PlsAns1988

Life is the result of your own decision

[PlsAns1988 @LazadaTop]

AI要开始横向穿插到各种传统业务了么，这下增量不就来了，不用裁员了 😂

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[PlsAns1988 @LazadaTop]

@lntinzh213741 @youngstockuser 大师，我悟了。。

[PlsAns1988 @LazadaTop]

团队在做事！ $NOK

[Michael Sikand 🦑 @michaelsikand]

Whenever $NOK dips, just know the company's insiders are bagged with you.

They were dropping millions of their own $ at ATH's right beside us...

[PlsAns1988 @LazadaTop]

老徐助力每一个梦想，上一次的是 #币安人生，这次谁还有梦想！

[Star_OKX @star_okx]

Is CZ lying to the public again?

As he said, he is fully aware of the legal and regulatory risks. Yet a shell called @Aster_DEX was created that appears to copy the @HyperliquidX model almost exactly.

Aster reportedly shares significant resources with the Binance ecosystem, including team members. CZ himself has promoted Aster multiple times.

Maybe creating a separate shell is their way to be “compliant.”

The real question is: if the business model, resources, people, and incentives are largely the same, how different is it really?

[PlsAns1988 @LazadaTop]

@0xzhaozhao 二选一买了$NOK，但是看到说项目方在做事，不好的回忆再次袭来！

[PlsAns1988 @LazadaTop]

@BTCdayu 先信卖给后信，房地产泡沫喊了这么多年，进的早早就自由了。如果是后面几年才冲进去，那恭喜你，现在盘子是你的了。

[PlsAns1988 @LazadaTop]

@0xgenffy 搞不清楚X的推送机制，有时候给别人的一条回复看的人不少 😂

[PlsAns1988 @LazadaTop]

@cellinlab 发现打不过，连夜加入智谱 😂

[PlsAns1988 @LazadaTop]

Sam和Dario看到GLM-5.2，瘫软在椅子上，惊呼这才是未来

[Cell 细胞 @cellinlab]

直到看到这个标题，我终于知道我为什么没流量了…

👉《载入史册！智谱突然发布核弹 GLM-5.2 引爆 AI 圈，Anthropic 慌忙下架 fable5 暂避锋芒!》

[PlsAns1988 @LazadaTop]

XXX，你就是个臭炒币的！

现在web3像路边一样被踢来踢去，做点真builder的事情吧，重铸btc/defi/nft当年的荣光！

[CZ 🔶 BNB @cz_binance]

Protect users when things don't go as planned.
👋
https://t.co/MkJofALzmv

[PlsAns1988 @LazadaTop]

@yantanzhang 写的过于暴力，敢写我都不敢看 😂

[PlsAns1988 @LazadaTop]

@0xgenffy 这种太难玩了，人生也就是运气好，熬到了第二春喝了点汤跑路。运气差点，死扛的标的没有第二春，就直接一波带走了 😂

[Serenity @aleabitoreddit]

CPO scale out earlier than expected:

> Foxconn: est. units register upward and optical switches shipped early to $NVDA

CPO scale up timelines from $LITE Mizuho Technology Conference today:

“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”

SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.

I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)

Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)

Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)

I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.

Appreciate the buying opportunity though.

[PlsAns1988 @LazadaTop]

站在光里？
光站在那里？
光着站在那里！

[seekinganythingbutalpha @ivanalog_com]

有一篇文，我想发已经很久了，但是一直觉得不是很好的时机。

大家都说2000年科技泡沫后 思科，美光，跌得多惨，但其实，他们依然是那个时代的胜利者，他们的技术和产线，在下个时代依然存在，不断递进。

那个时代的失败者，和他们的投资者，已经消失了。

这就是我为什么不愿意站在光里的原因。

[PlsAns1988 @LazadaTop]

快端上来看看~

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[PlsAns1988 @LazadaTop]

still early~

[심월 @mindmoon_108]

SK하이닉스 일본 주재원 계신 분이랑 커피챗 내용 간단하게 공유

1. 메모리 수요가 너무 강력해서 일본 고객들에게 줄 메모리가 없다.
미국이랑 중국 고객 주고 나면 일본에 줄 물량이 없다고 함. 그래서 일본업체들 찾아가서 매번 쓰미마셍 고개 숙인다고 함.

2. 메모리 부족으로 닌텐도 같은 전자제품 가격 계속 올리는 중.
메모리가 없어서 난야 같은 업체 뿐만아니라 윈본드 같은 업체도 찾는중.
CXMT는 기가바이트 통해서 이미 소비자용 제품으로 들어가고 있다고 함.

3. 일본에 있는 CXMT 한국엔지니어를 통해 듣기로는 CXMT 설계능력이 생각보다 엄청 뛰어나다고 함. 2-3년 격차가 아니라 그보다 더 좁혀질것 같다고 함. 진짜 중국의 똑똑한 인재들이 밤낮 안가리고 일한다고 함.
한국도 경계해야 할듯.

4. 메모리 가격은 계속 인상 중.. 몇프로인지는 밝힐 수 없지만 계속 인상중. 오늘 엔비디아 소캠에 메모리 줄었다는 이슈로 주가가 내리는데 메모리 가격은 오히려 올라서 영업이익은 계속 올라갈 전망.

*개인적으로 걱정되는건 이런 메모리 가격 상승이 Capex 투자 부담으로 이어져서 AI 싸이클이 빨리 끝날까봐 걱정임. 구글도 채권찍고 있고 빅테크들도 현금이 떨어져 가는게 걱정됨.

*투자권유, 매수,매도 추천 아닙니다.

[PlsAns1988 @LazadaTop]

@0xgenffy 哈哈哈哈，思路清奇，不过最近没玩土狗，亏不动了 🤣

[PlsAns1988 @LazadaTop]

黄金：BTC，你嘛时候成为数字黄金啊~

[很大很大的橙子 @0xVeryBigOrange]

🤣

[PlsAns1988 @LazadaTop]

@0xgenffy @Alien19710628 已经结束嘞~几天没看貌似群都没有 🤣