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joe
@Infinite_JoeC
Explore the infinite possibilities.
Joined August 2016
218
Following
215
Followers
457
Posts
joe
@Infinite_JoeC
1 day ago
@AntonLaVay
Israel needs a new PM.
joe
@Infinite_JoeC
7 days ago
@ShanghaoJin
@xiaoxiao_geng
TSMC不是早就撕掉了commodity的标签了嘛,我觉得可以不用只看PB了。
joe
@Infinite_JoeC
8 days ago
@TJ_Research
ORCL有个模式是BYOC,客户自己搞定GPU rack,他们只负责DC基建电力。是不是这个模式的原因? 我个人很不喜欢BYOC,因为抛开GPU rack的话,DC的价值到底有多少呢?
joe
@Infinite_JoeC
9 days ago
@ShanghaoJin
@bboczeng
市场这么认可“产能不足造成的提价”吗? 我一直没能Get到为什么SNDK相比MU会更受偏好...
Who to follow
Troy Hua
@troyhua
莫测teacher
@beizhucedeziyou
十年美股爱好者,喜欢研究大饼炒法,趋势交易,心得体会…
太可怕了啊啊啊
@yeyuanxin3
hahaha
joe
@Infinite_JoeC
10 days ago
@ShanghaoJin
@bboczeng
Nand比Memory 涨的更夸张的原因是什么? AI infra更缺Nand吗?
joe
@Infinite_JoeC
11 days ago
@ShanghaoJin
@LIWEI_TWCapital
"云厂是受害者" - 这个观点我有点不太同意。 以最近Google租用SpaceX的GPU为例,这个支出是由大量无法满足的真实需求推动的,并不是亏钱去熬死竞争对手。 我觉得云厂的风险是“需求有多少是临时的泡沫?”(如:客户是FOMO驱使下不断增加token购买),在证实/伪前不应简单认为投入Capex就是受害者。
joe
@Infinite_JoeC
13 days ago
@ShanghaoJin
我之前研究过xfab,最大问题就是这么多年来mgt team从来没有证明过自己,唯一moat是身处欧洲,现在的价值主要靠“市梦率”(未来可以切xx赛道)。 买这个ticker 的人要想清楚你是赚后进场韭菜(web3?)的钱,而不要真的去价值投资。当然现在xfab小作文已经满天了,进场也可能是当韭菜而不是割韭菜。
joe
@Infinite_JoeC
21 days ago
@ShanghaoJin
我提Datacenter是因为我能想到的只有“物理世界的限制”和“民意的反抗”,两者交叉点就是AI Datacenter的实际落地...
joe
@Infinite_JoeC
21 days ago
@AskYoshik
Just discussed with Grok on how the author calculated ROI in the article. Why it feels like a joke to me? It just compared the capex and revenue growth during the same period? Really hope Grok is wrong here...
joe
@Infinite_JoeC
25 days ago
@ewind_dev
另一个是cloudflare worker咯
joe
@Infinite_JoeC
28 days ago
@ShanghaoJin
@SteavnHill
@cuichenghao
我记得有段话怎么说来着? “在我党面前,最好有统战价值。如果成为同志,那么等待你的只有纪律”
joe
@Infinite_JoeC
29 days ago
@LinQingV
TSMC(台积电)在CPO(Co-Packaged Optics,共封装光学)和硅光子集成领域已经处于非常强势的位置,如果HBM和GPU转向光互联,传统“光模块”产业链的主导权会大幅向TSMC倾斜。
joe
@Infinite_JoeC
about 1 month ago
@ShanghaoJin
当一些应该用PS/PB来估值的公司,被广泛的按照PE来讨论,真的是让人有点慌... 但AI世界进步太快,也可能真的是范式转移,需求从周期成为常态,这就是无法完全下结论的地方。
joe
@Infinite_JoeC
about 1 month ago
@PhyrexNi
如果真的需要美股好,Bitcoin 才有机会,那么就证明BTC和美股相关性太高,这会是一件非常不好的事情。
joe
@Infinite_JoeC
about 1 month ago
@TJ_Research
盈亏同源,毕竟INTC 前段时间涨的太猛...
joe
@Infinite_JoeC
about 1 month ago
@ShanghaoJin
我对ORCL最大顾虑是他们之前推出的BYOC模式。 现在缺的不就是chips吗?如果ORCL只提供机房(和电),但硬件是客户自己提供,ORCL的价值会退变成landlord吗?毕竟Neoclouds既有机房又有chips。
joe
@Infinite_JoeC
about 1 month ago
@ShanghaoJin
@xiaochuan8688
任何随意发布事实性错误的账号都应该立即拉黑,犹豫一秒就是浪费自己的生命。
joe
@Infinite_JoeC
about 1 month ago
@ShanghaoJin
欲练神功,必先自宫?哈哈
joe
@Infinite_JoeC
about 2 months ago
@TJ_Research
补充一个细节:Walmart 的lastmile 更像是众包,都是路人开着普通小车送到我家门口。 再想想JD花了大量成本来架设logistics ,但在面对后起的PDD竞争时似乎也未能成为影响因素,不禁要想:这些logistics infra到底哪些是真的moat,哪些会被社会发展(如mobile+众包)抹平?
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