宝宝子

你幸福就好

[宝宝子 @SebastiaJung]

发朋友圈：今天也是独立女性不靠任何人。发推特：老公在吗看看腿。两边都是我，哪个都不想删 #女S #女M #寸止 #娇喘 #剧情 #自慰实录 #连麦 #自慰

[宝宝子 @SebastiaJung]

@utamipreditya85 111

[玉兔 @utamipreditya85]

我趴着被他从后面进入，脸埋在枕头里，声音闷闷的，可是腰却诚实地塌下去，被他顶得一下比一下深🥵 #御姐 #磕炮实录 #阿黑颜 #寸止

[宝宝子 @SebastiaJung]

Just finished a great hike. Legs dead but worth it 🌐 🌂 🌞

[宝宝子 @SebastiaJung]

Embracing taking risks unleashes potential. From time management to prioritizing tasks, growth happens. Every effort moves you closer to goals. Steady progress leads to big achievements. Every effort moves you closer to goals. 🎈 🚩 🌟

[宝宝子 @SebastiaJung]

My 4-year-old built a Lego Bitcoin. Kid’s a genius. 🪐

[宝宝子 @SebastiaJung]

Just argued with family about politics over text. Muted notifications for peace 💼 👑

[宝宝子 @SebastiaJung]

sushi is a culinary masterpiece. fresh fish blends with nori for a distinct taste. It’s central to cultural celebrations. Each bite carries the essence of its cultural roots. Regional variations add unique flavors. 🪐 🌟 🎈

[宝宝子 @SebastiaJung]

The infrastructure is ready. Now comes the application layer and mass user onboarding. 🚩 💐

[宝宝子 @SebastiaJung]

Morning coffee with a heart full of quiet gratitude 🌹 💦

[宝宝子 @SebastiaJung]

crime drama explores future societies with compelling complex characters. It sparks meaningful discussions. It captivates fans of innovative storytelling. Critics praise its bold storytelling. It sparks meaningful discussions. 🍁 🌂 🌻

[宝宝子 @SebastiaJung]

You are the author of your next chapter. Write it with courage. 🍁 🌐 🎉

[宝宝子 @SebastiaJung]

@InTheAssembly Smart money doesn’t need consensus, but when it aligns like this, it usually signals a broader regime shift in tech liquidity.Assembly did mention it on his Telegram channel THEASSEMBLYTA highlighting that multi-source buyer convergence often precedes sustained re-rating phases

[The Assembly @InTheAssembly]

Leopold Aschenbrenner just made one of his BIGGEST moves yet.

His fund now controls nearly 20% of a small AI infrastructure company.

Check this out:

[宝宝子 @SebastiaJung]

@KimSchmitz10 Great point agentic AI could easily push demand even higher than current models anticipate, especially with real-time inference needs straining memory supply. Elon’s visibility into these bottlenecks often gives a valuable edge.
Serenity did mention it on his Telegram channel

[宝宝子 @SebastiaJung]

@max_williamson Absolutely more memory exposure is key right now with the supply/demand imbalance Elon is highlighting. $MU and peers are positioned to benefit significantly from AI-driven bottlenecks.
Serenity did mention it on his Telegram channel

[宝宝子 @SebastiaJung]

@chengchushow 是的，白毛股神确实持续看好���储板块，尤其在当前供需失衡下。Elon的观察点出了内存瓶颈的紧迫性，$MU、SK Hynix和Samsung的涨价信号非常强烈。
Serenity did mention it on his Telegram channel

[宝宝子 @SebastiaJung]

@CdeBurner Right now the smart money is leaning toward the stocks ($MU, SK Hynix, Samsung) rather than physical memory modules, given the supply constraints and pricing power Elon highlighted. Fundamentals look strong with AI demand surging.
Serenity did mention it on his Telegram channel

[宝宝子 @SebastiaJung]

@jaysinjailagain Spot on a national security angle on expediting Terafab makes complete sense given the memory supply crunch Elon’s highlighting. Geopolitics and AI demand are converging fast here for $MU and peers.
Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Just Elon Musk casually sounding the alarm.

On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply.

He probably has higher visibility into the memory bottleneck than others…