鬼滅支人

[Serenity @aleabitoreddit]

$MTSI earnings transcript:

"Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers"

Emphasis on "Urgency", CW "DFB lasers", "coming to us".

CW DFB names, such as like $SIVE and $LITE should be happy to hear about this laser bottleneck getting validated.

[AskLivermore @asklivermore]

The next trillion dollar opportunity in stocks isn't building AI. It's FIXING it.

McKinsey just surveyed 496 companies. These companies are spending billions on

• Fixing AI inaccuracy. Up 14 points from last year.
• Fighting AI cybersecurity threats. Up 6 points.

AI is being deployed everywhere. But it hallucinates, it gets hacked, and it makes mistakes that cost real money. The companies solving this will print.

1. AI Inaccuracy - every enterprise deploying AI needs this fixed. Wrong outputs, bad decisions, compliance failures. One hallucination in healthcare or finance can cost millions. Every company using AI is now a buyer of accuracy tools.

Companies like $PLTR, $SNOW, $MDB, $DDOG, $ESTC, $CFLT, $BRZE and $AUR are trying to fix AI inaccuracies. Platform plays like $MSFT and $GOOGL are also embedding accuracy guardrails directly into Azure AI and Vertex. Every enterprise using their cloud is a customer.

2. AI Cybersecurity - every AI agent deployed is a new attack surface.

Every model is a new vulnerability. Every data pipeline is a new target. Companies can't deploy AI without securing it
first.

Cybersecurity companies like $CRWD, $PANW, $ZS, $FTNT, $S, $VRNS, $TENB, $RPD are the pure plays. And security infrastructure like $ANET, $AKAM are also applying security at scale.

88% of companies are deploying AI. Most haven't solved accuracy or security yet.

[鬼滅支人 @nsamlxx]

@SydneyDaddy1 支持西藏人民独立

[鬼滅支人 @nsamlxx]

@xzzzjpl 安你这种逻辑所有游乐园动物园迪士尼都不应该收门票，对吗？你砸是做到这么自信的，跟包子学的三个自信？

[鬼滅支人 @nsamlxx]

@whyyoutouzhele 习近平是个啥玩意，拿了诺贝尔奖了吗，一个屁小学生毕业的垃圾

[鬼滅支人 @nsamlxx]

@whyyoutouzhele 虽然只有短短6分钟，这是看过的最恐怖的电影，细思恐极！

[鬼滅支人 @nsamlxx]

@whyyoutouzhele 图少了

[鬼滅支人 @nsamlxx]

@C0ffeeMachine32 @whyyoutouzhele 远离中国人，不是傻逼就是变态

[鬼滅支人 @nsamlxx]

@Boyce_Renne @whyyoutouzhele 狗不是一天就驯化的，五千年了，基因都已经改变，别怪共产党了

[鬼滅支人 @nsamlxx]

@apple20240225 @whyyoutouzhele 狗生下来依然是狗，狼生下来依然是狼，虽然不它们不久前还有相同祖先和基因，你无法改变中国人

[鬼滅支人 @nsamlxx]

@PW_Chiang @whyyoutouzhele 狗不是一天驯化成的，五千年了

[鬼滅支人 @nsamlxx]

@whyyoutouzhele 谁解释下东亚黄种人为啥都有这种癖好

[鬼滅支人 @nsamlxx]

@SydneyDaddy1 人家是蒙古人，谁跟你是垃圾中国人

[鬼滅支人 @nsamlxx]

@gw11123 @whyyoutouzhele 你没触动到它们的利益，你不知道它们的底线有多低，毛主席和习大大没当皇帝钱，都是中国公认的最大的好人

[鬼滅支人 @nsamlxx]

@gw11123 @whyyoutouzhele 狗的祖先也是狼，但几代选择下就变成狗了

[鬼滅支人 @nsamlxx]

@gw11123 @whyyoutouzhele 基因选择，已经是天生的了

[鬼滅支人 @nsamlxx]

@l862BtipvsckKcu @whyyoutouzhele 你个狗日的小畜生，花2000千块，去查查基因，看看你的基因和蒙古人和满人基因有没有差别

[鬼滅支人 @nsamlxx]

@l862BtipvsckKcu @whyyoutouzhele 你要说台湾，香港，新加坡都是中国人，他们不光干你娘，还要干你全家十八代，你这种无耻之徒才是中国人好吗

[鬼滅支人 @nsamlxx]

@BingLiu34173809 中国人也配和美国人做朋友，我宁愿和狗做朋友，也不和中国人做朋友