Daniel Yan@_D_Y_A_N · 2026/08/25观点输出Stanley is one step away from explicitly connecting the current situation to the Pound in 1992.
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。
Daniel Yan@_D_Y_A_N · 2026/08/21观点输出@dotyyds1234 因为外汇主要交易市场不是交易所的是银行间
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。
Daniel Yan@_D_Y_A_N · 2026/08/20观点输出The most interesting things right now are near their 200DMA.
Gold
BTC
Mag7
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。
Daniel Yan@_D_Y_A_N · 2026/08/18赛道影响This likely explains most of the Yipit 75-80bn ARR estimate vs the 65bn official ARR number.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Daniel Yan@_D_Y_A_N · 2026/07/31观点输出@convequity They are still +80% YTD. The numbers don’t reconcile
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。
Daniel Yan@_D_Y_A_N · 2026/07/30赛道影响Prediction: OpenAI ARR on par with Anthropic by the end of the year - thanks to sufficient compute and the magical token price elasticity.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Daniel Yan@_D_Y_A_N · 2026/07/30观点输出RT @firstadopter: Satya tweeting out a hyperscaler ROIC dashboard for illustrative purposes only. lol
"average 29.7% adjusted ROIC"
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。
Daniel Yan@_D_Y_A_N · 2026/07/15赛道影响A few predictions:
1. Chinese models will spend much less efforts on distillation and much more on proprietary training.
2. More Chinese LLM companies will make their top models closed weight soon.
3. the average token price will bottom alongside the progress of 1 and 2.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Daniel Yan@_D_Y_A_N · 2026/07/15赛道影响Reasoning:
1. The former is getting harder, and the latter is implied by the massive fund raises from three of the top four LLM companies.
2. It will be economically unsustainable to keep everything open: massive Capex overhead vs little rev capture.
3. a natural result.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Daniel Yan@_D_Y_A_N · 2026/06/14观点输出RT @typedfemale: we now have our answer to how mad amazon was left after compute negotiations with anthropic
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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