HuitingChen

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Serenity @aleabitoreddit]

Here's the humanoid exposure crowdsourced list:

- $OUST
- Rainbow Robotics (277810)
- $AMBA
- Ubtech Robotics
- $MKA
- Nextronics
- $SYM
- Harmonic Drive (6324)
- $VPG
- Beijing Geekplus
- $MBLY
- $ARBE
- Nabtesco (6268)
- $SERV
- $HSYDF
- Robotstrategy
- $ZBRA
- $CATL
- $ABB
- $BOT
- Unitree (not public yet)
- $LSCC
- Esunny Robot (300024)
- $NOVT
- $RR
- $PDY
- Hesai (2525)
- $SHA.DE
- $XBOT
- $XPEV
- $BAM
- $ALNT
- 6268.T
- $AMBQ
- $ATOM
- $MRAM
- $ISRG
- $HLIT
- Robosense (2498)
- $HG
- $ACUVI
- $CGNX
- $KLIC
- $BSL
- $AEVA
- $AUR
- $CTH.V
- $IMSR
- $NEO
- $KDK
- $MRLN
- $KITT
- $INDI
- $NOVT

Off the top of my head:

Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.

Will start doing DD into mentions.

[鸭哥 @grapeot]

你听说过 .env 不安全。但你搜到的所有文章都告诉你「别这么干」，没一篇说清楚：那到底该怎么干？

其实答案取决于你是坐在笔记本电脑前面敲代码，还是需要后台服务在没人看的时候自己跑。这两个场景的威胁模型几乎没有交集。

我把两个最常见场景拆开，对比了四种方案的实际表现。读完这篇，你只需要问自己三个问题就能做决定。 https://t.co/ROESN9EE8Y

[i5ting @i5ting]

这篇真的是实战。好文。必须精读

[Tw93 @HiTw93]

想和大伙聊聊，在 AI 时代我是如何深入学习一个技术领域的。

之前没有 AI 之前更多是看书、翻这个领域有名的国内外人的所有博客，然后摘抄记录到笔记本，这种速度挺慢，但是很有学习的乐趣，比如当时学习 WebGL 就是这种感觉，可能学懂一个东西差不多要半年空闲时间，慢但快乐。

现在有了 AI 之后，其实我很讨厌网上那种3分钟教你看完百年孤独，也讨厌一切短剧和倍速看电视剧的方式，更多还是挑好的看，吃好一点。

不过最近写你不知道的 Claude Code 和 Agent 系列，除了自己懂的部分外，其实还有大量不太清楚的领域，好在之前收藏了不少文章，刚好借助这一块清库存，全部搞懂输出出去，一直认为，很多时候，不在于看了多少东西，听了多少东西，输入了多少东西，其实用处不大，更加看重你输出了多少东西，这个才是你自己的。

然后���上上周启动了一个深坑挑战自己，研究大模型的训练流程，确保非专业的人也听得懂，探索了2周，刚好这个经验可���分享给大伙，当然成文也差不多好了，最近会发出。

我会把这个学习过程当做写代码一样的组织，第一步收集高质量的资料，比如与之相关的近几年的精品论文，各大模型厂商发布的关键模型的博客，X上模型负责人发表的一些文章，以及斯坦福等高校的近两年关于这一块的课程学习，还有经典的手搓一个大模型的代码仓库等等，这些都是我的一个资料来源过程，我会借助工具自动化全部下载、转md、清洗，梳理，弄好结构化分门别类到我这次研究的仓库。

然后对于自己看得懂的内容就全部看一遍，把不好的删掉，好的留下，对于看不懂的内容，直接借助 Claude 帮我的理解，更复杂一点的直接翻译成中文去阅读，对于代码本地可以跑的就跑起来，不能跑的那种就去看结构，总之会有一个大概的认识和知晓技术原理，这个阶段可以去掉原有一半可能没有用的内容。

到了这个阶段，其实你对这个领域有一个大概的认知了，就可以给这篇文章开始写一个大纲，以及大纲应该结合的来源内容，这里均可以用markdown很多表达，你要讲什么，或者说你想讲什么更想让读者知道，一定一定，文章是写给你给给看的人看的，需要知晓对方的认知水平，和汇报其实差不多。

然后接下来就是苦力活加之前内容的复习过程，和大学时候考试前复习很像，把每一章的内容填充完整，这样下来，你会得到一篇非常长而且有点啰嗦的文章。

这个时候AI就可以帮太忙，你可以让他帮你不改变你原有的内容意思你的语气的情况下，帮我去掉无用的啰嗦内容，以及连贯不到位的内容，或者是这一块缺少的内容，还需要��充什么知识的地方，借助AI继续去完善补充，这里又可以学到很多原来遗漏的东西。

最后整理好以后，可以继续自己读一遍，而非让AI读一遍，这里AI只是工具，千万不要把你的脑袋被AI代替了，这就没有啥意思来，自己读的过程中可以对文章继续修改调优，这里和写代码又非常像了，自测那种感觉，修复问题修问题，最后读了2遍以后，基本感觉完美了，然后就可以发出来给大伙看看。

