Unclestocknotes (Backup Account)

Backup Account for @unclestocknotes U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics.

[Unclestocknotes (Backup Account) @unclestocksnote]

免責聲明更新：
大叔美股筆記歡迎各位投資同好共襄盛舉，為維護個人權益，在瀏覽各個投資筆記前，請先閱覽以下聲明，閱覽者將視為同意本聲明條款：

1. 大叔美股筆記對於所發表之投資筆記、分析數據及參考資料內容，其立論依據皆係合法引用自網路上公開資訊以及合法管道取得之資料，不涉及任何抄襲等侵

[Unclestocknotes (Backup Account) @unclestocksnote]

案的大旗。
#這筆錢算是投名狀

[Unclestocknotes (Backup Account) @unclestocksnote]

Micron #MU 宣佈投入 2.5 億美元，給員工小孩最高 1,000 美元的提撥配對，還要為廠區所在州（愛達荷、紐約、德州等）的合格兒童提供 250 美元的種子資金。

Micron 正在全美瘋狂砸下 2,000 億美元蓋晶圓廠。這 2.5 億美元對他們來說連零頭都不算，卻能迎合政府通過《One Big Beautiful Bill》政策法

[Unclestocknotes (Backup Account) @unclestocksnote]

#GLW 康寧 GlassBridge 對產業影響
因朋友要求，趕快把我對 Corning GlassBridge 對產業的影響。
謝謝各位。

#GLW

[Unclestocknotes (Backup Account) @unclestocksnote]

我們又是好朋友，手牽手做朋友。
打是情，罵是愛。
#革命軍也買好了
#革命也需要錢

[郭明錤｜Ming-Chi Kuo @mingchikuo]

The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.

▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.

1. Of the memory capacity allocated to consumer electronics in 2026, an estimated 15–20% is expected to shift to data centers in 2027, and that share could grow.

2. Due to tight memory (LPDDR) supply, Apple's actual pull-in volume of A20 chips in 2H26–1Q27 could be 10–20% below its original target (though part of that may reflect Apple’s own overbooking).

▌CXMT states in its IPO prospectus that its capacity is far below domestic demand. Given the persistent global memory imbalance, even if Apple’s lobbying succeeds and it buys DRAM from CXMT, that would not materially lower costs or fill the supply gap. Still, with the imbalance widening, Apple has every reason to secure an additional source.

▌This also explains why Apple is being more proactive this time than it was when it evaluated YMTC in 2022. YMTC was mainly about lowering NAND costs; CXMT is about managing DRAM supply risk.

▌Tim Cook is one of the few tech leaders who can still navigate both Washington and Beijing, so this is better handled before he steps down as CEO. Even if the effort goes nowhere, the media coverage can still leave the market with the impression that Apple tried but was constrained by U.S. policy. That may help ease frustration over price hikes and longer delivery times.

[Unclestocknotes (Backup Account) @unclestocksnote]

#NOK 首席執行官和賓州州長以及聯邦、州和地方政府官員蒞臨我們位於阿倫敦的工廠，共同慶祝工廠擴建。此次擴建將產能提升至原來的10倍，使我們在賓州的員工人數幾乎翻了一番，預計在未來5年內將帶來5億美元的經濟效益。

[Unclestocknotes (Backup Account) @unclestocksnote]

恭喜很多買 #NBIS 牛逼一世的朋友，大叔有持有但真的不多，因為我把艙位放在 #CRWV 因為他曾經讓我賺超過三倍的錢，從50多上到180，後面我按照紀律獲利一半。
也因為那次的關係又加上我相信美國政府��扶持 #CRWV 所以大叔把重心放在 #CRWV

但 #NBIS 是越做越好，而 #CRWV 到處增加他的借貸。

[Unclestocknotes (Backup Account) @unclestocksnote]

6/7/2026 注意關注的本周事件

[Unclestocknotes (Backup Account) @unclestocksnote]

川普總統表示，內塔尼亞胡“別無選擇”，只能接受伊朗核協議。

川普補充：我說了算。內塔尼亞胡沒話說。”
趕快結束這場戰爭吧

[Unclestocknotes (Backup Account) @unclestocksnote]

及其他建材產品業務。
Taylor Morrison 在全美 12 個州的 21 個市場擁有超過 350 個社區。波克夏買下了他們針對首購族、換屋族以及渡假生活型態的品牌（如 Esplanade 和 Yardly,未來還能將自家建材供應鏈直接灌進這些建案中，形成自己的子公司的內循環.波克夏這樣的策略就是加大持有美元資產。

#BRKB

[Unclestocknotes (Backup Account) @unclestocksnote]

Berkshire Hathaway 與 Taylor Morrison 達成最終協議，將以每股 72.50 美元的「全現金」方式收購。這個價格比 TMHC 在 5 ��� 29 日的收盤價 58.50 美元溢價了 24%。

波克夏執行長 Greg Abel 表示，未來期望將他們旗下的site-built 房屋業務整合成一個聯合平台。波克夏本身就已經擁有 Clayton Homes 以

[陸行之 Andrew Lu on Global Semis and Techs @Andrewhclu]

Nvidia 有可能於下週推出可以在微軟視窗運作的 N1/N1X AI 個人工作站晶片，我們就N1/N1X 晶片規格，技術來源，核心競爭力，主要競爭對手，目標客戶及市場，誰賣晶片，誰下單晶圓代工及封測，誰認列 IP 授權及技術服務收入進行分析。
What's special about Nvidia's N1/N1X chip? https://t.co/jeWFxIShRn

[Unclestocknotes (Backup Account) @unclestocksnote]

San Antonio 昨晚爆走中。
尼克表示你們還要跟我打，搞得已經贏總冠軍。

[Dallas Texas TV @DallasTexasTV]

San Antonio going crazy

[郭明錤｜Ming-Chi Kuo @mingchikuo]

Nvidia's Much-Anticipated, Reportedly Upcoming N1X / Windows PC Processor: Supply Chain Checks and Key Takeaways

▌Supply chain checks point to around 10M shipments of N1X-based devices over the next two years.
➡ Still a niche market, aimed at power users who need on-device AI compute.
➡ Whether shipments get revised up will come down to price, but mainly to whether Windows can deliver apps and workflows that truly orchestrate on-device AI compute.

