Gold 渐成

七星护卫

[Trade Whisperer @TradexWhisperer]

$SKHY Very Interesting. SK Hynix has started a research & development in CPO. Rumor is: $MU is also following suit on Optical Interconnects. Seems like AI Memory Roadmap is far from done.

“SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal Nature Electronics.”

“As noted by SK hynix, in the long term, CPO could extend optical interconnects directly to the memory interface, overcoming the physical limits of conventional packaging. Thus, its proposed optics-centric architecture uses a photonic interposer to directly link memory and processors, improving system-wide data movement efficiency.”

“Notably, beyond its HBM leadership, SK hynix’s paper tackles data bottlenecks at the rack and pod levels, outlining an optics-centric architecture that links memory and processors through optical interconnects.”

“As hyperscale AI clusters scale to thousands of GPUs and HBM stacks, conventional copper links are hitting their limits, with higher speeds and longer distances driving up power consumption, latency and signaling complexity, SK hynix explains, adding that this is creating a new bottleneck: the bandwidth wall, which increasingly constrains data movement across AI systems.”

“Against this backdrop, CPO addresses the challenge by integrating optical transceivers (TRx) directly into the processor package, shortening high-speed electrical paths while using optical links for longer-distance data transfer.”

[Leonard @Leoskie_L]

Mu CEO on CNBC WITH JIM

記憶體不再是系統裡的一個零件。
Sanjay 自己講的：
「Memory is no longer a component in a system.
It’s strategic infrastructure for AI.」
以前 CPU、GPU 當主角，記憶體被當繼子。
現在 AI 每多生一層 context，就得先過記憶體這一關。
HBM → DRAM → SSD，整條 hierarchy 被重新排序。
沒有更多、更快、更低功耗的記憶體，
AI 就是跑不動、變不聰明、擴不上去。
美光砸 100 億蓋 Research Labs，
不是為了短期產能，是為了把材料、製程、封裝、運算一起重新綁死。
這不是願景。
這是物理層的重新定價。
記憶體��� commodity 變 infrastructure 的那天，
整個 AI 的成本曲線跟瓶頸位置，都跟著移位了。

$MU

[Gold 渐成 @mslaver1]

$MU 远期市盈率能这么低，实属罕见

[Shay Boloor @StockSavvyShay]

$MU is committing another $10B to expand its U.S. memory R&D footprint with a new long-horizon research hub in Boise.

Micron Research Labs will focus on advanced memory, compute, packaging and future chip manufacturing with groundbreaking planned for 2027.

[曾小道 @Enzozhz]

小道侃玄 · 心静是最好的风水？这话我只认一半

心静，是一个人最好的风水。这句话金句榜常客，今天把它掰开：一半是真的，一半是偷换。

先认真的那一半。心静则神安，神安则气定，气定则慧生，慧生则理明。这是道家修心的正路。水静能鉴物，心静能照事，人一急，看什么都是歪的。

再说偷换的那一半。风水是门技术：坐向、理气、形势，一样样查得出来。过堂风呼呼地吹，床头顶着横梁，不会因为你心静就消失。拿金句替房子背锅，是把两门学问和成一锅。

两样什么关系？相宅先相人。同一间屋，心浮的人住出躁，心静的人住出定；反过来，屋子理顺了，人也松得快。

所以我的口径是：宅养��，人也养宅，两头都要修，谁也替不了谁。

心静是好东西，但它是修来的。挂嘴上那种，叫鸡汤，不叫风水。

#命理指南 #小道侃玄 #Enzozhz

[Gold 渐成 @mslaver1]

@hanking66 道心不灭

[Gold 渐成 @mslaver1]

$MU $SNDK

[SpaceX @SpaceX]

We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe

Watch @ElonMusk deliver a company update to @SpaceX employees

[Gold 渐成 @mslaver1]

@TradexWhisperer Apple thought they still the Boss！But CXMT tell them no way

[Gold 渐成 @mslaver1]

@hanking66 蘋果請認清現實，AI時代存為王

[Gold 渐成 @mslaver1]

@_HalalTrader_ Apple still think they are the Boss!lol

[Serenity @aleabitoreddit]

As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined capex forecast to ~$720-$745 Billion.

Up from $695-$725B Billion previously.

Amazon: $220B
Google: $195B-$205B
Meta: $130B-$145B
Microsoft: $175B

We've already seen significant deleveraging and retail/institutional margin liquidations (maybe it continues for more time, who knows).

But medium-long term, I'm not quite sure how anyone can be bearish the upstream semis or neoclouds.

Given each hyperscaler has flagged either compute shortages, rising cloud demand + pricing power, or increased spending for chips/networking.

My "bottleneck" thesis with many of these upstream semi supply chains is that when trillions in capital flows into things from InP substrates or memory (which were both treated as cheap commodities) or even energy.

Lot of these current AI names that were treated as useless before in telecom cycles or even toilet sellers.

Gets rerated when their inflection period hits and capex flows into their balance sheets.

As seen with $NVDA GPUs past few years, memory this year, CPUs/MLCCs next few years, CPO in 2027, Glass Substrates in 2027, 800V in 2027, and so on.

[Gold 渐成 @mslaver1]

@_FORAB 这个博主水货，早早取关了，就只会搬运

[Gold 渐成 @mslaver1]

@hanking66 加油！我们同在

[Gold 渐成 @mslaver1]

@iiiinvest SB

[Wall St Engine @wallstengine]

UBS: $MU COULD REPURCHASE MORE THAN 40% OF ITS SHARES BY THE END OF 2028

UBS expects Micron to generate over $40 billion in free cash flow through 2028. Once its buyback restriction expires on December 9, 2026, the company could potentially use that cash to repurchase more than 40% of its shares at the current price.

[Gold 渐成 @mslaver1]

@CryptoApprenti1 现在买也不迟

[Gold 渐成 @mslaver1]

$MU
Buy and Hold
It will be rich

[墓碑科技 @mubeitech]

马斯克把迪士尼和 SpaceX 放在一起比了一下，差别太美国了。

迪士尼收你几百美元，让你看一座假的城堡，再用高级餐厅的价格吃一顿普通食物。
SpaceX 呢？
你开车到南得州，沿��一条公共公路走，就能把车停在离人类历史上最大飞行物很近的地方。

那不是展柜里的模型。
那是正在生产、正在测试、准备把人类送向火星的火箭。
工厂就在旁边。
发射场就在旁边。
整套生产设施和发射设施，隔着���共道路就能看见。

这件事最有意思的地方，不只是“能参观”。
而是美国工业文明里一种很罕见的透明感。

你想看娱乐工业的梦，去佛州，排队，刷卡，看城堡。
你想看硬科技工业的真家伙，去南得州，开车，靠近公路，看星舰。
一个卖童话。
一个把钢铁、甲烷、发动机和轨道能力摆在阳光底下。

很多国家谈航天，谈到最后都是口号、保密、宣传片、模型展厅。
SpaceX 最夸张的地方是，它把人类最激进的工程项目，直接长在一条公共公路旁边。

普通人能开车路过。
孩子能隔着路看见。
工程师能每天面对真实尺度。
投资人、媒体、竞争对手，甚至怀疑者，也都能看见它到底有没有在进步。

这就是硅谷式资本、美国���工程和得州式土地混在一起之后的结果。

它不靠神秘感维持崇拜。
它把庞然大物推到路边，让世界自己判断。

[Gold 渐成 @mslaver1]

@JUST_KAWS MU 股票上涨速度还没营业额块

[The Humanoid Hub @TheHumanoidHub]

The engineers were allowed to cook.