Eason_trade

SemiAnalysis 顶级

Some takeaways from a chat with (, a former colleague in Silicon Valley and the 20th employee at a certain AI Startup:
1. OpenAI's technical strength remains the benchmark level. There were widespread rumors about talent loss, but it hasn't affected the core.
2. The impact of GenAI on traditional industries has just begun. They are already working on related businesses. This is a long journey, and only 1% has been advanced so far. The speed won't be very fast because domain knowledge transfer and context building take time, and communication costs are significant.
3. Tech builders in Silicon V

The crypto world is the easiest and fastest place for two people to call each other idiots; a disagreement can lead to name-calling, and the PVP mentality has become deeply ingrained.

OpenAI has no moat compared to Google.

The latest episodes of All in Podcast and Dumb Money Live are quite good, highly recommended 🫶
All in discussed topics like the short-selling comments from Big Short’s Michael Burry, Google Gemini, and Tether.
Dumb Money talked about the impact after Nvidia’s earnings report.

I twisted my ankle while going out to participate in an event...
What is this market signal?
Huge beng!
release the pressure!

What happened when I woke up? This is so exciting! 🤣
It's been years since I've seen this kind of settlement scene.
It's a pity that the short position closed a bit early.
Well, not losing money is already pretty good.
A wave of KOLs is expected to make a victory declaration about shorting and bottom fishing to earn a few million, and it's already on the way🤫

National Day swing trading $XPL has been swinging for a day 🤣
So this is the hope for stablecoin payment chains.

After the $XPL issue coin airdrop, everyone on the X timeline is earning several million, hahaha. Should I write a debunking article to analyze the tricks behind these KOLs and paid groups?

#FOMC
There is less than half an hour until the FOMC interest rate meeting, and it is estimated that there will be quite a few people staying up late today.
The significance of predicting trends is limited; the majority should be bearish in the future market. Compared to the already basic cut of 25 BP, I am more concerned about Powell's remarks.
The market has basically priced in three rate cuts within the year, so if Powell is too ambiguous, it could actually be considered "hawkish" to some extent. A more dovish approach would be to directly announce how many rate cuts are coming next, o