Putt

[Putt @PuttGbd]

@mensstreetx @mensaldrin @LadySunga2023

[Putt @PuttGbd]

@Oatphrodite เริ่มลงทุนใกล้ๆกัน ผมเริ่มหลังเรื่องภาษี เจอแดงครั้งแรกช่วงปลายปี ตัวที่คิดว่าน่าจะรอดยังแดง แดงยัน QQQM ตอนนี้เฉยๆไปแล้ว

[Putt @PuttGbd]

@skongki2000 วันเองยังเอาตัวไ���่รอด ดีกี่โมง

[Putt @PuttGbd]

@tonytony_hm ตอนเงินโอนเข้า มันก็มียอดที่สองแจ้งหักทันที 15%

[Shay Boloor @StockSavvyShay]

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS

Space
• $RKLB -- $67
• $ASTS -- $87
• $PL -- $24
• $BKSY -- $23

Photonics
• $AAOI -- $83
• $LITE -- $504
• $COHR -- $203
• $CIEN -- $278

Drones
• $ONDS -- $10
• $UMAC -- $12
• $AVAV -- $223
• $KTOS -- $75

Nuclear
• $OKLO -- $50
• $UUUU -- $13
• $GEV -- $649
• $LEU -- $168

AI Utility
• $IREN -- $33
• $NBIS -- $94
• $CIFR -- $11
• $CRWV -- $69

AI Inference
• $NET -- $195
• $DOCN -- $63
• $FSLY -- $19
• $OSS -- $8

AI Power
• $VST -- $140
• $BE -- $118
• $CEG -- $257
• $VRT -- $192

AI Hardware
• $NVDA -- $164
• $TSM -- $292
• $ASML -- $1,177
• $AMD -- $194

AI Applications
• $PLTR -- $120
• $SNOW -- $155
• $MDB -- $238
• $ZETA -- $16

Physical AI
• $TSLA -- $323
• $AMZN -- $199
• $GOOGL -- $269
• $ISRG -- $466

AI Security
• $MSFT -- $381
• $CRWD -- $401
• $PANW -- $161
• $RBRK -- $46

[Jaynit @jaynitx]

>be Jensen Huang
>born 1963 in Tainan, Taiwan
>dad is a chemical engineer
>family moves to Thailand, then to America
>age 9, parents send you to boarding school in Kentucky
>plot twist: it's actually a reform school
>roommate has a knife, covered in cigarette burns
>other kids are violent, troubled, dangerous
>you're a tiny Taiwanese kid who speaks broken English
>survive by doing homework for the older kids
>clean toilets every morning before class

1970s:
>family reunites in Oregon
>finally normal life
>get a job as a busboy at Denny's
>wash dishes, mop floors, seat customers
>fall in love with the work
>no joke, you genuinely love it
>learn that no job is beneath you

high school:
>table tennis prodigy
>ranked top in the nation for your age
>also good at academics
>quiet, focused, grinding

1984:
>graduate Oregon State, electrical engineering
>go to Stanford for masters
>smart but not the smartest in the room
>don't care, you outwork everyone

1984-1993:
>join AMD as a microprocessor architect
>then LSI Logic as a chip designer
>learn the guts of how chips work
>see that graphics are the future
>nobody agrees with you

January 1993:
>meet Chris Malachowsky and Curtis Priem
>both engineers, both believers
>meeting spot: a Denny's booth
>yes, the same Denny's where you bussed tables
>you're 30 years old
>idea: build chips specifically for 3D graphics
>PCs are beige boxes that display spreadsheets
>you want them to render worlds
>everyone says the market doesn't exist
>you: "it will"
>initial investment was $600 ($200 each from founders)
>found NVIDIA with $40,000

1993-1995:
>work out of a tiny office
>build the NV1
>technically ambitious
>uses quadratic texture mapping (not triangles like everyone else)
>Sega partners with you
>then Sega changes direction
>NV1 flops
>company nearly dies
>first near-death experience

1996:
>pivot hard
>admit the NV1 approach was wrong
>adopt industry-standard triangle rendering
>release RIVA 128
>it's fast, it's cheap, it works
>sells a million units
>NVIDIA lives

