Rickawsb

Age 2.8 Yıl

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rickawsb

10h ago

Honestly, if that's the perception of AI you have,
Then you're really quite ignorant...

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rickawsb

01-01 01:00

"New Round Begins: Meta Acquires Manus VS OpenAI and Accenture Partnership"
--- Why are the giants' strategies a deadly temptation for China's AI startup scene?
1. Why is this not just an "ordinary AI acquisition"?
Regarding Meta's acquisition of Manus, the market has quickly offered several seemingly reasonable explanations:
Meta is supplementing Agent capabilities
Meta is enhancing AI application layers
Meta aims to accelerate the deployment of C-end AI products
These explanations are not wrong, but they all share a common issue: they stay at the product or business level.
If we only conside

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rickawsb

2025-12-29 10:55

AI is becoming a commodity (LLMs are a commodity). I believe this is the dumbest view in the capital markets of 2025 (possibly the dumbest of all):
Because
Intelligence can never be commodified.
Can Einstein's brain be commodified?
The ability to accelerate aging research, develop room-temperature superconductors, and advance nuclear fusion—can these be commodified?
Only a brain that is commodified would think AI will be commodified.

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fbc123

Merry Christmas ⛄

rickawsb

2025-12-29 09:03

TSMC's 3nm price increase of 3-10%, but customers are unaffected (not even a blink)
AMD and NVIDIA's GPUs are also increasing in price
This... is there still a way for downstream to get through the New Year🤣

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CatAndMouse1

Happy New Year! 🤑

rickawsb

2025-12-28 05:23

Vietnam's total import and export value for the year 2025 is estimated to reach approximately $920 billion, a 16.9% increase compared to 2024.
Structurally, electronic products, electromechanical equipment, and their components continue to account for an increasing proportion of Vietnam's exports.
In the first 11 months of 2025, China's total trade in goods imports and exports was approximately $5.75 trillion, a year-on-year increase of about 3.6%.

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rickawsb

2025-12-21 05:17

"Japan's rubber, China's soil, reverse engineering of EUV"
In recent days, there has been considerable discussion about China's Manhattan Project — the reverse engineering of ASML's lithography machines. Everyone is quite excited, as it is a significant breakthrough.
But if we look at it from an engineering and technical perspective, setting aside ideology and examining it closely, we will find that there is a gap between reality and ideals, and it's not small.
Because if we break the problem down to the engineering level, we will find that what determines whether a technic

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rickawsb

2025-12-19 18:34

Netflix, Warner Bros., and OpenAI × Disney
--- Two Paths in the AI-Era Fight for Attention
Over the past few days, two big stories stood out.
One: Netflix is reportedly exploring an acquisition of Warner Bros.
The other: OpenAI is partnering with Disney to bring iconic IP into AI-driven interactive systems.
In the long run, both moves are about the same thing: user attention.
But they are pursuing it through two fundamentally different paths.
The Netflix Path: Scaling Content to Capture Time
Netflix’s logic is familiar.
Build a bigger content library.
Control stronger IP.
Increase concentratio

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rickawsb

2025-12-06 04:33

Sorry, the group has reached its maximum capacity. I'll add a second group later 😅

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rickawsb

2025-12-06 01:05

Created a US stock discussion group:

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rickawsb

2025-12-04 18:32

With socialism with Chinese characteristics entering a new era of artificial intelligence,
the principal contradiction in our society is between the people's ever-growing demand for artificial intelligence and the artificial stupidity provided by the news broadcast.
The root cause of this contradiction lies in the government's desire to participate in the global competition as an AI powerhouse by continuously developing open-source AI, and the hope that the people's intelligence remains closed-source and, as much as possible, is not enhanced without permission.

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rickawsb

2025-12-04 18:10

Socialism with Chinese characteristics has entered a new era of artificial intelligence.
The principal contradiction in our society is between the people’s ever-growing need for artificial intelligence and the gap in understanding news broadcasts between AI and artificial unintelligence.
The root cause of this contradiction is the conflict between the government’s pursuit of open-source AI development to participate in the major power competition in artificial intelligence, and the desire for the people to keep their intelligence closed-source and to avoid unauthorized enhancement as much as p

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rickawsb

2025-12-04 17:25

The business models of the Internet and mobile Internet we have experienced are becoming increasingly centralized.
The implementation of artificial intelligence AI Agents may very likely lead to the entire world being controlled by just a few companies, whose market capitalization will eventually become unimaginably large.
--- Dan Bin

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分析师舒琴_

Ape In 🚀

rickawsb

2025-11-30 17:20

The internal cause is the main one; blaming others for everything is called "external attribution" in psychology.
I am not speaking metaphorically; don't let your imagination run wild🤣

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rickawsb

2025-11-20 20:30

Control the position well, buy big on big dump, buy small on small fall.
Not investment advice dyor

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rickawsb

2025-11-20 10:55

Have you noticed that the earliest group of people who understood AI were also those who firmly believed in the bullish outlook for encryption?
The current US stock market and the future of encryption are both increasingly efficient markets, where mindless gambling will gradually give way to in-depth research.
Without deep research, there is no belief.

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GateUser-553f83f3

冲就完了💪

rickawsb

2025-11-16 03:30

Bill Gates just sold 65% of his Microsoft stock position.
Clearance sale,
As infrastructure as a service (IaaS) is rapidly replacing almost all other software and white-collar services such as SaaS and PaaS,
Gate actually sold this one of the top IaaS companies in the world.
Sure enough, it lives up to its consistent nature of selling off.
Gates held 49% of Microsoft shares during the Microsoft IPO. If he hadn't been selling off constantly, his net worth would be 1.5 trillion.
The world's richest person!
And because of the sell-off, his net worth is now only 100 billion.

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rickawsb

2025-11-15 16:18

Is everyone waiting for next week's NVDA earnings report?
Me too, because Nvidia is the Federal Reserve.
This is much more important than the FOMC, whether for the AI sector or for the entire market.
If the results exceed expectations, then the horses will keep running and the dancers will keep dancing;
If the performance is unsatisfactory, it may trigger a pullback in the sector or even the overall market.
I personally think the second possibility is unlikely, but a slight overshoot doesn't mean much in the end.
The possibility of a significant surplus is also not great.
I plan to hol

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rickawsb

2025-11-14 10:13

The more tokens consumed, the better the effect of using AI.
The better the effect, the more tokens are consumed.
The consumption of tokens grows exponentially.
The ability of the produced GPU to generate tokens grows linearly.
The gap will only get larger.
Absolutely no bubble!

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rickawsb

2025-10-24 21:17

This week's five apocalypse calls
two losses, two breakeven, one profit
Complete failure!
The dream of becoming a stock god ends quickly
Continue delivering takeout on the weekend.

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