NEONEE CFA

[Lindsey Graham @LindseyGrahamSC]

At least they used a good photo of me.

Judge me by my enemies.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Deeply saddened by the news of the passing of United States Senator Lindsey Graham. Lindsey was a true defender of freedom and the values that make our world safer.

He visited Ukraine ten times during the years of Russia's full-scale invasion and was here with our people when it was most needed. We remained in constant dialogue, and I will miss our conversations. We met twice in just the past week.

A staunch advocate for bipartisan and bicameral support for Ukraine, in recent weeks, he had been working on important initiatives that could help bring peace closer, including stronger sanctions against Russia. We will always be especially grateful for the recognition of our people and words of admiration for the courage of Ukraine’s defenders.

America and the world have lost a determined leader.

Our condolences go out to Lindsey’s family, loved ones, and everyone who had the privilege of working alongside him.

[John Intel @intelfabs]

The US needs to reclaim leadership in semiconductor manufacturing

Just look at the ASML systems shipment location and you will understand why Intel is vital to America’s advanced chip manufacturing.

Start with Intel. Build with Intel. $INTC

[NEONEE CFA @Kata_Des]

@ShanghaoJin @RobinSeun 但凡是需��拼成本的同质化商品(EV 同级芯片),以大陆为代表的东亚的优��就显现了。假设资金成本相同,就拼人力成本。
个人认为人力成本=工资/(工作时长*智商),由于东亚人智商和工作时长双TOP，乘法的叠加效应导致两者乘起来就差距更大。外加大陆工资还低。
所以拼成本几乎天下无敌。打不赢反而很难解释。

[NEONEE CFA @Kata_Des]

@ShanghaoJin @photonjaeger @RYANHINGSHING 可以想象下把视角快进到100年后往回看，现在的输赢的影响只剩下1/25，这还不算的加速折旧，这样想心情就能好一点了~
P.S.一切烦恼事都可以用此方法，学术名称叫做“预提折旧”😇

[Hardik Shah @AIStockSavvy]

$INTC | Stifel reiterates 𝐇𝐨𝐥𝐝 on 𝐈𝐧𝐭𝐞𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟕𝟓

Analyst sees an in-line to modest beat but expects the stock to trade on long-term commentary around CPUs and GPUs, not near-term results.

[Annie Shea Weckesser @asheaw]

Weekend fun
@bdhannath

[NEONEE CFA @Kata_Des]

@ShanghaoJin @Pathusa @liu_shuo4202 我做量化的，我大概能猜到金老师您的捕鱼策略是市场往下插针强平的时候量化策略反市场开多？因为市场强平出清的时候，会有一个量化策略即使遇到逆风期，止损相对于逆风期的跌幅的比例很小的情况，也就是比如即使买早了100块，只止损其中的20块，然后再在最低点附近开，出清后反弹回去就逐步离场的策略?

[NEONEE CFA @Kata_Des]

@ShanghaoJin 这事反过来想,投行不���错,那我们怎么从对方的错误中反向获得超额收益?投行代表主流高端水平,但战胜市场需要顶级洞察力加执行力,如果投行都能达到顶级的水准,大家都别玩了，投行的高端客户直接把市场干有效了。高盛帮您搭建了分析框架，最后在框架上建成多高、多宏伟的高塔大厦那是您自己的实力加努力。

[NEONEE CFA @Kata_Des]

@ShanghaoJin @CodeToRun @liu_shuo4202 正解!HBM其实代表的是带宽，DRAM LPDDR代表的是容量,这是内存股比较强韧的基础。原来的内存接近单一维度（容量）的商品，容量过剩就是往现金成本跌。现在是双维度可调节，如果容量小幅过剩，可以增加低良率HBM供应，报废率增加等于降低容量而增加带宽，反之亦然。只有带宽、容量双过剩才会去现金成本。

[NEONEE CFA @Kata_Des]

@ShanghaoJin @CodeToRun @liu_shuo4202 这和农民丰收破产、减产发财一个道理，增量不增收，农业经济史常年如此。比如日本1929金融危机时代，稻米年年丰收，农民破产到银座的小姐都是北海道的农民的女儿。这么简单的道理很多人就是视而不见。而且增加上下文长度占用带宽和GPU算力，实际会以GPU算力压缩上下文，即使按终端需求说也不是无限需求

[NEONEE CFA @Kata_Des]

@ShanghaoJin @liu_shuo4202 不谈货币化只谈终端需求，啥都是无限需求，装电脑CPU搞个288核*4不好?而货币化来说,首先是CAPEX的总盘子有限,其次是硬件预算在CPUGPU存储上的分配比例,增加内存带宽能增加词元速率，增加CPU核心能增加工具速率，总速率最优，单一要素效用边际递减
现在全球瞩目海力士，想当年海力士还是HY9H，一把老泪~

[NEONEE CFA @Kata_Des]

@ShanghaoJin @liu_shuo4202 两种视角：1.终端需求视角：TOKEN需求是周期性的存储就是周期性的，TOKEN无限需求存储就无限需求。2.近端需求视角：CAPEX是不是周期性的，CAPEX是周期性的存储就是周期性的，CAPEX无限增长存储就无限需求。我偏向第二种。

[NEONEE CFA @Kata_Des]

@ShanghaoJin @shanghaojin 请问下，这一个月improve7%是指良率乘以1.07还是缺陷率降低7%？如果良率*1.07，那为立武的挖人功力点个赞

[Meekyuu @kyuu47427]

Why this rumor isn't hard to believe; 18a efficiency. Panther Lake laptops are often nearly as efficient as MacBooks. (ST/creative slightly) worse but

If Apple can get higher margin off of 18a vs. 18a-p and it is available now, who's stupid enough to bet against? $INTC $AAPL

[NEONEE CFA @Kata_Des]

@AIStockSavvy @cholevovo Can you tell me how can I download that report? Or just abbreviated version？

[John Intel @intelfabs]

Stronger server CPU shipments too
$INTC

[NEONEE CFA @Kata_Des]

@kyuu47427 @Meekyuu BRUTAL&EFFECTIVE!!!🫡I target $400 and want to switch to calls,but I’ve major choice paralysis.
Could you give me a hint on how you prefer to choose your strikes and expiration dates? Short-term ITM, long-term OTM, or something else? Any tips would be highly appreciated!

[NEONEE CFA @Kata_Des]

@kyuu47427 @Meekyuu BRUTAL&EFFECTIVE!!!🫡I target $400 and want to switch to calls,but I’ve major choice paralysis.
Could you give me a hint on how you prefer to choose your strikes and expiration dates? Short-term ITM, long-term OTM, or something else? Any tips would be highly appreciated!