Jasonlol
@jasonlol_eth
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雪球财经博主@杰森Lu，CPA持证人，联创@SccDao，传统对冲基金，专注投资美国科技公司，MHW黑龙单刷猎人，佛系发帖，享受生活
Toronto, Canada
Joined August 2012
If your 3-year projections look like this, just give up and change career
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Told you so
稍微说明一下，提交过13F的都知道，Michael Burry买的英伟达 $NVDA put和Palantir $PLTR put都是notional，5w张期权，可以是$10一张，也可以是$100一张，总金额并不会太大，他确实看空AI泡沫，但不是某些公众号说的90%仓位做空
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SAM ALTMAN’S BUSINESS MODEL: “TRUST ME, BRO” Brad Gerstner questioned OpenAI’s economics: “How can a company, with $13 billion in revenues, make $1.4 trillion of spending commitments?” Sam immediately became defensive, lashing out: “We're doing well more revenue than that.
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稍微说明一下，提交过13F的都知道，Michael Burry买的英伟达 $NVDA put和Palantir $PLTR put都是notional，5w张期权，可以是$10一张，也可以是$100一张，总金额并不会太大，他确实看空AI泡沫，但不是某些公众号说的90%仓位做空
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A sad day for investment community
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ETH hit 4200 and my fren (who is a cat) bought a tank
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Started from the bottom Now we are here $NVDA 4 Trillion Dollars
The entire Internet is using ChatGPT 4o today and you are panic selling $NVDA under 20 times P/E
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define ‘you had to be there’
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$TSLA Buy below $250 and Sell Above $350, rinse and repeat
@unusual_whales I am literally saying CUT IT ALL. Now.
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$IONQ Q1 earnings: Issued 10.8M shares to raise $362M ($33.5 - 5% dilution). 7.6M revenue flat qoq, 83M expense +37.7%. Rev guide: Q2 $16-18M, FY $75-95M. Cash $697M, $3.047 per share. Paid-in capital $1.48B, accum. deficit $715.97M. Market Cap $6.778B, Short Interest 17.91%
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Apollo预计6月开始裁员潮，夏天进入衰退。现在标普500指数反弹后离新高仅下跌10%, 可以考虑12月31号的 $SPY 495/440 Vertical Put Spread，每张$8.2, 对冲SPY $550的多仓头寸，对冲成本1.5%， 每个月的对冲成本仅仅0.1875%, 可以对冲掉大盘继续下跌10-20%的风险。熊市不是base
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Gordon Chang should receive the highest honor from China CPC for misleading US on China His 2001 book “Coming collapse of China” was instrumental in convincing US politicians that China will collapse anytime for 24 years, allowing China time to develop unopposed and emerged as
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