
78 Followers 491 Following
Kaushal Karia @KK_Quant
1K Followers 452 Following Quant Investment Research #Analyst #Advisor | Algorithmic & Mechanical Systems Strategiest | #KKnomics | Certified IA | Cricket Lover
Piyush Jain @PiyushJ20888628
112 Followers 3K Following
TickWatcher @MITickWatcher
5K Followers 4K Following Update for stock earnings, dividend, money flow information for stocks, market and sectors rotation. All in one market and portfolio station with Advanced Alert
Eliziam @ElizSummerfield
272 Followers 2K Following Early rising, speed reading, fundraising, retreat building, hill running, crypto trading breathwork geek
Breaking Alert 全球... @BreakingAlert_
100K Followers 2K Following 全球突发新闻源! Telegram 👇 https://t.co/3LNK7iYRQW
Texas Oncologist @TexasOncologist
5K Followers 3K Following Oncologist/TCU faculty. Opinions are mine alone. Go Cowboys, Rangers, Hogs/Frogs, Mavs), alter ego is a cat. Trader? I don't even know her.
潘驴邓晓闲缺一 @JohnsonZ91127
30K Followers 3K Following 美股&区块链资深交易员， 美股15年，持 btc 10年 公众号：潘大的投研笔记 知识星球：潘大的科技交流圈 https://t.co/BSdAribmby 富途证券 25 年 牛友人气王第一，富途证券专栏：潘驴邓晓闲缺一
政经鲁社长 @xzzzjpl
742K Followers 366 Following 原“中日政经评论”，非反贼，亦非大外宣，只是一个中间偏右的观察者 投稿信箱（仅供投稿，咨询勿扰：[email protected]
Dr Jordan B Peterson @jordanbpeterson
6.2M Followers 2K Following Best-Selling Author | Clinical Psychologist | #1 Education Podcast | Co-founder of @petersonacademy | Order my new book "We Who Wrestle With God" here:
Mind Essentials @Mind_Essentials
1.4M Followers 26 Following Self-Discipline | Philosophy Thoughts | Psychology Hacks | Wealth & Wisdom | Acceptance | Awareness. DM for high-quality paid promotions & collabs
Unclestocknotes @Unclestocknotes
30K Followers 2K Following U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics | Swim, basketball, golf enthusiast.
Hao HONG 洪灝, CFA @HAOHONG_CFA
358K Followers 932 Following Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg
李老师不是你老... @whyyoutouzhele
2.3M Followers 1K Following 投稿私信 或：https://t.co/318DKi0R0h 邮箱投稿： [email protected] 你看那通天的巨塔，每时每刻都有人往下跳。我小时候不懂，以为那是雪花
Boris Johnson @BorisJohnson
4.5M Followers 452 Following Former Prime Minister of the United Kingdom.
Dr. Eli David @DrEliDavid
862K Followers 6K Following AI Researcher, Lecturer, Entrepreneur & Investor | 4x Founder | Top 100 Most Influential 𝕏 Accounts | All opinions are my own.
MoneyTradeEdge | Bett... @MoneyTradeEdge
327K Followers 168 Following Helping you to trade effectively, without getting lost in your emotions. Discussing trading from the psychological aspect to the pure technical concepts.
Scott St. Clair @Zeninthemarkets
7K Followers 3K Following Premium Product Group Mgr at IBD. Anything I say is not endorsed…
Traderstewie @traderstewie
463K Followers 540 Following Making confident traders since 2009! Join the 'Art Of Trading' community today! https://t.co/Dp8OvaAgdi Blog: https://t.co/sCi8fDzBJB
JM @educatedhustler
109K Followers 100K Following Entrepreneur | Mentor | Influencer | Leader | 100 Blackmen STL | Vizhen Investments LLC | Business Man | St. Louis Made | Instagram @ Educatedhustler3
Uptrendsoft AI @uptrendsoft
2K Followers 1 Following We craft AI-powered productivity software, thoughtfully designed to elevate how you work and live. 🚀
MARKET INSIGHTS! @IManghaila
189K Followers 427 Following Naked charts + price action + risk management + trader psychology
Marty Chargin @MartyChargin
52K Followers 2K Following I have seen the stock market change people's lives! It can change yours too. Never Give Up! You may find my best stock ideas at: https://t.co/rqfRosoA4A
Zoltium @ZoltiumHQ
508K Followers 9 Following Dark Psychology for Personal Power. Learn to Control and Dominate People.
