沈仝 is a high-energy entrepreneur and investor deeply embedded in the finance and AI tech worlds, combining sharp insights on investment and market dynamics with bold social commentary. His prolific tweeting showcases a passion for disruptive ideas, grounded economic wisdom, and unapologetic takes on social issues. With a blend of practical strategies and thought-provoking perspectives, he embodies the cutting edge of Chinese venture ecosystems.
For someone tweeting 15,000 times, you’re like a human Twitter bot — but less charming and twice as likely to roast a schoolkid than recommend a recycling tip. Slow down! Even algorithms need a break.
Masterfully leveraged his dual role as fund partner and AI co-founder to build a highly engaged and opinion-leading profile, influencing conversations around finance and innovative technologies across Chinese social media.
沈仝's life purpose centers on transforming investment landscapes and pushing forward innovation, while catalyzing open, sometimes tough conversations around socio-economic and political realities. He aims to empower followers to not only build wealth but to also think critically about the world around them.
He believes in economic empowerment through smart investment and innovation, values honesty even in controversy, and holds a pragmatic view on societal issues that favors direct confrontation over polite silence.
沈仝's strengths lie in his fearless communication style, deep financial acumen, and ability to engage a wide audience with complex, niche topics that most shy away from. His entrepreneurial spirit drives innovation and bold perspectives.
At times, his blunt and confrontational tone may alienate more moderate followers or ignite polémics that distract from his core messages. His extremely high tweet volume can lead to message dilution or audience fatigue.
To grow his audience on X, 沈仝 should balance his fiery takes with concise, value-packed threads that attract new followers interested in entrepreneurship and finance, while periodically amplifying stories of success and innovation to invite broader engagement.
Social Media Manager for local businesses and online creators. Worked with 5+ clients. Personality is key. 0 → 5,000,000+ views in 3 years for clients.
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还答应和乌克兰增加贸易","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1844921693548184000","view_count":335167,"bookmark_count":84,"created_at":1728698583000,"favorite_count":968,"quote_count":32,"reply_count":328,"retweet_count":82,"user_id_str":"86889819","conversation_id_str":"1844921693548184000","full_text":"刚看到新闻\n\n湖北一个31岁小伙子，做保安的\n\n花了27万8去贵州“娶了个34岁媳妇\n\n两人没见过面，钱给了婚介所\n\n领回家发现这女人一个月前刚结过婚，还吸过毒\n\n5天后女人跑了\n\n小伙子喝农药自杀了\n\n留下一屁股债父母背\n\n中西部农村几千万光棍\n\n是这个国家最惨的那部分人\n\n柴静王志安们就不去拍他们？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1885896121731670018","view_count":653399,"bookmark_count":102,"created_at":1738467648000,"favorite_count":1262,"quote_count":17,"reply_count":319,"retweet_count":62,"user_id_str":"86889819","conversation_id_str":"1885896121731670018","full_text":"加拿大和墨西哥都宣布报复美国了\n\n北美内战正式开启\n\n朋友圈原来加拿大的邻居们都在抵制美货\n\n虽说我觉得这有点幼稚、毕竟美国不差这点销售额\n\n但人心散了，队伍就不好带了\n\n赶明儿欧洲也该闹了\n\n现在完全看不懂川普\n\n中俄不搞，专搞盟友\n\n拜登把中国都快掐到公务员发不出工资了\n\n川普任上中国复兴了？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}],"activities":{"nreplies":[{"label":"2025-10-14","value":20,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":122,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector resilience.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1978248626749989323","view_count":152573,"bookmark_count":120,"created_at":1760486201000,"favorite_count":444,"quote_count":11,"reply_count":113,"retweet_count":30,"user_id_str":"86889819","conversation_id_str":"1978248626749989323","full_text":"亚裔女性，特别是中国女性，是美国族群的天花板\n\n现在湾区创业如果不好融资，请一个中国女生做CEO就搞定了，比白人男CEO好使一百倍\n\n中国女生在美国就是被人高看一眼\n\n相反中国男生是地板，应聘创业婚姻低人一等","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,52],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1978173530941321576","view_count":11011,"bookmark_count":5,"created_at":1760468297000,"favorite_count":25,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978173530941321576","full_text":"每天会按照KAI大模型公布一些美股的走势和研报分析\n\n大家看看是否有用\n\n全英文， 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":33,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":63,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":26,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":43,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":61,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":61,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-14","value":142,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":150,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":50,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":143,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":36,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":60,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":131,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":105,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nretweets":[{"label":"2025-10-14","value":53,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":47,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":9,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":35,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":7,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":24,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":41,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":32,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nlikes":[{"label":"2025-10-14","value":316,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":535,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":270,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":460,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":123,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":283,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":461,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[]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进步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":351,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nviews":[{"label":"2025-10-14","value":123895,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":196268,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":56954,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":92778,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":30776,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":46077,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":81143,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls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He values transparency, consistent learning, and leveraging diverse platforms to maximize revenue streams.","facts":"Fun fact: Paul has publicly shared detailed, real income reports including site traffic and revenue numbers, turning transparency into a trust-building superpower!","strength":"Data-driven decision-making, transparency, and an unwavering focus on actionable growth strategies make Paul a powerhouse in the entrepreneur space. His ability to break down complex monetization topics into accessible advice is a major asset.","weakness":"Paul’s intense focus on numbers and business metrics might make his content feel a bit dry or overly technical for casual followers. Also, his high tweet volume (6162 tweets) risks overwhelming his audience without enough engagement pacing.","recommendation":"To grow his audience on X, Paul should leverage more storytelling and interactive content like polls or AMAs that invite follower participation. Highlighting individual success stories from his followers could also build community and increase engagement.","roast":"Paul’s tweet volume is so high, he might need a clone — or at least a coffee that never runs out. At this rate, his keyboard must have a permanent dent from all that tweeting!","win":"Paul’s biggest win is turning raw web traffic into a six-figure income, proven by his transparent monthly income reports and steady audience growth, showcasing his expertise in scaling a solopreneur business effectively."