Grayson John

[Grayson John @GableJay47133]

@QqW3O2dOqtHjJhI @dw_chinese 中国留学生厉害的不少，垃圾也多，没办法

[Grayson John @GableJay47133]

@rijingzhongwen 没人买，跟不没有泰森好用

[Grayson John @GableJay47133]

@ChineseWSJ 中国的鬼故事的华尔街空头的最好帮手 😏

[Grayson John @GableJay47133]

@Maxwell_SCU 劝王跟中国学术界保持距离

[Grayson John @GableJay47133]

@yianisz AAOI management has very bad reputation like SMCI, good luck.

[Grayson John @GableJay47133]

@StockWe_Com 别天天写鬼故事了，长鑫本身危机四伏，残缺不全的前端材料和设备，用西方二手半导体设备东拼西凑的产品线良率不到三成，凭什么跟竞争？ 骗外行人的笑话！

[Grayson John @GableJay47133]

@jukan05 Just like Soviet CCCP, the world should never ever believe in Chinese source regarding its high tech progress, for a clear found mental reason. Keep it in mind.

[Grayson John @GableJay47133]

@ChineseWSJ 呵呵，就它那点儿本事，洒洒水🤣

[Grayson John @GableJay47133]

@revoAIution It's of little meaning, because AXTI production is purely located in PR China and the bottle neck is China government has limitations on InP export!

[Grayson John @GableJay47133]

@ChineseWSJ 哈哈，information的这种捕风捉影的小作文跟中国浮夸的宣传正好合拍为华尔街空头服务！只要真假，当然真真假假，但最终回归物理层面只是噪音而已。就像deep seek一样虎头蛇尾毫无价值。

[Grayson John @GableJay47133]

@RFI_Cn 哈哈，几年前就开始每年都有这样的重磅消息😂

[Grayson John @GableJay47133]

@rijingzhongwen 笑话，这些分析师都是搞金融的根本不懂长鑫的土法炼钢😂

[Grayson John @GableJay47133]

@ChineseWSJ 他只是还没有换国籍，他过去二十年的工作跟中国毫无关系

[Grayson John @GableJay47133]

@guxuanye0224 @dw_chinese 你自己代表的那群满脑子狗屎还在这儿晒😂，反共就等于反华？一看就是CCP教育出来的优秀代表🤣

[Grayson John @GableJay47133]

@ChineseWSJ 哈哈，中国总能找到办法弯道超车，无论是中国大学的排名还是中国的大模型，只要是排名，中国总有办法排上去😂

[Grayson John @GableJay47133]

@aleabitoreddit Don't need to worry at all. Just like 5G cellular era, China always anxiouslly pull the trigger to mass deploy any fancy new technologies before it's useable and waste huge capital in such early deployment. All the humanoid robotics from China are useless except for demo.

[Grayson John @GableJay47133]

@dw_chinese 如果没有美国的大模型在前面走，中国的大模型就没有方向。

[Grayson John @GableJay47133]

@aleabitoreddit too over priced, trail PE is 2567! And forward earning is hard in near term. Too much bubble ！

[Grayson John @GableJay47133]

@rijingzhongwen 本来东西方就在想方设法脱钩，这高管凛不清形势

[Grayson John @GableJay47133]

@dw_chinese 韩国人整天神经兮兮有毛病