▌Today, the main ways people use AI on a PC (both Windows and Mac) are accessing cloud LLM services through a browser and calling LLMs via API to consume a cloud provider's compute / tokens:
➡ In both cases, the core AI compute happens in the cloud, not on the device.

▌So far in 2026, the two hottest stories in the PC market have had almost nothing to do with on-device AI compute:
➡ Strong MacBook Neo sales. My industry checks suggest 2026 shipments of Neo models were revised up by roughly 100% (5M → 10M). Buyers are paying for price, design, and ecosystem, not for on-device AI compute.
➡ Cheap mini PCs, still niche, are drawing a lot of attention because they can run AI agents (like OpenClaw) around the clock (e.g., Mac mini). These agents also run inference in the cloud.
➡ Bottom line: neither the sales nor the buzz has much to do with on-device AI compute.

▌The key to on-device AI driving an upgrade cycle is the operating system (OS):
➡ What really sets on-device AI apart from the cloud is its ability to deeply integrate a user's data and workflows across apps while keeping things private. But that needs OS support.
➡ AI in today's PC OS is still mostly about adding AI features to first-party apps and loosely connecting workflows across apps.
➡ Some apps already make good use of on-device AI compute, like speech-to-text, but not enough to drive meaningful upgrade demand.

▌The N1X devices could give AI power users another solid option:
➡ Thanks to the N1X, device makers can strike a better new balance across AI compute, memory, design, and portability.
➡ For power users running LLMs on-device, an N1X device is a solid alternative to the Mac when it comes to capable on-device AI compute and large memory.
➡ But if the goal is a real upgrade cycle, then beyond price, OS support (Windows) is still what matters.

[Unclestocknotes (Backup Account) @unclestocksnote]

從Semi Analysis 分享：
CoreWeave 和戴爾率先宣布，他們擁有的 Rubin VR200 NVL72 已通過所有 L11 層故障診斷。下一步計畫在幾個月內部署��個機架進行老化測試，並進行軟體層面的啟動，例如 SGlang、VLLM、Dynamo 等。

#CRWV #DELL

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: COREWEAVE & DELL IS THE FIRST CLOUD TO ANNOUNCE THAT THEY HAVE RUBIN VR200 NVL72 WITH FULLY PASSING L11 DIAGS. Next Step is to get multiple racks burnin in a couple & do software level bringup like sglang, vllm, dynamo, etc.

[Unclestocknotes (Backup Account) @unclestocksnote]

婆查手機，現在怕老婆查對帳單

[Unclestocknotes (Backup Account) @unclestocksnote]

一個男人成熟的表現

以前喜歡 Jordan，現在喜歡 J.P. Morgan
以前喜歡 AJ，現在喜歡 AI
以前研究 LeBron，現在研究 Broadcom
以前追 NBA，現在追 NVDA
以前關心三分球命中��，現在關心毛利率
以前喜歡漫威，現在喜歡 Marvell
以前喜歡看顏值，現在喜歡看估值
以前喜歡追女生，現在喜歡追持股
以前怕老

[Unclestocknotes (Backup Account) @unclestocksnote]

一個女人成熟的表現
以前喜歡 CPB，現在喜歡 PCB
以前喜歡 SK-II，現在喜歡 SK海力士
以前喜歡 MAC，現在喜歡 MLCC
以前喜歡Maybeline，現在喜歡0050
以前喜歡Marvel，現在喜歡Marvell
以前喜歡美瞳，現在喜歡美光
以前喜歡進口美妝，現在喜歡先進封裝

[Unclestocknotes (Backup Account) @unclestocksnote]

2026年全球FPGA缺料危機
一邊看馬刺比賽一邊完成說好久的報告。

我想用最簡單的方式解釋甚麼是FPGA，為何他也變缺少、對產業的影響是甚麼、再來對於台日美的影響在哪裡、產業的因應策略是甚麼，最後講到我們投資者應該如何去思考��

[Unclestocknotes (Backup Account) @unclestocksnote]

及完整性。
5. 閱覽者同意由大叔美股筆記保留修改本聲明之權利，如有變更，將公佈於大叔美股筆記社群平台上，不另行通知。

[Unclestocknotes (Backup Account) @unclestocksnote]

免責聲明更新：
大叔美股筆記歡迎各位投資同好共襄盛舉，為維護個人權益，在瀏覽各個投資筆記前，請先閱覽以下聲明，閱覽者將視為同意本聲明條款：

1. 大叔美股筆記對於所發表之投資筆記、分析數據及參考資料內容，其立論依據皆係合法引用自網路上公開資訊以及合法管道取得之資料，不涉及任何抄襲等侵

[Unclestocknotes (Backup Account) @unclestocksnote]

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