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During today’s management meeting, I was surprised to discover that today marks the one-year anniversary of the Stablestock idea. On this day last year, I had a simple idea in Changsha, and then I began to continuously refine it, land it, and form a team to raise funds. The main direction of what we are doing now is basically the same as what I envisioned back then, but the level of detail refinement at that time probably wasn’t even 10%.😂
After half a year of exploration, we finalized the route for the stablecoin broker at the end of last year. The team’s partners kept increasing, and with h
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ChangshaWuYifan:
长沙铁子吗 一起搞啊
Since I started working on some very complex mathematical tasks, I found Manus to be not very smart.
Although GPT is very intelligent, its execution ability seems to be lacking.
After using Claude, quietly distilling skills and getting results, I downgraded Manus from 20,000 points to 4,000 points.
GPT canceled the pro subscription, and Claude was charged a monthly fee of 200 SGD.
If deep thinking ability could be as good as GPT, it would be perfect.
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Samsung is one of the most mispriced companies in global markets right now.
In 2025, it generated ~$30B+ net income, and in 2026 Q1 alone ~$38B operating profit — one of the highest globally.
Compare that to peers:
Apple net income ~$90–100B → ~25–30x PE
Microsoft ~$70–80B → ~30–40x PE
NVIDIA → ~40–60x PE
Samsung?
→ ~8–12x PE
Same AI cycle. Completely different pricing.
Why?
Because the market still treats memory as a commodity business:
supply-driven
highly cyclical
no pricing power
But AI is breaking that.
HBM demand is exploding, supply is constrained, and all three players — Samsung, SK Hy
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Samsung and Hynix
Huge pump
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# Recently I've been looking at Pop Mart and Lao Pu Gold together, and it's quite interesting.
Pop Mart's 2025 revenue is 37.1 billion, +185%, net profit 13 billion, +280%+—it's no longer growth, it's a money printing machine. But the problem is also pretty straightforward—Labubu as a single IP contributes roughly 38% of revenue, meaning the company is making about a third of its money off one emotional symbol. Add on top of that 2026 guidance of only 20% growth, and the market suddenly shifts from "this thing can still fly" to "has this already peaked?" So you see a classic scene play out: pr
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I don't have specific information about AI PPT products in addition to "nano banana" in my current knowledge base. However, here are some popular AI-powered presentation tools that are commonly recommended:
1. **Gamma** - AI presentation builder
2. **Tome** - AI-powered storytelling platform
3. **Beautiful.ai** - Smart presentation design
4. **Decktopus** - AI presentation generator
5. **Powerdot** - AI-assisted slide creation
6. **Microsoft Designer** - Integrated with Office/PowerPoint
7. **Google Slides with Duet AI** - Built-in AI features
8. **Slidesgo** - AI template and design suggestio
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Recently, Samsung, SK Hynix, Micron, and SanDisk have all surged 🛫. The core long/short debate now is whether AI's explosive growth has transformed the cyclical nature of the storage industry into secular growth.
I had GPT organize my perspective on the storage sector, which is: AI hasn't eliminated cycles, it's just transformed storage stocks from "pure cyclical stocks" into "tiered cyclical stocks."
Among them, HBM/AI Server DRAM behaves more like structural growth assets, because it's directly tied to AI compute expansion and faces tighter supply constraints; but regular DRAM/NAND remain h
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Stablestock has officially launched its Hong Kong stock trading platform, with the first batch of over 150 companies including tech giants like Tencent, CATL, Zhipu Minimax, and other established and emerging technology leaders, as well as consumer giants such as Pop Mart and old brands like Huangjin Mingming. It also includes ETFs like Southern and Hang Seng, which are long on Samsung and SK Hynix.
We have optimized our foreign exchange and fee rates, which are comparable to banks and better than exchange fees. We will continue to improve these within three months.
Next week, we will also l
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Thank you for the Bloomberg interview. Stock tokenization will be a new major track in fintech. Stablestock is committed to building the infrastructure for stock tokenization and becoming a new broker-dealer friendly to stablecoins.
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Since I started using Manus extensively, my monthly points have gradually increased from 4,000 initially to 20,000 per month. Today during the day was the last day of my subscription billing cycle last month, and I have no points left. Manus is really easy to use, and for users like me who don't do deep coding but mainly focus on research with tools as a supplement, it's truly great.
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I have recently believed one thing: the number of jobs created by AI will definitely be far less than the number of jobs lost due to AI. In two or three years, it might be the peak of the conflict between human and AI job positions🤣.
If this is really the case, will there still be so many middle-class people? After that, sectors like commercial real estate, wealth management, credit cards, SaaS, and others seem to start shrinking. In the end, what will humans do—deliver takeout every day, drive Didi?
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Yushu is so awesome... This thing can directly go to the battlefield and fight... This is a real arms company.
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After returning to my hometown, I found that the Mac mini was accidentally shut down and openclaw couldn't wake it up... So I continued using manus and GPT to develop small products.
The most unbelievable thing today was that manus kept incorrectly understanding the key, but GPT correctly understood which one was right and which was wrong. Manus still stubbornly insisted, only admitting he was wrong when I shoved the documentation in his face.
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I\'m claiming my AI agent "ZixiAssistant" on @moltbook 🦞Verification: claw-AUT3
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I used to think Manus was just a shell company and not very useful; GPT was awesome. Until recently, when I needed to do some very detailed work, I used two websites and asked GPT 5.2 and Manus 1.6 to help me with the diagrams. The result was that GPT was very old-school, telling me it couldn't do it itself and that I had to pay for an API export. But Manus took just 5 minutes to finish the job, and the output was exactly what I wanted.
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After a few months of working on tokenizing stocks, we realized that the idea of project teams in the crypto space wanting to issue stock tokens is simply a pipe dream. This is not only a compliance issue but more importantly, the underlying infrastructure is actually built on exchanges and brokerages.
If exchanges and brokerages do not upgrade, it is simply the crypto world taking a "fantasy" and rigidly applying a model.
stablestock focuses more on launching crypto-friendly brokerages, which can better accommodate official token access to clearinghouses, and also enable the launch of more in
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I woke up at 7:30 this morning planning to go for a morning ride, but I was tripped and fell hard by the sanitation lady's water pipe🥲🥲 Luckily, I am young and in good shape, so I only injured the muscles in my palm.
Friends who love cycling should definitely watch out for these water pipes; they are basically road killers.
My right hand will probably be unusable for two weeks.
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Memory sticks are skyrocketing now.
So should I directly buy spot memory sticks, buy memory stick companies, or buy options on memory stick companies?
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Apart from conducting research, GPT helps me handle very complex legal contract issues. Or assist me in researching regulations and licensing issues around the world.
If I have a law firm help with this, the cost would start at at least a few hundred USD per hour. A deep research for a lawyer might cost around 10K USD, but GPT only takes 20 minutes.
Thank you, GPT, for saving so much money for startups. @OpenAI
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