以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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5 atoms · 跨 3 天 · 首见 2026-05-08 · 最近 2026-06-21

三色: 🟦 fact 1 · 🟥 take 4 · stance ▲2/▼3/◆0

来源: X 5

时态: aging:3 · fresh:2

标签: 好观点:4 · 好信源:1

2026-06-21 · Seth Klarman 对持有现金的看法
Seth Klarman on holding cash: "I would accept that I almost certainly made a mistake. Holding cash to that extent - there were times we had 30% cash or higher - I viewed that as valuable optionality. The problem is that optionality didn't pay off very well for big swaths of time, particularly since 2008."
tags: 好信源 · → daily
value: qty=30% cash or higher · date=historical
2026-06-15 · AI数据中心的物理投入需求
the demand for the physical inputs into AI is through the roof
tags: 好观点 · → daily
value: direction=非常高
2026-05-08 [老化中] · portfolio重组
바우포스트 그룹이 기술주 비중을 줄이고 저평가 종목으로 포트폴리오를 재편했다
tags: 好观点 · → daily
2026-05-08 [老化中] · 减持Alphabet
알파벳을 대거 매도
tags: 好观点 · → daily
2026-05-08 [老化中] · 新增或扩仓Amazon
아마존과 핀테크 기업을 신규·확대 편입
tags: 好观点 · → daily