Julia's coding blog - Practice makes perfect

From January 2015, she started to practice leetcode questions; she trains herself to stay focus, develops "muscle" memory when she practices those questions one by one. 2015年初, Julia开始参与做Leetcode, 开通自己第一个博客. 刷Leet code的题目, 她看了很多的代码, 每个人那学一点, 也开通Github, 发表自己的代码, 尝试写自己的一些体会. She learns from her favorite sports – tennis, 10,000 serves practice builds up good memory for a great serve. Just keep going. Hard work beats talent when talent fails to work hard.

Wednesday, September 10, 2025

Netflix is teaming up with Amazon, and it's dragging down adtech rival The Trade Desk's stock

By Lara O'Reilly

Sep 10, 2025, 10:19 AM PT

Advertisers will soon be able to buy ads on Netflix via Amazon's ad buying platform, Amazon DSP.
The partnership, announced Wednesday, is another blow to Amazon rival The Trade Desk.
Competition between the pair has been intensifying, and The Trade Desk's stock has halved this year.

The hits keep coming for adtech firm The Trade Desk.

Netflix on Wednesday said it had entered a partnership with Amazon to let advertisers use the Amazon DSP to buy ads on Netflix starting in the fourth quarter. The Amazon DSP, or demand-side platform, is a self-service software that lets advertisers plan and buy ads across Amazon's properties and other apps and websites.

The Amazon DSP is a direct competitor to The Trade Desk, a pure-play public adtech company. The rivalry between the pair has been heating up following years of quiet investment from Amazon as part of a strategy to eventually overtake The Trade Desk and Google to become the world's No. 1 DSP.

Amazon has been elbowing in on key media partnerships that had given The Trade Desk — which is also a Netflix DSP partner — its edge in the fast-growing connected-TV space. Amazon recently signed similar deals with Roku and Disney, for example.

On Wednesday, analysts at Morgan Stanley downgraded The Trade Desk's stock to equal-weight from overweight and pared down their price target for the stock to $50 from $80.

In a note to clients sent before the Netflix deal was announced, Morgan Stanley's analysts cited "lingering execution concerns, softness in the open web ad market, and intensifying competition in CTV," noting the recent growth of Amazon DSP specifically.

The Trade Desk shares were trading down over 10% on Wednesday. The stock is down over 60% year to date.

Jeff Green, The Trade Desk CEO, said on the company's August earnings call that "Amazon is not a competitor" — though he doesn't appear to have convinced the analyst community that his assertion carries much weight.

"It is glaringly obvious The Trade Desk is under attack," analysts at Lightshed Partners wrote in a note on Wednesday, covering the Amazon-Netflix partnership.

A spokesperson for The Trade Desk said the company has always believed in an open and competitive marketplace. Advertisers can also buy Netflix ads via Yahoo, Google, and Microsoft's ad-buying platforms.

"We are often an early partner for good reason, and we hope we are a catalyst for a sustainable open ecosystem with competition," The Trade Desk spokesperson said in a statement. "We believe that the more open and competitive the market is, the greater our opportunity to win."

Jesse Livermore's 21 Trading Rules - r/Daytrading October 2022 Edition

Here is the article.

Jesse Livermore is widely regarded as the greatest speculator who has ever lived. Below are his 21 trading rules that were relevant 100 years ago and will be for the next century. I've incorporated the community's posts/comments from the past month to demonstrate the timeless nature of these concepts. Enjoy!

1. Nothing new ever occurs in the business of speculating or investing in securities and commodities.

This is the day trader’s modus operandi: we wake up, scan the markets, prepare, and look for familiar price action, setups, or patterns to trade. Some traders watch a single instrument and become intimate with how it moves (#ES for example). Others stick to a basket of the same tickers, while another group trades whatever is moving that session.

We're all the same, however. Each trader is looking for high probability opportunities which have favorable reward-to-risk and are repeatable. If you want to be consistently profitable, then you must be consistent with your actions. Nothing new ever occurs once you've accumulated enough screen time.

Synopsys set to wipe out 2025 gains as shares tank on China business woes

Published on 09/10/2025 at 10:57 am EDT - Modified on 09/10/2025 at 11:55 am EDT

Reuters

Synopsys

(Reuters) - Shares of Synopsys fell nearly 35% on Wednesday, putting the chip design software provider on track to erase this year's gains, as Sino-U.S. trade tensions hurt quarterly revenue and left investors mulling the future of its China business.

Successive U.S. administrations have attempted to restrict Beijing's access to American chip technology, limiting U.S. firms' reach into a key semiconductor market. This has hurt Synopsys, which provides software for designing complex processors.

The company, poised for its largest single-day drop in share price on record, reported revenue of $1.74 billion for the third quarter ended July 31 on Tuesday, missing analysts' estimates according to LSEG data.

It recorded weakness in its IP business in the quarter, which CEO Sassine Ghazi attributed to export restrictions disrupting business in China and challenges at a major foundry customer.

Synopsys faced over a month of U.S. export curbs on chip design software to China, essentially cutting off the market that brings over 10% of revenue for major industry players.