1997-1999:
>graphics card wars
>you vs. 3dfx vs. ATI vs. everyone
>3dfx has Voodoo, the market leader
>you're the underdog
>outship them, outpace them
>release new chips every 6 months
>insane cadence
>competitors can't keep up

1999:
>release GeForce 256
>invent the term "GPU" graphics processing unit
>it's marketing genius and technical innovation at once
>the GPU does calculations the CPU used to do
>games look better, run faster
>gaming explodes
>you ride the wave

2000:
>3dfx collapses
>you buy their assets
>the king is dead

2000s:
>dominate gaming
>every serious gamer knows your name
>green logo everywhere
>ATI (later AMD) is your only real competitor
>you trade blows for years
>but you're always slightly ahead

2006:
>make the bet that changes everything
>launch CUDA
>a programming platform that lets developers use GPUs for general computing
>not just graphics, any parallel computation
>Wall Street: "why would anyone need this?"
>academics: "interesting but niche"
>you: "just wait"
>invest hundreds of millions over the next decade
>no immediate payoff
>investors complain
>you don't budge

2012:
>deep learning starts working
>researchers discover neural networks need massive parallel computation
>CPUs are too slow
>your GPUs? perfect
>AlexNet wins ImageNet using NVIDIA GPUs
>the AI winter ends
>spring begins

2016:
>hand-deliver the first DGX-1 to OpenAI personally
>$129,000 AI supercomputer in a box
>Sam Altman thanks you
>this machine trains the models that become GPT
>you're not just supplying the AI revolution
>you're arming it

2017-2019:
>crypto boom
>miners need GPUs to mine Bitcoin and Ethereum
>demand explodes
>gamers can't buy cards, miners buy everything
>revenue skyrockets
>then crypto crashes
>inventory glut
>stock drops 50%
>second near-death scare
>you survive

2020:
>buy ARM for $40 billion
>biggest semiconductor deal ever
>regulators block it
>deal collapses in 2022
>$1.25 billion breakup fee

2022-2023:
>ChatGPT launches
>the world discovers AI
>everyone realizes: all of this runs on NVIDIA
>every AI lab, every cloud provider, every tech giant needs your chips
>H100 GPUs sell for $40,000 each
>can't make them fast enough
>data centers beg for allocation

2024:
>NVIDIA market cap: $1 trillion
>then $2 trillion
>then briefly passes Apple and Microsoft
>most valuable company on earth
>you're worth $100 billion+

the lifestyle:
>still wear black leather jackets
>every single day
>same style since the 90s
>have an actual NVIDIA tattoo on your arm
>employees get matching tattoos

management style:
>no 1:1 meetings
>40+ direct reports
>everyone's in the room together
>if you disagree, say it publicly or shut up
>"I'd rather hear bad news early than good news late"
>run the company like you're always 30 days from bankruptcy
>because you remember when you almost were
>multiple times

2025 & 2026:
>AI demand still exploding
>Blackwell chips shipping
>competitors trying to catch up
>AMD, Intel, Google, Amazon all building AI chips
>you're still ahead
>still paranoid
>still shipping

from Denny's busboy to $100+ billion.

the entire future runs on your chips.
every ChatGPT query, every AI image, every autonomous car.
all NVIDIA.

you saw it 20 years before anyone else.
you bet the company on it.
you were right.

[Shay Boloor @StockSavvyShay]

THE SEMICONDUCTOR VALUE CHAIN

The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile, edge & automotive SoCs
• $AMD CPUs and GPUs for compute and AI
• $AAPL in-house SoCs for consumer devices
• $TSLA in-house vehicle compute & FSD chips
• $GOOGL custom TPUs for cloud AI workloads
• $MRVL data center, storage & networking silicon
• $AVGO networking, connectivity & custom ASICs

The AI Factory
• $UMC mature-node & specialty processes
• $INTC internal manufacturing & foundry services
• $TSM world’s largest advanced-node manufacturer
• $GFS specialty, automotive & defense-focused foundry