},"created":1762963586016,"type":"the entrepreneur","id":"aoakudotcom"},{"user":{"id":"3164049912","name":"Oliver Manilow","description":"Never underestimate the man who overestimates himself. @sideshift_app","followers_count":226,"friends_count":417,"statuses_count":410,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1986234261339258880/nQBroj4X_normal.jpg","screen_name":"ManilowOliver","location":"New York","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"sideshiftjobs.com","expanded_url":"https://sideshiftjobs.com/","url":"https://t.co/MzEgs3HB93","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Oliver Manilow is a relentless go-getter who thrives on building successful ventures and scaling them rapidly through innovative marketing strategies. His tweets reveal a confidence that borders on charismatic bravado, perfectly matched by actionable insights and real results. Focused on growth and performance, Oliver exemplifies the spirit of turning bold ideas into undeniable achievements.","purpose":"To transform bold visions into thriving business realities by leveraging cutting-edge marketing techniques and fostering strong creator partnerships, ultimately driving massive user growth and market success.","beliefs":"Oliver values hard work, innovation, and transparency in business operations. He believes that authentic growth stems from relentless effort and smart collaborations, particularly through community-driven content like UGC. Additionally, he trusts data-driven approaches and performance-based rewards as keys to sustainable success.","facts":"Oliver proudly boasts growing @sideshift_app from under 5k users to 100k downloads in just three weeks using viral TikTok UGC campaigns—a testament to his marketing savvy and entrepreneurial drive.","strength":"His greatest strength lies in combining visionary marketing strategies with operational grit, enabling rapid and scalable growth. Oliver’s hands-on approach and ability to incentivize creators with hybrid payment models show his knack for innovation in business processes.","weakness":"His high confidence can sometimes veer into overestimation, which might blindside him to potential risks or alternative perspectives. Additionally, a heavy focus on growth and hustle may leave less room for reflective pauses or team input.","recommendation":"To grow his audience on X, Oliver should amplify storytelling around his entrepreneurial journey, sharing not only wins but battles faced along the way. Engaging more personally with followers through Q&As or behind-the-scenes content will humanize his brand while solidifying authority. Collaborations with key UGC influencers can also catalyze viral engagement.","roast":"Oliver’s confidence is like a Tesla in ludicrous mode — flashy, fast, and sometimes you wonder if it’s going to crash spectacularly. But hey, at least he’s entertained us on the way up!","win":"Successfully orchestrated @sideshift_app’s explosive growth from fewer than 5,000 users to 100,000 downloads within weeks using viral user-generated content, demonstrating real-world business impact."},"created":1762963559829,"type":"the entrepreneur","id":"manilowoliver"},{"user":{"id":"1225001111121268736","name":"Arkim Phiri","description":"All the top Image & Video AI models on one platform - https://t.co/KLERGrUhxl","followers_count":176,"friends_count":215,"statuses_count":4139,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1871116424086700032/CFP4Snqc_normal.jpg","screen_name":"arkim_phiri","location":"","entities":{"description":{"urls":[{"display_url":"lanhive.com","expanded_url":"http://lanhive.com","url":"https://t.co/KLERGrUhxl","indices":[54,77]}]},"url":{"urls":[{"display_url":"lanhive.com","expanded_url":"https://lanhive.com","url":"https://t.co/BPn0X4G25j","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Arkim Phiri is a dynamic digital hustler who unites top Image & Video AI models on a single platform, showcasing a strong knack for spotting and sharing successful AI-driven ventures. He champions practical tools and innovations that empower creators and businesses to capitalize on AI’s potential. Always active, he’s the go-to guy for the latest AI monetization stories and productivity hacks.","purpose":"To fuel innovation and entrepreneurship by curating cutting-edge AI tools that help creators, marketers, and developers build impactful, revenue-generating products.","beliefs":"Arkim believes in the transformative power of AI as a business enabler and advocates for accessibility of AI technology to empower creators and entrepreneurs alike. He values practical impact, community support, and transparent sharing of success stories to inspire others.","facts":"Fun fact: Arkim doesn’t just talk about AI success—he actively celebrates fellow entrepreneurs who make real money, like sharing detailed wins such as $40,000 in 5 months or nearly $13,000 MRR from innovative SaaS products.","strength":"Arkim’s strengths lie in his ability to identify high-potential AI startups and articulate their success in a way that energizes his audience. He’s consistent, collaborative, and sharp at blending technical insights with entrepreneurial savvy.","weakness":"His hustle-focused approach sometimes means he leans heavily on promoting others’ products rather than building a distinct personal brand, which can blur his unique voice in a crowded market.","recommendation":"To grow his audience on X, Arkim should amplify his personal insights and behind-the-scenes stories of his curated AI projects. Engaging more with followers through polls or AMAs about AI entrepreneurship will boost interaction and create loyal fans.","roast":"Arkim’s like the ultimate AI hype man—always ready to cheer on the next big AI startup, but sometimes it feels like he’s just one retweet away from co-founding a dozen companies he never actually tweets about himself!","win":"Curating a unique platform that brings all top Image & Video AI models together, becoming a key connector for marketers, creators, and AI entrepreneurs seeking the best tools in one place."},"created":1762963293142,"type":"the entrepreneur","id":"arkim_phiri"},{"user":{"id":"788680540727578624","name":"Rahul Kumaran","description":"Playing with CUA & browsers @trybrowzer; @joinodf ODF26, @theresidency | 3x Founder, 2x exits","followers_count":2834,"friends_count":3845,"statuses_count":2047,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1976444106894381056/crha04Bh_normal.jpg","screen_name":"RahulKumaran4","location":"United States","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"linkedin.com/in/rahul-arulk…","expanded_url":"https://www.linkedin.com/in/rahul-arulkumaran","url":"https://t.co/l3zMLB95pL","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Rahul Kumaran is a serial founder and startup enthusiast with a relentless drive to innovate and push boundaries. He's deeply embedded in the tech and crypto ecosystem, juggling multiple projects like TryBrowzer and Bittensor while sharing insightful and pragmatic takes on emerging technologies. His journey is marked by resilience, as seen in his visa saga and steadfast commitment to building impactful products.","facts":"Fun fact: Rahul secured the highly competitive O1 visa, dubbed the 'Alien of Extraordinary Ability,' which not only highlights his talent but also his determination to legally build his startups in the US against all odds!","purpose":"Rahul's life purpose revolves around pioneering tech innovations that challenge the status quo, create value, and empower communities, especially through emerging decentralized and AI-driven platforms.","beliefs":"He believes in the power of cutting-edge technology like blockchain and AI to revolutionize markets and industries. Rahul values resilience, relentless pursuit of growth, and leveraging community-driven projects to foster sustainable innovation.","strength":"Rahul's standout strengths include his entrepreneurial savvy, ability to navigate complex regulatory and business landscapes, and his deep understanding of blockchain ecosystems and tokenomics. His knack for detailed analysis and communication makes complex ideas accessible and actionable.","weakness":"His ambitious multitasking and high engagement across many projects might sometimes spread his focus thin, risking burnout or diluting his messaging to his audience. Additionally, navigating niche tech topics can occasionally alienate broader audiences.","recommendation":"To grow his audience on X, Rahul should focus on simplifying complex tech concepts with relatable storytelling while highlighting success stories from his ventures. Engaging more with followers via AMAs, polls, and bite-sized educational threads could amplify resonance and foster a loyal community.","roast":"Rahul’s the kind of guy who’ll explain blockchain emissions like it’s rocket science but still needs three different visas to break into a new scene—guess even alien-level talents need a few earthbound setbacks before launching!","win":"Rahul’s biggest win is successfully obtaining the O1 visa, a feat that not only secured his ability to stay and thrive in the US but also symbolized his exceptional skills recognized on an international level, empowering him to scale his startups effectively."