Sublime

A managerial “wish list” will not be filled at shareholder expense. We will not diversify by purchasing entire businesses at control prices that ignore long-term economic consequences to our shareholders. We will only do with your money what we would do with our own, weighing fully the values you can obtain by diversifying your own portfolios throu

... See more

分享一个美股网站看看大鳄的持仓：https://t.co/jsHYXl7255 可以看很多位投资大鳄的持仓，交易详情。有 Warren Buffett/Cathie Wood 等多位大佬。可以参考他们的持仓，看他们最近的交易。 https://t.co/LQftUu1H4O

Never forget this graph. Missing the 10 best days, which come after the worst days, makes you underperform. Sure, missing the worst 10 days will make you outperform as well, but the problem is that you should have perfect timing in and out. Not just once, but then times. https://t.co/HP48H1aaSS

本地化部署deepseek使用ollama部署的风险提示： 有人在用fofa扫ollama端口薅算力，大家ollama部署的时候注意屏蔽外网相关端口访问，设置下防火墙之类的，避免被薅算力和数据安全泄漏。 #ollama #deepseek