冲动冲动再冲动

[冲动冲动再冲动 @Zgi91]

@guzi9712 @Polymarket 做的天气吗

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@SuperL9 @jiucaicai250131 0x47afffd53911d868411c7d1f1188ba4d6e084617

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@cz_binance @Mirro7777 @TCryptochicks 0x7a848a5a8169aa6a2f603d056a749f924f504444

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@libapi_ 还招暑假工吗🐮

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@youyou5202 0x39d97d8989692095355f3599ef5f745e12b6b522

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@Heistedxyz 🥹

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@_pogai_ @congyinglingxia 0x47afffd53911d868411c7d1f1188ba4d6e084617

[川沐｜Trumoo🐮 @xiaomustock]

这是年初写的对去年的交易体会总结，
能未来替代目前全AI行业抽水机存储地位的，可能就是康宁的这个集成了光纤光通信的玻璃基板。
不过没有发生百亿美金规模级的利润前人们还很难确定，我也是。
只是从黄仁勋让康宁扩产10倍，那么肯定对应着未来英伟达十倍以上的需求。
说明在投产放量后会发生10倍以上的需求暴增，这跟存储发生的事情有点点像。

如果未来某一天发生AI的某细分行业数倍增速百亿美金级别的规模利润，如果还拥有极高护城河极少竞争对手，那值得瞬间梭哈 。
现在阶段只能猜，但最终会百分之一万有这么一天，至于哪个细分则不可知。

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@liu135895 @Polymarket lp仙人

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@libapi_ 好的😆

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@youngstockuser nok 好烂🥹

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@DFarm_club boss 好难找🥲

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@liu135895 @sunlc_crypto @Plasma 哈哈哈 😆

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@liu135895 @binance 麻了 哥

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@PlusTBV 买了3只股 目前全部亏损🤣🤣

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@benlinbaofu 梦开始的地方！😂

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@zhupi_eth 神！！