Red Panda II @RedPanda2nd
Joined September 2024-
Tweets146
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Followers23
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Following99
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Likes3K
学习小熊猫努力工作
“I am the bank”
100美金的lobster pasta ridiculous
100美金的lobster pasta ridiculous https://t.co/4S62BETIOn
终于在坡吃到相对便宜又质量不错的食物了 你坡食物要么dirt cheap at cost of 份量小 蛋白质少 脏乱差 没有水没有纸巾 etc 要么unreasonably贵 middle market一塌糊涂
“It is not illegal to be smarter than your counterparties in a swap transaction, nor is it improper to understand a financial product better than the people who invented that product,”
Red Panda II retweeted
我为什么就这么抗拒AI呢。。。？是因为我已经足够聪明了吗？
Red Panda II retweeted
这个行业的培训行业好
Red Panda II retweeted
It’s always a mix of market psychology (behavioral finance) and fundamental analysis (corporate finance). They play their own game in separate fields. In 2021 their paths just happened to cross
It’s always a mix of market psychology (behavioral finance) and fundamental analysis (corporate finance). They play their own game in separate fields. In 2021 their paths just happened to cross
Big purchase
Red Panda II retweeted
I find several small-cap stocks interesting and would definitely buy them if I were a diversified investor. However, to make a high-conviction play, I need to love the Founder & CEO. Raj Grover from $HITI Andrew Dudum from $HIMS Peter Beck from $RKLB I know I can trust them.
Red Panda II retweeted
币圈的一个好处是，政府不会救市，熊市的时候垮得干净利落，毫不拖泥带水，这样反而有可能超低价买入优质资产。而且两三年后就可以获得巨大回报。 而传统行业遇到熊市时，一旦政府干预救助，垃圾资产长时间悬浮在高价位，有价无市，并不利于真正的新生和有机成长。
Red Panda II retweeted
My Top 5 Opportunities for 2025 🧐 1. $AMZN: Vertical integration and relentless innovation in e-commerce and cloud computing (AWS) give Amazon a flywheel effect that’s nearly impossible to replicate. 2. $SNOW: A category-defining data platform powering enterprise AI and…
Red Panda II retweeted
我付费的 AI 产品： 1、Claude：大模型王者，每天使用的工具； 2、Cursor：写代码王者； 3、Gamma：写分享 PPT，做文档太方便； 4、Napkin(目前还是免费，赶快充)：生成图表配合 Gamma做展示了； 5、V0：写前端组件； 6、Recraft：生成UI 或者 线框图。
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