},"created":1762963051053,"type":"the entrepreneur","id":"rahulkumaran4"},{"user":{"id":"802244341","name":"TØP BØY 🐼","description":"super cool cat....","followers_count":637,"friends_count":573,"statuses_count":19420,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1970563619160006656/NN2EZsLp_normal.jpg","screen_name":"PhotogramC","location":"","entities":{"description":{"urls":[]}}},"details":{"type":"The Entrepreneur","description":"TØP BØY 🐼 is a crypto-savvy hustler who combines sharp insights with a relentless grind. With over 19,000 tweets and a passion for DeFi and Web3 projects, this profile champions smart strategies over wild speculation. Always on the lookout for value-driven content, TØP BØY speaks directly to those serious about long-term crypto success.","purpose":"To educate, engage, and empower others by sharing a wealth of knowledge and real-world experience in the crypto ecosystem, while building influence and driving adoption of promising blockchain projects.","beliefs":"Believes in the power of due diligence, value creation, and sustainable financial growth through decentralized finance. Rejects reckless gambling disguised as investments, promoting informed decisions and community-driven innovation instead.","facts":"Fun fact: Despite tweeting 19,420 times, TØP BØY maintains a focused narrative on crypto projects and DeFi, proving that quantity doesn't dilute quality if passion and expertise are at the core.","strength":"Exceptional consistency and deep domain knowledge in crypto and DeFi, combined with a charismatic yet practical communication style that bridges technical insights with relatable advice.","weakness":"Sometimes the massive tweet volume may overwhelm followers or dilute the impact of key messages; also, a tendency to self-police before fully expressing might curb authentic engagement.","roast":"For someone who’s tweeted so much, you’re like the human version of a spam filter that occasionally slips in a solid gold nugget — we’re still trying to find those hidden gems beneath the mountain of ‘super cool cat’ vibes and crypto pontificating.","win":"Built a well-respected personal brand by blending candid crypto commentary with practical investment wisdom, becoming a trusted voice in the rapidly evolving Web3 space.","recommendation":"To grow your audience on X, leverage thread formats that weave your deep insights into engaging storytelling, use targeted hashtags like #DeFi and #CryptoTips, and engage more with communities and influencers to expand your network beyond your impressive tweet volume."},"created":1762962979639,"type":"the entrepreneur","id":"photogramc"},{"user":{"id":"1670036467861667846","name":"Nicky Veenhof","description":"Social Media Manager for local businesses and online creators. Worked with 5+ clients. Personality is key. 0 → 5,000,000+ views in 3 years for clients.","followers_count":1448,"friends_count":678,"statuses_count":17842,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1792960788765802496/N6ritE1N_normal.jpg","screen_name":"Nicky3155","location":"Website Coming Soon!","entities":{"description":{"urls":[]}}},"details":{"type":"The Entrepreneur","description":"Nicky Veenhof is a dynamic social media manager who thrives on turning local businesses and creators into digital success stories. With a proven track record of scaling view counts from zero to millions, Nicky’s approach is rooted in authenticity and real conversations over gimmicks. They embody the grit and hustle it takes to build a personal brand that attracts clients rather than chasing them.","purpose":"Nicky’s life purpose is to empower businesses and individuals to unlock their full digital potential through genuine relationships and consistent personal branding. They aim to transform how clients approach social media, shifting the focus from spammy outreach to meaningful engagement that drives growth and lasting success.","beliefs":"Nicky believes in the power of patience, trial and error, and above all, personality. They reject shortcuts like cold DMs, valuing real talk and authenticity over quick hacks. Success, in Nicky's eyes, comes from consistent effort and honest communication that builds a loyal audience and client base.","facts":"Fun fact: Nicky went from failing their first three businesses and social media accounts to landing $10,000+ clients and millions of views just by shifting their approach to personal branding and genuine conversations.","strength":"Nicky’s strengths lie in their remarkable resilience, ability to learn from failure, and skill in cultivating authentic connections that convert into high-value clients. Their deep understanding of personal branding and digital strategy makes them a magnet for organic growth.","weakness":"Nicky's rapid-fire tweeting frequency (17,842 tweets!) could risk audience burnout or diluting message impact. Also, their disdain for cold outreach might limit opportunities where direct outreach could be effective if done strategically.","recommendation":"To grow their audience on X, Nicky should leverage their storytelling skills by sharing behind-the-scenes lessons from client successes and failures, driving even deeper engagement. Hosting regular Twitter Spaces or using threads to dissect case studies could foster community and highlight expertise.","roast":"Nicky probably tweets more in a week than most people do in a year—if consistency were a sport, they'd have more gold medals than Michael Phelps, but hey, maybe one day they'll tweet themselves into a promotional deal with Twitter itself!","win":"The biggest win is transforming a rocky start into a thriving social media business that has attracted multiple high-value clients and millions of views, all within just three years."},"created":1762962478244,"type":"the entrepreneur","id":"nicky3155"},{"user":{"id":"1970159175087857664","name":"Jonathan Hill | Founder of Hillmade","description":"UK entrepreneur & Founder @Hillmade | PolicyProof (B2B UK Insurance Audit & Consultancy) | MicroTools (B2B SaaS for UK SMEs) | #SmallToolsBigResults","followers_count":511,"friends_count":505,"statuses_count":1167,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1987190833997557760/I_2Jrg7r_normal.jpg","screen_name":"jonhillymakes","location":"Stockport, Manchester, England","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"policyproof.co.uk","expanded_url":"https://policyproof.co.uk","url":"https://t.co/DcHgNxAeo4","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Jonathan Hill is a UK-based entrepreneur and founder of Hillmade, building impactful B2B SaaS tools for SMEs and auditing solutions for insurance. Passionate about storytelling and building in public, he experiments with writing and software development simultaneously, captivating a community eager for innovation and narrative alike. His multi-faceted approach blends creativity with pragmatic business leadership.","purpose":"Jonathan’s life purpose is to create innovative and practical tools that empower small businesses while sharing their development journey transparently, inspiring both users and fellow creators through his entrepreneurial spirit and storytelling prowess.","beliefs":"He values transparency, creative exploration, and practical problem-solving. Jonathan believes that blending storytelling with technology fosters deeper connections and drives meaningful business impact, while consistent public engagement builds trust and community.","facts":"Fun fact: Jonathan is simultaneously writing a novel one paragraph a day while developing the tools that power that very narrative — a unique combination of art and tech rarely seen in a founder.","strength":"Jonathan’s strengths include his relentless creativity, multi-disciplinary skills spanning entrepreneurship and storycrafting, and his willingness to build in public to foster authentic engagement and accountability.","weakness":"His diverse focus on both tech product development and novel writing might risk spreading his attention too thin, potentially slowing progress in one or both areas, and sometimes his niche content may appeal to a smaller targeted audience.","recommendation":"To grow his audience on X, Jonathan should double down on leveraging storytelling hooks in his tweets, use more interactive polls or AMA sessions about both his SaaS tools and novel, and collaborate with other creators in tech and writing communities to amplify his reach.","roast":"Jonathan’s so busy writing a novel and building SaaS tools simultaneously, he probably dreams in code — and wakes up wondering why his coffee app keeps trying to write the next chapter instead of just brewing the perfect cup.","win":"Successfully launching multiple specialized B2B products like PolicyProof and MicroTools, while maintaining an active, engaged community that eagerly follows his crossroad of tech innovation and novel storytelling."