W先生

[Serenity @aleabitoreddit]

Robotics is next.

Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)

Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.

Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).

Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA.

So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

[Serenity @aleabitoreddit]

Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.

"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles."

"And that demand wave is set to begin before the decade is out."

Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth"

Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI).

Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next.

I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

[W先生 @wo40965]

@WAPP9399 好嫩

[W先生 @wo40965]

@WAPP9399 棉袜好看

[硅基人老王 @AI_oldwang]

72 小时断食，是目前地球上最强的天然疗法。 让身体「吃掉」肿瘤、发炎与毒素， 就像体内藏着一位隐形的医生。 你只需要——饿三天。 这篇教你怎么正确断食（科学根据版）：🧵

[孙云冉.eth @sunyunran]

受益终身的良性循环学习法：从初中到读博都能用！ 听听王老师的干货！

[流氓兔🐰 @LiumangtuCrypto]

刘强东：如何管理自己

[W先生 @wo40965]

@ooeli_eth 看好Tesla

[W先生 @wo40965]

https://t.co/elhutPO0fO

[娜美知识库 @fhwofjow51260]

“坏人绞尽脑汁，不如蠢人灵机一动”

《知识的错觉》爆锤真相：人脑知识量仅0.5GB！，却总迷之自信！

心理学界颠覆性神作，揭露人类决策竟靠直觉硬撑，群体智慧依赖症晚期。TEDx演讲百万点击，全球学霸扎堆推荐，扒光你“无所不知”的皇帝新衣，专治杠精式伪知识优越感。

评论区立即阅读👇

[夏雪宜 @XXY177]

正国级 老领导 吴官正
十几年前的这篇文章 写得是真好啊 ！

我原本以为这些大佬不食人间烟火
却也没想到他们的经历与底层人是一样的

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

象与骑象人这本书还不错。

[W先生 @wo40965]

@EllaJeanrz -9 or 9

[DogeDesigner @cb_doge]

Elon explains: What is Dogecoin?

[外汇交易员 @fxtrader]

https://t.co/louFrPwfOw

[猫神 @maoshen]

警告：未来3到7年，普通人会非常难熬

[Trader✨Z007 @z0072024]

百亿私募大佬：但斌东方港湾年会10大炸裂观点

1。AI是十年超级牛市，2026才刚到中场!现在谈泡沫?纯属杞人忧天。

2。2026是AI应用"万马奔腾"元年!自动驾驶=当年iPhone时刻，万亿级市场直接炸场!

3。错过AI时代的代价，远大于踩泡沫的亏损!宁可亏也不能踏空，这是最后一次时代红利!

4。A股彻底告别普涨!全面牛市基本没戏，强者恒强，分化到底是未来十年常态!

5。美股全押AI!谷歌成第一重仓(31%仓位)，四季度狂买40%，用4亿美金��AI未来!

6。别被短期数据，政策噪音骗了!投资只抓"主因"，次要因素直接忽略，这才是赚大钱的核心!

7。特斯拉自动驾驶是颠覆性革命!重塑交通，物流全行业，机会比当年苹果手机还大！

8。未来只看四大赛道AI，生物制药，商业航天，星链!其他都是陪跑，别浪费子弹!

9。暴跌抄底看着简单，真到那一刻99%的人不敢下手!敢在恐慌时重仓，才是顶级高手!

10。不迭代投资认知，必被时代淘汰!守着老逻辑不碰AI，财富缩水是注定的，连招呼都不会打!

[indigo @indigox]

https://t.co/Jsm4N8AWaY