Michael Chen

Ex-FANG & Ex-SaaS VC & Ex-AI Startup，Now Indie Investor

[Michael Chen @QCCCCCCCCCCCC]

@AntonLaVay 好奇怎么观察目前杠杆情况

[Michael Chen @QCCCCCCCCCCCC]

@ShanghaoJin “御三家”被破，大厂反倒获得了低成本模型的机会是个利好？

[Michael Chen @QCCCCCCCCCCCC]

@Franktradinglog 大F牛的

[Michael Chen @QCCCCCCCCCCCC]

@TJ_Research 标普和芯片的结论是偏贵对吧

[Michael Chen @QCCCCCCCCCCCC]

@shufen46250836 真的还能降息？债市定价 9 月加息了

[Michael Chen @QCCCCCCCCCCCC]

@shufen46250836 正修正？

[Michael Chen @QCCCCCCCCCCCC]

@ShanghaoJin @cherryPayment 存储不应该更高吗？

[Michael Chen @QCCCCCCCCCCCC]

@ShanghaoJin @zeddddd_1 @rz649510 债券往下疯狂吗

[Michael Chen @QCCCCCCCCCCCC]

@shufen46250836 大黄不也被利率压制吗？

[Michael Chen @QCCCCCCCCCCCC]

@ShanghaoJin intc之前的 capex投的不算多吧 特别对于 18A、14A

[Michael Chen @QCCCCCCCCCCCC]

@hazenlee LPPL？

[Michael Chen @QCCCCCCCCCCCC]

@labubu_trader What about tmr？or the entire statement was for yesterday？

[Michael Chen @QCCCCCCCCCCCC]

@labubu_trader what the eps target to justify this PT though? seems too high given the guidance for next Q

[Michael Chen @QCCCCCCCCCCCC]

@AntonLaVay 新系统是全仓拥抱bottleneck么

[Michael Chen @QCCCCCCCCCCCC]

@TJ_Research 但前瞻估值50倍+了诶，基本面不支持

[Michael Chen @QCCCCCCCCCCCC]

@labubu_trader I believe memory is still in a bigger shortage than CPUs though? But sentiment wise, CPU is less hyped

[Michael Chen @QCCCCCCCCCCCC]

@Franktradinglog 但拥挤的仓位也是这么出现的？

[Michael Chen @QCCCCCCCCCCCC]

@ShanghaoJin @david88lee 是不是比之前的数字要低一点了

[Michael Chen @QCCCCCCCCCCCC]

@labubu_trader @aleabitoreddit used weekly calls？

[Michael Chen @QCCCCCCCCCCCC]

@Trader_S18 倒挂会不会下期才回来😭