Golden Beast

Early retirement mode
Sharing investing thoughts
Warhammer 40K enjoyer | Not financial advice

[Golden Beast @LionKingTL]

@flcjbtc 假故事，出国赚钱的福建人没有这么蠢的

[Golden Beast @LionKingTL]

Seeing this makes me so happy.🤣

[Serenity @aleabitoreddit]

$RKLB has been awarded a $397M contract by the US Space Force.

To build out Flatellite satellites and launch them on their Medium Lift rocket, Neutron.

[Golden Beast @LionKingTL]

$DELL & $DDOG both breaking out!

Use the 5-day MA (MA5) as a trailing stop to manage risk and ride the trend.

[Golden Beast @LionKingTL]

Game changer for physical AI! Congrats to the team.

[Jensen Huang @JensenHuang]

Today, we’re launching Alpamayo 2 Super, our frontier open reasoning model for autonomous vehicles.

Beyond seeing, Alpamayo understands and reasons through the complex world - thinks before it acts.

It’s a powerful backbone for robotaxis, trucks, shuttles, delivery vans, tractors and the long tail of mobile robots—billions of autonomous machines someday.

We’re releasing it for commercial use under OpenMDW-1.1 so teams can inspect it, fine-tune it and deploy it—open models advance safety and security.

The next wave of AI is robotics—and it starts with autonomous vehicles.

Great work, Alpamayo team!

https://t.co/2PYCCXWjZh

[Golden Beast @LionKingTL]

Trump administration drafting ban on Chinese data center devices, sources say

A double edged sword for US tech: a boost for domestic hardware suppliers, but a cost and supply chain headache for AI cloud giants.

[Golden Beast @LionKingTL]

@ranranyk 露点的话可以订

[Golden Beast @LionKingTL]

The driver for memory stocks is no longer just sales volumes and rising prices,it now requires broader use cases, such as robotics.

[Serenity @aleabitoreddit]

SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM.

$SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026.

- Customers are being allocated only 60–70% of the volumes they initially requested

- industry insiders pointed out that 2027 will enter the most severe moment of memory shortage

- Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery

Source: Digitimes, citing industry sources.

Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.

[Golden Beast @LionKingTL]

@nt999_78 👍你家死在地主手里几口人？能打这么多字

[Golden Beast @LionKingTL]

杨白劳和白毛女这两个不知好歹的东西，冤枉了黄大善人多少年？

[Golden Beast @LionKingTL]

@duanhjlt 非洲的小朋友对中国小朋友说：谢谢

[Golden Beast @LionKingTL]

@flcjbtc 这个热水袋不错

[Golden Beast @LionKingTL]

@Garinpri251 确实确实，中医在这里确实是保家护财了

[Golden Beast @LionKingTL]

一向对中医嗤之以鼻的我，突然觉得这个好有道理。

[Golden Beast @LionKingTL]

@anas_anaszubair 大科技已经证实了盈利模式，这就是花街要的

[Golden Beast @LionKingTL]

继科技巨头云业务大涨、带火数据中心概念后，美国军方也正式下场了！
五角大楼推进“土地换算力”，正是AI从民用向军用全面转化的最强信号。
这意味着，全球AI领域的“军备竞赛”，已经悄然拉开序幕。

$IREN $NBIS 加仓加仓！！！

[Golden Beast @LionKingTL]

@nt999_78 你们这种傻逼活该当韭菜一辈子

[Golden Beast @LionKingTL]

@johnson428 盘靓条顺，还能靠汗水赚钱，这狗头可以的。

[Golden Beast @LionKingTL]

@sean_s6n 还有就是选择大品牌，多少比杂牌会更好一些吧。

[Golden Beast @LionKingTL]

@feng638061 不求人，也就不给别人求你的机会，也就是跟这个社会没有互动，在一个人情社会里，没有互动就没有利益来往，更没有羁绊。
穷人没有钱只是这一切的结果。

[Golden Beast @LionKingTL]

@duanhjlt 懂事的，聪明的，脾气好的，会做饭的，长相6分即可。

[Golden Beast @LionKingTL]

@anitaNF21 这些是大约十年前的信息了，我相信现在只会更厉害。

[Golden Beast @LionKingTL]

@SignalLost_404 任正非看到后吓得面向北方下跪连叩九个响头。

他女儿拍好视频发给领导过目。