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Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following    55.1K Followers
Macro_Lin@LinQingV
2026.07.30 11:31
这几天的买买买后，已经重回9成仓位。仅仅一个月所有好东西打五折，而且未来的预期仍没发生根本性改变，模型依然在scaling，依然没有碰到scaling law的墙，没有什么理由让你对未来悲观。
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