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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Bubbles

4 atoms · 跨 3 天 · 首见 2026-05-26 · 最近 2026-06-25

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

来源: 群 4

时态: stale:2 · fresh:1 · aging:1

标签: 好观点:3 · 好思考:1 · 好数字:1

叙事 (narrative) (1)

2026-06-25 · 引述Maverick: 集体理性暂停=空气泡, 不需要违约
It just needs everyone to do the rational thing at once — pause, and digest. One hyperscaler slows new construction while it waits to see where token economics settle. A lab pushes a delivery date six months right rather than commit at a price it can't underwrite. A chipmaker holds an order instead of breaking ground. Each decision is individually prudent. Collectively, it's an air pocket.
tags: 好思考 · → daily

立场 (position) (3)

2026-06-25 [老化中] · 观点: MSFT跌23%就是明确信息
MSFT down 23% from the peak. In a straight line. There is no overthinking that message
tags: 好数字·好观点 · → daily
value: qty=23%

展开 2 条老旧 / 已过期

2026-05-27 ◌ [老旧] · 半导体拥挤度判断
SMH close to topping... been a min since i have seen ridiculousness staunchly defended like this before
tags: 好观点 · → daily
2026-05-26 [老旧] · 通胀对非 AI 资产的压制
Bubbles: inflation isnt going away and is crushing everything outside of AI bottlenecks
tags: 好观点 · → daily

时间轴 (近 20)

2026-06-25 · narrative · 引述Maverick: 集体理性暂停=空气泡, 不需要违约 · → daily
2026-06-25 · position · 观点: MSFT跌23%就是明确信息 · → daily
2026-05-27 · position · 半导体拥挤度判断 · → daily
2026-05-26 · position · 通胀对非 AI 资产的压制 · → daily

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