GM Last night, 76,500 successfully bought the bottom of BTC. Here's to a great day!

A group member said Intel was hacked, down 30% in one day. The fool thought, how could a hacker even steal a chip factory? https://t.co/XzCFdgXYQV

Bought the dip on BTC, GOOGL, INTC Race against time—reasons later

Pop Mart's revenue has collapsed. Why are young people's assets failing? Meanwhile, Kweichow Moutai's revenue remains as stable as ever: https://t.co/70TT67xt1s

Building a Position in Google and a Vague Qualitative View Just now, I dipped my toes into Google and completed the first tranche of my position in Google. Let me explain why. Among today’s big tech internet companies, many are bullish on Tencent. But I believe Tencent’s fundamentals are weaker than Meta’s. After studying Google, I’ve come to think Meta’s fundamentals are weaker than Google’s. Why has the market recently turned so bearish on Google? Because in the agent space, Meta has already launched Muse. Apple has its own hardware ecosystem. And in the enterprise segment, no one can challenge Microsoft. Google is caught in the middle: Its large models are gradually falling behind, and it hasn’t yet delivered a consumer-facing agent. I don’t see it that way. I believe Google holds massive distribution potential on the consumer side— it’s the king of consumer distribution. And Google’s foundational strength in large models far exceeds Meta’s. As for Meta’s Muse product, I don’t think its moat is nearly as wide as that of a social network. As for Google Cloud? No need to elaborate— it’s already Google’s ticket into the AI world. The other half? Gemini. Taking everything into account, I’m placing a bet: Google may be late to the consumer agent game, but it will arrive—and possibly overtake others. This is a vague, qualitative view.

Bro, I have a question for you, the smart one: Why are all the big tech companies straining to raise funds, pouring money into data centers, and willingly acting as service providers—instead of investing that money into developing the most advanced frontier models?

The night is long, and the market is sluggish—time to find some fun for myself. Brother invited me to play golf. The evening breeze was cool, and the air was filled with fragrance. We talked about old times, and many emotions arose. Just a bit tough on the lower back. https://t.co/8Li2hCkoar

BTC broke below 80,000, gold broke below 4,000 Bad omen Bro means the drop has been too slow, too wimpy— Volatility has been so dull it’s boring, Making us expect even less upside going forward.

Six months ago, the market mocked Buffett: Buffett is old, doesn’t understand AI, has lost his touch, fallen behind the times. Now: Still, old Buffett is amazing. https://t.co/GqsyxmXDXq

The market is full of opportunities. Your heart races, your hands tremble. If you're afraid right now, it simply means you haven't yet entered the world of investing.