},"created":1762962220253,"type":"the entrepreneur","id":"jonhillymakes"},{"user":{"id":"2605441796","name":"Andros","description":"Building the future of distribution @growthterminal ✨","followers_count":3866,"friends_count":2074,"statuses_count":5629,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1927625370066616320/27SPGxba_normal.jpg","screen_name":"0xAndros","location":"","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"growthterminal.ai","expanded_url":"https://growthterminal.ai","url":"https://t.co/8ZFDl16w5M","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Andros is a visionary builder, crafting innovative tools that empower content creators and marketers to level up their game on platforms like X and LinkedIn. With a knack for automation and data-driven solutions, he transforms social media engagement into scalable growth engines. His tweets showcase a passion for solving real problems with smart, easy-to-use tech.","purpose":"To revolutionize how individuals and businesses grow their online presence by developing cutting-edge tools that automate outreach, enhance content creation, and provide actionable audience insights—making digital growth accessible and efficient for everyone.","beliefs":"Andros believes in leveraging technology to simplify complex social media challenges, values innovation and user-centric design, and holds that genuine engagement and growth come from smart automation combined with authentic content.","facts":"Fun fact: Andros personally built multiple tools that automate direct messaging to thousands, export detailed follower data, and rate social media ‘aura’—all designed to help users level up their growth strategies effortlessly.","strength":"His greatest strength lies in his entrepreneurial spirit and technical savvy, enabling him to identify market gaps and rapidly build effective growth tools that resonate strongly with content creators and marketers.","weakness":"Sometimes Andros might over-rely on automation, risking the loss of authentic human connection or coming off as too sales-heavy, which could alienate a more organic-seeking audience.","roast":"Andros’s idea of a romantic dinner is probably setting up automated DMs for 1,000 people — who needs sparks when you’ve got scripts, right? Just don’t forget to manually reply before your bots start dating themselves.","win":"Successfully launching Growth Terminal and multiple other social media tools that have collectively empowered thousands of users to scale their online impact through automation and data-driven insights.","recommendation":"To grow your audience on X, focus on blending your automation prowess with authentic storytelling and personal interactions. Share not only product updates but also user success stories and behind-the-scenes journeys to foster deeper connections and build a loyal community."},"created":1762962038637,"type":"the entrepreneur","id":"0xandros"},{"user":{"id":"1343181651808018432","name":"Rob","description":"Solopreneur and digital nomad for 5 years. Currently building https://t.co/mCOkuNB0e8 and https://t.co/oPmiBS8LUp. $6500 MRR","followers_count":227,"friends_count":178,"statuses_count":659,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1978346079734423552/2FA1D6Fs_normal.jpg","screen_name":"robaiapps","location":"","entities":{"description":{"urls":[{"display_url":"food-ranking.com","expanded_url":"http://food-ranking.com","url":"https://t.co/mCOkuNB0e8","indices":[64,87]},{"display_url":"attractivenessai.com","expanded_url":"http://attractivenessai.com","url":"https://t.co/oPmiBS8LUp","indices":[92,115]}]},"url":{"urls":[{"display_url":"food-ranking.com","expanded_url":"https://food-ranking.com","url":"https://t.co/1ObiRvPfrC","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Rob is a passionate solopreneur and digital nomad who's all about building projects out in the open and learning from every step. With a consistent streak on X and a steady $6500 MRR from multiple income streams, he's proving that hustle and transparency can go hand in hand. His optimism and data-driven approach keep him motivated as he tackles both building and scaling challenges.","purpose":"Rob’s life purpose is to create sustainable digital businesses that empower his freedom to work from anywhere while continuously experimenting and sharing his entrepreneurial journey to inspire and educate others.","beliefs":"He believes in the power of consistency, transparency, and community engagement, trusting that building in public and leveraging organic growth strategies will lead to meaningful success. Rob holds that patience with the process and honest data analysis are key to long-term sustainability.","facts":"Fun fact: Rob has launched six products generating between $100 and $1000 per month each, showcasing his knack for diverse monetization even if scaling is still a work in progress!","strength":"Rob’s strengths lie in his tenacity, adaptability, and ability to build multiple income streams simultaneously. His willingness to share openly and engage consistently on social platforms helps build trust and a growing audience.","weakness":"He sometimes underestimates the complexities of scaling, focusing heavily on product creation but leaving untapped potential in marketing and expansion strategies.","roast":"Rob posts so much about building in public, you'd think he’s auditioning for a reality show where the prize is passive income—just don’t ask him to quit tweeting long enough to actually scale beyond those six products making pocket change.","win":"His biggest win so far is achieving $6500 in monthly recurring revenue as a solopreneur while maintaining authentic, transparent engagement throughout his digital nomad journey.","recommendation":"To grow his audience on X, Rob should double down on storytelling by sharing detailed case studies of his projects’ successes and failures, use more multimedia like videos or threads to explain his learnings, and engage more directly with his followers by answering questions or hosting regular Q&A sessions to turn passive viewers into loyal supporters."},"created":1762961904641,"type":"the entrepreneur","id":"robaiapps"},{"user":{"id":"1902181310950711296","name":"Priyam Dey","description":"18. Learning to code. Soon a high school dropout.","followers_count":220,"friends_count":1087,"statuses_count":957,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1902183905501065216/uN0bxEaR_normal.jpg","screen_name":"deypriyam_","location":"Jamshedpur, Jharkhand, India","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"guns.lol/priyam","expanded_url":"https://guns.lol/priyam","url":"https://t.co/TcoYJgNZbF","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Priyam Dey is an ambitious self-starter who’s redefining success by choosing to learn on their own terms instead of following the traditional school path. With a bold vision and a practical approach to self-education, Priyam is busy building a unique personal brand through thoughtful tweets and community engagement. They’re all about sharing resources to help small accounts grow and encouraging others to question the norm.","purpose":"Priyam’s life purpose is to challenge conventional education frameworks and demonstrate that self-driven learning and entrepreneurial spirit can lead to authentic success. Their mission is to inspire others who feel trapped by traditional schooling to chart their own course through knowledge and creativity.","beliefs":"Priyam believes that education should not be confined to classrooms but driven by curiosity, personal responsibility, and real-world challenges. They value independence, self-empowerment, and the importance of sharing knowledge openly to uplift others.","facts":"Fun fact: Priyam openly embraces the label of a high school dropout as a badge of courage in pursuit of self-education, demonstrating that dropping out can sometimes mean dropping into a better future.","strength":"Priyam’s biggest strengths are authenticity, dedication to self-improvement, and an ability to connect with like-minded learners by sharing practical advice and resources. Their engagement shows a willingness to build community and promote growth beyond just themselves.","weakness":"Priyam might sometimes struggle with self-doubt, especially when their ideas encounter skepticism, and their follower count is still undefined, possibly indicating the early stages of audience-building where sustained consistency and confidence are key.","roast":"Priyam’s so dedicated to skipping traditional education that at this rate, they’ll have more coding skills than diplomas—but hey, who needs a certificate when you’ve got tweets that read like a startup pitch with extra caffeine?","win":"Priyam’s standout achievement is boldly announcing their non-traditional education journey with a detailed personal curriculum and a clear plan, inspiring conversations on self-education for peers navigating similar crossroads.","recommendation":"To grow their audience on X, Priyam should capitalize on their entrepreneurial spirit by consistently sharing their learning journey updates, success stories, and practical coding tips. Engaging more with followers by responding to replies and creating interactive polls could boost visibility and create a loyal community of fellow learners and innovators."