🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
同時也有6部Youtube影片,追蹤數超過1萬的網紅Mat Salleh Cari Makan,也在其Youtube影片中提到,Ewa ewa... ewa bule..... ?? Bahagian 2 “Rhys dan Family Vlog” ke Kota Bharu Kelantan. Bersempena "Cuti Krismas" Rhys dan family merentas ke Kota Bh...
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google family plan 在 SF Artography Facebook 的最佳解答
Okay seriously Raya is Raya tapi kebetulan Raya tahun ni tak akan sama macam Raya sebelum ni sebab coronovirus disease (COVID-19). Please la betul2 FAHAM and ambil SERIOUS tentang pandemic dan situation sekarang. Jangan seronok2 nak balik kampung, pergi visit family members, sedara mara, kawan2, jiran tetangga or anyone pun.
KKM pun nasihatkan kita yang menyambut untuk adakan perayaan tertutup antara ahli keluarga rumah sahaja (maksudnya sekarang duduk 2 orang kat rumah, 2 orang je lah beraya). Elakkan dari menziarahi dan kunjung mengunjung.
So again, it's a big NO NO untuk pergi visit mak, ayah, adik beradik mahupun sesiapa yang tak duduk serumah dgn kita. Please jangan risk kan anyone especially orang2 yang kita sayang.
Orang2 tua dan budak2 risiko lebih tinggi untuk kena jangkitan. Lagi2 kalau diorang memang ada penyakit dan memang dah sakit tapi diorang sendiri ingat diorang okay (orang berumur banyak mcm ni sebab degil xnak pergi hospital dan ingat semua okay tapi sebenarnya tak). Kita kena extra jaga untuk golongan2 ni. Lagi2 kalau kita muda dan sihat tapi sebenarnya kita silent carrier (pembawa virus tapi tak sakit), lepas tu pergi merata2 and tak jaga SOP and lagi teruk pergi melawat diorang. Macam mana?
Kalau betul2 sayang mereka, jangan jadi selfish and jangan jadi berani sgt untuk tunjuk sayang dengan cara yang salah. Tak perlu visit sebab 'Raya' dan tradisi. Fahamkan mereka. Bila keadaan sebenarnya masih darurat (COVID-19 masih ada, masih teruk, belum settle, belum ada vaccine), maka kita ikut SOP, ikut isu dan perkembangan semasa local dan global, ikut facts dan ikut mana yang betul dan patut kita buat demi kesejahteraan semua orang. Jangan dengar dari one source and fikir oh dah boleh Raya and hidup macam biasa. Belum lagi. Selagi virus ni masih ada, kita perlu patuh pada arahan sebaik mungkin. Kalau orang lain langgar kita jangan ikut. Kalau ni xboleh follow, macam mana nak tolong diri sendiri, orang lain, negara dan dunia/Earth?
Tolonglah faham sebenar erti Raya itu sendiri. Raya bukanlah untuk bersuka ria sahaja dan kunjung mengunjungi. Hari Raya Aidilfitri tu adalah tanda berakhirnya bulan Ramadhan yang mana kita yang menjalani ibadah puasa dengan tekun. Di tempat2 lain, Raya disambut hari pertama sahaja, kita kat sini sambut sebulan sebab puasa sebulan. Semoga kita mendapat kesedaran bersama. Tahun ni biar kita Raya berjauhan tapi dekat di hati sebab sayanglah kita taati perintah berkawalan dengan sebaiknya untuk orang2 yang kita sayang. Raya tu biar bermakna dengan kita appreciate hari Raya pertama sambut atas rasa syukur kita sudah lengkap berpuasa dengan baik dan benar2 mengerti erti puasa sebulan itu.
Kalau dah plan nak balik Raya bukan atas sebab yang sangat kukuh, tolonglah batalkan perjalanan atau plan tu. Kalau kita betul2 sayang dekat orang dekat kampung/orang yang berjauhan dengan kita sekarang, kita tahan dari berjumpa sampai keadaan betul2 selamat.