小樱💞｜实用�... @xiaoying_eth
140K Followers 208 Following 🪪 努力做个哇塞的仙女 👸 🐬 分享 AI 前沿干货 ｜打破信息壁垒 ｜AI项目实操 🌻 实用工具推荐官 | 工匠日记
Mira Murati @miramurati
1.0M Followers 643 Following Now building @thinkymachines. Previously CTO @OpenAI
Bill Gates @BillGates
65.3M Followers 573 Following Sharing things I'm learning through my foundation work and other interests.
OpenAI @OpenAI
5.5M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Sam Altman @sama
6.4M Followers 1K Following The mission of OpenAI is to ensure that AGI benefits all of humanity
נוי בר (איזק... @noybarb
22K Followers 546 Following מגישת חדשות, הפטריוטים @c14_news. אשתו של אורי ואמא של יונתן שלום ואחינעם המתוקים. יהדות מרגשת אותי.
Rick Warren @RickWarren
2.1M Followers 6K Following Loves fellow strugglers, skeptics, & seekers. Served Saddleback for free for 43 yrs. Wrote some books. Training 1.2 M pastors in 171 nations. #FinishTheTask
Saddleback Church @Saddleback
65K Followers 45K Following Find your purpose and your place at Saddleback Church. No matter where you're at in life, we have a place for you.
Pastors.com @pastorsdotcom
208 Followers 15 Following We've moved to a new username - @pastors - so be sure to find or reference us there.
Pastors.com @pastors
24K Followers 2K Following Equipping and encouraging pastors and church leaders with resources to lead healthy churches.
imaginarydragons 🇺... @maginarydragons
6K Followers 235 Following “I skate to where the puck is going to be, not to where it has been.” - Gretzky
Puru Saxena @saxena_puru
404K Followers 148 Following Founder - AlphaTarget. Previously, Founder + Portfolio manager of money management firms in Hong Kong. House & Techno DJ. No investment advice.
Secretary Pompeo @SecPompeo
2.6M Followers 48 Following This account has been archived. You can follow former U.S. Secretary of State Mike Pompeo at @mikepompeo. For U.S. State Department updates, follow @StateDept.
Cathedral of St. John... @StJohnDivineNYC
3K Followers 508 Following Cathedral of the Episcopal Diocese of New York. House of prayer for all people. Open daily for worship, sightseeing, music and cultural events. You are welcome.
The Church of Jesus C... @LDSchurch
352K Followers 29 Following This account is no longer publishing messages. Please follow @Ch_JesusChrist for official news & updates from The Church of Jesus Christ of Latter-day Saints.
Posts about Jesus Chr... @LDSPrinciples
35K Followers 492 Following Jesus Christ is the Savior and Redeemer of the World. Messages about his Restored Gospel. Member. Not officially endorsed by @Ch_JesusChrist of LDS
Reframe Course @ReframeCourse
151 Followers 344 Following
The Lancet @TheLancet
766K Followers 456 Following Welcome to The Lancet, one of the world’s leading medical journals, published weekly since 1823.
Leif Soreide @LeifSoreide
64K Followers 194 Following US Investing Champion 2019 | Momentum/Breakout Stock Trader | Founder of Champion Team Trading | Think Beyond The Pattern | *Not Investment AdviceYou might like
chrischapman/ST
@ChrischapmanS
227 Followers
Happy's
@awarahoon27
23 Followers
Scott Flynn
@scooterflynn
113 Followers
The True North
@elarockz
342 Followers
Eos
@ntlapointe
294 Followers
hypemonkeyOG
@HypemonkeyO
62 Followers
Vivi Ann Fernandes
@ivivn
60 Followers
Dennis Alagic
@Fibtrader_618
228 Followers