The AI Testing & Packaging
• $TER automated test equipment
• $AEHR burn-in & reliability testing
• $AMKR outsourced assembly and test

The AI Blueprint
• $SNPS EDA software & silicon IP
• $ARM processor IP & architectures
• $CDNS chip design & system verification

The AI Equipment
• $KLAC process control & metrology
• $LRCX etch & wafer fabrication tools
• $AMAT deposition & materials engineering
• $ASML lithography systems enabling advanced nodes

The AI Executors
• $MU DRAM & NAND memory
• $ADI high-performance analog & signal processing
• $STM microcontrollers, power & mixed-signal chips
• $NXPI automotive & industrial embedded platforms
• $TXN analog & embedded chips for industrial & automotive

[こねこフィルム| CONECO FILM @conecofilm]

新生・うぬぼれBL

[Putt @PuttGbd]

@political_drama เค้าหมายถึง ไม่อยากให้พวกไม่มีความสามารถ สาระแนทำรัฐประหาร เข้ามาก็ทำห่าอะไรไม่เป็น มีแต่อยู่กับที่ กับถอยลงคลอง

[Putt @PuttGbd]

@skongki2000 เค้าสอนให้คิดก่อนซื้อ พิจารณาสถานะการเงินตัวเองก่อนจ่ายออกไป ว่าจำเป็นมั้ย

[Putt @PuttGbd]

@TarotYouuuu มันเขียนเอาไว้ว่าแจก

[Shay Boloor @StockSavvyShay]

MY TOP 3 AI UTILITY NAMES

AI today hits two hard limits power & space.

There are plenty of $NVDA GPUs but not enough energized capacity to run them. The winners are the ones who turn cheap power into reliable compute that stays full & running.

Heres my top 3 favorite names 🧵

[Daragon @Daragon65573726]

🇹🇭🩵🖤🇹🇭

[Putt @PuttGbd]

@missAnju_ @xdownloaderbot download this

[Putt @PuttGbd]

@jacobboy0789 @FitZahry @xdownloaderbot download this

[Putt @PuttGbd]

@daddydulex @xdownloaderbot download this

[Putt @PuttGbd]

@LeoyLeo2ma @Kawaaii13 เค้าก็ชมว่าอร่อย

[Putt @PuttGbd]

@ymmij22 ไม่เกี่ยวครับ รองเท้าคู่ห้าหมื่นผมก็นั่ง saver แต่มันต้องรู้จักรับความเสี่ยง

[Shay Boloor @StockSavvyShay]

THE DATA-CENTER BUILD-OUT IS BECOMING THE FOUNDATION OF TOMORROW’S AI CITIES

• Compute Plants | $NVDA, $AMD
The city’s engine rooms with racks of silicon doing the real work that powers AI services.

• AI Factories | $TSM, $INTC
The industrial plants turning raw silicon into the chips that everything else runs on.

• AI Utilities | $CRWV, $NBIS, $IREN, $CIFR
The public-works providers selling raw GPU compute like electricity or water.

• AI Highways | $AVGO, $ALAB, $MRVL, $CRDO
The roads & bridges that move digital traffic across neighborhoods & out to other cities.

• Construction Machinery | $ASML, $AMAT, $LRCX, $KLAC
The cranes & precision tools that make it possible to raise new towers and expand capacity.

• Design Studios | $ARM, $CDNS, $SNPS
The architects drawing up the blueprints for each new generation of chips.

• Cloud Anchor Tenants | $MSFT, $GOOGL, $AMZN, $ORCL
The hyperscalers filling these towers with demand.

[Zerowake GATES 공식 계정 | Official Account @ZerowakeGATES]

💥 Zerowake GATES | Apocalyptic BL RPG 💥

Awakeners! It’s time for a Seong Yebin Deep Dive!!! 😉✨

He looks like your classic “silver spoon” type…
But is that really all there is to him? 👀💭

Oh, and don’t miss this sneak peek at his Ultimate Skill ⚡❄️

So… did this clear up your curiosity about Yebin,
or just make you wanna know him even more? 💕

#BL #GuideVerse #Apocalypse #ZerowakeGATES