Kita sekarang berada pada zaman teknologi, angkat je phone tu, WhatsApp, Zoom, social media, video call semua ada. Tak ada alasan untuk cakap tak boleh sambut. Yes, tak physical, face to face mmg lain tapi demi keselamatan and this is about life and death, xkan yang lain lagi penting betul tak? Kita kena biasakan dengan normal baharu dan guide orang2 di sekeliling kita that inilah caranya moving forward sehingga keadaan benar2 pulih sepenuhnya.
Jangan sesekali kita ingat kita sudah menang 'perang' ini. Sabar. Belum lagi. Kalau sekarang tak buat apa2 untuk bantu fight war ni, the least you can do, duduk rumah diam diam. Please. Jangan nanti wujuk kluster Raya. Jangan nanti menular sehingga more than 5th generation (spread widely). Please Google and research more. Take this seriously.
Siapa yang xsure/xjelas/xtahu tentang isu COVID-19, sila rujuk summary kat bawah ni.
Data as of 21 May 2020 (+-): Sumber dari KKM dan WHO
○ 5 juta jumlah kesuluruhan kes satu dunia
○ 327K jumlah kematian seluruh dunia
○ 187 negara terlibat globally
○ 7K jumlah kes di Malaysia
○ 114 jumlah kematian di Malaysia
COVID-19 ni masih teruk satu dunia. Kalau kita still rasa tak teruk and okay mungkin sebab kita sendiri tak mengalaminya atau tiada ahli keluarga atau orang2 yg kita sayang yang bertarung nyawa disebabkan virus ni. Tolonglah ada empati. Janganlah kita mengambil perkara ni dengan mudah. Jangan susahkan orang lain. Vaccine pun belum ada. Kalau dah ada nanti pun chances to kena still boleh ada. So janganlah kita terlalu yakin dan tak berusaha untuk membendung masalah ni dengan sebaiknya. It takes time and effort. Again stay at home. Only go out if needed. Laksanakan normal-normal baharu dengan teliti.
Saya share sebab saya kisah. Maaf andai ada salah dan silap. Salam Raya dan sama2lah kita cuba yang terbaik.
#COVID19malaysia #dudukrumah
google family plan 在 Pakar diari hati Facebook 的最讚貼文
Kanak kanak 3 tahun terpaksa makan ubat jantung orang dewasa.
PENYAKIT ‘KAWASAKI’ MUNGKIN MENINGKAT AKIBAT COVID 19 - pakar perubatan
‘KAWASAKI DISEASE TIDAK BERODA TIDAK BERENJIN’
Kawasaki disease ni adalah antara kids specified illness yang berpotensi menyebabkan komplikasi jantung.
So once dah kena, kemungkinan besar nak ambik insurance, tak lepas.
Please please please protect you kid NOW. BE PREPARED.
Penyakit Kawasaki adalah penyakit peradangan yang dapat menimbulkan komplikasi jangka panjang pada jantung.
Penyakit yang sering dialami oleh anak di bawah usia 5 tahun ini awalnya menyerang mulut, kulit, dan kelenjar getah bening.
Kawasaki disease ni adalah penyakit berkaitan dengan salur darah.
Keradangan salur darah dan komplikasi yang perlu diberi perhatian ialah pada saluran jantung (coronary vessel).
Memandangkan ramai yang dok tanya condition Umar El Fateh. So kita share sikit pengalaman 2 kupang pasal Kawaski Disease ni.
29/4/2020
Badan Umar tiba tiba panas masa bangun sahur. So memang bagi ubat demam biasa ja dulu kat dia and monitor sendiri kat rumah. Tapi dah malam nampak dia makin lembik n temperature pun makin tinggi. Tapi kita hold lagi sampai esok
30/4/2020
Pagi time sahur pun badan dia still panas. 39.6. Dia punya panas sampai dah tuam dgn kain basah pun tak sampai 5 minit kain tu dah kering. So pagi2 terus bawak dia pergi klinik. Doctor check kata tonsil dia bengkak. Then doctor terus start dgn antibiotik sbb temperature dia tak turun turun even dah makan ubat
1/5/2020
Time sahur dia dah bangun sebab badan terlampau panas. 39.8 even dah start antibiotik. Then time tu baru perasan mcm ada beguk dekat telinga belah kanan dia. Umar nampak makin lembik. Start muntah muntah juga. Harini public holiday. So nak refer balik kat klinik tapi tutup. So kita mmg terus bawak pergi emergency. Doctor mmg advice suruh admit terus. Doctor pun at first ckp viral fever. Tp sebab nak bg cepat sikit temperature turun dia nak suruh drip terus. N doctor nak buat ultrasound utk make sure bengkak yg mcm beguk tu bengkak biasa or disebabkan ada nanah. Alhamdulillah result ultrasound just mention tu kelenjar biasa takda apa apa yg bahaya. Oh lagi satu Umar mmg tak makan apa apa langsung since dia sakit. LANGSUNG. So mmg perlukan air utk nak make sure dia tak dehydrated. So Umar pun admit la untuk drip n start antibiotic hari ni.
