#后辈

昨日的Nike和今日的泡泡玛特 历史从来都是只会重复。

nike 推动“机器人制鞋”，各种概念叠满，已经超过10年了，净利和毛利率变化有限。机器人取代了谁？Claude 4.0 能取代白领吗？Cursor 真能取代码农吗？

Today I have started Long Term Positions in $AMD and in $NKE. I have placed $7,500 into Nike and $12,500 into Advanced Micro Devices.