Herman Jin
@ShanghaoJin
Ex-Goldman Sachs Asia FICC Exec & Co-founder of Zen Family Office. Now diving into crypto, exploring blockchain's potential
Joined April 2017
577 Following 67.2K Followers
ORCL现在这个价格远远没到证伪“负叙事”
AI初期游戏就是收入增速 vs Capex增速
Orcl不愿意减capex做“逆向”的事。就要上调长期业绩指引。昨天大幅上调27年预期到90b才是催化剂，现在只能说有那么一小部分人开始有点相信Larry了
问我？我肯定相信啊，你们去看看卡的租金就知道了
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