The weekend news had a tense, simmering atmosphere. Crude oil opened slightly higher but then fell, and the Nasdaq opened lower and then plummeted. Overall, I'm not optimistic about today's US stock market performance. The situation remains tense. Iran's land forces are poised for action. Regarding Trump's statement that "the US has wiped Iran off the map," a group member commented: "If you didn't know better, you'd think he was playing Civilization 6..."

Kittens are truly amazing. Just sleeping, grooming themselves, and purring all day can heal a human.

The world is gradually becoming like Arnold's. Trump: (Regarding Kharg Island) "I might have a plan, I might not." "We can talk to Iran, but I don't want a ceasefire." So maybe he just wants his computer whiz at home to earn some money.

Anti-anxiety content is essentially just feel-good platitudes, offering little real benefit beyond massage. There are two ways to manage anxiety that can be done simultaneously: 1. Clarify that you only need 2000+ calories of food and a safe shelter to maintain body temperature to survive. This includes meditation, writing (writing down your emotions), talking to friends, etc. 2. Break down the problems you face and do things that can solve them.

This guy's trades, looking only at $BTC: He made $6 million by going long on BTC in a month; He made $6 million by going short on BTC in just one day. 😭😭😭

Twitter seems to be giving video content a very high priority in its recommendations, leading to a lot of Twitter users reposting unauthorized videos from various video platforms. Frankly, videos have extremely low information density, and I personally dislike absorbing information by listening to podcasts or scrolling through videos. So my solution is to let Grok extract the transcripts from these videos, allowing me to quickly assess their usefulness. However, video as an output method is becoming increasingly popular. Adapting to the times without being swept away by them, learning through efficient input methods, and adopting more widely preferred output methods is the path I'm currently learning.

I really like this quote: In this life, your main quest is to find a habitat where you won't lose heat and safely obtain +2000 calories. The rest are side quests you'll have to explore on your own. Having witnessed war, you realize how precious peace is and how difficult survival is. Now, humanity is threatening its main quest—the very survival of its race—in order to complete its side quests. Of the five reasons for human extinction quickly listed by the AI, four are human-caused risks.

Do you know why these KOLs are shamelessly chasing traffic these days? Because most agencies use easily manipulated metrics to quantify KOLs. They don't look at content, only traffic. They don't look at professional skills, only follower count. They don't look at article quality, only word count. They don't look at intellectual depth, only the level of absurdity. The former can't be faked, the latter can be faked. Traffic can be inflated, they can't tell. Followers can be inflated, they can't tell. The articles are all AI-generated, and they applaud it. They post all sorts of stupid articles on Xiaohongshu every day, and they think, wow, traffic is so good!

If this data center project can't be built, then there's no point in doing AI either 😂 Oracle's financial report is good, plus Nvidia injected another $2 billion into Nebius tonight. AI infrastructure has indeed been quite strong these past two days.

Oracle ($ORCL) just released its Q3 earnings report, and its stock surged 8.5% in after-hours trading. After seeing the emphasis on the "15th Five-Year Plan" for computing and power integration in early March, I've become even more aware of the importance of AI infrastructure. In other words, AI infrastructure is like the "water seller" of energy. As the king of data centers, Oracle's earnings report tonight delivered three very clear signals to Wall Street: 1. Successful cloud infrastructure transformation, shifting its core focus to AI cloud infrastructure; 2. Layoffs to reduce costs and increase efficiency, lowering its R&D personnel costs and improving profit margin expectations; 3. Aggressive capital expansion, with 30 billion already completed out of a 50 billion financing plan. The layoffs on the 6th, in my view, are a signal, because just a few days ago, another company ($XYZ) significantly improved its profit expectations due to layoffs. This proves that Wall Street always pays for "future profits exceeding expectations." This financial report further demonstrates Oracle's capabilities in transforming into an AI infrastructure company that sells water and shovels. Borrowing a chart from group member @0xHogen, Oracle has essentially priced in all the negative factors in recent months along with the significant correction in software stocks.