C.J.

Bunny Daddy, Trump supporter, as always

[C.J. @RealDaWoo]

@mubeitech 早已改名战争部了，为啥还要叫回国防部?

[C.J. @RealDaWoo]

@mubeitech 我解读是陈非常自信，生意太火爆了。何况芯片和机架是两门生意，他为什么去卖低毛利的机架呢？至于上调预期，已经超100%增长了，还要怎么调才满意？ 保持严谨和保守是公司领导人伟大的品质

[C.J. @RealDaWoo]

@MarkosAAIG I think we should take different approaches on how these players moats are. Given a tiny company with a niche market, where is the moat? They would be easily conquered by big players like $LITE or $COHR

[C.J. @RealDaWoo]

@MarkosAAIG Nice post, I love it! This is a speculative market and everyone having good guessing might make good predictions. But the time will tell

[C.J. @RealDaWoo]

@aleabitoreddit What made $SIVE moat so invincible?

[C.J. @RealDaWoo]

@iamai_omni 数据中心业务呢？Agentic CPU呢？ 个人电脑CPU呢？ 英伟达都没呢

[C.J. @RealDaWoo]

@Mashka63Marina @XFreeze Same playbook to ban the guns. The radical left brain is of the same size of 🌰

[C.J. @RealDaWoo]

@Leoskie_L 全文按照结论来找论据。MRVL目前是CPO大玩家了，而且CPO正在加速到来。先进封装拿不拿得到额度其实是Hyperscaler的问题，IP叠加CPO，你不用？ 博通也说了，市场已经大到人人有肉吃，下周就是财报，届时你再黑也来得及😂

[C.J. @RealDaWoo]

@NEWSMAX Is he ready to take it off for President Xi?🤪

[C.J. @RealDaWoo]

@jukan05 Actually in their initial report, it was better than Taiwan

[C.J. @RealDaWoo]

@AnNLn1F6NGI13dj @xiaochuan8688 • 试产/量产良率： 台积电美国分部总裁 Rick Cassidy 在内部披露（及后续财报说明会确认），亚利桑那州一期晶圆厂（Fab 21）在 4纳米（4nm）和 5纳米（5nm）节点的良率表现极佳。
• 关键指标： 该工厂的良率已达到 92%，这一数字比中国台湾同级别工厂的良率高出约 4 个百分点。

[C.J. @RealDaWoo]

@snowballlynx 😂

[C.J. @RealDaWoo]

@treasureh8nter The same rhetoric when AMD was $30

[C.J. @RealDaWoo]

@AndrewWang6666 @xiaochuan8688 @grok 他拍脑袋想出来的，50%良率？报废一半？英特尔当年亏得底裤都没有良率都比这个高

[C.J. @RealDaWoo]

@DeFiTracer Buying put is a fraction of shorting stocks

[C.J. @RealDaWoo]

@Mar364503 I disagree. EMIB-T has shown great cost benefit, if today yield is 90%, plus, now is the best time to place order to catch the boat. More importantly, it is a national security issue to keep the supply chain in the United States

[C.J. @RealDaWoo]

@eichof01 @awakenowzone What happens China attacks Taiwan? Your champion AMD will have to build up its own foundry?

[C.J. @RealDaWoo]

@saltydocEM @awakenowzone It’s national security. If you understands what it means, any technical barrier is not the one you would think.

[C.J. @RealDaWoo]

@MarioNawfal My take is that if AI can do it, why not one of your competitors or unhappy employees?