CryptoGlasses

This morning, after saying Anthropic might pursue a $2 trillion IPO, the entire AI industry chain cooled off, making the contrast somewhat stark
Anthropic’s CEO called for slowing the development of AI models. The point is not that AI should stop developing, but that companies should stop blindly piling on computing power, burning money, and expanding data centers, and instead leave some room for safety and return on investment
So the sectors hit first today were still memory, optical modules, and other areas most sensitive to AI capital expenditures, with $SK Hynix ‌, $MU ‌, $COHR ‌, $LITE

An entry-level, four-door, small-displacement family SUV for young people, starting at just 6.91 million
A short ad slogan got insulted five times 😭
#Rolls-Royce

At Nvidia’s current level, I’m bearish again 🤣
There’s been plenty of discussion on X about the AI bubble and whether investments in computing power can actually pay off
Nvidia’s fundamentals are indeed strong, but the higher the stock price climbs, the higher market expectations get. Any slight miss in earnings or returns on AI investments could give investors a reason to take profits
At Nvidia’s current level, I don’t want to use too much leverage. Being bearish is one thing, but being able to withstand a market rebound is another
My approach is simple: first, see whether there’s an opportu

#晒出我的合约收益 It’s even, it’s even

Are we going for 200%?
#晒出我的持仓收益

It should have been closed out this morning—there goes my profit.
​#晒出我的持仓收益

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