John_Tang
2025.11.20 14:11

agree,尤其是 openai 那一段

Longbridge - 奇迹的交易员cola
奇迹的交易员cola

Just now, Brother Feng answered a question, which was quite enlightening for the younger brother; to make a bold statement, personally, I believe that the value of digging out gold needs to far exceed that of the shovel sellers to prove that the current ecosystem has no bubble, or at least not such a big one; and among those who have dug out gold, Google currently seems to have dug out the most, so Google's upper limit will determine NVIDIA's upper limit within a certain period of time.

So if the younger brother had to choose. Maybe the shovel seller's shovel seller, TSMC; currently, which seems most likely to dig out the most gold, Google, would be a better target to focus on in the future; it must be said, Brother Feng is truly far-sighted.

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