Though the restrictions placed in late May were ultimately lifted in July, "Chinese customer confidence has been shaken and spending appetite has waned considerably," Piper Sandler analysts said.

Shares of peer Cadence Design Systems fell nearly 7%.

While Ghazi did not name the foundry customer, Intel, a long-standing Synopsys patron, has significantly pared back its chip manufacturing ambitions and slowed down or canceled various foundry projects.

Synopsys had likely focused a lot of IP resources on Intel's "18A" technology, J.P. Morgan analysts said.

Intel CEO Lip-Bu Tan has scaled back 18A plans, originally positioned for external customers, saying it could generate a reasonable return only if used for Intel's own products.

Synopsys is also conducting a strategic review of its business after closing its drawn-out $35 billion buyout of engineering design software firm Ansys in July.

The company will cut its workforce by 10% by the end of fiscal year 2026, CEO Ghazi said.

(Reporting by Arsheeya Bajwa in Bengaluru; Editing by Vijay Kishore)

Ellison Tops Musk as World’s Richest Man After $101 Billion Gain

By Anders Melin

September 9, 2025 at 8:50 PM PDT

Updated on

September 10, 2025 at 7:24 AM PDT

Takeaways by Bloomberg AIHide

Larry Ellison has become the world’s richest person for the first time, ending Elon Musk’s nearly year-long reign in the top spot.
Ellison’s fortune soared $101 billion after Oracle Corp. reported quarterly results that surpassed expectations and said there’s more growth to come.
The increase lifted his total fortune to $393 billion, ahead of Musk who sits at $385 billion, according to the Bloomberg Billionaires Index.

Larry Ellison has become the world’s richest person for the first time, ending Elon Musk’s nearly year-long reign in the top spot.

Ellison’s fortune soared $101 billion as of 10:10 a.m. in New York after Oracle Corp. reported quarterly results that surpassOracle’s Big Deals With OpenAI, Nvidia Fuel Cloud Turnarounded expectations and said there’s more growth to come.

The increase lifted his total fortune to $393 billion, ahead of Musk who sits at $385 billion, according to the Bloomberg Billionaires Index. It’s the biggest one-day increase ever recorded by the index.

Musk became the world’s richest person for the first time in 2021 before losing the title to Amazon.com Inc.’s Jeff Bezos and LVMH’s Bernard Arnault. He reclaimed it last year and had held it for just over 300 days.

Ellison, 81, who co-founded Oracle and is now chairman and chief technology officer, has the bulk of his net worth tied up in the database software company.

Oracle’s shares, which had already gained 45% this year through Tuesday’s close, soared 41% Wednesday after the company posted a major increase in bookings and gave an aggressive outlook for its cloud infrastructure business. It’s the company’s largest single-day surge ever.

Shares of Tesla Inc., by contrast, are down 13% this year. The company’s board has proposed a massive pay package for Musk that, if he succeeds in meeting a series of ambitious targets, could make him the world’s first trillionaire.

Larry Ellison has become the world’s richest person for the first time, ending Elon Musk’s nearly year-long reign in the top spot.

Ellison, 81, who co-founded Oracle and is now chairman and chief technology officer, has the bulk of his net worth tied up in the database software company.

Tuesday, September 9, 2025

星际之门项目与甲骨文合作，推进4.5GW发电量

甲骨文 ( NYSE: ORCL ) 和 OpenAI (由微软 ( NASDAQ: MSFT )支持) 宣布合作在美国建设额外 4.5 千兆瓦的星际之门数据中心容量，使正在开发的总容量达到 5GW 以上。

OpenAI 表示： “加上我们位于德克萨斯州阿比林的 Stargate I 站点，与 Oracle 的此次额外合作将使我们正在开发的 Stargate AI 数据中心容量超过 5 千兆瓦，可运行超过 200 万个芯片。”

OpenAI 正在德克萨斯州阿比林开发一个大型数据中心，并正在考虑在密歇根州、威斯康星州、怀俄明州、新墨西哥州、佐治亚州、俄亥俄州和宾夕法尼亚州寻找潜在站点。

位于阿比林的星际之门一号（Stargate I）建设进展顺利，部分设施已投入运营。甲骨文公司上个月开始交付 Nvidia GB200 机架，早期训练和推理工作负载现已运行，为 OpenAI 的下一代前沿研究提供支持。

美国总统唐纳德·特朗普于今年1月在白宫正式宣布了“星际之门”计划。软银（OTCPK：SFTBY）和甲骨文（NYSE：ORCL），以及Arm Holdings（ARM）、微软（NASDAQ：MSFT）和英伟达（NVDA）也被列为主要合作伙伴。这项为期四年、耗资5000亿美元的项目旨在显著提升美国的人工智能基础设施。

今年 5 月，甲骨文还被指定为主要合作伙伴，与 Nvidia、OpenAI、思科系统 ( CSCO ) 和 G42 一起在阿拉伯联合酋长国建设星际之门阿联酋。