何北航

A China-focused investor/researcher.

[何北航 @hebeihang]

Every NVIDIA dip is a golden buying opportunity. #nvda #nvidia #JensenHuang $NVDA

[何北航 @hebeihang]

Will Jensen Huang’s children eventually take over his role at NVIDIA?

#NVIDIA #JensenHuang #AI $NVDA

[何北航 @hebeihang]

Something about the Alice Huang–Jensen Huang rumors feels off. If she were really a spy, why would she so openly accompany Jensen to public events? #JensenHuang #Nvidia #NVDA $NVDA

[何北航 @hebeihang]

Jensen Huang has resigned as CEO of Nvidia. #JensenHuang #nvda #Nvidia

[何北航 @hebeihang]

#RTXON

[NVIDIA GeForce @NVIDIAGeForce]

We're giving away a Hogwarts Legacy custom wrapped NVIDIA GeForce RTX 5090 to celebrate its official release with DLSS 5 🪄

To enter:
🟢 Share this post
🟢 Comment #RTXON

Terms and Conditions: https://t.co/45T3R732hf

[何北航 @hebeihang]

2026年11月7日(土)
午前10時54分
北海道札幌市

#雪

[何北航 @hebeihang]

@ant202013 这是买入AI股的黄金坑

[何北航 @hebeihang]

Talarico’s speech was pure theater, down to the curated, diverse backdrop.
If the US truly fell into class war, rivals like China would throw a party. Instead, it’s just a populist script funded by the ruling class.

[何北航 @hebeihang]

James Talarico just won Texas—the first Dem Senate flip in 38 years.
His speech urged left and right to stop culture wars and unite against the billionaires controlling tech, media, and politicians.
Working-class solidarity? Look who signed the checks. 👇 #jamestalarico
#Texas

[何北航 @hebeihang]

Modern Democratic politics in a nutshell:
Rhetoric promises redistribution to the working class, but billionaire donors will never tax themselves.
When the bill comes due, it’s never the ultra-wealthy who pay. It’s always the middle class.

[何北航 @hebeihang]

@ProLogicaAI Thanks a lot for the quick checklist!

[何北航 @hebeihang]

Someone hacked my Google account and generated some webtoon images, possibly through an AI intermediary service. It's clear they like Naruto. #NARUTO #narutofanart

[何北航 @hebeihang]

@mayankbhaskarrr It looks like this hacker works for/uses an AI relay service, because there are also some other webtoon images, including illustrations.

[何北航 @hebeihang]

4️⃣ Let's be real: high-end gaming GPUs aren't "cheap" anyway.
Don't let the noise fool you. 🧠💎

[何北航 @hebeihang]

🚨 FACT CHECK: Is the $NVDA moat at risk from consumer GPUs?

Dropbox VP of AI said: “Nvidia’s business model hinges on selling extremely expensive GPUs... If suddenly anyone can run AI on standard consumer GPUs…”

Here is why this narrative is deeply flawed. 🧵👇

$NVDA #Nvidia

[何北航 @hebeihang]

1️⃣ Even in gaming, $NVDA's generative AI efficiency crushes competitors.
2️⃣ Consumer GPUs are fine for personal use, but commercial AI is the real cash cow—gaming chips can't handle it.
3️⃣ Local image gen is doable, but consumer hardware fails at complex tasks like AI video.

[何北航 @hebeihang]

I bought $NVDA at $94 and have held it ever since. The main reason? I realized the media at the time was trying extremely hard to scare me into selling. 💎🙌 #Nvidia #StockMarket #Investing #Contrarian

[何北航 @hebeihang]

🚨 $INTC INSIDER BUYING ALERT!
Lip-Bu Tan is heavily buying the dip:
💰 $10M at $95.00 (105k shares)
💰 $10M at $64.73 (150k shares)
Meanwhile, Nancy Pelosi bought at ~$115 & ~$125!
Current price? Just $57.60. 📉
Are you buying the dip with them? 👀 #INTC #Intel #Stocks #Trading

[何北航 @hebeihang]

Apple just reported a record-breaking FY2026.

$479B in annual revenue.
$114.5B in Q4 revenue.
$57.6B from iPhone alone.

Here’s my breakdown of Apple’s FY2026 financials 👇

Full analysis in the replies.

$AAPL #Apple #Earnings