2/5/2020 - 4/5/2020
Start time ni mmg dah tak sedap hati. Tgk condition Umar makin weak compare to semalam. Patutnya dah start antibiotic dia makin okay. Tapi doctor still kata tak apa. Dia nak monitor dulu. Sampai la dah hari ke lima antibiotic pun Umar still lemah. Muka makin sembab. Mata nampak merah. Tangan kaki bengkak. Dia langsung tak berdiri or jalan sepanjang tempoh ni. Mmg tidur, berdukung ja. Muntah muntah. Cirit semua ada. Time ni mmg tak sedap hati dah. Asal doctor datang visit ja mmg complain kata kenapa Umar macam makin lembik? Time ni doctor pun dah nampak pelik n dia mula perasan symptom2 Kawasaki ni ada dekat Umar. Dia bagi satu malam lg if esok still demam juga nak kena ambil darah untuk check.
Time ni la baru nak tanya Maha Guru Google Al- Duniawi research tengok apa tu Kawasaki disease ni sebab tak pernah dengar. Bila baca Ya Allah tuhan ja tau perasaan mcm mana.
5/5/2020
Umar still demam panas malam tu. So subuh2 nurse dah suruh bawak dia pergi treatment room untuk ambil darah. Pagi tu doctor datang bgtau result darah Umar kuman tinggi n ada ciri-ciri Kawasaki. Then doctor terus bawa Umar pergi scan jantung (Echocardiography).
Ada bad news sikit sebab Arteri jantung Umar belah kanan dengan kiri memang ada bengkak n ada air bertakung sikit. Lepas pada scan jantung baru doctor inform yang Umar confirm Kawasaki disease. So bila confirm kena penyakit Kawasaki ni memang kena buat rawatan cepat. Kalau lambat jantung akan bengkak teruk dan akan ada kesan untuk jangka panjang pada pesakit.
Untuk pengatahuan, Kawasaki disease ni dia tak ada test khas macam kita buat ujian saringan covid-19 tu. Untuk confirmkan penyakit Kawasaki ni kena ambil masa yang lama jugak sebab nak kena tengok keadaan pesakit by simptom. Dah ada simptom2 Kawasaki pada pesakit baru buat scan jantung (Echocardiography) then dah dapat result scan baru boleh confirm kena penyakit Kawasaki ka tak. Macam Umar demam dah lebih pada 5 hari baru simptom Kawasaki ni nampak dekat badan dia. So memang kena buat treatment cepat.
Doctor terus suruh proceed treatment. Untuk treatment Kawasaki disease ni kena ambil ubat IVIG. Tapi doctor bagitau siap-siap ubat ni harga dia boleh tahan. Dia kirakan dose Umar nak kena ambil untuk treatment. 9 bottles drip dia kena ambil. Total cost untuk ubat dia je almost RM8k 😱. Ubat ja belum masuk benda-benda lain lagi.
Tapi memang tak fikir apa dah. Sbb doctor bgtau kita kena cepat start treatment sebelum makin melarat. So start 1:50pm Umar on drip for 12hrs non stop. Since Umar warded 3 kali dia kena tukar branula sebab tangan dia makin lama makin bengkak so drip tak jalan.
