嘿嘿

本帖于 2026-02-12 18:24:57 时间, 由普通用户 越王剑 编辑
回答: The worst is yet to come越王剑2026-02-12 13:27:38

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.

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不这么投资,就没法和中国竞争 -凊荷- 给 凊荷 发送悄悄话 凊荷 的博客首页 (172 bytes) () 02/12/2026 postreply 19:33:14

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