爪哇码工 @JavaMaGong
代码写了15+年，还没秃，还没富，还在折腾。聊聊技术（老Java、新AI）尝鲜，谈谈股市韭菜心得，记录真实人生。 #BuildInPublic javamagong.com Joined September 2011-
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AI上游材料全线涨价——光纤/光缆（中天）、MLCC/电子元器件（三环/风华/红星）、电子布/CCL（生益/巨石）、PPO树脂（圣泉）、碳化硅（天岳）、半导体零部件（密封圈/阀门/靶材）、光芯片/光模块（源杰/太辰光）
逻辑是这样的：AI芯片本身竞争激烈、迭代快、谁赢谁输不确定。但不管哪家芯片赢，AI基建都需要光纤来传数据、需要MLCC来稳压、需要电子布来做PCB、需要冷却塔来散热——这些上游材料的订单不受单个芯片公司成败的影响。 简单说就是：挖金子的可能赔钱，但卖铲子的一定赚钱。
"歪打正着，卖铲人"——就是我从今年开始就定下来的核心框架。 不追AI应用的泡沫，不去赌哪个大模型能赢，就看AI基建最上游有什么是绕不开的。 光纤光缆绕不开，所以中天。 MLCC绕不开，所以风华、红星。 电子布绕不开，所以中国巨石。 PPO树脂绕不开，所以圣泉。 碳化硅衬底绕不开，所以天岳将来有可能。 离AI芯片越远，确定性反而越强。这就是我的审美。
这帮家伙全来了。OpenAI、Google、Yandex、DeepSeek、Claude、Perplexity、xAI——七个小矮人凑齐了，轮流在我那台小破服务器上跑马拉松。
These damn AI crawlers never stop. My little site is getting hammered 24/7 by bots scraping every single page. Back off already, I'm running on a potato server.！ http_user_agent:Mozilla/5.0 (compatible; OAI-SearchBot/1.3; +openai.com/searchbot) http_user_agent:Mozilla/5.0 (compatible; Googlebot/2.1; +google.com/bot.html) http_user_agent:Mozilla/5.0 (compatible; YandexBot/3.0; +yandex.com/bots) http_user_agent:Mozilla/5.0 (compatible; DeepSeekBot/1.0; +deepseek.com/bot) http_user_agent:Mozilla/5.0 (compatible; ClaudeBot/1.0; [email protected]) http_user_agent:Mozilla/5.0 (compatible; PerplexityBot/1.0; +perplexity.ai/perplexitybot) http_user_agent:Mozilla/5.0 (compatible; Googlebot/2.1; +google.com/bot.html) http_user_agent:Mozilla/5.0 (compatible; xAI-SearchBot/1.0; +x.ai)
"阴线买入，阳线卖出"这个公式虽然死板，但在A股震荡市里确实有效。大多数人的问题就是反着来的——追阳线、杀阴线，来回被割。 这几天的剧烈震荡，多少人上下车了？
避坑：阿里百炼的coding plan pro 套餐没办法用满的，动不动限流，特别是下午，直接封停1小时！！！ 哪家的套餐有这样的限制的？！
@vista8 可以使用worktree, 但AI Coding, AI 容易搞混上下文。我是让将工程复制到以分支名为父目录的目录下，基于不同开发分支开发。
@tzwqbest 资金都在等大盘调整，这波是顺势调整，不调整，走势很不健康，资金也不敢放手干。这几天调整最好，节后会乐观些
@tzwqbest 强势股还是可以，后续在回调时吸回去了，现在收复商业航天那波的失地，也突破新高了。目前长期持有西部材料和永鼎股份。金安国纪、九安医疗、亨通光电、云南锗业、工业富联、立讯精密作为打野标的，有好的回调机会，就低吸，博弈反弹溢价甚至趋势上涨的红利！
Just tell your Agent: Find skills on ClawHub using mirror-cn.clawhub.com
That's great, clawHub now has a Chinese mirror site！
It's so crazy! Claude is open? #claude #claudecode
Claude code source code has been leaked via a map file in their npm registry! Code: …a8527898604c1bbb12468b1581d95e.r2.dev/src.zip
Seeacy @Stacyesea1
233 Followers 2K Following I`ve never been in love... But I imagine its similar to the feeling you get when you see your waiter arriving with your food.