6/5/2020
Alhamdulillah Umar settle 9 bottle drip tu by 3 pagi juga. Lepas pda tu mmg Umar takda demam dah. Alhamdulillah. Muka dia pun nampak lagi ceria n tak sembab mcm sebelum ni. YaAllah lega rasa masa ni. Dia dah boleh senyum n respond bila kita cakap dengan dia. Alhamdulillah. Tapi dalam tengahari nurse check temperature dia still ada mild fever. Allah risaunya masa ni. Sampai malam pun range temperature dia still border range. So doctor nak monitor dia lagi
7/5/2020
Kalau ikutkan plan awal, harini dah boleh discharge. Tapi sebabkan Umar still tak sihat ada demam, doctor tahan lagi 1 malam. Nak monitor sampai dia takda demam langsung baru boleh bagi balik. Alhamdulillah Umar active the whole day.
Ok mai nak share sikit pasal ubat dia. Lepas pada treatment Umar kena makan ubat Aspirin. Doctor kata mmg org yg ada masalah jantung akan makan ubat ni. Tapiiiiiiiiiii even org besar yang ada masalah jantung akan makan ubat ni SEHARI SEKALI. Tapi Umar skrng kena makan ubat ni TIGA KALI SEHARI. Dose yang sama ya. Sedih sangat bila tengok dia terpaksa depend dengan ubat yg kuat mcm ni sekali 😔
8/5/2020
Alhamdulillah Umar dah 95% recover. Dah boleh discharge today. Now tangan Umar start menggelupas terkeluar habis kulit tangan dia. Maybe effect ubat or mmg symptom kawasaki ni juga. 8 hari berkampung yang penuh dengan cabaran. Alhamdulillah manage to survive. Syukur kepada Allah 🤲🏻🙏🏻. Thank you family yang banyak membantu n terima kasih banyak untuk yg mendoakan Umar Fateh. Terima kasih juga kepada Dr Tan dari Avisena. Antara Dr yang tersempoi. Dia boleh mai check patient bawak pam dengan ballon untuk bg dekat budak-budak. Siap buat bentuk macam-macam lagi. Thanks Dr Tan 🙏🏻.
P/s : Total bill hospital Umar RM17k++.
Kepada Ibu Bapa diluar sana sedialah payung sebelum hujan. Kalau mampu ambil lah insurans takaful untuk anak-anak. Malas dah nak terang sebab apa kena ambil. Sekarang dah 2020.
So ini la serba sedikit experience n journey yang sy dah lalui untuk share dengan semua pasal Kawasaki disease ni. Saja share bukan sebab sy agent insurance ka apa tapi sebab this time kita rasa berbaloi sangat dengan monthly fee yg tak seberapa tu boleh tolong kita time time mcm ni. Lately dah start nampak case Kawasaki ni tengah naik jugak musim2 covid19 ni. So please stay safe dan doa banyak-banyak. ❤️😇
https://www.facebook.com/1000009625469…/…/3918794224829290/…
https://thediagnosa.com/penyakit-kawasaki-punca-simptom-ra…/
Bukan kes saya, bukan anak saya.
sharing dari kenalan yang anak dia dijangkiti ‘
‘kawasaki’
Sumber/credit : Abdul Basit M Ariff
Kredit : @nur leayanna juan
google family plan 在 Mat Salleh Cari Makan Youtube 的最佳貼文
Ewa ewa... ewa bule..... ??
Bahagian 2 “Rhys dan Family Vlog” ke Kota Bharu Kelantan.
Bersempena "Cuti Krismas" Rhys dan family merentas ke Kota Bharu, Kelantan. Misi kali ini bukan saja untuk berjalan-jalan, tapi juga untuk menikmati pelbagai jenis makanan yang sedap dan popular di Kelantan. Memandangkan hari ini hujan lebat, cuaca tak mengizinkan kami naik bot seperti plan asal, jadi tak apa - masih banyak aktiviti-aktiviti boleh buat ?
Juga nak pergi rasa makanan kegemaran Rhys di Malaysia "rice to wednesday" (Nasi Kerabu ?)
Boleh tengok bahagian satu sini: https://fb.watch/2GLWVQntjj/
? Ribuan terima kasih kepada Issey - Guide Semutar tolong uruskan aktiviti-aktiviti Rhys di Kelantan.