},"created":1762961847240,"type":"the entrepreneur","id":"deypriyam_"}],"activities":{"nreplies":[{"label":"2025-10-14","value":20,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":122,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector resilience.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1978248626749989323","view_count":152573,"bookmark_count":120,"created_at":1760486201000,"favorite_count":444,"quote_count":11,"reply_count":113,"retweet_count":30,"user_id_str":"86889819","conversation_id_str":"1978248626749989323","full_text":"亚裔女性，特别是中国女性，是美国族群的天花板\n\n现在湾区创业如果不好融资，请一个中国女生做CEO就搞定了，比白人男CEO好使一百倍\n\n中国女生在美国就是被人高看一眼\n\n相反中国男生是地板，应聘创业婚姻低人一等","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,52],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1978173530941321576","view_count":11011,"bookmark_count":5,"created_at":1760468297000,"favorite_count":25,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978173530941321576","full_text":"每天会按照KAI大模型公布一些美股的走势和研报分析\n\n大家看看是否有用\n\n全英文， 欢迎英文财经博主转载","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,83],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"880756647412482048","name":"Charlie","screen_name":"VZtLkCc9b27PFIv","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"VZtLkCc9b27PFIv","lang":"zh","retweeted":false,"fact_check":null,"id":"1977893735771038021","view_count":5650,"bookmark_count":1,"created_at":1760401588000,"favorite_count":22,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"@VZtLkCc9b27PFIv 破？最多一年就回来了\n\n2008年不过9个月\n\n拉长到20年，年化11%\n\n对于养老毫无影响\n\n只要不加杠杆炒短线\n\n美国想亏钱很难","in_reply_to_user_id_str":"880756647412482048","in_reply_to_status_id_str":"1977889501839274371","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-16","value":342,"startTime":1760486400000,"endTime":1760572800000,"tweets":[{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1978339248240529477","view_count":845918,"bookmark_count":142,"created_at":1760507807000,"favorite_count":1174,"quote_count":6,"reply_count":102,"retweet_count":62,"user_id_str":"86889819","conversation_id_str":"1978339248240529477","full_text":"卧槽\n\n 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":33,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":63,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":26,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":43,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":61,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":61,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-14","value":142,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":150,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":50,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":143,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":36,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":60,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":131,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":105,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nretweets":[{"label":"2025-10-14","value":53,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":47,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":9,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":35,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":7,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":24,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":41,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"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步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":32,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nlikes":[{"label":"2025-10-14","value":316,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":535,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":270,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":460,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":123,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":283,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":461,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[]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进步\n\n新移民做市长，小朋友创业三年卖掉100亿美元；\n\n人人平等\n\n社会才会公平\n\n小布什念错稿能做总统，服务员能投票决定总统；\n\n要给人犯错空间\n\n好的社会，不需要你是天才，不需要你刻苦30年，就可以活得很好\n\n文明社会三原则\n\n不理解这个\n\n来了文明社会也会很辛苦","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,27],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1979537748211200000","name":"Sara","screen_name":"Sara68235","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sara68235","lang":"zh","retweeted":false,"fact_check":null,"id":"1987699881176433138","view_count":837,"bookmark_count":0,"created_at":1762739556000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987699019049730223","full_text":"@Sara68235 主要是太多了不好卖、其实一直在卖","in_reply_to_user_id_str":"1979537748211200000","in_reply_to_status_id_str":"1987699700582265117","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":351,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988048514098885020","view_count":19299,"bookmark_count":19,"created_at":1762822676000,"favorite_count":108,"quote_count":0,"reply_count":29,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988048514098885020","full_text":"朋友说他在上海闵行的房子\n\n从最高峰71000\n\n降到了29000\n\n坐标颛桥\n\n虽说这一两年听多了这种故事\n\n听到这个数字还是吓到了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,146],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988069403829952884","view_count":5567,"bookmark_count":29,"created_at":1762827657000,"favorite_count":57,"quote_count":0,"reply_count":2,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1988069403829952884","full_text":"建议创业的同学，在AI时代，要把节奏反过来\n\n以前是组团队-找钱-做产品-买用户\n\n现在AI把开发门槛降得很低\n\n先做流量社区，在社区中选团队募资做产品，投资者同时是第一批用户\n\n彻底绕开VC，他们节奏太慢\n\n也不要招聘招团队，太难找到同频的人了\n\n做社区，找同类，求共鸣。钱，人，客户都有了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","quoted_status_id_str":"1988065536853635092","quoted_status_permalink":{"url":"https://t.co/Fdn1MABx0l","expanded":"https://twitter.com/lukfan/status/1988065536853635092","display":"x.com/lukfan/status/…"},"retweeted":false,"fact_check":null,"id":"1988079566188146985","view_count":22264,"bookmark_count":7,"created_at":1762830079000,"favorite_count":24,"quote_count":0,"reply_count":2,"retweet_count":7,"user_id_str":"86889819","conversation_id_str":"1988079566188146985","full_text":"彻底完球\n\n这可以解释移民这两年为啥越来越少了\n\n中产至小富阶层，随着房价崩盘，资产灰飞烟灭\n\n大富？\n\n早就在国外代孕几十个了好吧","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,142],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/zqY3PbHAEU","indices":[102,125]},{"display_url":"2.AI","expanded_url":"http://2.AI","url":"https://t.co/f7Op1Uwqm1","indices":[102,125]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1988326994376093764","view_count":10639,"bookmark_count":17,"created_at":1762889071000,"favorite_count":55,"quote_count":1,"reply_count":13,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1988326994376093764","full_text":"今天和老友聊，他觉得制造业回美有希望\n\n他做生物制药，上海大概300多员工，同样的活儿，在美国30个人就够了\n\n1.美国工人素质高，生物的仪器专业要求高，比如Biorad，上手快，而且绝不会犯低级错误\n\nhttps://t.co/f7Op1Uwqm1应用多，他们在美国用的corner stone，效率是人的20-30倍，这个产品中国用不了、95%的精力浪费在整理数据上\n\n3.