關於 tech thursday ，我們在網路上蒐集到這些相關的討論、資訊與評價

𝗡𝗘𝗫𝗫𝗖𝗥𝗘𝗔𝗧𝗘 𝘅 𝗖𝘆𝗯𝗲𝗿𝗽𝗼𝗿𝘁 𝗣𝗿𝗲𝘀𝗲𝗻𝘁: 𝗔𝗿𝘁 𝗧𝗲𝗰𝗵 𝗠𝗮𝘀𝘁𝗲𝗿 𝗦𝗲𝗿𝗶𝗲𝘀

Tomorrow @therealkavemura and I are going to talk about 𝐌𝐮𝐬𝐢𝐜 𝐓𝐨𝐤𝐞𝐧𝐢𝐬𝐚𝐭𝐢𝐨𝐧 hosted by 𝐑𝐚𝐲𝐦𝐨𝐧𝐝 𝐂𝐡𝐚𝐧 (𝐀𝐥𝐩𝐡𝐚𝐛𝐫𝐚𝐢𝐧), please join us at @cyberporthkofficial or watch the livestream at their Facebook page at 6-7pm!

Organized by NEXXCREATE, the “Art x Tech - Master Series” hybrid event will be hosted at Cyberport on three consecutive Thursday evenings, beginning on September 9.

To foster exchanges between the innovation and technology sector and the arts and culture sector, Cyberport will host the "Tech x Arts - Masters Series" livestreamed sharing sessions, inviting local artists from multiple industries including the music industry, visual effects, etc. are invited to exchange ideas with Cyberport community start-ups Paititi, Alphabrain and Syzygy on how to integrate technology such as virtual reality (VR), hologram and more into artworks.

Register Now: https://forms.gle/KKrT5WutEdmyBnAs8

#Cyberport #CyberportCommunity #ArtTech #SmartLiving #SmartCity
#Yuen_Yuen #Yuen圓圓Yuen #DJMissyellow #MissYellow #Kavemura

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

"To me photography is an excuse, a passport to travel into other people’s worlds. Fascinating people from all walks of life I wouldn’t have met otherwise. We share a moment and I try to capture their essence. It’s one of the biggest privileges I can aspire to as a human being.”
— Dotan Saguy

Join us this Thursday, July 29, 2021 at 1PM PDT for a one-on-one conversation with Street and Documentary Photographer, Dotan Saguy, hosted by the Tom A. Smith, VP of the Leica Akademie USA. Dotan will discuss his progression from working as entrepreneur in the tech industry to becoming a renowned photographer with two published monographs.

Registration is required. RSVP: https://bit.ly/leicaconversations_dotan
@DotanSaguy #LeicaCameraUSA #LeicaConversation #DotanSaguy #TellYourStory #WorldDeservesWitnesses

毎週木曜日渋谷クラブWOMB』にて主催している韓国クラブで流れる曲（bounce house tech house minimal funkhouse)を軸にkpopも含めた選曲によるpartyです。
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今回の動画は、ハロウィンの日に開かれたパーティーの内容となります。
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every Thursday held at Shibuya club WOMB
this event is like a Korean club style (bounce house tech house minimal funk house & kpop)
and ,this time is halloween party.
please check & subscribe !!!!!!!!!
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instagram :https://www.instagram.com/djflavio__dys/
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twitter:https://twitter.com/DJFLAVIO_dys
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Habitat by Honestbee is the world’s first tech-enabled, multi-sensory grocery and dining experience! It is not just a sophisticated supermarket or an insta-worthy cafe. Habitat by Honestbee promises an extraordinary dining and shopping experience in a 60,000-square-foot wonderland.

What is the one thing which you should try at Honestbee Habitat?

It has to be Poofy’s signature pancakes. Each batch of pancakes requires at least 15 minutes to perfect. Good things are worth the wait, and Poofy’s pancakes ($14) are certainly worth waiting for.

HABITAT BY HONESTBEE
Address: 34 Boon Leat Terrace, #01-01, Singapore 119866
Opening Hours: 10am to 10pm (Sunday - Thursday) and 10am to 12am (Friday, Saturday and Eve of Public Holiday)

Read more: https://www.misstamchiak.com/honestbee-habitat-singapore/

Follow us on FACEBOOK, INSTAGRAM and TWITTER:
Facebook: https://www.facebook.com/misstamchiak/
Instagram: https://www.instagram.com/misstamchiak/
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#honestbee #honestbeehabitat #misstamchiak

Hi Everyone! :) ( MORE INFO BELOW!)

Another outdated vlog of our weekend at KL!

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Tiara xx

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