YouTube: https://www.youtube.com/channel/UCLdu3LW4wVP4iXIJncFVv3w
IG: https://www.instagram.com/issey_guidesemutar/
?Senarai lokasi dalam video:
Ayang Cafe
4652, Jalan Masjid Langgar, Kampung Langgar,
15200 Kota Bharu, Kelantan
Google Map: https://goo.gl/maps/Fh3NVCd58CgLk1218
Collectibles Museum
Lot 1318 Taman Koperatif Tanjung Chat, Jalan Wakaf Mek Zainab,
Tanjung chat, 15300 Kota Bharu, Kelantan
Google Map: https://g.page/collectiblesmuseum?share
Singgora Homestay
(tiada terima walk-in. Digalakkan call sebelum datang untuk buat tempahan)
Lot 860 Kg Air Deras Jalan Tengku Maasum Mukim Padang Enggang Pasir Hor,
Lorong Masjid, 15150 Kota Bharu, Kelantan
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google family plan 在 LovelyMimi Youtube 的精選貼文
Hey YouTube Family!!
Here's my video on my Christmas 2020 Dinner.
Hope you guys enjoy!!!!
COMMENT BELOW ⬇⬇⬇⬇
HELP ME GET TO 1MILLION SUBSCRIBERS - I WILL BE CHOOSING SOMEONE TO HAVE A MUKBANG WITH ME.
More videos below just watch, like, and share.......... please ? Thank You ?!!
Combining 15 Years of Locs Growth into Wicks by @Val_tuffcuts
https://youtu.be/Q4IoWCTOtfI
Homemade Pepperoni Lasagna
https://youtu.be/-FyAv_NR-sc
Shrimp Lovers Mukbang with Seven from BGC 17
https://youtu.be/VcF5Npr9rWc
Tacos De Birria Food Truck Mukbang
https://youtu.be/p_XgLP1ClsA
Oc & Lau Restaurant Mukbang with @Tommytattz @kimmytanofficial
https://youtu.be/pIGKzRLvqw0
Homemade Laos Cooking from Too-Ta
https://youtu.be/Ir7eYOvOGzU
Jalapeño Takis Cream Cheese Mukbang
https://youtu.be/3z3VCn1CQ-E
King Crab Legs Mukbang with Darren Fleet
https://youtu.be/Ri89vQhZWFA
Another Noodle Mukbang
https://youtu.be/Es2o-sElxo8
Pho Oxtail and More Mukbang
https://youtu.be/602Y55vadbs
Northern Vietnam pho style Mukbang
https://youtu.be/pX69OFfHVRs
?? CHECK OUT MY NEW MUSIC VIDEO ??
"Good and Bad"
https://youtu.be/TjVEAQxlZXs
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google family plan 在 暗網仔 2.0 Youtube 的最佳貼文
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Deepfake換臉程式的黑暗秘密: 人類未來的危機
大家有沒有覺得這段Obama的演講有種很奇怪的感覺啊? 其實該片段是一年前導演Jordan Peele用一個名Deepfake的恐怖AI科技Key了美國總統的樣子上去的. Deepfake是能把任何人的樣子放在任何身體上. 用這種科技出ham片!楊幂中國deepfake事件! 甚至未來政治危機! 之後一一會講.
在危機處處的網絡世界我是用NordVPN保護自己的. 如果你們不想黑客入侵,個人資料被盜用NordVPN一向也是我上暗網的保護罩. 上去食人族暗網’wun食’? NordVPN! 到北韓網站看. NordVPN! Nordvpn無論Android iphone也可以用, 在機場, coffee shop, 甚至到中國大陸也行, 讓我本身住加拿大這個事實不容易被發現.
現在有一個聖誕Promo: 只要gum Description ‘Deepwebkid’ 的link NordVPN申請有兩折優惠! 入會3年更送多你四個月的plan和一個價值$195美元的密碼儲存機.
This is coming from my heart. Especially those with internet businesses like myself, this service not only secured our online identity but also our livelihood and safety. And this plan works in 6 simaltanoeus locations, meaning you and your family can all be protected from the dangers of the deep web.
Deepfake源自於一個名Interval Research corporation的網路科技研究中心. 1997年研究出Video rewrite program, 初步能夠將影片?面口型的畫面配合上後期加上的對白. 在Hollywood電影後製變成很重要的科技. 但要到20年之後Deepfake才得到主流關注. 2017年我們看到的 ‘Synthesizing Obama’ 網上流傳. 2017年尾這種科技才由授權人士掉到一般人的手中. 例如這個名 ‘fakeapp’ 的應用程式. 結果問題就開始了.
