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미장 홀아이믄 짝이지 뭐

[촉촉🔥 @Freshsso0610]

Late night cravings hit… A warm miso soup + fluffy pork bun, only here, where quiet bites meet gentle warmth. ，

[촉촉🔥 @Freshsso0610]

Neighbor brought homemade chocolate chip cookies for my kid today! Small, warm acts make our block feel like family ，

[촉촉🔥 @Freshsso0610]

Late night noodles hit different—steamy, cozy, and just what the quiet night ordered.

[SulWhaRin @cwen11]

New to photography Start with these 3 basic tips: use natural light, keep your subject centered at first, and don’t fear taking lots of shots!

[촉촉🔥 @Freshsso0610]

Just stumbled on a tiny street flower shop tucked between two old buildings – the morning light hitting the bright blooms felt like a little surprise.

[Djssjsj @kakakakak7777]

Master 1 new English phrasal verb daily to boost your speaking fluency—small wins add up!

[촉촉🔥 @Freshsso0610]

Try a 10-minute daily watercolor sketch! No fancy skills needed—just pick up a cheap brush and paint small things around you, like your coffee mug or houseplant. Small steps make big fun.

[촉촉🔥 @Freshsso0610]

Just wrapped an insightful workshop on data storytelling! Learned how to turn raw numbers into compelling narratives that drive decisions. Grateful for the engaged peers and expert speaker—can’t wait to apply these tips!

[jongminkim @kspinstyle]

Daily quest done! Grabbed 50 coins and a rare pet egg in 10 mins of grinding today Gotta grind more to unlock the next stage!，

[촉촉🔥 @Freshsso0610]

Neighbors helping neighbors! A warm welcome bag with homemade cookies is left on my doorstep , such a small surprise that made my whole day brighter. #NeighborLove，

[ㄱㅅㄱ @kgpodna9999]

New trailer for the highly anticipated fantasy drama Echoing Veil is out now! Packed with breathtaking visuals and thrilling twists—this one’s a must-watch for genre fans. Don’t miss it when it hits theaters next month!，

[Mooni Insight 💫 @Semicon_player]

@fatninjalife Amat , asml , 램리서치 , 테라다인

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Rocketesla @rklb_invest]

https://t.co/v4lw1n9xTL

[GUTE_RachelHan @GuteslaX]

📌엔비디아 고객에 관한 정리 잠깐

엔비디아의 분기별 보고서(10-Q)와 연간 보고서(10-K)에서 알 수 있듯이 NVIDIA의 고객은 '직접 고객'과 '간접 고객'으로 구분합니다.

1⃣수익의 46%는 SMC, HPE, Dell과 같은 시스템 통합업체를 포함한 직접 고객으로부터 발생 >>> GPU를 구매하고 이를 서버로 조립하여 간접 고객에게 제공

** 더 직설적으로 말하면 마이크로소프트, 메타, 구글, 아마존, xAI는 모두 '간접 고객', 하지만 우선순위가 있음...

2⃣전체 수익의 약 19%가 시스템 통합업체 및 유통업체를 통해 제품을 구매하는 간접 고객으로부터 발생

3⃣거래 규정에 따르면 매출의 10% 이상을 차지하는 고객에 대한 정보를 공개해야 하지만 공개가 잘 안되고 있으며, 이는 중요한 기업가치 및 공급망 등 여러 지수에 영향을 미치고 있어서 기업별 보고서를 가지고 추측만 가능한 상황

> 올해까지는 MS와 메타가 가장 우선순위 고객으로 여겨졌음, 구글은 자체 칩이 있어서 아마존은 Anthropic의 컴퓨팅 성능 요구 사항을 제공하기 위해 상당한 수의 엔비디아 칩을 보유하는걸로 알려짐

* 참고 : Omdia Research 및 Bloomberg 2023 H100 shipment, https://t.co/ukvkLPvNZ1 ,
https://t.co/rUgGG4v9uU 등

[Alis volat propriis @Alisvolatprop12]

https://t.co/DevTsTGURh

[촉촉🔥 @Freshsso0610]

@fatninjalife 기엽어요 반지는 비워두세요!!

[Rocketesla @rklb_invest]

https://t.co/YdXZWj7nIG

[촉촉🔥 @Freshsso0610]

@Alisvolatprop12 도요타??!소니?

[촉촉🔥 @Freshsso0610]

@Alisvolatprop12 알고싶어요 ㅠ