Angela Wang

Full time life adventurer
Part time tech investor; fund partner

[Angela Wang @AngelaWangtiger]

不够真诚、没能力、爱忽悠…

哪种最快拉黑？which is the worst for a business partner to be red flagged?

[Angela Wang @AngelaWangtiger]

@JaydenWei 无语到家… 你还解释这么多 纯粹帮他教育他啊…

[Angela Wang @AngelaWangtiger]

34x throughput. $1.4T market. World’s first 2nm GPU @amd And yet the most common question at the booth I was staffing — as an #investor — had nothing to do with hardware:

“I can get the cards. How do I run them at full capacity?”

Because buying the card is the easy part. Same card, with or without systems optimization: 3x+ performance gap, 30-50% difference in token cost.

Chips refresh every year. The layer above the silicon decides who wins.

#AMD #AI #AdvancingAI

[Jayden Wei @JaydenWei]

周期股还是周期股，媒体想让你觉得他不是周期股，是因为庄家打算Dump给你了

[RamenPanda @IamRamenPanda]

$AMD 本身没有风险。AMD最大的风险在于你以为有风险，可能拿不住

$AMD 你就要盲信苏妈，苏妈一向极为保守的人，都能说出：

三年内EPS破20美元

毛利到58%

$AMD 三浪打完，价格看800美金。不排除爆炒的可能性突破1000美金，直奔四位数

[Angela Wang @AngelaWangtiger]

@IamRamenPanda 略略略

[Angela Wang @AngelaWangtiger]

@JaydenWei 扎心了老铁

[Angela Wang @AngelaWangtiger]

Remember the #OpenClaw hype a few months ago?

New security research claims #Grok Build may upload .env files and entire Git repos—even when told not to read local files.

Not proof it’s used for training, but still ： How much of your local code is leaving your #machine? 👀

[Angela Wang @AngelaWangtiger]

#NVIDIA’s Kyber delay could reshape the AI hardware race:

Bullish NPO. Bearish CPO. Potential winners: #AMD and #TPU.

Family dinner might get interesting. 😂

[Angela Wang @AngelaWangtiger]

I asked Fable5 to help me write #prompts to reimagine myself in four styles:

#WallStreet. #SiliconValley . #HongKong cinema. #Rainy-day literary mood.

Same person, different prompts, completely different vibes.

Which one is your favorite: 1, 2, 3, or 4? #fable5 #seedance #ai

[Angela Wang @AngelaWangtiger]

Two Chinese makers are betting big: build out all the consumer capacity Samsung, Hynix, and Micron planned—early, fully, at once.
Not capacity. A capacity bomb. Once it stands, the big three retreat to HBM and work for AI.
Consumer isn’t the endgame. It’s the base camp.

[Angela Wang @AngelaWangtiger]

As an angel investor to AI infra of AMD, can’t agree more!

[RamenPanda @IamRamenPanda]

$AMD 本身没有风险。AMD最大的风险在于你以为有风险，可能拿不住

$AMD 你就要盲信苏妈，苏妈一向极为保守的人，都能说出：

三年内EPS破20美元

毛利到58%

$AMD 三浪打完，价格看800美金。不排除爆炒的可能性突破1000美金，直奔四位数

[Angela Wang @AngelaWangtiger]

Happy investor
#spacex

[Elon Musk @elonmusk]

Sign up for SpaceX investor relations updates!

[Elon Musk @elonmusk]

Sign up for SpaceX investor relations updates!

[Angela Wang @AngelaWangtiger]

Waymo Experience
坐无人驾驶去开会！（附带偶尔发疯版）

#waymo
#selfdriving