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2015 — You missed NVIDIA. 2016 — You missed Tesla. 2017 — You missed Bitcoin’s breakout. 2018 — You missed Amazon. 2019 — You missed Microsoft. 2020 — You missed Apple. 2021 — You missed Tesla’s second run. 2022 — You missed NVIDIA’s AI ignition. 2023 — You missed Super Micro. 2024 — You missed Broadcom. 2025 — You missed Palantir. 2026 — What are you still missing?

I Cancelled Spotify. I cancelled Disney+. I cancelled Apple TV+. No more paying every month. Claude transformed my laptop into a free entertainment center. Here are 8 prompts to create this system:

Sysinternals Process Explorer for Mac 卧槽 微软居然搞出了这种玩意儿 微软果然是 Apple 的最佳软件开发商，Mac 上的软件都是很不错的 想到当年盖茨在乔布斯的发布会上荣获“最佳苹果软件开发商”，微软这几十年的传承没断过啊

Breaking: Renaissance Technologies just filed its Q3 2026 13F They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal Here’s everything you need to know about its recent 13F Top 10 positions: 1. Micron $MU: $1.62B 2. Advanced Micro Devices $AMD: $1.21B 3. United Therapeutics $UTHR: $908M 4. Intel $INTC: $835M 5. Alphabet $GOOGL: $828M 6. UnitedHealth $UNH: $817M 7. Exelixis $EXEL: $747M 8. VeriSign $VRSN: $649M 9. SpaceX $SPCX: $621M 10. Corcept Therapeutics $CORT: $559M New positions: • SpaceX $SPCX: $621M • Bank of America $BAC: $351M • Goldman Sachs $GS: $245M • VanEck Semiconductor ETF $SMH: $186M • Booking Holdings $BKNG: $183M Biggest adds: • SanDisk $SNDK: +5,451% shares • Micron $MU: +619% shares • UnitedHealth $UNH: +507% shares • Advanced Micro Devices $AMD: +140% shares Biggest trims: • Nvidia $NVDA: -99.7% shares, was $1.42B • Meta $META: -99.9% shares, was $1.14B • Apple $AAPL: -99.8% shares, was $459M • Amazon $AMZN: -99.5% shares, was $546M • Palantir $PLTR: -71% shares, was $883M Full exits: • Blackstone $BX: was $185M • S&P 500 ETF $SPY: was $164M • Marvell $MRVL: was $151M • Danaher $DHR: was $145M Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX

NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world. I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment. But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it. Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc. Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America. I stand with Jensen. Love you all ❤️

雖然 Trump 說 Tim Cook 是最適合接任黃仁勳 Nvidia CEO 位置的人選，但我覺得最能發揮 Cook 所長的應該只有成本管理。根據我側面觀察 Apple 供應鏈管理超過 10 年以上的經驗，來對比這幾年追蹤與研究 Nvidia 的心得，我覺得 Nvidia 在供應鏈成本管理上，還有明顯的改善空間。 其他方面，特別是最重要的新技術規劃與開發，不要說 Cook 了，目前已經證明能在維持快速商業化迭代更新下，把人類最先端的各領域技術導入 AI 晶片與機櫃方案的 CEO，這件事做得明顯好的只有黃仁勳（當然未來應該還會有其他人也能證明可以把這件事做很好）。