Ethan的美股笔记 · 5.2K views
微软Azure提速创美股单日市值纪录 Meta因算力吞噬现金遭抛售
流动性趋紧下市场审视AI资本开支只认即刻变现的收入收据，微软凭借云业务逆势加速获得天量溢价，而Meta因资本开支吞噬自由现金流且变现节点不明遭遇估值重杀。
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Ethan的美股笔记 · 6.8K views
谷歌特斯拉激增开支引发巨头抛售 存储芯片凭照付不议锁定需求
市场估值锚已从盲目押注AI资本开支转向严控自由现金流恶化，但由于下游锁定至2028年的硬性长约依然生效，存储板块的剧震本质上是仓位踩踏而非硬件真实需求崩溃。
Ethan的美股笔记 · 7.3K views
SK海力士长约限价致业绩逊预期 反向确立HBM去周期估值底板
SK海力士因HBM长约未跟涨现货飙升导致短期业绩不及预期，但这恰恰证明五年期协议具备刚性履约约束力，在平抑短期暴利的同时锁定了下行周期的利润底板，印证当前3.7倍前瞻市盈率的周期股折价逻辑存在严重认知错配。
Ethan的美股笔记 · 3K views
HOOD与COIN借SEC豁免大涨 盈利脱节暴露估值透支风险
虽然SEC代币化试点引发短期情绪性暴拉，但HOOD高达62倍市盈率已提前贴现完美预期，而Coinbase更面临份额上升但EBITDA暴跌的结构性脱节，当前点位应逢高减仓并坚决拒绝追高。
TBPN · 64 views
Microsoft Adapts OpenClaw to Turn Copilot Into Autonomous AI Agents
Microsoft is abandoning human-in-the-loop chatbots for persistent, virtual-machine-backed Autopilot agents in a bet that enterprise and consumer delegation will expand total software spending far beyond traditional cloud computing.
Dwarkesh Patel · 681 views
Sarah Paine Warns Unlimited War Aims Push Adversaries to Death Ground
Wars become impossible to terminate when invading powers escalate limited goals into regime change, triggering existential resistance and hostile third-party intervention.
a16z · 207 views
A16z Debuts Cosign to Replace Resumes With Peer Endorsements
As artificial intelligence floods hiring pipelines with automated applications, verifiable peer conviction becomes the only scarce signal for identifying elite talent before consensus forms.
课代表立正
Jev碰瓷大模型造势遭实测击穿 本地小模型打分优势更显著
Jev等AI新概念往往通过错位对标大模型短板来伪造颠覆性叙事，开发者若缺乏独立评价体系与寻找真实替代方案的工程视野便极易沦为炒作推手。
The Compound · 644 views
Boyar Sees Buying Chance as AI Panic Derates Broadridge, Booking
Algorithmic basket selling and multi-manager stop-outs have indiscriminately hammered high-moat compounders over exaggerated AI disruption threats, creating rare entry valuations for long-term investors.
Bloomberg
LA Shoot Days Sink Below 20,000 as Tax Incentives Drain Productions
Los Angeles entertainment was already hollowed out by runaway production tax subsidies, streaming catalog saturation, and shrinking writers' rooms years before generative AI arrived.
Bloomberg Originals · 17 views
Lula Faces Brazil Debt Trap as Servicing Costs Drain 8% of GDP
Constitutional spending mandates and soaring interest rates leave Brazil trapped in a cycle where debt service consumes over 8% of output and pushes households and businesses into insolvency.
视野环球财经 · 95.5K views
甲骨文援引不可抗力叫停基建开支 违约互换CDS创历史新高
甲骨文强推不可抗力条款试图逃避数据中心财务责任，不仅面临无法按期向OpenAI交付算力的违约风险，更因巨额债务利息积压而将自身推向严峻的信用危机深渊。
课代表立正 · 40.9K views
硅谷高管徐老师指大厂裁员无关AI 职场人需靠人脉网络对冲周期
大厂规模完全取决于企业资金充裕度而非技术提效，普通从业者唯有从单一写代码转型为全栈Builder并在优质团队积累零下行风险的人际杠杆，才能稳健穿越周期波动。
课代表立正 · 33.9K views
OpenAI万亿基建重演思科危机 徐老师预言破裂将淘出百倍股
当前AI万亿美元基础设施投入与实际营收严重脱节必致泡沫破裂，但这种高压过建将十余年技术演进压缩至两年，投资者唯有通过第一性原理校准并押注具备顶级领导力的CEO，才能在估值暴跌九成后抓住下一家实现百倍增长的伟大公司。
课代表立正 · 17.9K views
GEN徐老师：谷歌难革Chrome之命 押注AI将危及500亿美元营收
巨头转型折戟全因商业利益冲突，Chrome直接维系谷歌四分之一广告盘子，削减传统搜索展示将带来其难以承受的收入蒸发。
课代表立正 · 15.3K views
腾讯前总监立正转向商业孵化 称AI时代打工性价比系统性下滑
传统职场技巧本质是在取悦老板且抗风险能力薄弱，随着AI削减雇佣回报，员工须将现有工作作为跳板并在两至五年内转向让市场买单以实现反脆弱。
TBPN · 111 views
Meta Unveils $1,300 100-Gram Headset to Undercut Apple Vision Pro
Meta is positioning itself to win consumer adoption by abandoning frontier benchmark wars and metaverse abstractions in favor of practical everyday AI agents packaged into low-cost wearable hardware.
Ju7007 · 315 views
育儿分歧与主导权失衡促一线城市男女加速离异止损
婚姻解体的主因往往非狗血撕扯，而是育儿阶段引爆的三观冲突与家庭核心地位落差，唯有经济独立方能支撑当事人以理性止损重构自洽生活。
Andrew Huberman · 623 views
Galpin Sets Lifting Rules to Halt 10% Annual Power Loss After Age 40
While adults lose 1% of muscle mass per year after age 40, explosive power drops at up to 10%, making high-velocity resistance training the primary intervention capable of preserving neuromuscular function and autonomous living into advanced age.
Bloomberg
Marketers Fake AI Prompts for Boss Approval as Feeds Flood With Slop
As corporate managers outsource creative judgment to chatbots and synthetic slop crowds public feeds, social media is abandoning personal sharing for broadcast entertainment while authentic connection retreats into private direct messages.
The Diary Of A CEO · 56 views
Druski Self-Funds Comedy Slate After Rejection by Netflix, Amazon
Creative longevity requires eliminating backup plans and reinvesting commercial revenue directly into self-owned productions rather than waiting for legacy gatekeepers.
硅谷101播客 · 477 views
Eight Sleep拓展中国增长极 创始人拟切入预防医疗并推进IPO
智能睡眠设备的核心价值在于通过自适应温控等实时物理干预替代被动数据追踪，并依托连续生理监测将床铺转化为筛查早期疾病的预防医疗入口。
视野环球财经 · 105.5K views
美债收益率飙至5.1%施压估值 微软降价五成争抢AI份额
经济数据过热与加息预期推升无风险利率重挫美股DCF估值，在科技降价内卷与终端消费承压背景下，高估值资产容错空间被急剧压缩。
TBPN · 17 views
Nvidia’s Huang Defies AI Pacing Calls, Urges Uncontained Labs to Close
Nvidia Chief Executive Officer Jensen Huang rejected existential risk warnings from rival frontier leaders, arguing artificial intelligence is standard industrial engineering that requires closing negligent labs rather than imposing federal deceleration across the economy.