OpenRich

AI股票研究员
用AI写代码 也用AI做投资
分享工具、提示词和赚钱逻辑

[OpenRich @goldenusdrich]

今年的AI四大天王
$INTC ，英特尔 困境反转 得到验证 苹果等大厂订单；
$SNDK 闪迪内存周期行业 迎来了好日子 市值不高
$LITE 光模块激光器 订单脱销
$MRVL 光模块 DSP硅光子核心厂家

[Delba @delba_oliveira]

Wrote an article on different types of loops and what Claude Code features you can use. Hope it helps!

[宝玉 @dotey]

开源项目推荐：Claude Code From Scratch

这是一本学习 Claude Code 的开源电子书，严格来说不仅仅是电子书，还有代码，不需要你去看 Claude Code 的 50 万行代码。

用 ~4300 行代码（TypeScript 和 Python 两个版本分别实现）复现了 Claude Code 的核心架构——Agent Loop、13 个工具（含并行执行 + 流式早期启动）、4 层上下文压缩、语义记忆召回、技能系统、多 Agent、MCP 集成……每一步都对照真实源码讲解它怎么做的 → 我们怎么简化的。

有 13 章内容，每一章都是一份分步教程，跟着动手写几千行代码，快速理解 Claude Code 这样最好用的 coding agent 的精髓。

读完你就能大致理解了 coding agent 的工作原理，我跟着快速浏览了下都有了些新的收获，推荐有兴趣的可以看看。

有中英文版：
https://t.co/x2F11US2g0

[OpenRich @goldenusdrich]

@RealHanyaHu 别剪

[Forecast Engineer @ForecastEng]

Python has powerful time series libraries.

Case in point: skforecast

Let me explain:

[ClaudeDevs @ClaudeDevs]

How do we automate business analytics with Claude?

New blog post covering our best practices for skills, data foundations, and evaluations when building agents to perform data analysis:

https://t.co/mfEJMAQFBU

[Marvell Technology @MarvellTech]

Transformer architecture can be difficult to conceptualize. This clip makes it considerably more accessible.

At the International Semiconductor Industry Group (ISIG) Executive Summit, Marvell President of the Data Center Group Sandeep Bharathi walks through how large language models process information using a restaurant analogy, from the moment an order is taken through to the kitchen, the prep work, and the pantry. The parallel to encoder/decoder stages, KV caches, and memory fetches is intuitive and clearly drawn.

The analogy also surfaces a fundamental challenge: modern AI inference has become an energy-intensive data movement problem, and memory access sits at the center of it.

[Marvell Technology @MarvellTech]

Marvell today introduced Teralynx T100, the industry’s first 102.4 Tbps switch silicon purpose-built for the AI era.

Unlike legacy switching platforms designed for traditional enterprise and cloud data centers, the Teralynx T100 was architected from the ground up for AI—enabling the industry’s lowest power consumption and lowest latency at this bandwidth tier to address critical bottlenecks in today’s large AI clusters. The T100 will start sampling to customers beginning this quarter.

Learn more: https://t.co/Y7rVW5V2BU

[OpenRich @goldenusdrich]

@WuChuanIJ 被AI打击的票

[Innomad 一挪迈 @innomad_io]

https://t.co/0CmWV3sBpT

[OpenRich @goldenusdrich]

$NOK $MRVL $AAOI Leading the rebound across optical comms names

[OpenRich @goldenusdrich]

苹果新CEO 搞硬件开发出身 当然是芯片可控 供应链成本可控

[投资TALK君 @TJ_Research]

苹果要开始投资周期，接下去看看苹果宠幸谁

[OpenRich @goldenusdrich]

@jakevin7 刚刚研究了一下codex手机验证
codex登陆添加了手机号码验证这个号码不限制地区，但是会发到whatsapp.
1.下载whatsapp
2.用hello-sms，注册 https://t.co/YrAd583IsF申请号码，应用选whatsapp，我选的哥伦比亚
3.用申请号码注册whatsapp 等时不要刷新
4.codex 输入号码，whatsapp查看验证码

[宝玉 @dotey]

https://t.co/c53sSkOPTr

[OpenRich @goldenusdrich]

@yifaer_chen @applecriz 赶紧上车 会到100

[OpenRich @goldenusdrich]

@xiaohu @TheGeorgePu 今天已经没有code入口了

[OpenRich @goldenusdrich]

Gemini 生成的摇篮曲

[OpenRich @goldenusdrich]

@Kai866 什么片子

[Paul Iusztin @pauliusztin_]

Every day, 100+ people ask me, "How can I learn AI evals?"

I copy-paste these 11 links (every time):

1. AI evals & observability (series): https://t.co/erSJcqpAV7
2. Using LLM-as-a-judge: https://t.co/xMBt9j4JRc
3. Demystifying evals for AI agents: https://t.co/HBbCe5PnXJ
4. There are only 6 RAG Evals: https://t.co/gwfyhIozqK
5. Evaluation-driven development: https://t.co/GMtp6bewol
6. Binary evals vs. Likert scales: https://t.co/WyMw1hHTfm
7. The mirage of generic AI metrics: https://t.co/ugryF5zfKO
8. Error analysis: https://t.co/OXgPZd8IXi
9. Carrying out error analysis: https://t.co/OXgPZd8IXi
10. Evaluating the effectiveness of LLM-evaluators: https://t.co/NuaXhr19TV
11. LLM judges aren't the shortcut you think: https://t.co/fDep2HFjCq

Binge these to skyrocket your skills.

[Sam Altman @sama]

Codex hit 4M active users, less than two weeks after hitting 3M.

We will reset rate limits today!