Mr Gafish @MrGafish
19K Followers 3K Following 鱼哥，中年开发者，前大厂程序员 ｜副业搞钱、美股投机、港卡咨询 ｜GG卡：https://t.co/2YsSQrqWOr ｜电报: https://t.co/SA7oP8uN3d
suixiang @suixiang_
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le li @leli383257
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坏书生 @CChang30722
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Gtos @bblb85
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A 股-雷.所罗门�... @Abkcqb
15K Followers 143 Following 普通股市投资者要永远明白：在股市中慢就是稳，稳就是快！主要是做趋势长线，偶尔也会短线打野。不浪费时间在无用功上！进群有门槛，不要来问免费进群了。在公推上白嫖炒股思路吧。广告一律拉黑
JuanDo Dubini @juan_dubini
643 Followers 4K Following Taking my destiny further with technology as my ally, health as my foundation, and sports as my discipline. Learning is my path, evolving is my purpose.
drgmwi @DrcrowdSwedl
146 Followers 926 Following PhD,Scientist: Planetary trading&health&ICT&art,CPAT(Zeirishi in quasi CPA),Global entrepreneur,Pre-Univ Prof,Editor,Publisher,Writer,Japanese language educator
Zuckjetcn @zuckjetcn
228 Followers 800 Following 10+ 年老码农，贡献过 Chromium、TypeScript、Webpack、Angular、Nuxt、VS Code、Flutter，开源爱好者🚀目前一头扎进 AI 开发。
crimsonTTT @TaHo24000265
60 Followers 2K Following
Ben jones @Benjonesfire
14 Followers 398 Following
Mu @Mu50f1d
1 Followers 57 Following
堂吉 @tangji59066811
12 Followers 490 Following
向南 @wellslee87
59 Followers 121 Following 📖K12教育体制内深耕者 | 📚用AI重塑教学 & 互联网+教育2.0 | 🏫服务全国学校/教育局 | 资源对接/项目合作私信🫶
So so @So_I_heard0
32 Followers 591 Following
Wind Catcher @mack8858
22K Followers 3K Following 捕捉市场风向。 盘中观点，仅供参考。 不诊股，不交友，不闲聊。 最讨厌满仓单吊的赌🐶（别来找骂！）。 跟车+按摩在订阅里，欢迎订阅。 怀善心有善报❤️做恶人有恶报🖤
A lucky doggie @Victor216564125
4K Followers 8K Following Career Development | AI enthusiast | Building on X | Daily learner | Singapore-based creator
越南大叔 @ChuTrieuViet
58K Followers 1K Following Everything about Vietnam ^ - ^ 美食美女和重机，主推基调乡村重金属，心有猛虎，细嗅蔷薇，换个角度看问题
Sherry Romero @RomeroSher37067
0 Followers 44 Following If you want to more information just knock us– Email: [email protected] Telegram: @ussmmhive Skype: usasmmhive WhatsApp: +1(681) 655-4332 Address: 90002 Los
SunnyXie @SunnyXie007
0 Followers 4 Following
BeyonDream(诚信互�... @BeyonDreamXYZ
3K Followers 4K Following 全球宏观 | 衍生品 | 流动性分析 & 爆仓地图 | 美股・加密・期货不对称机会 | 只给逻辑，不喊单。追寻Alpha
喵喵鸟喵喵鸟 @NiaoMiao11665
8 Followers 87 Following
E.L.O.N @Elon__Musk3778
467 Followers 2K Following
htuijijin @huangxialiu
490 Followers 742 Following
卡布达胖胖 @Mmxx998226
5 Followers 137 Following
喜羊羊（资源分... @enoch4306
8K Followers 1K Following 打破信息茧房，扩张知识边界。 互联网精神，人人为我，我为人人。 金融 ‖ 科技 ‖ 软件 ‖ 书籍 ‖ 视频 ‖ 备份学习资料，以免下一秒失联。 @我代找资源，节省你的时间。
web3 @web3_serve
3K Followers 2K Following
Alexander Stahels �... @_B_urggrabe_nH
1K Followers 8K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won't ask for your business)
【AGL】AI Gravure L... @AIGravureLab
20K Followers 3K Following https://t.co/POOPGnP2wo 👈 FANVUE 🆓 @Aillure2026 👈 姉妹アカウント AIで実在しない美女をつくります。 いろんなシチュエーションを自由に生成しています。 🚫無断転載厳禁 #AIgravure #AI美女 #Fictional #digitalart
💋💋千山暮雪�... @qianshanmux1
98K Followers 19K Following 💦💦致力于讲好祖国的故事💋💋💋因为工作很忙，所以淡推，基本不回留言！！请各位朋友谅解。🙏🙏A beautiful girl who enjoys a beautiful life🌸🌸🌸
Tia @Tiange022
55 Followers 351 Following
Ikota well meaning yo... @iktwellmningyts
2 Followers 31 Following
CCCCC @BianMian96608
4K Followers 56 Following AIGC、Vibe Coding、被粉丝逼上A股（有责任了damn) AI御三家爱好者，做过几个量化系统、跑过回测、烧了几百亿token（不夸张），实盘拉胯还是靠自己 免责：A股新人，无责任瞎推瞎分析，输赢自负。 只考虑确定性强的趋势票，周+月线为主，顺势而为。 希望粉丝管得住手，拿得住，跑得快，机会很多，少赚比亏强。
