JJJerryggg

Web 2🛴🛴🛴web 3

[JJJerryggg @JerryGGG996]

@saso_capital $rmbs count as well?

[JJJerryggg @JerryGGG996]

@Balder13946731 老师怎么���智普

[JJJerryggg @JerryGGG996]

@AStockLink 兄弟，这link都是404

[Breaking Alert 全球快报 @BreakingAlert_]

加州州长初选计票持续胶着。投票结束三天后，州长选举、洛杉矶市长选举及多场国会席位初选仍未能判定胜负���选务专家警告，计票可能还要持续数日。截至周五上午，约六成选票完成统计，保守派评论员史蒂夫·希尔顿在州长选战中以微弱优势领先，前美国卫生与公众服务部长贝塞拉仍在竞争中。

[JJJerryggg @JerryGGG996]

@Sea_Bitcoin Sea老师我还在场内，坚持就是胜利

[海伦子Hellen @peng_hellen]

关于星舰二级最后落入水面后的爆炸，有网友留言��不是自爆。因为这次星舰没有进行在轨发动机点火，舱内还有剩余的推进剂，渐落时的碰撞可能让液氧和液态甲烷意外混合形成了爆炸，我觉得有道理，虽然看上去和星舰11飞最后的自爆一样。

上市前的最后一飞，星舰12飞解析回顾https://t.co/6t9hT3Ohud via @YouTube

[Photon Capital @PhotonCap]

https://t.co/hDtuhn8bmc

[JJJerryggg @JerryGGG996]

@TJ_Research 核心PCE，油价的短期影响已经被Fed计入预期了，核心PCE符合预期，通胀还在可控范围内

[Jukan @ ICML @jukan05]

I’m skeptical that Qualcomm can stage a meaningful rebound within this year.

Why did Apple choose to adopt WMCM packaging for the iPhone 18? It was precisely to enable the use of more DRAM for on-device AI.

However, according to recent industry checks, even Apple appears to have walked back full-scale WMCM adoption for the iPhone 18 and decided to use it only in the higher-end lineup. Even in the high-end models that do use WMCM, there appears to be no RAM upgrade versus the previous generation.

If even Apple — the company with the strongest buying power in the industry — is facing this reality, how exactly is Qualcomm supposed to deliver on-device AI?

If Qualcomm can deliver on-device AI without additional mobile DRAM, that would imply it has achieved some extraordinary algorithmic breakthrough that bypasses the memory wall. I’m skeptical of that.

[JJJerryggg @JerryGGG996]

test

[JJJerryggg @JerryGGG996]

@Maxmayanita @damnang2 People dont want to FOMO MRVL come here😂

[Bill The Investor @billtheinvestor]

这条斯坦福 2 小时 AI 职业讲座，会比你今年刷过的所有 AI 内容加起来，都更能教会你如何在 AI 竞赛中获胜。

马上收藏它，不管怎样，都抽出来完整看完这 2 小时。

[Ray Wang @wangray]

生化危机女主角 Milla Jovovich 刚在 GitHub 开源了一个 AI 记忆系统，在行业标准 benchmark 上拿了有史以来第一个满分

没错，就是那个爱丽丝🤯

她用 AI 对话几个月后，积累了大量的决策和思考结果全丢了，她觉得现有的记忆系统让 AI 决定什么值得记，不是她想要的

于是她和朋友用 Claude Code 花几个月做了 MemPalace，借鉴古希腊记忆宫殿术，把记忆组织成可导航的空间结构

结果行业 benchmark 首个满分，MIT开源，纯本地运行

一个好莱坞演员做出了超过所有 AI 公司 memory 产品的东西

真是充满想象力的时代

[Jukan @ ICML @jukan05]

Wolfe Research’s analysis on Jensen Huang’s remarks from the Lex Fridman podcast:

“Lastly, we think it is worth paying attention to CEO Jensen Huang’s comments on last week’s Lex Fridman podcast. In that podcast, Jensen said, ‘Contextually, we probably need to make about 200 of them a week.’ We generally take Jensen’s comments seriously, though not always literally. Still, we could not resist running the math: 200 pods per week would imply roughly $120 billion of revenue per month, versus our current CY27 estimate of $482 billion.”

$NVDA

[JJJerryggg @JerryGGG996]

@hazenlee 非美元结算伊朗石油可以吗？这不就是fund 一手卫队吗？

[The Kobeissi Letter @KobeissiLetter]

History suggests oil shocks are buying opportunties:

Over the last 40 years, the S&P 500's 12-month return following a 2-day oil spike of +20% has been +24%.

In 6 out of 7 instances since 1986, the S&P 500 has been higher 1 year after such an oil spike.

The strongest recovery was +54% following the 2020 pandemic crash, driven by a massive stimulus response from central banks and governments.

The only negative outcome was -11% during the 2008 Financial Crisis.

Put differently, every oil shock over the last 40 years that did not lead to a prolonged recession was followed by a strong rally.

Oil shocks are historically brief and provide long-term buying opportunities.

[Kenny.eth @_0xKenny]

https://t.co/guSauYJOmn

[The Kobeissi Letter @KobeissiLetter]

https://t.co/yU0WmwibIX

[Wall St Engine @wallstengine]

Google launched Nano Banana 2, a faster update to its AI image tool.

$GOOGL says it adds higher-res output, better infographics/data visualizations with text, and improved instruction-following, and it’s live today in the Gemini app and Search’s AI Mode.

[*Walter Bloomberg @DeItaone]

🇮🇷 IRAN NUCLEAR PLAN DUE IN DAYS AMID TENSIONS

Abbas Araghchi says Iran will finalize a draft nuclear proposal within two to three days, pending approval before sending it to the United States.

Following talks in Geneva, he noted Washington did not demand zero uranium enrichment, and Iran did not offer it. He stressed the goal remains a peaceful nuclear program.

Tensions persist, with reports that the U.S. may consider limited strikes against Iran in the coming days.