Stefano Bernardi@stefanobernardi · 2026/08/26赛道影响RT @arian_ghashghai: I will probably get roasted for this take, and yes every hype bubble (be it crypto, ai, robotics etc) has disingenuous…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Stefano Bernardi@stefanobernardi · 2026/08/25观点输出Watch this team.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/25观点输出@nickdijkstra not really, prices are already top of the range, and renovating these massive properties that are super old would take a gazillion €.
On top of that, they really only rent it out 2-4 months of the year.
As a purely financial investment, it makes little sense.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/25赛道影响Governments will do "whatever it takes", but not cut deficit spending and unsustainable welfare.
👌
Keynesianism is a mental illness.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Stefano Bernardi@stefanobernardi · 2026/08/25观点输出È un'ottima domanda.
La risposta immediata è quella parte che i comunisti si vogliono accalappiare.
La risposta più complessa è che le banche sono un monopolio cartelloso praticamente senza concorrenza, e di conseguenza fanno profitti a scapito dei cittadini.
La soluzione non è però rubare i profitti, ma rendere legale creare nuove banche senza anni e anni di burocrazia (e connessioni, e miliardi di euro, etc.)
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/25赛道影响We're in one right now. Outside: the most stunning home on the Riviera. Inside: 50yr old mattress, paint crumbling from ceiling, kitchen from 1980s Yugoslavia, lights don't work, moldy tablecloths, etc.
The outside reflects the glory of the past, the inside the poverty of now 🇪🇺
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Stefano Bernardi@stefanobernardi · 2026/08/24观点输出RT @nickshirleyy: California has officially signed the “Stop Nick Shirley Act” (AB 2624) into law. This bill was created only after I expos…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/23观点输出@BrianNorgard absolute chad
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/18观点输出@km I have 0 idea but feel like 65 is too little and 650 is too much. 2-300M?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Stefano Bernardi@stefanobernardi · 2026/08/06观点输出We're at a pivotal moment in time, where we feel the future state of the world is going to be decided.
This year, in November, we gather in London to discuss what the State of the Future will look like.
How sovereignty shifts, where nation states end and what comes next https://t.co/XYkgejjumz
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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