乱老师还是那么精彩

欢迎来纽约！

有bubble 但原文逻辑混乱乱七八糟 最大风险来自于循环营收中已上市公司未来大规模的举债 比如甲骨文。最近几周甲骨文债的违约保险cds已经交易量从几千万飙升到$5bn （很大部分来自于整个market的ai trade hedge但可以看出trader们确实很担心bubble风险）

When something like this happens in the market

Run

Run like hell

逃离鸭科夫竟然是一个5个人的team做的😱

雅鲁藏布江水电工程

金本位美金
石油美金
电本位人民币

so basically NVDA is spending its own cash to buy its own products through “venture capital investments” into AI startups. Once there is leverage involved in these deals, which will be the case in the foreseeable future, shit will hit the fan.

看来星巴克中国要给博裕了，哈哈哈。还得是博裕😜

刚子