一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil) header
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每日研究分析分享 📚天真相信幣圈努力會有回報🎯多年從事金融相關工作 由股市走到幣市 🕵🏻‍♂️熱愛投資和日本文化 🗼最愛的是 Aimer 🎶 只作個人投資思維紀錄, 非投資建議 0322.wrld🌎 陪你走過今浪牛市 0x032292🎭

Joined March 2022
Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)Photo by 一人投機者 OneMan 🇭🇰 ⚯̫ (@NFacedevil)
一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
블랙록 래리 핑크 성님 등판 and said "AI 데이터센터 안 지으면, 인플레 터지고 미국 경제 멸망함" 전 세계 돈줄 쥐고 흔드는 블랙록 $BLK 회장 래리 핑크가 블룸버그 나와서 속 시원하게 팩폭 날림. 요약하자면 "데이터센터 늦추면 경제 조진다"랑 "단타 치지 말고 가만히 있어라" 투 트랙임 ㅋㅋ • 데이터센터 안 짓는 게 오히려 인플레 유발 지금 컴퓨팅 비용 존나 비싼데 데이터센터 증설 막으면 공급 부족해서 비용 안 떨어짐. 무조건 때려지어서 공급 늘려야 가격 내려간다는 논리. 게다가 미국 경제의 3분의 2가 빅테크 카펙스(CAPEX) 빨로 굴러가는데 이거 멈추면 미국 경제 자체가 골로 감 🤯 • 7조~9조 달러 쏟아부어야 할 판 미국이 AI 패권 유지하려면 하이퍼스케일러들이 최소 7~9조 달러는 박아야 함. 지역 주민들이 물 부족하다 전기 모자라다 반대하는 건 잘못된 선동 때문이고, 자체 전력 조달에 폐쇄형 냉각 시스템 돌리면 장땡임. 미국에서 규제 때리고 징징대면 캐나다, 인도, 아부다비 같은 곳에 AI 주도권 다 뺏긴다고 경고함. • 선거철 노이즈 신경 끄고 본업 집중하자 중간선거 앞두고 일자리니 인플레니 공포 마케팅 오지는데, 선거 끝나면 장기적인 국가 경쟁력 챙겨야 함. 정치인들한테 국민들 진정시키고 희망 주는 리더십 발휘하라고 일침. • 25년 동안 꿀빤 놈 vs 깝친 놈의 결말 시장 타이밍 맞추겠다고 깝치는 개미들한테 날린 팩폭 수치: - 지난 25년간 S&P500 사두고 25년 내내 휴가 가서 쳐놀았다? -> 연복리 11% 쌉이득 - 그 25년 중에 단 '10일' 타이밍 놓쳐서 시장 빠져있었다? -> 수익률 6%로 반토막 뚝배기 - 6,300일 중 가장 많이 오른 40일 놓쳤다? -> 마이너스 수익률로 계좌 운지 😂 결론: 장기 인프라 투자 흐름은 거스를 수 없고, 하루이틀 시장 오르내리는 소음에 일희일비하면서 단타 칠 생각 말고 엉덩이 무겁게 버티는 놈이 결국 이긴다. "Not financial advice"
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Aimer🌹👏🏻🌹
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
独立して最初の一歩を、 踏み出せたのはあなたのおかげです。 大切な曲『のらねこ』を歌えて嬉しかった。 ほんとに、ほんとに嬉しかったよ。 あなたの元にちゃんとこの曲を、届けられる日が楽しみです。 来年9月から全国ホールツアーを回ります。 あなたに歌いに行きます。 楽しみにしています🐈‍⬛ Aimer
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Replying to @Matt_Bracken48
Long post worth the read. I have a close friend who flies private jets. He flew Lear 60 for over 15 years and now flies a Gulfstream. This is a copy and paste of his response to me asking him if he thought Ice was the issue. “We always fly in ridiculous cold temperatures.” “Usually you get the bad ice when the temperatures are like 0 to negative 20. Believe it or not, there's a point where it gets too cold for ice. At negative 40, you pretty much can't get ice. Besides that, the airplane is equipped with hot wings and hot tail.” “I flew the Lear 60 for like 15 years. It's a no joke airplane and probably the most dangerous airplane I've ever flown. It has a super critical wing. The airflow has to be perfect. When it gets into rough air and turbulence, it will easily stall. It has stalled on me at 41,000 feet just because we got into some turbulence. (On the way to Palm Beach as a matter of fact. ) we recovered and got her flying again around 30,000 ft. Scary But here's the problem. This airplane has a terrible coffin corner. (At high altitudes) what that means is, you fly in a really narrow window where if you lose 20 knots, it stalls. And if you gain 20 knots, it goes into overspeed. The air goes supersonic over the wing and it goes into a high speed stall, or worse, a Mach tuck. So if you stall, the normal recovery is to push the yoke forward to lower the nose and gain air speed again. At low altitude, you can push really hard and recover quickly. But in the 60... if you push hard, it will gain air speed and go into a high speed stall, it doesn't take much. It's very sensitive. The 60 has super short wings that don't make much lift. So then you high speed stall, and the computer is yelling at you... OVERSPEED! So then you pull back and enter a low speed stall. And you go back and forth trying to keep it in the air speed window. This whole thing is pretty scary. And you should recover basically by using your finger tips using super small corrections. You can't over do it. If you try to muscle the recovery, she gets mad and will become unrecoverable. If she enters a mach tuck. You're done.” “I taught the Lear 60 to other pilots and mentored them. I told them... this airplane has a soul and it's trying to kill you. Do not ever try to top the weather. Don't go over a thunderstorm. Go around it. If it means a half hour longer, then do it. Going over the thunderstorm will go into turbulence that you might not recover from. These pilots went right over a thunderstorm. I think it stalled which caused them to drop down into the thunderstorm and ended up in mach tuck. They picked up so much speed that it ripped off the horizontal stabilizer. At that point... chuck Yeager can't fix it. These same pilots did something similar a couple months ago. ATC got mad at them. They poked the bear one too many times. This is not a beginner airplane. The Gulfstream would never do this. It has HUGE margins of error and won't stall like that. But then again... it's got HUGE wings. It's a pussy cat. The Gulfstream is like driving a 4 wheeler. The Lear 60 is like riding a uni cycle.”
