Super0086

主打三年不开张，开张吃一辈子🐸 Early holder of $Wif $whitewhale 10000xgem
$SOL

[Super0086 @SuperZhi]

@beiyue66 不会跑路了吧

[Super0086 @SuperZhi]

@GMWalletHK ㅤ

⠀

[Super0086 @SuperZhi]

@GMWalletHK .

[Super0086 @SuperZhi]

@LoveJJ49657085 @aleabitoreddit 肯定华人啊

[Serenity @aleabitoreddit]

@ai_9684xtpa No positions in LeaderDrive, although it’s my favorite China listed equity.

I want to remain objective and I’m happy publishing my research for free!

And it’s mainly because I can’t access those equities as a foreigner.

[toly 🇺🇸 @toly]

@Castl3vania That’s @rajgokal

[Art @ArtCryptoz]

@TheSourceS0L The one on agent mode literally makes the most sense?

It's an AI related trend and it's about restoring photos

Should be $RESTORE

w1PwmmXmFxmENa1u5Kci5VaPFa49pmy5DGi16A3pump

[Super0086 @SuperZhi]

trust me, Stay away from xet and $photo immediately from now on, or you will lose all your savings. His bundle is very hidden, He never showed his position.
just buy the og $restore, if this narr goes good.

[Super0086 @SuperZhi]

buy og $restore！

[Super0086 @SuperZhi]

they banned me, Just because I told the truth.
Sincerely advise, no matter what the narrative, if you see the figure of @xet, you must stay away, not because the narrative is bad, but because he exists, it means that the hidden bundle is preparing to sell in large quantities.

[Super0086 @SuperZhi]

they banned me, Just because I told the truth.
Sincerely advise, no matter what the narrative, if you see the figure of @xet, you must stay away, not because the narrative is bad, but because he exists, it means that the hidden bundle is preparing to sell in large quantities.

[Super0086 @SuperZhi]

@KKyleChen @wallet 啊这，貔貅诈骗都能拿出来当成绩炫耀了？

[Serenity @aleabitoreddit]

Apparently my Chinese name is “白毛股神”

Which translates to “White Hair Stock God” in English.

I’ll gladly accept it.

[Serenity @aleabitoreddit]

@Tang8vrb 抱歉，我会去研究更多大家都能买到的股票！我只是想分享一下我最喜欢的一只。

[Serenity @aleabitoreddit]

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

并且他们正在进军行星滚柱丝杠（planetary roller screws）领域。

目前占据着绝对的主导地位：超过60%的国内市场份额以及1800多家全球客户。

主要客户包括优傲机器人（Universal Robots）、优必选（UBTech）、智元机器人（Agibot），而特斯拉（Tesla）、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。

如果你看一下这些零部件的 BOM（物料清单），粗略估计它们占到了每台研发出的人形机器人的 4-15%，随着他们进军更多细分领域，这个比例可能还会更高。

我认为没有人能对这类公司进行精确的财务建模，其前景更多取决于未来几年内会有多少人形机器人实现量产。

这其实是对一家能够在每台生产出的人形机器人中占据可观份额的公司，进行的一种方向性做多（directional long）。

在可扩展的规模化量产方面，中国显然是该领域的领导者，许多西方玩家无法将成本降到绿的谐波那样的水平。

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。

[Super0086 @SuperZhi]

@moonshot $sv151 lfg

[Super0086 @SuperZhi]

@solana @sunrisedefi @MeteoraAG @BedrockFndn @moonshot hi.

[Super0086 @SuperZhi]

@shisandaocao @xiaomustock @thankUcrypto 哥们别问了，他肯定是割肉换仓了的，不要以他为图腾了，换个车头去跟吧。

[Jupiter @JupiterExchange]

Nobody swaps like Jupiter

[Grimace @Grimace_CTO]

@McDonalds Excuse me, I ordered a Grimace Shark drink and a Happy Meal with toy for my child. But there was no toy and no fries in the meal. Can you give me the missing toy and fries. @McDonalds