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76 timeline items   1 8next

Published Mar 17 '23. Last edited Mar 14 '25
Which US Stocks and Sectors Will Win

Uncertainty   Stock picking advices for US stocks.

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Published Sep 18 '24. Last edited Mar 12 '25
How to Build a Useful RAG Application?

Uncertainty   This topic is a collection of posts regarding how to build a useful Retrieval Augmented Generation (RAG) application.

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Published Jun 04 '24. Last edited Mar 10 '25
US Economy Outlook

Uncertainty   #usgdp #useconomy  This is a collection of predictions related to #usgdp and #useconomy

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Published Dec 16 '13. Last edited Mar 09 '25
Edges for Trading and Investing

Uncertainty   This topic of Edges for Trading and Investing collects learnings that provide actionable edges to someone who aspires to succeed in making decisions for trading and investing. This topic is hos...

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Published May 15 '13. Last edited Mar 05 '25
Is a US-China Hot War Inevitable?

Uncertainty   #thucydidestrap #geopolitics #uschinarivalry #tradewar  US is still world's No.1 power in terms of GDP, military and technology, but with fast catchup of China's development and #geopolitics influence, anxiety and fear of losing multi-perspective rac...

  • Mar 05 '25
    Prediction
       

    【雷倩】比特币背后,藏着怎样的金融阴谋?美元霸权的危机,比特币会是美国的“救命稻草”吗? - YouTube

    雷倩和凤凰卫视主持人杜平对谈世界大势。雷倩的主要观点如下: 第三次世界大战已经开打,因为战争不是目的,改变世界格局才是目的。与之前两次大战不同的是,这次世界大战的形式是多样的:军事,金融,科技,贸易各种手段都用。 美国政府计划用 #比特币 等 #加密货币 代替黄金来支撑美元价值和 #美元汇率 来维持 #美元霸权。 以中国为代表的 #实体经济,以央行数字货币 #CBDC 为主要金融工具...
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  • Feb 08 '25
    Opinion
       

    关税的真正目的是什么?为何连川普都不敢说?看懂它才能把控2025美股投资! - YouTube

    美投君探讨川普为什么重启被认为已经失败的 #贸易战 增加进口商品 #关税 的原因,认为并不是减少贸易逆差,因为事实上美国对中国贸易逆差在第一次贸易战之后仍在扩大;而是为了削弱中国政府对出口持续补贴的能力。但是随着对美国出口在中国总体出口当中的比例从20%下降到10%,这种说法似乎难以站得住脚。 本人认为更可信的理由是还是为了激励制造业回归美国,如同观众留言所说: 2022 年,按名義...

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Published Dec 06 '23. Last edited Mar 05 '25
US Stock Market Outlook

Uncertainty   #sp500 #ndx #nasdaq #stickyinflation  This is a collection of predictions , opinions on the outlook of US stock market mainly #SP500. Events between Feb 2023 and late March 2023, this uncertainty has resolved based on the following ...

  • Mar 05 '25
    Prediction
       
    full text available (9372 bytes)
  • Mar 04 '25
    Prediction
       

    中金:美国增长走弱的“真相”

    短期市场还是以预期消化为主,要么等待时间,要么到合理位置。我们建议:1)美债“反着想、反着做”,短期有交易型做多机会。假设全年仍有2次降息预期(3.75%),10年美债利率或回落至4~4.2%左右,但不宜过度外推;2)美股短期或仍有波动,但跌多了可以再介入。基准情形下,我们测算2025年标普500指数10%的盈利增长基本对应6300~6400《美股还有多少空间?》,短期标普500指数的...
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Published Oct 07 '23. Last edited Mar 04 '25
Problem Solving Skills, Human vs AI

Uncertainty   #problemsolving #ai  This is a collection of #ProblemSolving processes, either by human or by #AI, with the intent of understanding which one is better at what.

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Published Mar 06 '23. Last edited Mar 04 '25
Which China Stocks and Sectors will Win

Uncertainty   This topic track predictions regarding individual China stocks and business sectors.

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Published Aug 13 '23. Last edited Mar 02 '25
如何创建人工智能 AI 系统?

Uncertainty   #算法 #技术要点 #数据收集 #数据标注 #算力 #硬件 #数据 #ai  这个主题深入探讨建造 #AI 预测模型所需的 #算力,#算法 和 #数据 三方面的 #技术要点,包括 GPU芯片等 AI #硬件, #数据标注 等AI系统 #数据收集 方法,并展望预测模型的开发过程。

  • Mar 02 '25
    Fact
       

    DeepSeek全面开源V3/R1推理系统

    DeepSeek-V3/R1推理服务的优化目标是:提高吞吐量和降低延迟。 为了实现这两个目标,团队采用了跨节点 #专家并行(Expert Parallelism,EP)技术。
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  • Feb 02 '25
    Fact
       

    目前对DeepSeek最全面客观的分析

    美国科技媒体SemiAnalysis对 #DeepSeek #LLM 的全面分析的中文翻译。
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Published Oct 13 '20. Last edited Feb 19 '25
Shopping Guides and Product Reviews

Uncertainty   #productreviews #shopping  Collection of independent #ProductReviews and #shopping guides.

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