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
人生において、1番感動した音楽体験ってまだまだ更新できるのですね。。凄い1日をありがとうございました。
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
のらねこ ひらがな表記だったんだ🎧
⋆ ━━ 新曲「のらねこ」初披露&    全国ホールツアー開催決定! ━━ ⋆ Aimer Premium Concert 2026 “Sing like a Stray Cat”- hiss - 応援してくださる全ての皆様のおかげで、無事に終演いたしました。 15周年の素晴らしいスタートをありがとうございます。 本日は次作アルバムより、新曲「のらねこ」を初披露しました。 Aimerの新たな旅立ちは、この曲から始まりました。 そう言っても過言ではないほど大切な一曲です。 さらに2027年9月から、全国ホールツアー開催決定! 詳細は後日発表いたしますので、ぜひ楽しみにお待ちください。 by staff
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
CHILLING AUDIO captures FEMALE PILOT’S FINAL MOMENTS before PLANE CRASHES in FLORIDA ‘MAYDAY, MAYDAY, we’re descending 10,000 FEET PER MINUTE’ ‘LOOK OUTSIDE JACK… HOLY FU*K WE’RE OUT OF TIME’ — TERRIFYING final words heard before impact
EXTREME CLOSEUP shows PLANE DIVING INTO THE GROUND LIKE A MISSILE before MASSIVE EXPLOSION in FLORIDA
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
JUST IN: Jim Cramer warns next week "might be even worse" for tech stocks
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
We're so early.
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Buy in November. Sell in June. Is it really that simple?
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
buy
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Replying to @benswerd
I have steak, eggs & coffee for breakfast everyday 🦾
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
You can be dead right about the business and still get absolutely crushed trading AI earnings right now. $AMZN could blow away every expectation tonight and get punished for raising capex to meet unprecedented demand. That’s how absurd this fear driven market has become. Almost any data point or management comment that can be twisted into a negative narrative becomes fuel for the fear trade regardless of context. Makes it difficult to build conviction to lever into earnings when the biggest risk isn’t the business disappointing. It’s the market’s reaction to the business succeeding. Know the market you’re trading. We’re playing with fire
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Expected profit growth in next 4 years: SpaceX: +7,923% Marvell: +508% AMD: +501% Arm: +335% Palantir: +334% Broadcom: +306% Celestica: +285% Oracle: +193% Nvidia: +168% Vertiv: +112% Arista: +112% TSMC: +110% Microsoft: +101% ASML: +91% Dell: +83% Meta: +75% Amazon: +36% Alphabet: +30% Based on expected 4-year net income growth, includes current fiscal year) Source: average analyst estimates (Bloomberg)
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Bill Ackman says that X is the best source of news and financial information in the world, and the one that he spends the most time on Reminder that this is a billionaire investor with every paid news resource available to him if he wishes for it. "People who are on X vs. people who rely on conventional media, you generally feel like you are a week to two weeks ahead."
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
I called an all hands meeting with my Grok Bots and asked what kind of office they'd want to work in. A few hours later they'd built it themselves... It's a live view of my actual team. When a bot gets a task, it walks to its desk and gets to work. When two of them need to coordinate, they walk over to each other's desks or meet in the lounge. When someone has something for Alfred, my chief of staff, they walk into his office and hand it off in person. Is any of this necessary? No. But watching the work get done is weirdly satisfying. I think it's because we've always pictured work happening in an office, with a team. Want one for your own bots? Comment "office" and I'll send you the prompt my team wrote so yours can build one too.
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Whenever I feel demotivated i rewatch this... Elon Musk in a living room in 2008, 12 days from bankruptcy, pitching a $109,000 car to people...
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
JUST IN: Dutch government announces plans to eliminate 25,000 civil service jobs as it expands AI to replace administrative work.
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Replying to @zephyr_z9
Silly analysis. Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms. Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
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一人投機者 OneMan 🇭🇰 ⚯̫ retweeted
Bearish? Right? AI Bubble? Right?
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