美国工人不加班，但是上班效率高，上海员工在实验室玩手机，他只好命令把手机锁在外面柜子里，对他对员工，这种强制管理都是件痛苦的事\n\n他认为AI时代，靠人海战术堆已经过时了\n\n现在拼培训、拼软件，拼注意力，会从高端制造快速向中低端产业蔓延，这会极大抵消中国的组织管理优势，美国也很大，只要有中国1/10的劳动力，也就是1/3点适龄人口愿意工作，在科技加持下、也是能夺回对中国的工业优势的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988376938990428222","view_count":15758,"bookmark_count":29,"created_at":1762900979000,"favorite_count":48,"quote_count":0,"reply_count":9,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1988376938990428222","full_text":"看来是加拿大医院排队把我吓到了\n\n竟然回国续了上海社保\n\n来了美国，买了保险，医疗体验颇佳\n\n邻居们的长辈在美国治癌症啥的又快又好\n\n关键不受罪\n\n我有个长辈上海三甲有人脉，医生开刀倒是快的\n\n但是护理可不管你有背景\n\n扔病床和扔猪差不多\n\n术后护理一塌糊涂得了并发症\n\n仔细想想，在一个尊重他人并没有成为习惯的社会里，有关系没用\n\n你总有个角落，会因为没有关系、落到悲凉的境地\n\n美国钱能解决看病问题\n\n那我就把上海社保断了\n\n踏踏实实买商业保险吧\n\n就算老了去泰国马来海边的豪华养老院也能用","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1988374382780313658","view_count":6475,"bookmark_count":4,"created_at":1762900369000,"favorite_count":59,"quote_count":0,"reply_count":6,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1988374382780313658","full_text":"移民们都在商量\n\n房价再跌，集体断供算了\n\n不要把美股卖了回国还房贷\n\n拿世界上涨势最好的资产，去填不断下跌的坑\n\n太傻比了\n\n失信什么的不在乎，不回国天塌不下来","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":0,"startTime":1762905600000,"endTime":1762992000000,"tweets":[]}],"nviews":[{"label":"2025-10-14","value":123895,"startTime":1760313600000,"endTime":1760400000000,"tweets":[{"bookmarked":false,"display_text_range":[0,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977809983514550431","view_count":108614,"bookmark_count":135,"created_at":1760381620000,"favorite_count":271,"quote_count":3,"reply_count":17,"retweet_count":45,"user_id_str":"86889819","conversation_id_str":"1977809983514550431","full_text":"美国人民退休幸福生活都是靠投资撑起来的\n\n老婆公司的码农不必提，25岁开始，领工资就买股票，一直买到70岁\n\n美股和代码一样精通\n\n物业管理的大叔，40岁开始每个月500-1000美金定投股票\n\n65岁退休，加上401K，一百万美元肯定有的\n\n不用养孩子（自己管自己），不用养房子（卖掉去养老公寓）\n\n爽飞了，两口子房车周游美国+世界旅行走起了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1977816809991713091","view_count":15281,"bookmark_count":7,"created_at":1760383248000,"favorite_count":45,"quote_count":1,"reply_count":3,"retweet_count":8,"user_id_str":"86889819","conversation_id_str":"1977816809991713091","full_text":"今天美股和BTC全面反弹了\n\n比我预想的7天还短\n\n不过KAI大模型预警了\n\n本周还会又一次回调\n\nTrump的推一般会连续脑两次\n\n坐稳了\n\n没啥大事，最多5%的指数下降，两次加起来14天就结束了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-15","value":196268,"startTime":1760400000000,"endTime":1760486400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978160206325658060","view_count":10095,"bookmark_count":12,"created_at":1760465120000,"favorite_count":19,"quote_count":0,"reply_count":1,"retweet_count":5,"user_id_str":"86889819","conversation_id_str":"1978160206325658060","full_text":"Investment Opportunity Analysis: Benefiting from an Accommodative Monetary Policy Environment\nThis report explores a strategic investment theme centered on stocks poised to benefit from a more accommodative monetary policy environment, as indicated by recent signals from Federal Reserve Chair Powell. The focus is on identifying stocks with high forecasted revenue growth and attractive valuation metrics, particularly low valuation ratios and strong free cash flow yields, relative to sector medians. The analysis aims to highlight representative stocks that align with these criteria and discuss their potential implications within current market conditions.\n\nOverview\nThe recent commentary from Federal Reserve Chair Powell suggests a shift towards further interest rate cuts, driven by signs of a slowdown in the US job market. This monetary easing is expected to support economic growth and benefit sectors sensitive to interest rate changes. Consequently, stocks with high growth potential and attractive valuation metrics are positioned to outperform in this environment.\n\nKey Investment Criteria\nHigh forecasted long-term revenue growth (above 26%)\nLow valuation ratios compared to sector medians\nStrong free cash flow yields (above 9%)\nRepresentative Stocks and Characteristics\nThe following stocks exemplify the investment theme, demonstrating high revenue growth forecasts coupled with low valuation ratios and robust free cash flow yields:\n\nCVNA (Carvana): Forecasted revenue growth of 32.5%, with a strong valuation profile.\nPLTR (Palantir Technologies): Forecasted revenue growth of 30.7%, indicating significant growth potential.\nDUOL (Duolingo): Forecasted revenue growth of 29.4%, benefiting from increased adoption of digital learning.\nRKLB (Rocket Lab): Forecasted revenue growth of 29.3%, driven by expanding aerospace and satellite markets.\nHOOD (Robinhood): Forecasted revenue growth of 29.2%, supported by growing retail trading activity.\nAFRM (Affirm Holdings): Forecasted revenue growth of 29.2%, aligned with the rise in digital commerce and buy-now-pay-later services.\nAPP (AppLovin): Forecasted revenue growth of 27.9%, benefiting from mobile app advertising growth.\nIONQ (IonQ): Forecasted revenue growth of 27.6%, reflecting advancements in quantum computing technology.\nMPWR (Monolithic Power Systems): Forecasted revenue growth of 27.0%, driven by demand for power management solutions.\nLLY (Eli Lilly): Forecasted revenue growth of 26.6%, supported by innovation in pharmaceuticals and healthcare.\nMarket and Sector Context\nCompared to sector medians, these stocks generally operate in environments characterized by high growth and attractive valuation metrics:\n\nMedian revenue growth across sectors such as Communication Services (5.6%), Cyclical (5.3%), and Health Care (9.7%) is significantly lower than the forecasted growth of these stocks.\nValuation ratios, such as free cash flow yields, are notably higher than sector medians, indicating undervaluation or strong cash generation capacity.\nImplications for Investors\nThese stocks are well-positioned to benefit from a monetary environment conducive to growth, with lower interest rates reducing borrowing costs and stimulating investment.\nHigh revenue growth forecasts combined with attractive valuation metrics suggest potential for capital appreciation and income generation through cash flows.\nInvestors should consider these stocks within a diversified portfolio, balancing growth potential with sector-specific risks and market conditions.\nConclusion\nIn summary, the identified stocks exemplify a compelling investment theme aligned with the anticipated monetary easing. Their strong growth prospects, coupled with attractive valuation metrics, position them as strategic opportunities for investors seeking to capitalize on a supportive macroeconomic environment.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978174920132874373","view_count":10460,"bookmark_count":11,"created_at":1760468628000,"favorite_count":20,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978174920132874373","full_text":"Investment Analysis: Stocks with Strong Cash Flows and Undervaluation in a Lower Rate Environment\n\nThis report provides a comprehensive overview of selected stocks exhibiting strong free cash flow yields and low PEG ratios, making them attractive candidates for investment in a potentially easing monetary policy environment. The focus is on identifying resilient stocks with solid fundamentals and growth prospects, suitable for current market conditions driven by signals from the Federal Reserve indicating possible interest rate cuts.\n\nOverview\nRecent communications from Federal Reserve Chair Powell suggest a shift towards monetary easing, driven by signs of a cooling labor market. This environment typically favors stocks with robust cash flows and undervaluation, as lower interest rates reduce borrowing costs and stimulate economic activity. The selected stocks meet criteria such as high free cash flow yield and low PEG ratios, indicating undervaluation and strong growth potential.\n\nKey Points\nSelected Stocks and Their Characteristics:\n\nNEM (Newmont Corporation): Free Cash Flow Yield: 12.4%\n\nCF (CF Industries Holdings): Free Cash Flow Yield: 11.9%\n\nBMY (Bristol-Myers Squibb): Free Cash Flow Yield: 11.7%\n\nFOXA (Fox Corporation): Free Cash Flow Yield: 11.6%\n\nADM (Archer Daniels Midland): Free Cash Flow Yield: 11.0%\n\nComparison to Market/Sector Median Free Cash Flow Yields:\nThe selected stocks significantly outperform the median free cash flow yields across major sectors such as Communication Services (4.8%), Cyclical sectors (2.6%), Energy (6.1%), and others, indicating their relative undervaluation and cash flow strength.\n\nValuation Metrics - Forward PEG Ratios:\nStocks such as PSX (Phillips 66), STLD (Steel Dynamics), JBL (Jabil), VLO (Valero Energy), and TWLO (Twilio) exhibit extremely high forward PEG ratios, indicating overvaluation relative to their growth prospects.\n\nMedian PEG ratios for sectors like Energy (16.04), Materials (4.14), and Industrials (4.65) are substantially lower, emphasizing the overvaluation of these stocks based on growth expectations.\nImplications\n\nInvestment Opportunities:\nStocks with high free cash flow yields (above 10%) such as NEM, CF, BMY, FOXA, and ADM are attractive for their resilience and capacity to generate cash, especially in a lower interest rate environment.\n\nTheir undervaluation relative to sector medians suggests potential for capital appreciation as market conditions normalize and investors recognize their fundamental strength.\n\nRisks and Considerations:\nOvervaluation in certain stocks based on PEG ratios (e.g., PSX, STLD, JBL, VLO, TWLO) warrants caution, as their growth expectations are currently priced into the market at unsustainable levels.\n\nMarket dynamics and sector-specific factors should be monitored regularly, especially employment trends and central bank communications, to adjust investment positions accordingly.\n\nStrategy Recommendations:\nFocus on stocks with strong cash flow yields and undervaluation for long-term holdings, considering entry points during market dips.\n\nMaintain diversified exposure across sectors to mitigate sector-specific risks, especially in cyclical and commodity-related stocks.\n\nSet clear entry and exit levels based on technical analysis and valuation adjustments, with a focus on preserving capital and capturing growth.