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bendid

@bendid

25 Following
18 Followers
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bendid
@bendid
I have been studying in seclusion for a day today, and I have listed 14 cloud & AI software that I think may be worth investing in the next year (ranked in order!). I need to establish an observation warehouse and then gradually screen them. As I said before, from now on, the cloud may start to rise again, for four reasons: 1. Trump's government tax cuts have given companies more room to spend money on IT 2. The Fed's interest rate cuts have given large companies more room to migrate to the cloud, and the cost of obtaining funds for early migration has been reduced
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@bendid
3. The rise of AI is directly beneficial to AI clouds like the four major clouds. However, at present, direct 2B SAAS in the secondary market are basically hard-core AI, except for MSFT and CRM, which are working on 2b AI products. 4. The interest rate cut makes it easier to get money in the primary market, and there are more startups. It is good for all clouds and these dev clouds The main indicator for stock selection is growth, followed by gross profit, which must meet the Rule of 40, and finally the recent increase. Excluded: 1. Goog and AMZN, whose business is too broad and is not within the scope of this discussion. 2. A bunch of vertical SaaS (such as Intuit, Workday, Toast), will eventually fail 3. Those with poor growth or have already exploded, PLTR PD TWLO AMPL NOW ADBE ADSK ESTC TEAM NOW NET IOT. I wanted to remove CRWD, but I want to see the financial report.
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@bendid
My eyes light up BTC is money for humans, and life for AI. I wonder if humans can upload their consciousness and become life on the chain in the future
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@bendid
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Yesterday's sophisticated 50 million Radiant Capital hack happened after attacker's trojaned the computers of multiple team members. Team members saw and verified good multisig data on screens, but their hardware wallets signed evil data. 1/7
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✍️ Staking on @SolCex_Exchange is coming soon! SolCex is the best utility coin on the Solana chain, and I believe $SOLCEX can become the largest utility coin on the Solana blockchain in this cycle. I firmly believe it will reach over $10 billion
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I only buy the #Terminus that #Elonmusk calls for. I don’t know which coin is the First City in Mars. Currently, Terminus is the first #Terminus contract released on the entire network. The CTO was later liked by Musk’s mother.
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@bendid
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非常建议玩二级的朋友去做做一级，玩一级的朋友去做做二级，这两边的技能树是真的可以互补的。
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你有在认真撸毛吗 看看人家https://t.co/Hp3NlLocNz
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RT @Blockchainrese6: 叼毛们早，为什么老陌总喊你们叼毛，叼毛几大特征；亏钱，看奶子，吃瓜，吹牛逼。看看你们是不是叼毛？ 尼玛叼毛也挺好的，自由自在，哈哈哈。捞钱以后就不叫你们叼毛了，就问你们服不服？ 今日继续分享两个早期牛逼空投项目，全部加入候补名单等待开…
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@bendid
看了那个女生给 k8s 提交的 PR 以及小红书上的文章，人家写的清清楚楚修改了一个文档对齐问题，并没有夸大宣传，有啥好喷的呢？ 开源项目的优势就是创造了这样一个开放的环境让大家参与，而这种参与感可以让新人学习更有动力，同时也反哺项目，是个双赢的事情。 https://t.co/li491vuaJv
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@bendid
Picture this: sitting in your favorite chair, a cat lazily basking in the sunlight, while your $MICHI shines in your wallet. Life should be this simple and beautiful. 🌞 https://t.co/YuyoC0FhN2
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选1-2个肝肝
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RT @0xMoon6626: 关于SunPump TRX HTX之间的生态联动 孙哥这次终于比较大了，全网都在孙怕，直接把波场系的生态带动起来，并且HTX也猛拉了十几个点，那么大家是否能了解这几个生态之间的关联呢，我也是昨天晚上请教了HTX的小伙伴，仔细研究了一下才明白…
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@bendid
已经全部分发，谢谢大家支持
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RT @ThankApe: Apes like @NFThoarder888 are helping to build our ecosystem one brick at a time. This goat is climbing mountains to make thi…
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Another consumer AIoT project, congrats! Let's say GM @GMNetwork_AI
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Blinks GG @blinks_gg is a disruptive product. People will just go and buy coins that look like shit and never focus on real assets. Blinks GG can be thought of as a no-code application, and you can launch any application you can imagine on Solana! https://t.co/Y3dq87PA7D
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明天就是七月十五了“中元节”，俗称“鬼节”，这个也不用说太多了，大家也都有一个了解。我说一下明天的一些禁忌 ①明天下午5点以后，没事的话就直接回家了，不在外玩耍了，如果非要出门，建议结伴同行。身上代点大粒盐。 https://t.co/rc8buVc3Qy
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