每个来这里的人都想从市场获利，没有人想失去他们辛辛苦苦赚来的钱。
那么是什么让这么多人继续陷入失败的陷阱？

现在是一个很好的时机进行首次公开发行，并收集资金，因为基金持有量创历史新高，可持续增长空间有限。祝福基金顺利。

在生活的任何时刻，变化是唯一的常数。市场的波动是变化的特征。关于变化的一件事是，如果在较长的时间段内，更容易评估结果。如果焦虑是你的心理一部分，通过放眼未来来保持理智。深入了解哪些公司将在未来恢复并在该情况下表现良好。如果香港市场如今正在崩溃，看看哪家公司可能会在这种情况下持续存在...

$维亚康姆CBS (VIAC.US)$ data centres are needed to deploy these Video on demand entertainment hubs. how are they moving so slowly in the deployment!? paramount plus available on 45 countries by end of next year!? so slow!

$维亚康姆CBS (VIAC.US)$ 真的非常想进入！当Paramount Plus进入国际市场时，奈飞将不得不放弃一些市场份额。这是一个令人难以置信的被低估的公司。竞争如此激烈。所有板块中，IS应该是一个更好的选择。我是一个Trekkie，但我不认为我有偏见。

$微博 (WB.US)$ What would be a good price for entry? it’s a hard company to value. adding users at high rate is a good sign. this is one of those companies where analysts are extremely bullish and yet stocks sells down. Analysts jobs are marvellous. write whatever and get paid after posting ratings even if it’s wrong.

$英特尔 (INTC.US)$ $台积电 (TSM.US)$ Tsm set to hike chip price by 20%. perfectly fine inflation example. all companies that depends on tsm for their chips wil enjoy a drop in profit margin. with intc building more foundries, they too probably will need to hike it’s price to offset the investments. But one thing for certain, just like tsm, intc will benefit from economics of scale. intc chips will definitely be cheaper than competitors since there’s no middleman to take a cut. I do hope intc pull it off. it’s will be fun to see intc chips a lot cheaper and the performance better than competitors. I write on intc only because it’s undervalued. Ever since the new ceo Pat Gelsinger comes on board, I see the light that intc is in the midst of making a paradigm shift. He’s shaking up those sleepy exec who stuck to old gen tech and old ways of doing things. intc needs innovators and not those guys who stuck to old ”core competencies”. intc should set its priorities right. Is it an innovative company or just some manufacturing company who happens to did tech for a long time. The ceos were mba or finance background. Their best moves will never be a tech innovation. with Pat in house, hell yeah he knows his priorities. Daniel Loeb knows his priorities too in getting Pat into intc. Thanks Daniel Loeb. Can’t wait for the future to happen. I want a chip price war! I want a benchmark war! finally those are going to happen!

$英特尔 (INTC.US)$
1. intel alder lake has a lead on consumer technology where it already support for pcie 5.0 and ddr 5. Amd announced they plan to support pcie 5.0 and ddr5 by next gen release slated earliest by 3Q 2022.
Intel has a max 1 year of lead time to profit from their consumer chip segment as much as possible.
2. amd next consumer chip with 3d v cache will be based off older gen pcie 4.0 and ddr 4. tbc Q12022. personally I cant wait for this to announce but if its up to a salesperson, pcie 5.0 and ddr 5 would be a better marketing sales pitch.
3. there is no such thing as brand loyalty to chips manufacturers. may the best benchmarks wins. may the best supply chain wins. whoever goes out of stock in stores passes that sale to the next best pc builds.
4. more products segments = more sales channels. intc finally going to release gpu!! Crypto Miners rejoice! More gpu manufacturers the better. A definite soldout.
Intel FTW. Amd FTW.
NVDA monopoly on CUDA rendering FTW.
There is enough to go around, the market needs more new players to push the envelope so that misfit ceo who does not push for technology advancement can be shuffled out quickly and bad decisions by management can be dealt with even quicker.
Long live Bob Swan. And May Pat Gelsinger, Lisa Su, Jensen Huang live long and prosper.