\n\nSummary\n\nIn summary, the current environment favors stocks with robust free cash flow yields and undervaluation, particularly in sectors likely to benefit from lower interest rates. While some stocks exhibit signs of overvaluation, the identified undervalued stocks present compelling opportunities for investors seeking resilience and growth potential in the evolving macroeconomic landscape.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/GoNKcWMOHO","expanded_url":"https://x.com/jessyshen/status/1978158824814203210/photo/1","id_str":"1978158780232966144","indices":[274,297],"media_key":"3_1978158780232966144","media_url_https":"https://pbs.twimg.com/media/G3PU7g0bIAAXxb8.png","type":"photo","url":"https://t.co/GoNKcWMOHO","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":137,"w":351,"resize":"fit"},"medium":{"h":137,"w":351,"resize":"fit"},"small":{"h":137,"w":351,"resize":"fit"},"thumb":{"h":137,"w":137,"resize":"crop"}},"original_info":{"height":137,"width":351,"focus_rects":[{"x":0,"y":0,"w":245,"h":137},{"x":0,"y":0,"w":137,"h":137},{"x":0,"y":0,"w":120,"h":137},{"x":9,"y":0,"w":69,"h":137},{"x":0,"y":0,"w":351,"h":137}]},"media_results":{"result":{"media_key":"3_1978158780232966144"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978158824814203210","view_count":6479,"bookmark_count":1,"created_at":1760464790000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1978158824814203210","full_text":"Investment Analysis: Large-Cap Financial Sector Showing Resilience and Growth Potential\nThis report presents a comprehensive overview of the current investment opportunity within the large-cap financial sector, highlighting stocks with strong earnings growth prospects. The analysis underscores the sector's resilience and potential for sustained growth, supported by recent forecast data and sector benchmarks.\n\nOverview\nThe financial sector, particularly large-cap financial stocks, has demonstrated notable resilience amid varying macroeconomic conditions. Recent forecasts indicate that selected stocks within this sector are poised for significant long-term revenue growth, surpassing broader market and sector medians. This positions the sector as a compelling investment theme, especially for investors seeking stability coupled with growth potential.\n\nKey Points\nForecasted Long-Term Revenue Growth:\nBlackstone (BX): 20.4%\nCharles Schwab (SCHW): 14.5%\nProgressive Corporation (PGR): 14.1%\nMorgan Stanley (MS): 13.7%\nBlackRock (BLK): 13.6%\nComparison to Sector and Market Medians:\nUS Financials Sector Median: 8.0%\nUS Top 500 Companies Median: 8.3%\nThese forecasted revenue growth rates significantly exceed the median growth rates of the broader sector and the top 500 companies, indicating a robust growth trajectory for these selected stocks.\n\nImplications\nGrowth Potential: The stocks identified are expected to deliver long-term revenue growth at rates more than double the sector and market medians, suggesting they are well-positioned for sustained performance.\nResilience: The sector's ability to outperform median growth rates underscores its resilience, likely driven by macroeconomic factors such as interest rate environments, regulatory stability, and technological innovation.\nInvestment Strategy: Investors should consider focusing on large-cap financial stocks with high earnings growth forecasts, particularly those with proven market capitalization and stable financial leverage, to capitalize on the sector's growth potential.\nRepresentative Stocks and Characteristics\nBlackstone (BX): Forecasted long-term revenue growth of 20.4%, representing the highest among the selected stocks. Known for its private equity and alternative investments, Blackstone's diversified revenue streams and strategic positioning support its growth outlook.\nCharles Schwab (SCHW): Forecasted revenue growth of 14.5%. As a leading brokerage and wealth management firm, Schwab benefits from increasing assets under management and digital transformation initiatives.\nProgressive Corporation (PGR): Forecasted revenue growth of 14.1%. A major player in the insurance industry, Progressive's growth is driven by expanding customer base and innovative insurance products.\nMorgan Stanley (MS): Forecasted revenue growth of 13.7%. A global financial services firm, Morgan Stanley's growth prospects are supported by investment banking, wealth management, and trading activities.\nBlackRock (BLK): Forecasted revenue growth of 13.6%. As the world's largest asset manager, BlackRock benefits from rising assets under management and a diversified product portfolio.\nConclusion\nThe large-cap financial sector presents a compelling investment opportunity characterized by resilience and above-average growth potential. Stocks such as Blackstone, Schwab, Progressive, Morgan Stanley, and BlackRock exemplify this trend, with forecasted revenue growth rates significantly exceeding sector and market medians. Investors seeking to capitalize on this momentum should consider these stocks within their diversified portfolios, aligning with a strategy focused on stability, earnings growth, and sector 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不就是因为你家一尊？","in_reply_to_user_id_str":"345827488","in_reply_to_status_id_str":"1985548686332776894","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,13],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15242596","name":"Lin(林,小林,林兴陆,工程师,基督徒,艺术家,生成艺术,算法艺术)","screen_name":"linxinglu","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"linxinglu","lang":"ja","retweeted":false,"fact_check":null,"id":"1985531285293711769","view_count":2296,"bookmark_count":0,"created_at":1762222522000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@linxinglu 确定","in_reply_to_user_id_str":"15242596","in_reply_to_status_id_str":"1985530496110190734","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,57],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1549443124229029888","name":"Messier 87","screen_name":"XiaoZha62335239","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"XiaoZha62335239","lang":"zh","retweeted":false,"fact_check":null,"id":"1985525864952693229","view_count":2261,"bookmark_count":1,"created_at":1762221230000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985499721461612780","full_text":"@XiaoZha62335239 完整证据链\n\n什么业务赚的钱，什么工资，纳税证明\n\n买房子钱来的证明\n\n挺复杂的","in_reply_to_user_id_str":"1549443124229029888","in_reply_to_status_id_str":"1985525490464206898","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":56954,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,29],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985869588392022324","view_count":13696,"bookmark_count":2,"created_at":1762303180000,"favorite_count":14,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1985869588392022324","full_text":"认准这十几万粉的号\n\n其他号皆为假冒\n\n我从不主动私信别人","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1985929220821041158","view_count":19045,"bookmark_count":15,"created_at":1762317397000,"favorite_count":110,"quote_count":1,"reply_count":13,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1985929220821041158","full_text":"民主党全部获胜\n\nTrump执政一年不到\n\n全线大败\n\n中期选举已经急了\n\nTrump在修复和Musk的关系\n\n也在检讨经济和移民政策\n\n利空crypto\n\n选民对他炒币有意见\n\n说不定他要拿某几个crypto头面人物开刀背锅\n\n前两天不才说不认识CZ吗？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,134],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986196756053586124","view_count":17314,"bookmark_count":31,"created_at":1762381183000,"favorite_count":108,"quote_count":1,"reply_count":9,"retweet_count":6,"user_id_str":"86889819","conversation_id_str":"1986196756053586124","full_text":"美国年轻一代确实有社会主义情结\n\n尤其是富裕或金领家庭的二代\n\n原因在于老美普通父母不资助子女\n\n顶尖老钱家族有信托除外\n\n但是大多数“普通富人”，比如教授，医生，高管等\n\n也不资助子女\n\n子女一屁股房贷学贷车贷\n\n看到父母和真正的富二代衣食无忧游荡全世界\n\n更不爽了\n\n所以高知高收入家庭反而盛产“白左”，嗑药搞同性恋的社会主义者\n\n尤其是白人\n\n华人稍好，尤其大陆华人，喜欢补贴子女帮助带孙子\n\n华人二代享受了父母资本的好处，当然不赞成社会主义\n\n社会主义这种极端思潮本来就适合破碎或不和谐的家庭\n\n可以去查一下中共和俄共第一代领袖\n\n有一个家庭美满父慈子孝的吗？\n\n毛父抢童养媳，周父早死被亲戚欺，邓家前后乱，斯大林被父毒打，列宁连累父母无悔意\n\n没有童年阴影，谁去玩社会主义啊？\n\n当然了\n\n美国这些中产二代是皮痒痒，不知道社会主义最终会带来什么，也就和60年代废青一样，把社会主义和乱交当💊磕而已","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986192279783284936","view_count":6899,"bookmark_count":2,"created_at":1762380115000,"favorite_count":38,"quote_count":2,"reply_count":5,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986192279783284936","full_text":"川粉叫嚣美国红蓝分裂成两个国家\n\n美国有几个富裕地方不是蓝州？\n\n加州纽约州华盛顿东部9州俄勒冈\n\n如果独立成国\n\n美国GDP几乎不受影响，硅谷七姐妹+华尔街齐齐整整\n\n剩下的红州合并，除了有石油和农田、还有什么？