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Herman Jin

@ShanghaoJin · Hong Kong · joined 29 Apr 2017

Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.

90 875Followers
670Following
22 452Posts total
2.2MViews on collected posts

Against accounts of the same size

11 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views24 700this account1 005median for 10K–100K
Reach, %27.18%this account3.31%median for 10K–100K
Engagement, %0.31%this account2.01%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post24 7001 00524.6×
Reach (views ÷ followers)27.18%3.31%8.21×
Engagement rate0.31%2.01%0.16×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

1.8M2 Jun
46.3K
14.5K
95.1K2 Sep
2K
3.7K
602
85.4K4 Sep
69.4K
51.6K
38.7K5 Sep
24.7K
18.9K
12.7K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.24%2 Jun
0.46%
0.66%
0.20%2 Sep
0.15%
0.19%
0.33%
0.19%4 Sep
0.25%
0.31%
0.77%5 Sep
0.33%
0.35%
0.57%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 2.01%.

What the audience does

Likes48.8%4 228 in total
Reposts7.4%639 in total
Replies8.7%754 in total
Quotes1.2%101 in total
Bookmarks33.9%2 938 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

即使是真的65b 下跌也是错的。即使anthropic ARR下跌了,CSP 今年额外AI收入都能再造一个anthropic 半导体已经整体白菜价了 12.7K views · 58 likes · 5 reposts · 9 replies 05 Sep 2026 · Open on X →
“Anthropic 已從總 ARR 會計改為淨 ARR 會計,並從其 650 億美元 ARR 數字中剔除 Meta 與中國蒸餾(distillation)的部分。據推測 Meta 貢獻超過 50 億美元 ARR” 這是Gavin的推測,需要先求證。如果證實為真,那麼8月中後期的半導體下跌就是錯誤了 18.9K views · 47 likes · 1 reposts · 18 replies 05 Sep 2026 · Open on X →
我选择相信我对美国环保、审批政策了解不如Nancy,信她就好了。懒得研究了 (见图2) 24.7K views · 70 likes · 2 reposts · 9 replies 05 Sep 2026 · Open on X →
很多境外反贼心中有着深深的恨,因为厌恶,所以无法接受中国有任何正面发展 要时刻告诫自己,思维不可局限,要把个人情感与喜恶排除在实事判断之外 38.7K views · 232 likes · 2 reposts · 62 replies 05 Sep 2026 · Open on X →
去年10月之前我在币圈不买BTC都被当成了白痴 乌合之众的观点只能反过来看 51.6K views · 100 likes · 0 reposts · 60 replies 04 Sep 2026 · Open on X →
人人喊2000年就2000年了? 2000年、2008年你去说市场要崩盘了,会被当成白痴的 69.4K views · 110 likes · 2 reposts · 59 replies 04 Sep 2026 · Open on X →
@LuckyG476473 你们在想啥呢?中国彻底关门还把反贼先放走? 显然是准备开门啊 85.4K views · 121 likes · 3 reposts · 32 replies 04 Sep 2026 · Open on X →
@ShanghaoJin nebius/iren这样的海外ai dc是一条解决方案吧 602 views · 2 likes · 0 reposts · 0 replies 02 Sep 2026 · Open on X →
@ShanghaoJin 几乎所有人都认为美国缺电,但电力股其实也没有走出独立行情 3.7K views · 6 likes · 0 reposts · 1 replies 02 Sep 2026 · Open on X →
@ShanghaoJin AI的尽头不是更多参数,而是更多能源。 算力革命背后,本质是一场基础设施革命。 2K views · 2 likes · 0 reposts · 1 replies 02 Sep 2026 · Open on X →
AI ROI was never the question, electrons might be - money can't buy you queue position In my view the winner is whoever locked power, & whoever can light theirs up fastest I visualized Fundai report & summarized it below: 2027 AI needs 2x the electricity N America can 95.1K views · 138 likes · 26 reposts · 20 replies 02 Sep 2026 · Open on X →
@ShanghaoJin 非常赞同Herman老师最新长文中的这一句话,周末在群里恰好聊到了这个话题 起因是我发现,Claude的Token消耗是越来越大了,一个简单的任务也要反复想很久 打开模型的思考历史,你会发现废话连篇,信息密度极低;还没做几件事,5小时内的限制就到了 此外,在Agentic 14.5K views · 83 likes · 5 reposts · 7 replies 02 Jun 2026 · Open on X →
过去交易的笔记、市场总结性展望 放在substack上看起来格式好一点 https://t.co/8G88SSxHnu 46.3K views · 179 likes · 15 reposts · 16 replies 02 Jun 2026 · Open on X →
凡所有相,皆是虚妄。若见诸相非相,则见如来 作为一个AI死多头,我知道在所有人狂欢的时候,但凡发出一点悲观的言论都必被讥讽、嘲笑 但是,我很想写此文,其实是复盘与反思:不但是为自己这两年半写X、做交易做的;也是也是对这个疯狂市场做的 1.8M views · 3.1K likes · 578 reposts · 460 replies 02 Jun 2026 · Open on X →

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