NewLeaf2021 - 博客

(2026-04-11 09:16:57)

偶然注意到在不同的PLATFORM（比如MOOMOO，WEBULL，YAHOO，给的P/EFWD不同，$NOW的P/EFWD从34.62(MooMoo)，35.78(Webull),到20ish都有，WHY？ByGrok**TheaccuratecurrentforwardP/E(P/EFWD)forServiceNow($NOW)isapproximately19.8(non-GAAPbasis),asoftheApril10,2026close.**ThisistheconsensusfigureshownonmajorplatformslikeYahooFinance(19.80)andGuruFocus(~19.8–19.9).AttheApril10closingpriceof$83.00,thisreflect...[阅读全文]

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Palantir

(2026-04-11 08:05:34)

“Courageisthemotherofallvirtuesbecausewithoutit,youcannotconsistentlyperformtheothers.” —Aristotle 难忘当年在Palantir上市之际，我第一次听见KARP在一个小民房的小角落，接受还是小博客的AMIT频道的采访。从那刻起，对KARP们的THINKINGFRAMEWORK感到一种Courage，一种Energy，一种Connection，一种在WOKEMIND遍及西方各公立系统尤其教育系统，在社会整体结构次序与承力呈现明显螺旋下降趋势中的[阅读全文]

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Friday, April 10, 2026, 最新大陆-台湾 -journey for peace

(2026-04-10 17:37:49)

Thepostyourecallreferstoahigh-levelmeetingbetweenChinesePresidentXiJinpingandChengLi-wun,thechairpersonofTaiwan’smainoppositionparty,theKuomintang(KMT).ThemeetingtookplaceonFriday,April10,2026,attheGreatHallofthePeopleinBeijing.Itisbeingdescribedbyinternationalmediaasthemostsignificantcross-straitencounterinoveradecade.CoreMeetingDetails TheIntent:ChengLi-wunframedthetripasa"journeyfor...[阅读全文]

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股市，当前局势与Ray Dalio 论点

(2026-04-08 19:56:11)

ByGrok：你提到的当前局势确实挺复杂的：**伊朗相关冲突**出现了短暂的**两周停火/谈判窗口**（特朗普暂停打击，伊朗接受条件包括开放霍尔木兹海峡等），但整体地缘政治硝烟远未散去。RayDalio前几天（4月7日左右）在Substack和LinkedIn上发文，直言“我们已经身处一场不会很快结束的世界大战中”（WeAreInAWorldWarThatIsn'tGoingToEndAnytimeSoon），我完全理解你为什么会联[阅读全文]

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Ray Dalio: The Big Thing: We Are In A World War

(2026-04-07 12:18:02)

https://x.com/RayDalio/status/2041531182018367773?s=20 https://x.com/RayDalio/status/2041531182018367773? RayDalio:TheBigThing:WeAreInAWorldWarThatIsn'tGoingToEndAnytimeSoon RayDalio：大局观——我们正处于一场短期内不会结束的“世界大战”之中首先，在这个充满挑战的时期，我祝愿你一切安好。同时我要说明：我在下文所描绘的图景，并非我希望它成为现实的样子，...[阅读全文]

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AI Whistleblower: We Are Being Gaslit By AI Companies, They’re H

(2026-04-07 08:31:52)

https://www.youtube.com/watch?v=Cn8HBj8QAbk&t=9sAIWhistleblower:WeAreBeingGaslitByAICompanies,They’reHidingTheTruth!-KarenHAOHerlatestbookisthebestselling‘EMPIREOFAI:InsideTheRecklessRaceForTotalDomination.’https://www.youtube.com/watch?v=Cn8HBj8QAbk&t=9s?OpenAIsection[阅读全文]

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Peter Lynch's 6 rules for finding multi-baggers

(2026-04-07 06:13:36)

TrainingP/E15% PEGRatio<2 MarketCap>$5B [阅读全文]

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Terafab Keynote | Building AI Chips for Earth & Space

(2026-04-06 15:21:14)

PublishedApril6,2026byTeslahttps://www.youtube.com/watch?v=Txt3Wodav1oTerafabKeynote|BuildingAIChipsforEarth&Space[阅读全文]

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Plant can sense your energy, too

(2026-04-05 18:07:24)

https://youtube.com/shorts/gobodi_sols?si=XWTuOxS987ICCeTC Awhileago,afriendsaid:"Everythingisaboutenergy." SOtrue [阅读全文]

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Chloe Zhao, The-Director of ‘Hamnet’ on the Oscars and Her Midli

(2026-04-05 16:00:51)

https://www.nytimes.com/video/podcasts/100000010668318/chloe-zhao-is-yearning-to-know-how-to-love.html Or https://www.youtube.com/watch?v=IKLm3w341AM&t=64s Artisnottryingtoteachussomethingthatwedon'tknow.It'stryingtohelpusrememberwhoweare. Whenwearegoingthroughourgreatestheartbreakandthemostdifficulttime,wedon’tlookforfacts,welookforpoetrybecauseital...[阅读全文]

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新叶投旅笔记