有小伙伴肯定是担心自己写的东西没有人看，就不太喜欢发出来，或者说就不写了，其实只要你的内容有意义，自然就有读者，而非是你偷懒的理由。

花10min写完这个碎碎念，结束，欢迎交流你是如何学习一个新领域的，下面视频就是我后面要发的那篇你不知道的大模型训练文章的学习仓库，挺有意思，就录了一个视频给大伙看看我的工业化学习方式。

[Ding @dingyi]

https://t.co/6nw3ZGQJd5

[Mr.RC｜𝟎𝐱𝐔 @MrRyanChi]

https://t.co/uGuy7PFTBk

[HuitingChen @ftchen90]

@imwsl90 github copilot

[HuitingChen @ftchen90]

@ziyou_shitianzu @_FORAB 干的��好毕业不很正常么？跟视频里提到的观点不冲突

[Tw93 @HiTw93]

https://t.co/x9eqpjrSuS

[Tw93 @HiTw93]

https://t.co/RTkJ3NQKeS

[HuitingChen @ftchen90]

@geniusvczh Copilot 不是没有上限���

[Serenity @aleabitoreddit]

Year to Date post $NVDA earnings:

477.27%.

Majority of the gains are the result of the research I've done the past few months:

From the $AXTI's InP chokepoint that went up few hundred percent recently.

or profiting off Jane Street from $EWY IV vega expansion for Sk Hynix/Samsung.

Many others were tens of % or hundreds of percent returns each in a short timeframe.

Like $XLU going up 3% in a week to the epic directional rally of $MU and $SNDK.

I think people just like to see the end results like this, which is understandably the most eye-catching.

But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to semi supply chain bottlenecks from Unimicron, Nittobo, and even $TSM last year.

Even now I’m planting the seeds for the future with analysis on $XLU for the power/grid sector, or understandably higher risk companies like $IQE as a $LITE supplier for the photonics supply chains.

I typically shift from:

> Research Posts (Initial thesis post)
> Map that into actual ideas + trades
> Follow-Up DDs on Alpha (eg. SMM InP pricing)
> celebrate when things go up.

cross-industry, and typically on sectors with momentum.

Rather than sticking single stocks, or just analysis only (instead of trading).

And I think people might have found this style refreshing.

I think recently, I’m is just capitalizing on two different trends:

1. Focusing on active bottlenecks in AI supply chains

- Memory like $SNDK, $MU, Sk Hynix, Samsung, $SIMO
- Photonics like $LITE, $COHR, $AAOI, $IQE, $AXTI, and Yamamura
- Power Grid like $XLU
- Advanced Packaging/Yields - $AMKR, $ONTO, $CAMT, $KLIC, $FORM, and $AEHR

2. Then focusing on Capital Rotation into Taiwan, Japan, Korea.

Basically past week capital rotation was rotating from US/China -> Korea, Taiwan, Japan.

ETFs like $EWJ or individual stocks from Nanya Plastics have been taking off.

- Taiwan Equity Funds recently took in over $1 billion in a single week for the first time in months

- For Japan: GS chart's +0.37 long buying

- For Korea, foreigners were net buyers of roughly 1.37 trillion won (~$1 billion USD) in the first half of February

While GS chart shows a staggering -1.52 SD in short activity for North America.

So that's probably my assumption on why $HOOD investors haven't been doing too well from a lack of Asian equity exposure.

The reason being Hyperscaler capex trade flows into Asian countries in the supply chains (eg. Some analysts projected Sk Hynix to have 2.2 2027 fwd p/e, which is absurd) -> institutions following the flow with capital rotation.

As for some reflection, I'm genuinely surprised by how many people read my posts nowadays and it’s really humbling!

I don’t really celebrate this much (last year I only did one time with a 600%+ 1Y return) but I’m amazed by how lucky I am this year with timing and getting a lot my thesis right.

I’m not perfect, I do get a few things wrong, but what’s more important is I get more green than red every day.

But thanks to everyone, I grew from a little account to 83K in like two or three months!

[HuitingChen @ftchen90]

@AnderzonBoy0312 @abskoop 你太不了解大厂了，在字节，他这个正常是还没给你算年终奖和股票

[HuitingChen @ftchen90]

@abskoop 一眼假，在大厂月薪是零花钱，年终奖加股票占比非常多

[HuitingChen @ftchen90]

@okasupportgroup 我也一样

[吕立青_JimmyLv 2𐃏26 @Jimmy_JingLv]

有 𝕏 友私信我是怎么开通 Claude Max 的？干脆记录一下：

0. 注册账号（见评论）
1. 在 https://t.co/VeB9COVWXw 购买礼品卡
2. 点礼品卡链接激活

注意：
推荐先买 Claude Pro，不够再买 $100 Max；
$200 Max 实在用不完，如果要用完我得累死；
全程 TUN 模式，否则命令行不支持还存在封号��险。

[人工大黑 @daheiAI]

@dontbesilent 我搜集了100多家，都在这儿了~ https://t.co/4XlV4Uie2R

[Xuanwo @OnlyXuanwo]

Here is my AGENTS md which works great on gpt-5.1-codex-max, especially on high reasoning level.

This should make you a MAX 200x developer, try it and let me know what you think.

https://t.co/DW5PlD49iT

[Thariq @trq212]

my favorite way to use Claude Code to build large features is spec based

start with a minimal spec or prompt and ask Claude to interview you using the AskUserQuestionTool

then make a new session to execute the spec