法国的动乱让我联想到： 现在去香港，当初占中之后，仍旧经常能遇到对大陆游客恶意满满的本地人和商贩，友好度极低。 日本有撞人族。 上海以前有个论坛叫宽带山，把外地人叫硬盘，比苏北人更歧视。 人类的动物性攻击性，在社会资源高度竞争的环境里，会被放大，体现为仇富、地缘歧视、烧杀抢掠。

Stocks are getting hammered as selling pressure continues on Liquid this weekend, now spreading across memory, storage and AI infrastructure. $WDC and $STX are leading the slide, while $MU and $SNDK are now down more than 3% versus Friday’s close. The pressure extends through the AI buildout: power supplier $BE, networking names $AAOI and $LITE, and cloud providers $CRWV and $IREN are all moving lower. Earlier pockets of strength are fading too. $NBIS has slipped into the red, and 85 of the 96 stocks and ETFs we tracked are now below Friday’s close. Markets keep moving. Trade them 24/7 at

二十多年前看这段对郭广昌的采访时，还觉得他很高傲；如今再回看，才意识到人家才是真正的人间清醒，对人性看得比谁都透彻。当年确实是我肤浅了。 这让我想起以前老家有个发了财的老板，好心回乡说要给村里人盖别墅。结果因为盖房需要时间，这期间村里又陆续增加了不少新人口，导致别墅分配和数量引发了很大争议。原本相处融洽的乡亲，最后反倒成了仇人。 很多时候，升米恩，斗米仇。没有边界和规则的善意，一旦撞上经不起考验的人性，往往适得其反。

بعد تعرضه لانتقادات واتهامات بأنه لا يستطيع تناول وجبة واحدة حتي من شركته التي يرأسها: قرر الرئيس التنفيذي لـ ماكدونالدز الظهور بفيديو ليرد على الإشاعات ويثبت بأنه يحب تناول وجبات ماك، لكن المتابعين كشفوا بأنه لا يبلع اللقمة بل يبصقها في منديل!

Ansem explains why he stepped back from active trading in 2025 after learning a costly lesson from giving back profits in 2022 “In 2025, I unplugged a lot. I made money on HYPE, I made money on Trump, and I closed a lot of positions afterwards” “In 2022, I had made a lot of money, sold pretty close to the top, except for Jewel, DFK, but I kept trading” “I ended up giving a lot of money back in 2022 because I was trading in a market that I shouldn't have been as active in” “I hit a lot, I just did really well, I'm on track, and I have some good profit. I'm gonna take a step back” “It was definitely very beneficial for me, mentally and also for my portfolio” “The good thing about being a trader is you make your own hours. You can trade when you want to, especially if you're doing well. You got to use that to your advantage” w/ @blknoiz06

i lost $300k from one bad decision in 2024, i think it was my worse loss (so far) on an online game called crypto valleys, but why it hurt so much was because it was immediately after one of my biggest wins at the time, $350k in 3 days on a coin called bome i mean the defi game was fun, pixel graphics amazing, and everyone was playing it so it was a vibe, but just through the course of a few bad moments, it began to bleed to 0 there was also a want to farm points for a l2 chain called blast, but we got back like 10% of the loss why this stings is because its a lesson for me to never reroll my biggest wins right away, no matter what it’s a foundational rule to actually take out a significant amount every time something like this happens and honestly, i barely remember the pain of losing that large sum of money even though in the moment it was rough if you’re in a middle of a big loss, learn from it quick and move on and after a big win, don’t immediately increase your size into the next trade, or move reset, take a few days away and come back fresh always learning

A股： 节能风电超出了预期连板，做一点减仓。 亚盛的基本面叙事已经由单一的粮油转为了粮油+钨矿，属于大级别基本面逆转。 中盐买入封板后今天继续资金进入，化工概念加上军工，周线仍在低位。 晶科科技也是超预期，做一些减仓。 新增：沪天化，尿素化肥。 美股： OXY仍持有（巴菲特+美国页岩油替代）

很少见到像现在的电力设备出海这样，摩根士丹利、高盛这样的一线外资投行，和中信建投、长城证券、东吴证券这些内资券商，在"这是不是一轮大周期"这个问题上，几乎没有分歧。 分歧只剩两个：周期能持续多久，以及哪些环节能真正吃到。因为共识整齐是件好事，也是件危险的事。 文章链接： 扫码阅读：

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