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来源: 于 2026-02-12 18:22:58 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

I warned Netflix's woke culture's change, Bitcoin's bear flag, silver's bubble like top. Now I warn about stocks especially tech where retails concentrated positions are.

capEx is at its extreme with $200B from Amazon, 100 years bond from Google.