BeerBear

[BeerBear @BeerBearMind]

@insane_analyst For MTK, the fact that it previously could not sustain commercial investment on the same scale as Qualcomm to support global telecom operators does not mean the Google Pixel 11 collaboration lacked those preconditions. Same as tsmc.

[BeerBear @BeerBearMind]

@jimcramer People can thank the fact that, for now, AI on Earth essentially relies on a single Transformer approach, along with the acceleration of agentic applications.
More precisely, AI in 2026 has become a hostage to LLMs.

[BeerBear @BeerBearMind]

@rokhardsolid @GavinSBaker @SemiAnalysis_ The understanding of the industry is quite superficial—only those within the field who lack even basic knowledge would believe it.
That said, some of SemiA’s data still has reference value, but its viewpoints are about as credible as India’s reputation.

[BeerBear @BeerBearMind]

@10xmylife @bitpanda88 Which semiconductor company can he just visit at will? At most, you’d only be shown the showroom anyway, and right now even CXMT and YMTC have had trouble getting equipment for a long time—so camping outside the gate to count shipments would be pointless.

[BeerBear @BeerBearMind]

@sallasmen CCP account?

[BeerBear @BeerBearMind]

@jukan05 Wall Street banks’ industry research has grown so thin that they’ve effectively outsourced entire sectors to shops like SemiA. and Citrini. Why can’t they at least fake doing useful work, as they did with the “third analyst” piece?

[BeerBear @BeerBearMind]

@business It sounds like his wife got some great deals on her trip to China.

[BeerBear @BeerBearMind]

@disclosetv Sounds like his wife’s trip to China had some good deals.

[BeerBear @BeerBearMind]

@susynowenws PRC account?

[BeerBear @BeerBearMind]

@zerohedge How's his wife's China trip?

[BeerBear @BeerBearMind]

@zuoyeben 利好AI

[BeerBear @BeerBearMind]

@RepAOC OMG, are you sick?

[BeerBear @BeerBearMind]

@SFTHQ @unitednations UN is under PRC. This is something you must know.

[BeerBear @BeerBearMind]

@ShanghaoJin Isn’t this Wall Street’s tradition? It has never changed.

[BeerBear @BeerBearMind]

@ns123abc 99% of the experts in stealing commercial value around the world come from PRC(CHINA).

[BeerBear @BeerBearMind]

@zerohedge Using the same logic, I hope all countries cut visas for people from Indian by 90%.

[BeerBear @BeerBearMind]

@ICEgov There are also many people who, through political asylum and other means, but on X, YouTube, Facebook, and other social media platforms, sing “I cannot be separated from my motherland” at every PRC celebration — what a peculiar American characteristic.

[BeerBear @BeerBearMind]

@zerohedge Where are they from? PRC?

[BeerBear @BeerBearMind]

@citrini Is the new assignment an investigation into how China’s organ trafficking market affects the global order?

[BeerBear @BeerBearMind]

@huluwawaa @eAsiaMediaHub We know it's PRC---a primitive, violent, and shameless country