@balckbaiTrader@Franktradinglog Our group is winning again. In fact, we're winning so much that we really don't know what to do about it. People are asking Mr Frank, please, please, please, Mr. Frank, we're winning too much. We can't take it anymore.
卡脖子投资,不光要看卡哪,更要关注哪卡更久、卡更死
眼光拉高,半导体全缺货,我早就说过every dog has its time
存储确实扩产虽非一蹴而就,但毕竟是有扩产经验的行业。我不质疑缺货,我质疑永久缺货,质疑给增长估值
光相比没扩产经验,应对AI需要要扩产+迭代,中处处被卡。CPO决无可能及时上量