Chateau Lafite1982

商業與金融 政府與政治 藝術與文化

[FinancialJuice @financialjuice]

Apple lobbies Trump administration for approval to purchase memory chips from CXMT - FT

[Oh Come On! @BluthCapital]

$MU CEO, in effect:

"For > decade $AAPL has been buying our chips for $5, gluing it inside a metal box, & selling it to consumers for $99 upgrades & laughing at our attempts to get $7.
Now we're charging them $50 & they turned around & raised prices on their customers $250."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Microsoft, $MSFT, announces price hikes for Xbox devices due to memory chip costs just hours after Apple hiked prices on MacBooks and iPads.

Among the price increases:

1. Xbox Series S 1TB increased +$150 to $599
2. Xbox Series X 1TB increased +$150 to $799
3. Xbox Series S 512GB increased +$100 to $499
4. Xbox Series X 1TB Digital increased +$150 to $749

AI-induced price hikes have begun.

[Chateau Lafite1982 @JCHOUSE66]

手有點緊。

[unusual_whales @unusual_whales]

Amazon, $AMZN, Prime Day household spending is down 16%, per Bloomberg.

[Chateau Lafite1982 @JCHOUSE66]

现在螺丝刀也炒，螺母也炒，都说卡脖子供应紧缺，都是卖铲人。

[Nullable @NullableX]

$MU 的财报好其实不太能解决市场注意力因为资金成本上升转移到大云厂商还烧不烧的起 token 这个问题上来. 这个主要问题如果没解决, 感觉 spx 再创新高还挺难的. $MU 财报越好, 说明 token 成本会越高, 这对前端的 app 端, 其实并不是利好. 长期协议确实是个保险, 但是不要忘记 $orcl 和 OAI 也有长期协议, 当 gpt 5.4 表现垃圾, 不如 opus 4.6 的那段时间, 市场觉得 OAI 出不起钱的时候, 一样会通过它的股价和它的债券收益率表达担忧.

这段 tokenmaxxing 冷却的波段我会看2个方向: 1. app 端有没有个什么新闻证明 token 盈利能力, 这个有 hard fact data 证明, 直接看几个头部模型的 token 月使用量, 贵了增长速度就下降, 用户都是用脚投票. 2. FED 因为经济数据也好, 还是其他原因也好, 重新转鸽, 资金成本下来.

如果要靠单个公司的财报打消这个疑虑, 我感觉也要看 msft, aapl, googl, amzn 这4家, 它们其实才是直接用 token 从终端用户手里掏钱出来的地方.

[Chateau Lafite1982 @JCHOUSE66]

明天开盘1250

[Shay Boloor @StockSavvyShay]

$MU CEO said humanoid robots carry 10x more memory than the average L2+ vehicle setting up what Micron expects to be a substantial multi-decade demand cycle later this decade.

Micron also expects L2+ and above vehicles to exceed 40% of the vehicle mix by 2030.

[Chateau Lafite1982 @JCHOUSE66]

@MrMicopedia 亚盘让韩国人再加一把火，明天高开低走。

[ヒロクライムの中の人 @tannokasa5]

こんな事ばっかりやってるからワールドカップに出場出来ないんだよ🤣🤣🤣

[Chateau Lafite1982 @JCHOUSE66]

现场气氛极佳，犹如参加一个巨型party.

[Mapz @soulflows_F]

From my childhood to now, I’ve never witnessed a World Cup host with this level of infrastructure, ambience, and stunning aesthetics. The U.S. stands in a class of its own. 🇺🇸

[Chateau Lafite1982 @JCHOUSE66]

@maoshen 原本想退休就胡说八道，怎知熬不住价钱又再拍一个片子，翻车了。

[Chateau Lafite1982 @JCHOUSE66]

@wuhao1031 片名建议改成：我们赢了。

[Chateau Lafite1982 @JCHOUSE66]

@Kongkongda5882 拍电影干不过说相声的，因为老百姓需要一点乐子。

[Bruce J @BTCBruce1]

海力士 $000660.KS 凭一己之力影响全球股市

[Messi World @M10GOAT]

هدف الأسطورة ليو ميسي الثاني من تصوير الجماهير 😍🚨

[Chateau Lafite1982 @JCHOUSE66]

Google

[Gurdayal Singh @Gurdayal_1984]

काम कोई भी हो सही दिमाग लगाया जाए तो उसे आसान बनाया जा सकता है

[Mambo Italiano @mamboitaliano__]

In Italy every plate of pasta is an act of love 🇮🇹❤️

[Chateau Lafite1982 @JCHOUSE66]

伟大的骑手