一碗屌丝汤

Tesla owner and fanboy! own energy and bio stocks

[一碗屌丝汤 @TSLA50T]

@bboczeng wtf 苹果腰斩？我把钱备好了

[一碗屌丝汤 @TSLA50T]

Omg $KWEB 怎么了

[一碗屌丝汤 @TSLA50T]

@TJ_Research 不讲讲加息对$crcl的影响吗？分析一下现在的估值？

[一碗屌丝汤 @TSLA50T]

买回$CRCL了

[Herman Jin @ShanghaoJin]

@BabybusFL 想知道卖白粉毛利能有85%吗😂

谢谢大家

[一碗屌丝汤 @TSLA50T]

omg太炸裂了

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[一碗屌丝汤 @TSLA50T]

真蠢啊
omg
比微软还高么

[zerohedge @zerohedge]

SPCX +15%

[一碗屌丝汤 @TSLA50T]

@kingluffywang 同意 整个knicks团队 打国家队就好

[一碗屌丝汤 @TSLA50T]

@kingluffywang 屎山代码？

[一碗屌丝汤 @TSLA50T]

$ILMN

[Jukan @ ICML @jukan05]

TSMC was too naive from the start.

Intel is emerging as a serious competitor. TSMC has been extremely strict about preventing Samsung-designed chips from being manufactured at TSMC, so why did it allow Intel to manufacture chips at TSMC?

At this point, TSMC obviously has no reason to allocate CPU capacity to Intel anymore. Instead, it will—and should—actively allocate wafers to Intel’s CPU competitors.

[三木真黒 @highighig]

你想出去吃還是在家吃？🤭

[一碗屌丝汤 @TSLA50T]

@TJ_Research Nasdaq居然还便宜呢？

[一碗屌丝汤 @TSLA50T]

Omg
看了几遍
太强了
https://t.co/hp9mhzXhMF via @YouTube

[一碗屌丝汤 @TSLA50T]

丐哥

[Lip-Bu Tan @LipBuTan1]

Intel has been developing brain-inspired neuromorphic silicon technology for several years. We are now accelerating this work as we partner with Echo Neurotechnologies to develop algorithms that are not just brain-inspired, but actually trained on brain activity itself. This will allow us to build highly energy-efficient computing architectures and platforms that are faster, lighter and closer to how humans actually think. I am excited to work with my friend Dr. Eddie Chang and his talented team at Echo Neurotechnologies. Together, we will build AI that learns from the most powerful computer ever discovered, the human brain!

[一碗屌丝汤 @TSLA50T]

@TJ_Research trade开始的地方？啥体验

[iPaul @iPaulCanada]

全网对蚊子最狠的人出现了！

[一碗屌丝汤 @TSLA50T]

@labubu_trader @david88lee Fun time, isn’t it

[一碗屌丝汤 @TSLA50T]

$MRAAY

[SemiAnalysis @SemiAnalysis_]

Nobody is asking who makes the <$1 multi-layer ceramic capacitor (MLCC) that keeps voltage stable across every chip in the rack, that every AI server needs tens of thousands of, that has long extended lead times, and going through an unprecedented price hike. AI server MLCC demand is growing ~5x by CY27. New production lines take 2 years to build. The bottleneck is spreading.

[一碗屌丝汤 @TSLA50T]

@kingluffywang 通胀？