投研荟 @freearkshaw
7K Followers 83 Following 20多年机构投研，紧跟时代浪潮，聚焦高景气赛道，投资高成长股票。 目前重点AI、半导体，不久的未来机器人和商业航天，量子计算纳入观察学习 分享研究信息，记录投资琐碎。仅知识分享，非投资建议。 国内券商研究所研究员⇒私募投资经理⇒私募总经理⇒打理自己资金的摩擦性无业游民
趋势产投戴维斯 @TrendDavis
1K Followers 440 Following 环球产业趋势研究 共同穿越产业周期 我们赚的不是钱 是社会需要不断提高生产的总值 是产业环节发展诞生的资金溢出 是哪怕有泡沫也要拉满的想象力 是人类一小步但你钱包的一大步
Skyler Miao @SkylerMiao7
16K Followers 307 Following Head of Engineering @MiniMax_AI Building MiniMax M3.x, Code, Audio and @Hailuo_AI
Lucy L. @LucyBuilding
36K Followers 196 Following 👩前 Web3 工程师｜浙大 CS 硕士 ✍️Writing about US/HK equities, AI infra, semis & crypto 📈 拆解普通人真正能执行的投资路径 Sharing tools, frameworks and real portfolio notes
Serenity @aleabitoreddit
810K Followers 175 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst (白毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
Kyle Chan @kyleichan
47K Followers 2K Following Research Fellow at @BrookingsInst. China's tech & industrial policy: AI, chips, robotics, EVs, clean energy. Newsletter + podcast: https://t.co/D6k0b2dJgZ
BC.GAME @bcgame
393K Followers 244 Following Multi-award winning betting platform. Gambleaware | 18+ @bcgamecoin | @bcgamesportswin | @bcpokerofficial | @bcgamelive | @bcgamein
张小珺 Xiaojun Zha... @zhang_benita
39K Followers 118 Following Award-winning tech journalist · Host of Zhang Xiaojun Podcast
Jiayi Weng @Trinkle23897
12K Followers 184 Following MTS @openai, author of the entire post-training RL infra, core contributor of ChatGPT/GPT4/GPT4o etc. 30U30
Xiaokang Chen @PKUCXK
5K Followers 54 Following Researcher in Multimodal Team @deepseek_ai Previously Bachelor & Ph.D at Peking University @PKU1898 Opinions are my own.
Boyuan Chen @BoyuanChen0
13K Followers 581 Following Researcher @OpenAI, core member of the GPT Image research team. PhD @MIT EECS. I do world models, RL, and robotics.
砍砍.ᐟ @Lakr233
33K Followers 386 Following 我不会在个人资料里头放除了 https://t.co/kOWUWwvGx5 的链接。 #-a-different-kind-of-human.
Zizheng Pan @zizhpan
60K Followers 946 Following Researcher @deepseek_ai | Previously @nvidia @MonashUni @UniofAdelaide. Words are my own.
汗青 HQ @hq4ai
37K Followers 592 Following AIGC | Arts | AI-IP creation | Virtual Idols | AI Interactive Storytelling | https://t.co/aiF6whMY1j | https://t.co/4bDfMXETFT |
Nous Research @NousResearch
208K Followers 26 Following A bunch of nerds making progress toward open source AI https://t.co/vrD0aDJeto
JuneLiu SpicyGum🍬 @SpicygumL
1.8M Followers 520 Following Check my links🌶️▶️https://t.co/uXg8RAxAWB ◀此列表外皆为假冒 / DM & updates⬇️
Simplifying AI @simplifyinAI
36K Followers 5 Following Helping you master AI daily with step-by-step AI guides, latest news & practical tools • DM for Collabs
Feross @feross
41K Followers 2K Following ⚡️ Founder + CEO @SocketSecurity (https://t.co/7g1opA7Tr8) • 🌲 Visiting lecturer @Stanford (https://t.co/yw9prxLiLe) • ❤️ Open source @WebTorrentApp + @StandardJS
Home Assistant @home_assistant
80K Followers 270 Following Open source home automation that puts local control & privacy first. Powered by a worldwide community of tinkerers & DIY enthusiasts. News for devs @hass_devs
胡二虎 Will hu🐯 @willlhhh
2K Followers 365 Following AI Growth Hacker @ManusAI & @hey_im_Monica, 在创业公司5年，出身PM，但喜欢搞野路子增长。经常用数据视角+Agent自动化跑有意思的产品增长案例
中国娱乐汇总 @aaibbd
81K Followers 18 Following 娱乐信息 人生得意须尽欢! Make USA Great Again,President Trump is a great man.Elon also is.
