Quinn Thompson@qthomp · 2026/08/26市场影响Market pump leading into, then short Nasdaq after $SPCX IPO. Collect.
______ ____ leading into, then short Nasdaq after Anthropic IPO? _______?
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Quinn Thompson@qthomp · 2026/08/26观点输出Heading into $NVDA earnings today we have BofA private client equity allocation at the highest since October 2021, SPX 3-month skew at the 0th percentile and margin debt as a share of GDP back at cycle highs. Is this as good as it gets?
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Quinn Thompson@qthomp · 2026/08/26观点输出https://t.co/SkhRbyNOfE
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/25观点输出Scouting the Tape #30 is out. The week that guaranteed the next bout of inflation.
Treasury is intervening in currency and debt markets with the S&P at all-time highs. That should tell you the problem isn't equities - it's housing and cost of capital related.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/24观点输出https://t.co/X34YzsiG0L
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/24观点输出RT @EconomPic: Chamath walked away with ~$750M in profits across his SPAC empire, while public investors lost an estimated ~$45B to $50B in…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/23赛道影响RT @ForwardGuidance: With inflation is screaming across commodities, Warsh’s next move is a credibility test.
If he keeps talking hawkish…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Quinn Thompson@qthomp · 2026/08/23观点输出Gold is +16% in 60 days from its stone cold bottom on the day that socialism strengthened its stronghold on the world's financial capital.
Coincidence? https://t.co/qM2AXsZkRU
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/23观点输出Coming to a United States near you.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Quinn Thompson@qthomp · 2026/08/23观点输出RT @qthomp: @Jeff37912267 "When the Fed starts buying treasuries, they'll be artificially propping up the value of long dated treasuries"…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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