\n\n分个屁啊\n\n分完红州直接第三世界了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":92778,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"youtu.be/Zr6XB7lTVjQ","expanded_url":"https://youtu.be/Zr6XB7lTVjQ","url":"https://t.co/1dizA5ybHJ","indices":[44,67]}],"user_mentions":[]},"favorited":false,"lang":"zh","possibly_sensitive":true,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1986300473658540327","view_count":10189,"bookmark_count":13,"created_at":1762405911000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1986300473658540327","full_text":"从留学生到纳斯达克老板\n\n干货满满， 错过可惜\n\n和往期一样， 最精彩的都在提问环节\n\nhttps://t.co/1dizA5ybHJ","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,150],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986286052290798001","view_count":14108,"bookmark_count":29,"created_at":1762402472000,"favorite_count":67,"quote_count":0,"reply_count":3,"retweet_count":10,"user_id_str":"86889819","conversation_id_str":"1986286052290798001","full_text":"Bill分享完了，挺感慨的\n\n1.美国商业环境真好，他们放房屋贷款，100万的房子比如60万\n\n第二天就可以69万转手卖给银行，银行花30年慢慢收90万美元\n\n但对于小平台来说，几天就有9万美元净利润\n\n所需要的，只是一个很简单的贷款牌照（加州发出去上万个）\n\n这种好事，在中国只有亲儿子国有银行才行\n\n牌照？你懂的，全国就那么几张，没个正部副总理的舅舅或岳父，你就等着吧\n\n2.社会环境信用极佳，老百姓相信商家，商家也不敢乱来\n\n大家规矩做事，愿意为服务付费\n\n相互提防、生怕别人占我便宜，不肯花钱的事，就不在美国人意识里\n\n中国要超越太难了，非🉐从体制/思想/互信全方位推倒重来才可以","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986271141321973941","view_count":5931,"bookmark_count":16,"created_at":1762398917000,"favorite_count":51,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"86889819","conversation_id_str":"1986271141321973941","full_text":"Bill在分享\n\n百度打工完再来美国读硕士\n\n2021年毕业成立公司\n\n3年就纳斯达克上市了\n\n挺牛的\n\n美国地产15万亿美元市场\n\n他们做了十万分之一就够了\n\n也只有美国有这么多机会，这么大市场\n\n我以前说过一个结论\n\n在美国，任何一个产品和生意\n\n只要有十万付费用户\n\n肯定能上市！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986555523047801167","view_count":25975,"bookmark_count":36,"created_at":1762466719000,"favorite_count":143,"quote_count":2,"reply_count":24,"retweet_count":12,"user_id_str":"86889819","conversation_id_str":"1986555523047801167","full_text":"中国年轻人的躺平/不婚不育\n\n一出国全治好了\n\n从加拿大到美国\n\n遇到的年轻人，全结婚了生了至少两个，多的5个\n\n而且女性生了这么多，一多半还在上班，感谢WFH\n\n游泳班棒球班滑冰班，大包小包拖着几个孩子赶场子、声嘶力竭加油\n\n全世界都没这么斗志昂扬的年轻爹妈\n\n国内大部分同龄人躺平不出门要死要活，甚至不肯上班\n\n奇了怪了\n\n为什么？","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,152],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986571537395425509","view_count":18362,"bookmark_count":17,"created_at":1762470537000,"favorite_count":87,"quote_count":3,"reply_count":19,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"今天才知道\n\n中国妇产科医生是拿不到美签的\n\n美国默认中国妇产科都做过堕胎不人道\n\n也没太大错误\n\n计划生育年代\n\n好多孕妇B超是女孩，就直接打掉\n\n因为只能生一个，部分重男轻女的就只要男孩\n\n老哥讲过更恐怖的\n\n他80年代去中部地区做销售\n\n当地没钱做B超，生下女孩掐死捂死淹死\n\n扔到大街上都算不错的\n\n不止是妇产科\n\n计划生育年代\n\n中国有罪的人太多了","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986518591521628322","view_count":7042,"bookmark_count":15,"created_at":1762457914000,"favorite_count":29,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986518591521628322","full_text":"美国和中国VC现在都不好募钱\n\n美国是因为资本市场太火热了\n\n即将上市的AI/能源/医药公司遍地都是\n\n没人再愿意陪跑初创企业好多年\n\n都奔着好企业上市前突击入股上美股套现\n\n中国是资本市场自由没了，全是政府主导什么破芯片电池大模型，苏州杭州框框一顿砸，最后港股上去对上级有交代\n\nVC没有自由意愿、募资不找苏州政府都募不到，退出也没通道\n\n所以现在中国VC别接触，大部分是偷情报骗你报名费的，偶尔有钱的也逼你签对赌\n\n美国快没VC了，PE满街抢项目，创业就找亲戚同学筹钱吧，反正美股好，身边总有有钱的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986510753176932697","view_count":10731,"bookmark_count":17,"created_at":1762456045000,"favorite_count":70,"quote_count":0,"reply_count":10,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986510753176932697","full_text":"中国的技术和产品人员都是很能干的\n\n单论工程能力\n\n比美国强，也比任何一个国家强\n\n问题在于回报机制市场错配\n\n瞅瞅最近准备上港股A股的那些公司\n\n都TM商汤一个模子\n\n政府背景，刷单注水，排挤能人，跑分套壳\n\n芯片时代有喊了20年要补贴的龙芯\n\n现在AI又是一堆这种货\n\n真正有本事的人只能开源或者做外包\n\n美国一是创新强，二是市场大，三是资本回报合理，创业快速上市、打工上亿年薪\n\n怎么比？\n\n我相信中国AI人才有出路\n\n中国AI产业有个屁前景","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,21],"entities":{"hashtags":[],"symbols":[],"t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然后马斯克生了14个…","in_reply_to_user_id_str":"2354784061","in_reply_to_status_id_str":"1986580903221723556","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":30776,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[0,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986844887330005314","view_count":11951,"bookmark_count":18,"created_at":1762535709000,"favorite_count":64,"quote_count":0,"reply_count":13,"retweet_count":3,"user_id_str":"86889819","conversation_id_str":"1986844887330005314","full_text":"黄奇帆说的老年人以房养老\n\n思路没有错\n\n美国加拿大都这么干的\n\n到了65岁就卖房子或抵押\n\n大笔现金去理财，利息付养老公寓，环游世界吃饱等死\n\n问题在于，中国的统治制度让老百姓不信任\n\n有双轨制前科，有等级制度，有文革抄家灭族的黑历史\n\n模仿美加、人民也会怀疑政府藏私/吞财/整人\n\n这就是中国国情，人民不信任政府，不信任他人\n\n无解\n\n除非把当权者彻底批倒，双规制彻底取消，统治不一定民主但一定透明受监督\n\n否则一切美好的改革和实惠\n\n都与中国无缘","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986848518171205775","view_count":17684,"bookmark_count":17,"created_at":1762536575000,"favorite_count":58,"quote_count":0,"reply_count":13,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1986848518171205775","full_text":"最近发现一个奇怪的现象\n\n很多20年前的老留学生，挺爱中国的\n\n而且夸中国各种好\n\n比如城市道路是平整的，deepseek很牛，比亚迪打败丰田了，等等\n\n而且对新移民的抱怨不共情\n\n我们说起国内各种乱象和不公\n\n他们就说美国一样，政府很腐败，一样强迫打疫苗\n\n尤其是一直打工交税的，很明显\n\n其他混的好的留学生，又是一个极端，基督教原教旨主义和民主原教旨主义，认为中国彻底完了，马上变非洲\n\n这也许是“屁股决定脑袋”和“围墙”的一个典型例子\n\n美国税收高福利低，打工就很痛恨，只能幻想原来的母国很好\n\n干得不错，当然觉得美国好，母国最好别太好","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1938963008","name":"Dr.Wang","screen_name":"HotmailfromSH","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"HotmailfromSH","lang":"zh","retweeted":false,"fact_check":null,"id":"1986604766806614432","view_count":1141,"bookmark_count":1,"created_at":1762478460000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986571537395425509","full_text":"@HotmailfromSH 我问了表哥\n\n确实妇科医生拿着会议邀请函是有可能获批的，仅仅有可能\n\n但绝大多数申请B签证会被拒掉\n\n理由虽然是“移民倾向”\n\n但他认为其他医生不存在类似现象\n\n还是和中国妇产科医生的某些职业行为潜规则有关","in_reply_to_user_id_str":"1938963008","in_reply_to_status_id_str":"1986602122205667550","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":46077,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,105],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986951586724388875","view_count":7033,"bookmark_count":2,"created_at":1762561148000,"favorite_count":30,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1986951586724388875","full_text":"尔湾有个朋友在上海人民币买尔湾房子\n\n房主是个台湾人\n\n拿了人民币回上海买了一套法租界小房子\n\n靠着瑞金医院，买了高额医疗险\n\n最关键的是\n\n2年过去了\n\n双方都觉得自己赚到了\n\n各自在中美都觉得很爽\n\n哈哈哈","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1986982368486559764","view_count":15434,"bookmark_count":26,"created_at":1762568487000,"favorite_count":120,"quote_count":0,"reply_count":21,"retweet_count":9,"user_id_str":"86889819","conversation_id_str":"1986982368486559764","full_text":"今天尔湾同学会讨论AI中美谁能赢？\n\n这个问题不用讨论\n\n我们在座中国科技创业的\n\n只要收入达到千万级别\n\n有谁收到过公安/网监/经侦/精神文明执法队等的电话或问询？\n\n答案是：\n\n每个人都有，100%\n\n全网我也想问一下，如果在中国做企业年入千万，没有收到公检法“照顾”过的，请举个手？\n\n但是美国创业，遇到警察的机会，基本上只有公路超速\n\n这就不用比了\n\n做企业人人自危的环境\n\nAI能赢一定是在梦里\n\n黄仁勋说这屁话，不过是东方文化里的“居安思危”，让美国政策倾斜点，补贴批快点而已\n\n当不得真！","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987026048693964970","view_count":20113,"bookmark_count":32,"created_at":1762578901000,"favorite_count":120,"quote_count":2,"reply_count":15,"retweet_count":15,"user_id_str":"86889819","conversation_id_str":"1987026048693964970","full_text":"新加坡香港欧洲和中国CRS交换正式进行\n\n所有中国公民的资产，包括不限于家办信托保险都需要和中国申报\n\n这意味着什么？\n\n海外资产要交税了！\n\n而且有人接到通知，要从2021年补交三年所得税\n\n这下把资管行业整疯了\n\n客户疯狂咨询怎么把资产挪往\n\n地球最后一个中国不能穿透的地方\n\n美利坚","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,139],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987029668416122900","view_count":3497,"bookmark_count":0,"created_at":1762579764000,"favorite_count":13,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"86889819","conversation_id_str":"1987029668416122900","full_text":"中国人始终不能理解舆论压力和公检法压力是两回事\n\n比如种族性别歧视\n\n在美国是舆论压力\n\n骂红脖子爱尔兰乡巴佬骂女人骂同性恋骂共产党骂纳粹\n\n都不会被警察抓\n\n解雇？\n\n老板私人公司、他个人讨厌你，他的资产他做主嘛\n\n这TM能跟中国一样？\n\n骂几句真抓啊！喝茶三代不能考公算轻的","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":81143,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987386574297059469","view_count":16307,"bookmark_count":19,"created_at":1762664857000,"favorite_count":59,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"86889819","conversation_id_str":"1987386574297059469","full_text":"小时候校门口打群架\n\n被教导主任抓住了\n\n他把我们带到广播室，门关起来，说，现在你们打吧\n\n很不解\n\n您老人家装看不见让我们打不就完了？\n\n老爸指点我：这就叫“权力”\n\n经过许可的暴力、才可以执行\n\n学生自己打，以后就不会把学校管理放眼里了\n\n恍然大悟\n\n共产党也是这一套，不许私自复仇不许动手\n\n谁动手抓谁，打赢坐牢，打输住院\n\n动武的权力牢牢抓在党手里\n\n报仇申冤事小\n\n不能100%权威是大","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,121],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"zh","retweeted":false,"fact_check":null,"id":"1987382082377818395","view_count":19200,"bookmark_count":11,"created_at":1762663786000,"favorite_count":119,"quote_count":0,"reply_count":12,"retweet_count":2,"user_id_str":"86889819","conversation_id_str":"1987382082377818395","full_text":"王家卫录音啥也没说错\n\n防疫就是乱搞\n\n一党专制也许短期能搞好经济、长期就是瞎搞\n\n唐嫣就是很装，上海人人都知道\n\n天然反感录音录影举报的小人\n\n和王家卫单挑砍他，都敬你一条汉子\n\n举报开盒是没鸡巴太监才干的事\n\n无论多少冤情，人人得而唾弃之","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls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