Herman Jin

Herman Jin@ShanghaoJin

大数据中心审批越来越难，化整为零做中等的就需要天量的scale across CIEN NOK未来两年不用看需求，看产能就行

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Herman Jin@ShanghaoJin

多么深痛的领悟😢 都告诉我不会，我6月初就觉得自己投的Anthropic要凉

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Herman Jin@ShanghaoJin

Stop asking me about $INTC, I m afraid I have nothing to update Near term it was overhyped, long term both foundry and the CPU business are promising

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close

Herman Jin@ShanghaoJin

Im not buying the 65b $Anthropic July ARR story The real number is probably under expectation, but it cant be such a disaster either

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Herman Jin@ShanghaoJin

舆情影响是短期的，公司基本面是长期的 而且INTC投行有30亿绿鞋，下跌低于95就会护盘。买了INTC 不太会亏钱的

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Herman Jin@ShanghaoJin

怎么敢去买看不到可能输的资产呢？ 我就是看到最坚信的人也犹豫了，我才买的

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Herman Jin@ShanghaoJin

In case you see a pivot at Jackson hole, don’t read too much into it. Warsh has no room to cut with 3 dissents for a hike still on the table After NFP and retail sales, bad news = good news is a dangerous place Michael Burry is wrong on AI, but he could be right about SPX

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Herman Jin@ShanghaoJin

If a 9 yr GPU become consensus and Wall str willing to underwrite it, we are just getting warmed up

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close