只会呐喊的尖刀手

The weather forecast says it will rain

I refuse to believe it

When I go out

I casually move the flowers on the windowsill

to the sunshine

The cup shattered

Don’t rush to clean up

First look at the floor

See if there’s

A transparent flower blooming

My phone is out of battery

Suddenly, the world goes quiet

I hear

My heartbeat saying

“Enough, that’s enough for today”

The elevator is broken

Then take the stairs

The breeze on the thirteenth floor

Understands freedom

better than the lobby

U.S.-China Tariffs Cut by About $30 Billion Each: Moving From “Statements” to “Implementation”

Substantive progress has been made in economic and trade talks between the U.S. and China. The two sides are no longer confined to a verbal consensus of “willingness to reduce tariffs.” They have reached agreement on reciprocal tariff-reduction lists for about $30 billion worth of each side’s imported goods: more than 90% of the relevant items’ tariffs will be rolled back to the MFN rate level. After their respective domestic legal procedures are completed, the reductions will be implemented simultaneously.

The “gold content” of the lists is high. On the U.S. side, the 77 items related to China’s exports include toys, household appliances, baby products, kitchen and bathroom appliances, and holiday gifts—mostly people-focused consumer categories frequently purchased by consumers in the U.S. mainland. On the China side, the 1,619 items related to imports from the U.S. include agricultural products, personal care items, medical devices, and coal, directly targeting real needs on the domestic consumption, healthcare, and industrial fronts. Neither side has filled the lists with obscure or peripheral items. This indicates that the concessions are targeted and come with “give-and-take.”

Its significance goes beyond sentiment. In the short term, the uncertainty surrounding trade frictions is narrowing. Global markets’ risk-avoidance expectations of “tariffs driving inflation and supply chains breaking again” may cool, and preferences for risk assets could recover. In the medium term, tariff reductions on consumer goods and intermediate inputs will directly ease U.S. household spending and reduce import costs for Chinese companies—both positive factors for inflation control on both sides and for stabilizing supply chains.

Of course, this is still “cooling off,” not “ceasefire.” Deeper issues such as remaining tariffs, non-tariff barriers, and industrial subsidies have not yet reached the bottom. But at the very least, both sides are willing to put real goods backed by real dollars on the table and pull tariff rates back. That in itself is a long-awaited rational signal in the narrative of a trade war—confrontation has a cost, and stepping back is more worthwhile than hardening one’s stance.

So unbelievable... Did the giant whale awaken?
4,500 large pizzas, $380 million
And it all gets turned over like that?
This feels very ominous! $BTC

The wind blew the clouds apart.

The sky has a patch of blue—

just enough for me

to put on

an unbothered, carefree smile.

Fell down

Then, naturally, kissed the earth

And, as a bonus, picked up

That candy

that had just fallen

The next major opportunity may initially seem unremarkable.

Until a small innovation changes the entire industry.

—CZ BNB
#比特币突破8.5万美元

A painful truth:

Many people don’t have the patience to spend 3 years building their own career

but they do have the patience to work for someone else for 40 years

Don’t be afraid to go slow

Even snails have a springtime

Carrying a heavy shell on their back

Step by step

Turning the road into poetry

The rain stopped.

The sky forgot to turn off the faucet.

It’s okay.

A rainbow is its apology.

The best apology

Fell over

So naturally I kissed the earth

And, while I was at it, picked up

That candy that had just dropped

A moment ago

【Product Name】Today’s Limited Edition·You

【Production Date】The moment you wake up this morning

【Ingredients】Sunlight, a gentle breeze, and a little stubbornness

【Indications】Specifically treats being unhappy, having no spirit, and wanting to just lie down and do nothing

【Directions】Use anytime, all day long—refill your “good mood” whenever you need it

【Precautions】Avoid using it together with “negative energy.” Do not suppress your frustrations on an empty stomach

【Shelf Life】Only valid for today. Please switch to the new version tomorrow

—Please store it properly; you are the limited edition.🏷️💖

👀 Wherever your eyes reach, there is scenery.

👂 Whatever your ears hear, there is lovely music.

👐 Whatever your hands touch, there is warmth.

💖 Whatever your heart yearns for, there is an open road.

Allow anything to happen.

Allow plans to be thrown off.

Allow yourself to be imperfect.

Allow today to be just an “ordinary day.”

You don’t have to shine all the time.

You can also be a quiet shadow.

That, too, is proof that you exist.

“Today, the protagonist decides to take a break.

Not to save the world, nor to conquer the stars.

Just sits by the window, sipping a cup of warm milk,

watching pedestrians hurry past, and then tells himself:

‘Hey, you’ve worked hard today.’”

Not exactly quiet lately for NVIDIA: China is investigating whether it actually kept the promise of “fair treatment” made back when it acquired Micrelax; meanwhile, the U.S. Department of Justice is also scrutinizing NVIDIA and Groq’s $17 billion “technology licensing + core personnel joining” deal, suspecting it may be a “backdoor acquisition” meant to sidestep antitrust review.

It sounds scary, but translated into plain language it means this: regulators worry that NVIDIA is getting too strong—don’t let it swallow up all its rivals. These investigations may rattle sentiment in the short term, but most likely the outcome is fines or process improvements. It’s unlikely NVIDIA gets broken up, and it definitely won’t make AI data centers start returning GPUs.

What really drives the stock price is still: “Are there buyers? Can they supply enough?” The answer is straightforward: buyers are lining up. In the latest quarter, revenue hit $96.2 billion—up 100% year over year. The next-quarter guidance is $108 billion. Huang Renxun says NVIDIA can still grow another 70% in the coming fiscal year, with roughly $2 trillion in orders on hand. Blackwell is already in short supply; Rubin will take over. CUDA, network cards, full machine racks, and the ecosystem of cloud providers are all tightly integrated—competitors may rise, but replacing NVIDIA is not something that will happen in just two or three years.

Of course there are risks: China revenue is not steady; HBM and packaging capacity are bottlenecks; gross margins could slide a bit from 75%; and Amazon/Google’s in-house chips may take some share of inference scenarios. But those are more like “earn less / longer lead times,” not “demand is gone.”

So NVIDIA recently is like the top student in class getting checked for homework—not because the grades are bad, but because the fame and power are too big, so regulators want to verify the rules. As long as the world is still building AI factories, NVIDIA is selling “shovels + engines + an operating system.”

My take is simple: short term there can be regulatory and valuation swings, but in the long run I still look favorably on NVIDIA stock. Don’t treat it like a risk-free deposit, but don’t declare the AI compute-cycle over too early either—chances are you’ll be wrong.$NVDA.US