Peter Steinberger �... @steipete
540K Followers 2K Following Polyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI
Fei-Fei Li @drfeifei
766K Followers 1K Following Prof (CS @Stanford), Co-Director @StanfordHAI, Cofounder/CEO @theworldlabs, #AI #SpatialIntelligence #GenAI #computervision #robotics #AI-healthcare
Andrew Ng @AndrewYNg
1.6M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
Demis Hassabis @demishassabis
1.1M Followers 172 Following Nobel Laureate. Co-Founder & CEO @GoogleDeepMind - working on AGI. Solving disease @IsomorphicLabs. Trying to understand the fundamental nature of reality.
Yann LeCun @ylecun
1.2M Followers 788 Following Professor at NYU & Executive Chairman at AMI Labs. Ex-Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Daniela Amodei @DanielaAmodei
29K Followers 289 Following President @AnthropicAI. Formerly @OpenAI, @Stripe, congressional staffer, global development
肖师傅 @xiaojietongxue
22K Followers 523 Following 25年资深媒体人，香港迪士尼乐园真人秀导演，Google数字营销与电子商务专家。法国🇫🇷INSEEC MBA，美国MarCom数字营销铂金奖得主，AMCP赫尔墨斯创意奖Hermes Creative铂金奖得主。中国内地、香港、澳洲、西班牙4家媒体公关公司。👨🍼双胞胎奶爸，现居西班牙🇪🇸马德里。
axiaisacat @axiaisacat
5K Followers 251 Following Independent developer building AI-powered web products. Creating APIs, tools, and applications that solve real problems. MCN Founder
H.E. Justin Sun 👨�... @justinsuntron
4.0M Followers 4K Following 👨💻 Entrepreneur | 🤵♂️ Diplomat | 👨🚀 Astronaut #712 | 🍌 Art Collector | Founder @trondao | Advisor https://t.co/o9xGaETpdH https://t.co/Y1UfwSJ8ko https://t.co/GSEqOn3haH | Chinese @sunyuchentron
China pulse 🇨🇳 @Eng_china5
468K Followers 32 Following China-related news and the international struggle for influence in Eurasia and a multipolar world. 中国相关动态与欧亚地区及多极世界的国际影响力博弈
@levelsio @levelsio
893K Followers 3K Following 📸https://t.co/lAyoqmSBRX $100K/m 🛰https://t.co/ZHSvI2wjyW $44K/m 🎮https://t.co/jFirUbDgtZ $39K/m 🏡https://t.co/1oqUgfD6CZ $35K/m 👙https://t.co/RyXpqGuFM3 + @X $14K/m 🌍https://t.co/UXK5AFqCaQ $10K/m 💾https://t.co/T74ZwJ1F0C $0/m
Zara Zhang @zarazhangrui
69K Followers 1K Following Builder. Dangerously skips permissions. Harvard’17. GitHub: https://t.co/KCuEajezlL YouTube: https://t.co/8xzbGWtf6w
RobinSeun_维京黑�... @RobinSeun
34K Followers 889 Following 城市规划博士 ｜ 规划咨询师｜宏观经济研究｜妄图转码｜狂爱看书｜自由和稳定每天都在撕裂我 ｜ 产品 1. “维京黑船宏观内舱”宏观课30讲； 2. 《自媒体从业者心理自救手册》；3. 制作ing
A lucky doggie @Victor216564125
4K Followers 8K Following Career Development | AI enthusiast | Building on X | Daily learner | Singapore-based creator
越南大叔 @ChuTrieuViet
58K Followers 1K Following Everything about Vietnam ^ - ^ 美食美女和重机，主推基调乡村重金属，心有猛虎，细嗅蔷薇，换个角度看问题
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