關於 hole in one data ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html

這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.

🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.

🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.

Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.

🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/

WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).

https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123

Pictures: Tractor Supply內部照片

//“For years, people tried to poke every possible hole in the supernova data to try and reach a different conclusion than a dark energy-rich Universe whose expansion was accelerating. In the end, there was too much other data; by 2004 or 2005, even if you ignored all the supernova data together, the evidence for dark energy was overwhelming. Today, it’s much the same story: even if you (unjustifiably, mind you) ignored all of the supernova data, there’s too much evidence that supports this dual, but mutually inconsistent, view of the Universe.”

It’s enormously tempting, when two different teams are getting two different results, for people on one team to point at the other and get excited about all the possible ways the other team might have gone wrong. But when it comes to the issue of the controversy over just how fast the Universe is expanding, we’re far, far beyond that point. Even if you completely discounted the strongest of the results on either side, there’s still so much strong evidence of these two general classes of methods yielding different results that we’d still have to reckon with a very real problem.//

我們得奧斯卡啦~~~~🏆
　　　
👏👏👏👏👏👏👏👏👏👏👏　　
　　　　　
科學界知名的「突破獎基金會」(Breakthrough Prize)近日宣佈，2020 年度的「#基礎物理獎」頒發給「事件視界望遠鏡合作計畫」（The EHT Collaboration）的 347 位成員，其中有 53 位為本院天文所格陵蘭望遠鏡計畫現職或前任同事，比例超過 15 %。

評審團認為，＃史上第一張黑洞影像　成就意義非凡，所有望遠鏡收到的訊號，須先藉由原子鐘精確計時以同步整合，進而形成相當於地球大小的一座虛擬望遠鏡，此時才有足夠的解析力看到黑洞。

後續還經過大量分析、特殊演算程式開發等新穎技術，最後才顯示出一圈亮環，標記著光在繞著黑洞旋轉的位置，亮環中的那塊暗黑，代表著即使是光也無法從中逃離的黑洞重力區，黑洞暗影，正與 #愛因斯坦廣義相對論 的預測完美相符。

⭐對物理學而言，這是很根本而重要的突破性成就。

本院賀曾樸院士表示：｢中研院天文及天文物理研究所成立之初，即策略性挑選電波天文學以及干涉技術深入發展，目的在於取得極高解析力，過程困難，極具挑戰，獲得前沿科學重大成果的機會。

今天我們已看到了過去以為看不到的黑洞，這是臺灣在科學方面的大豐收。EHT計畫共有八座望遠鏡，臺灣和其中三座一直在合作，也就是次毫米波陣列望遠鏡、ALMA望遠鏡、及詹姆士克拉克麥斯威爾望遠鏡，臺灣還佈建了格陵蘭望遠鏡，並已取得下一個實驗計畫所需資料。」

#黑洞 #中研院

🌑相關消息：https://www.sinica.edu.tw/ch/news/6347

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🏆突破獎（Breakthrough Prize）🏆

「突破獎」有「科學界奧斯卡獎」之美譽，是2012年起頒發的科學獎項，獎勵在生命科學（每年最多4名）、數學（每年1名）和基礎物理學領域（每年1名）有傑出貢獻的世界頂尖科學家。每年得獎者是由前一屆突破獎得主組成的遴選委員決定。

突破獎由謝爾蓋·布林、普莉希拉·陳及馬克·祖克柏夫婦、馬化騰、尤里·米爾納及茱莉亞·米爾納夫婦、安妮·沃西基等贊助。

突破獎的獎座成環面形，由 Olafur Eliasson所設計的，設計概念為「這些很棒的點子哪裡來」，如同Eliasson大部分的作品，始終在探索藝術與科學之間的共通點，讓人聯想到黑洞、星系、貝殼和脫氧核糖核酸線圈的自然形態。

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🎯看到了！中研院參與國際計畫 發表史上首張黑洞影像
https://www.youtube.com/watch?v=t9_NhzhVJUo

🎯2019院區開放暨黑洞主題特展：
https://openhouse.sinica.edu.tw/

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🥇 2020 Breakthrough Prize in Fundamental Physics Awarded to 347 Members of the Event Horizon Telescope Collaboration

https://breakthroughprize.org/News/54

Description:
Using eight sensitive radio telescopes strategically positioned around the world in Antarctica, Chile, Mexico, Hawaii, Arizona and Spain, a global collaboration of scientists at 60 institutions operating in 20 countries and regions captured an image of a black hole for the first time.

By synchronizing each telescope using a network of atomic clocks, the team created a virtual telescope as large as the Earth, with a resolving power never before achieved from the surface of our planet.

One of their first targets was the supermassive black hole at the center of the Messier 87 galaxy – its mass equivalent to 6.5 billion suns.

After painstakingly analyzing the data with novel algorithms and techniques, the team produced an image of this galactic monster, silhouetted against hot gas swirling around the black hole, that matched expectations from Einstein's theory of gravity: a bright ring marking the point where light orbits the black hole, surrounding a dark region where light cannot escape the black hole's gravitational pull.


#EHT #Blackhole #BreakthroughPrize #AS #AcademiaSinica #Taiwan #Research #Astronomy