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@0xchubai The gap in monetization of computing power is too obvious.

@0xchubai The analogy of cash payment and credit is very apt; the market does indeed value cash collection more.

@0xchubai Ultimately, the market isn't about judging whose AI is smarter, but rather which company's AI can extract money from servers faster.

@0xchubai It's a pity I didn't get this.

@0xchubai meta A lot of money was spent, but nothing was accomplished.

@0xchubai I didn't get any of this.

@0xchubai ai has only just begun, and there's more to come.

@0xchubai Look at you, you're so lazy you can't even provide a picture! I'll beat you to death!

@0xchubai meta is still young! Microsoft is the real deal.

@0xchubai You've eaten too much, and you've made too much money.

@0xchubai I feel the same way about liquidity. Insufficient pre-market depth is really frustrating; even a small order can slip through your fingers.

@0xchubai It's only a matter of time before the Meta's chassis becomes large.

@0xchubai You understand it so well.

@0xchubai To put it bluntly, the market isn't about who has the best AI technology, but about who can turn graphics cards into cash flow first.

@0xchubai How many people won big again last night?

@0xchubai Hopefully, the meta-level performance will be better later on.

@0xchubai The key is to avoid slippery spots.

@0xchubai The market is now focused on whether AI investment can generate cash flow.

@0xchubai Make money properly, stop being a pervert.

@0xchubai Teacher Chu Bai, please take care of the younger brother, he's starving.

@0xchubai That feels so good again.

@0xchubai Microsoft has really turned graphics cards into money-printing machines.

@0xchubai I didn't know you were so knowledgeable about US stocks!

@0xchubai Teacher Chu Bai, please take care of the younger brother.

@0xchubai AI 競爭進入下半場，關鍵不只是投入，而是變現速度

@0xchubai Whether the handicap is thick or thin isn't really a mystery; after a few slippage bets, you'll learn to behave.

@0xchubai You've made a fortune again! Help us out!

@0xchubai Microsoft's stock price rose while Meta's fell. Frankly, it boils down to who can turn their AI investments into real profits faster.

@0xchubai Microsoft pays cash upfront, while Meta pays on credit; naturally, the market reacts differently.

@0xchubai Microsoft has immediate cloud revenue, while Meta is still in the pure investment phase.

@0xchubai Indeed, those who made money yesterday should all bow down to Microsoft.

@0xchubai Never mind, let's kill the meta first.

@0xchubai Meta's free cash flow shrinking from 8.5 billion to 780 million is truly alarming, but Azure's 43% growth is impressive. I suspect the market just thinks Meta's payback period is too slow, but doesn't improved advertising efficiency count?

@0xchubai Microsoft is still a bit stronger, but we'll have to wait and see what happens next.

@0xchubai Microsoft's $678 billion order is indeed frightening, but the 91% shrinkage in Meta free cash flow is also too exaggerated. I wasn't even this excited when I bought Nvidia stock last year. Which company do you think has a better chance of monetizing computing power?

@0xchubai meta is so... ripping people off!

@0xchubai Meta's cash flow of 784 million is truly alarming, but Azure's 43% growth also shows that Microsoft is aggressively pricing. It was the same when I bought graphics cards for cryptocurrency mining; asset depreciation was ridiculously fast. Guess how many years it would take to break even?

@0xchubai Stock price does not determine product value

@0xchubai The people on the storage chain really had a blast last night.

@0xchubai Teacher Chu Bai is so sad again

@0xchubai Microsoft's recent financial report looks great!

@0xchubai Your explanation of order book depth is really insightful.

@0xchubai Meta didn't lose; the market just wants to see a timeline for returns.

@0xchubai It's not that AI messed up, it's that the return on investment cycle is too long.

@0xchubai Microsoft has high monetization efficiency

@0xchubai I'm so lewd 🦊🤸 Anyone want to give a sharp critique of my luck?

@0xchubai I doubt anyone's more adventurous than me 🏉♟️ I'm not shady, just look!

@0xchubai I bet nobody's more adventurous than me 🎹🤗 I'm not shady, just look!

@0xchubai I bet nobody's more adventurous than me 😝🍒 I'm not shady, you'll see.

@0xchubai I'm so lewd 👍🍉 Anyone want to give me a sharp critique of my luck?