今天就講一下deepfake危機會出現的三個地方.
色情
2017年尾名 ‘deepfakes’ 的一位reddit討論區用戶上載了第一個自製Deepfake. 之後luk jook有各個女明星的deepfake出現. 女星的樣子放在A片女星的身體上. 高fung時一天數千條這些影片放上討論區.
但如果你只是普通的女生, 一醒來發現無數張有你樣子的色情照片和影片, 你又如何接受呢?
法律學生Noelle martins 17歲的時候發現網上有大量photoshop她的樣子的色情照片. 之後的5年, Noelle與各大的色情網站進行一個gim gooy的戰爭. 除即發現她身邊的朋友甚至自己的妹妹也成為這些Deepfake網站的受害者.
這個熱潮導致兩極分化. 道德上該事件一定是重大問題. 但另一邊學者認為色情行業一向都是推動新科枝的重要元素.
這其實sip及西方社會一個敏感的A片類型: 復仇色情片. 簡單講, 復仇色情片是一些ja男與女友分手後把她的裸照或親密片放給大家看的色情片內容.
Deepfake卻令到沒有拍過任何東西的女生也可能成為 ‘復仇’ 目標. Noelle martins就是一個越反抗越成為目標的例子.
楊冪
國內好多科技上的潮流也是來自外國. Deepfake也不列外. 這張照片曾在國內引發很大的關注. 大家覺得有問題嗎?
這張内地女演員楊冪的造型照來自於TVB 1994年射雕英雄傳 ‘黃蓉’ 的角色. 但1994年的楊冪只有8歲, 其實這是一個deepfake, 原本的造型是朱茵. 但真實程度讓影片出現在 ‘B站’ Bilibili後, 這種 ‘合成技術’ 在國內全面禁止.
Political event
外國明星樣子被deepfake惡搞卻常常發生. 演員Nicolas cage的樣子出現最多. Wonder Woman Gal Gadot的事件最為人熟悉.但看看這個片段(show hilary Clinton Saturday night live deepfake)
而這是美國總統Donald Trump. 被一名演員在模仿.
這科技成為政治工具一向是公眾最大yuw leuy. Shane Dawson的 ‘conspiracy theories with Shane Dawson’ 對deepfake也將這當作最大恐懼.
-2020 election
但將近2020年美國election, 一些不懂政治的人好可能會因爲看到領導者假的片段導致大gook有所改變. 正式加強一場名 ‘Cyberwar’ 的東西. Hacking, computer virus有危險性之外, 用media一些假的慨念到大眾的思想?面. 又名 ‘likewar’
...即是騙 ‘like’ 吧!
What’s being done to stop it
兩個月前Google發送了幾千條Deepfake影片給researchers. 幫助建立AI能查出那一些影片有deepfake成份. 美國有兩個州份Virginia和Texas已經法例禁止deepfake成人電影的發行. 同時雖然Deepfake本身在整個美國不是犯法, 用一條假的影片有意做詐騙行為是犯法的.
同月facebook創辦人mark zuckerberg國會大樓?面答應會嚴格監督Facebook feed 上面的新聞.
google family plan 在 How family sharing works with Google One - YouTube 的美食出口停車場
Learn how to share Google One with your family. For more help, visit "Start or stop sharing with your family ": ... ... <看更多>
google family plan 在 Set up & manage a YouTube family plan - Android 的美食出口停車場
Note: If you're a member of an existing Google family group, you can't purchase a YouTube family plan. Only the manager of your family group can make the ... ... <看更多>
google family plan 在 [詢問] 家人加入不了family plan - 看板Google - 批踢踢實業坊 的美食出口停車場
之前住在美國後來搬回來了台灣
想把爸爸媽媽拉到我的會員帳號,這樣他們看電視不會有廣告
但是我怎麼加都不行,第一次說不同國家,也因為這樣我發現我一直在用美國family pla
n, $23.99/months
後來退掉之後,我在重新加入,確定是$350/月。
但是剛剛我爸爸還是跟我說。
系統顯示我們不同區...
請問我這邊要怎麼更改呢?
謝謝
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