Rickawsb

Age 2.8 Yıl

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The likelihood of Khamenei stepping down this year has already reached 59% on Polymarket.
It seems another old friend of a certain country is gone.

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rickawsb

14h ago

The True Purpose of Trump's "Housing and Not Speculation" Policy
In the past two days, Trump has been speaking out continuously on the US real estate issue:
On one hand, calling for restrictions on Wall Street capital continuing to acquire single-family homes, and on the other hand, proposing that the government buy about $200 billion worth of mortgage-backed securities (MBS) to lower mortgage rates.
Are investors familiar with this from China's real estate development over the past few years?
Isn't this just about housing and not speculation?
Trump is both suppressing housing prices and suppo

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rickawsb

01-04 14:32

I took a quick look
Trump didn't bottom out in April, those who doubted the AI first wave and didn't get in, and still believe that AI deployment in 2026 carries significant risks
are basically the same group of people
Pink, leftists
Is it really ideology that determines IQ, and IQ that determines returns?
Or am I trapped in an information cocoon?

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FanLiqiong

New Year Wealth Explosion 🤑

rickawsb

01-03 11:52

The US's demonstrated capabilities in algorithms + intelligence + decapitation against Venezuela are only applicable to specific types of opponents:
Highly personalized power, security systems closely tied to individuals, internal loyalty issues, and decision-making concentrated in a few nodes.
Venezuela is just one example.
Of course, for nuclear powers, such capabilities would not be used in this way, but they still serve as a verifiable deterrent tool.
Because the US military doesn't need to take real action, only to make the other side believe:
I know where you are, know when you're most v

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rickawsb

01-03 02:53

Under the trend of AI-driven software, the 5 hard standards for the next generation of high-value software
--- Understanding these standards is essential to anticipate the form of next-generation applications and the future of Web3 applications
1️⃣ AI is the “Execution主体,” not just an “辅助工具”
Old software:
User clicks → System computes → User confirms
New software:
AI makes decisions → AI executes → Human audits
AI is not just helping you write copy, but:
Automatically running processes
Automatically calling resources
Automatically handling exceptions
2️⃣ Software directly binds to “results,” n

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HighAmbition

2026 GOGOGO 👊

rickawsb

01-02 06:35

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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