Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
686 Following 91.6K Followers
Railroad construction in the early 1880s peak near 6%
In addition, the railroad investment excludes rolling stock but the AI number includes 68% computing and networking
I am still long $FORM, $AEHR, $TER + $KEYS.
I used to considered myself as a leftist
Stood still for a decade and got reclassified as a “far right extremist”
When far left legacy media refers to the “far right”, they actually mean centrists
@Terenceshen 1983–87 strike campaign arrested about 1.77 million people
Scholars put executions cases near 30k. Death sentences built around multiple partners or private dance parties were among the most infamous
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@Terenceshen 1983–87 strike campaign arrested about 1.77 million people
Scholars put executions cases near 30k. Death sentences built around multiple partners or private dance parties were among the most infamous
Show more
Letting Dario step down is the real catalyst
If he stays into the IPO, at least put that 10–25% civilizational collapse line in the IPO risk disclosure😂
Yipit's data shows lame Anth's ARR at $70B vs. $65B last month, with MoM growth down from $8B to $5B. Meanwhile, OAI is accelerating at $43B ARR and $5B MoM. This doesn't even count the fast adoption of astra as it launched after.
OAI's talent profile and AI capex moat will help them retake the throne of enterprise market and surpass Anth ARR pretty soon.
My guess is Mr. Dario will be forced to resign as CEO before the IPO and take the chairman of board as a mascot.
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@sorianmare Thanks for flagging — the Futu report numbers I cited looks off
@sorianmare Thanks for flagging — the Futu report numbers I cited looks off
This is from Futu, not official
Take it with a grain of salt
Warsh sounds hawkish but his “predominant focus” on price takes full employment as a precondition, by declared labor “in good shape” at 4.1% Unemployment(its not a risk he’ll take)
the leather jacket is GOAT
JENSEN IS A LIAR, HE IS UNDERPROMISING & OVERDELIVERING 🚀🚀🚀 At GTC 2026, Jensen only claimed 3x better perf per watt on Rubin NVL72 versus GB300 NVL72, but our tests SHOW 7x BETTER PERF PER WATT.
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@AntonLaVay Well~~ fundamentals r NOT overheating base on wage growth, consumption, rents, credit growth etc
The Fed should be careful what it wishes for if Warsh is looking to engineer a recession
Remember the Fed still has a dual mandate
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@AntonLaVay Well~~ fundamentals r NOT overheating base on wage growth, consumption, rents, credit growth etc
The Fed should be careful what it wishes for if Warsh is looking to engineer a recession
Remember the Fed still has a dual mandate
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The Fed may raise interest rates next week, but Im afraid higher rates don’t create more oil
正解，所以加息是解决不了目前这笔烂帐问题的，就是华尔街的一个借口😉
Not sure the others bought it, but I did
I have told you this a long time ago, but did you actually listen? @RYANHINGSHING @PhotonCap @LIWEI_TWCapital @damnang2 Just look at revealed preferences. Ficontec (German sub of Robotechnik) has a presence in Taiwan and is currently hiring for two roles (
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Not sure the others bought it, but I did
I have told you this a long time ago, but did you actually listen? @RYANHINGSHING @PhotonCap @LIWEI_TWCapital @damnang2 Just look at revealed preferences. Ficontec (German sub of Robotechnik) has a presence in Taiwan and is currently hiring for two roles (
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Buyback is a liquidity op, not a duration mgt
It buys off the runs to cap the pace of the long end move, NOT to control level
6bn is merely 10% of the 250m/bp of new LT issuance this Q. Term premium will keep pricing supply
Only FED, not Treasury, can manage duration
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BREAKING: 10-year Treasury yield jumps to highest since 2023 despite Bessent’s $6 billion bond buyback plan
@Alex_Intel_ The reunification of TW, if it happens, will end the AI dream for everyone and collapse the global economy
It will create the biggest deleveraging in capital markets since 2008
INTC will not survive but surely sink with it together 😱
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@Alex_Intel_ The reunification of TW, if it happens, will end the AI dream for everyone and collapse the global economy
It will create the biggest deleveraging in capital markets since 2008
INTC will not survive but surely sink with it together 😱
Show more
