Sublime

THE BITTER LESSON APPLIED TO AGENTS (aka how to not be steamrolled by GPTNext) Ramp just hit a $13b valuation and "every surface of Ramp is infused with AI" TL;DR of @rahulgs' very well constructed @aidotengineer talk as a... See more

client-server app for Soulseek file sharing with web access and Docker support https://t.co/RBtXSNLih4

其实仔细想想，开年的Stargate和各大公司的Capex其实已经明牌告诉大家了，今年就是半导体大年，甚至比去年还大。4家头部AI公司的 Capex目前已经比2024年的2300亿美元高900亿美元，更别说还有更多参与者大幅提高了AI的基础设施建设投入。 $NVDA $TSM $AVGO $MRVL $CRDO 这些公司的年终表现一定会吓你一跳。

我目前的股票持仓：SPY，QQQ，NVDA，TSM，WMT，META，JPM，TSLA，COST，LLY，NFLX，AAPL，QCOM，AVGO，MRVL，PLTR，HOOD，TWLO；其中今年以来抛售了全部MSFT，新增了MRVL，PLTR，HOOD和TWLO，加仓了NVDA，TSM，AVGO，没有减仓 https://t.co/wjFVusWWwx