- Kamran Ali -

黃仁勳：我最大的成就就是沒換老婆。 結果現在，他被老婆以外的女人搞下課了。

這絕對是今年最諷刺的商戰大片。

曾經，老黃在台上穿著皮衣吹牛：“我17歲認識我老婆，最大的成就不是英偉達，而是沒換老婆。”
結果呢？ 11月7號爆出華裔女商人，9號光速認錯，11號被扒出連自己的女下屬都不放過。 今天，辭職信直接拍在董事會桌上！

說好的矽谷純愛戰神呢？ 說好的不換老婆呢？ 老婆是沒換，但連工作都搞沒了！ 😂

這事讓我徹底明白了一個真理：男人的嘴，騙人的鬼；大佬的人設，全都是用來割韭菜的偽裝。
#黄仁勋辞任CEO，英伟达战略走向受关注 #英伟达突发换帅，美国芯片股跌幅扩大


$NVDAB

$AGT

$ETH

黄仁勋辞职消息一出，感觉整个AI圈都震了一下。黄仁勋在NVIDIA干了三十多年，把公司从做显卡的带到现在这个位置，AI这波热潮基本都是他推起来的。现在突然辞职，CFO先顶上，董事会还专门设了主席，这节奏不像单纯的退休。

结合最近几天传出来的那些事，确实有点说不清。婚外情本身是私事，但牵扯到疑似和情报相关的人，再加上公司内部下属，这就不是单纯八卦了。NVIDIA的芯片现在是各国AI算力的核心，出口管制、供应链、地缘政治都缠在一起，这种时候出这种问题，董事会能不急吗？

更让人关注的是后面会怎样。Colette Kress财务出身，短期稳住报表应该没问题，但长期战略、客户关系、产品路线这些，黄仁勋个人色彩太重了。AI这行现在竞争这么激烈，换帅会不会影响节奏？另外NVIDIA股价已经开始反应了，如果后面还有更多细节出来，市场会不会进一步放大波动？

有人觉得这是AI泡沫的一个信号，也有人觉得公司基本面还在，只是管理层出问题。你们怎么看？这事对后面AI硬件和相关板块影响会有多大？
#黄仁勋辞任CEO，英伟达战略走向受关注 #英伟达突发换帅，美国芯片股跌幅扩大

The future of AI in finance isn't just about making data more accessible. It's also about making sure that data stays private and trustworthy.

That's what makes Space and Time Enterprise interesting.

With Proof of SQL, businesses can keep their underlying data private while sharing verifiable query results with AI agents, auditor and other stakeholders.

I believe that this is an important step toward building more trust in AI driven financial systems. Companies need the benefits of AI, but they shouldn't have to compromise the privacy of their sensitive business information to get them.
Privacy, transparency and verifiability should go hand in hand.

Interesting to see how Space and Time is approaching this challenge. Definitely a development worth keeping an eye on.

#AnthropicRejectsIPODelayValuationinQuestion
#CoreWeaveJumps10%On168%RevenueGrowth #sxt $SXT @SpaceandTime

The recent political shift in Washington has completely altered the trajectory of global technology equities. Markets witnessed massive capital flight from artificial intelligence infrastructure companies following the recent elections. Investors fear that new regulatory frameworks will severely throttle data center expansion and limit computational growth.

Amid this intense regulatory anxiety the largest initial public offering in history is rapidly approaching its pricing phase. Expectations for the $ANTHROPIC public debut have already contracted from an astronomical $2 trillion down to a more grounded $1.5 trillion valuation. Institutional allocators are aggressively recalculating their risk models before committing capital to this historic event.

The true test of this massive valuation might not rely on enterprise computing but rather on intimate consumer trust. Claude recently initiated beta testing for autonomous personal finance management requiring direct read only access to private banking credentials. This pivot from corporate infrastructure to personal wealth management represents a monumental shift in utility and revenue potential.
Wall Street analysts remain deeply divided on whether retail users will easily surrender their most sensitive financial data to an algorithmic entity. Crossing this privacy threshold could justify a multi trillion dollar market capitalization or trigger unprecedented regulatory backlash.
Would you allow an artificial intelligence network to actively monitor and analyze your private bank accounts? Share your exact privacy boundaries below.
#AnthropicRejectsIPODelayValuationinQuestion

✨连点成线，时间会给出答案。

今天$INIT 、$PIEVERSE 、$ETH 多还是空？

马上又要公布CPI了，12月的降息预期悬在半空。广场上全是分析宏观的数据帝，今天猜加息，明天猜降息，搞得人心惶惶。

宏观是我们改变不了的。就算你算出小数点后两位，狗庄该洗盘还是会洗盘。
既然外面风大雨大，不如找个暖和的地方躲一躲。

在以太坊1101 ，有一群人正喝着咖啡，悠闲的为一只🐕‍🦺构思下一部音乐视频。没有杠杆，没有爆仓的焦虑，只有实打实的建设。

不管12月降不降息，梦想总是要的。如果宏观让你窒息，不如来感受一下最纯粹的Meme文化。每天下午2点来听听歌，看看视频，把心态放平☕️🎧

#CPI前瞻，12月利率走向迎关键考验


$ETH $ZEC $JCT

总有一天这一切都会值得。

耐心。

今天 $JCT 、$AIOT 、$ETH 多还是空？