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$比特币 (BTC.CC)$ 谈判破裂了。。大多数人已经知道停火是假的，这只是美国重新武装的诡计。。战争还将继续，而且会更加糟糕。。
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105251507
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$ServiceNow (NOW.US)$ CLAUDE训练的大型语言模型（LLMs）可以做到SNOW卖给客户的事情，并且成本只有一半。为什么公司还需要SNOW，当他们可以直接使用CoPilot或Claude时？
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$Snowflake (SNOW.US)$ 在这次危机中能够存活下来的SaaS公司只有ServiceNow。它与Anthropic和OpenAI合作，将它们的系统集成到ServiceNow中。目前所有SaaS公司都在遭受打击，但当人们开始看清哪家公司能够活下来并获取巨大利润时，情况就会改变。
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105251507
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105251507
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$ServiceNow (NOW.US)$ 瑞银降级，人力资源糟糕，优秀领导离职，Anthropic 和 Copilot 能做Bill一直强调的所有事情。
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105251507
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$ServiceNow (NOW.US)$ 现在它像一把落下的刀，会继续加仓！😁
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$CoreWeave (CRWV.US)$ 我认为所有数据中心的建设都会延迟，有消息称中国的电气元件供应商出现短缺。100%的数据中心项目将会延迟，股票可能会崩盘。目前他们正试图通过发布这些消息吸引更多投资者投入更多资金。等到财报发布时，肯定会有数据中心延迟的消息。
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105251507 : 嗯，也把netayanhu的仓位调一下吧……30股苹果