Xiaobaok

Marine biologist...

[Xiaobaok @xiaob123]

@SupplyRadarX https://t.co/aYFk8NnYRG

[Xiaobaok @xiaob123]

@SupplyRadarX 是要不做假账就是好同志

[Xiaobaok @xiaob123]

@tuolaji2024 MS 报告挺傻x的，还真以为可以预测3.2T以后技术。分析师平时研究挺烂的，靠这个出位

[Xiaobaok @xiaob123]

@RYANHINGSHING 3.2T NPO 关DSP毛事，放屁脱裤子

[Xiaobaok @xiaob123]

@tuolaji2024 禁令扯蛋，NPO都不用DSP了

[Xiaobaok @xiaob123]

@MaxForAI 老三 老六 来回跳

[Xiaobaok @xiaob123]

@FundaAI Yep Google bulls are so horny that they m will lose their pants any time $GOOG

[Xiaobaok @xiaob123]

Just ask your Muse

[AMD @AMD]

Personal agents are EPYC. #IYKYK ... 👀

[Xiaobaok @xiaob123]

@ShanghaoJin The game has moved on with agents that can stick here and there. Scoremaxxing is for yesterday

[Xiaobaok @xiaob123]

@pequityresearch Nope, just buying shit tons of stock

[Xiaobaok @xiaob123]

@labubu_trader The world has moved on from dick measuring game of models. Unfortunate for model watchers

[Xiaobaok @xiaob123]

@zephyr_z9 @pequityresearch This WK guy also retracted his substack

[Xiaobaok @xiaob123]

@Aaronwei3n Ha where were you?

[Xiaobaok @xiaob123]

@SupplyRadarX @LIWEI_TWCapital 这又是要吹ARM上天？

[Xiaobaok @xiaob123]

@ShanghaoJin @LIWEI_TWCapital Sell to Anthropic which may not be sustainable?

[Xiaobaok @xiaob123]

@Kay2289123 这个傻子激进，应该用付费版

[Xiaobaok @xiaob123]

@MilksandMatcha 27B, who cares, but @SemiAnalysis_ move the stocks

[Xiaobaok @xiaob123]

@RYANHINGSHING 才知道？ 还有一堆后续

[Xiaobaok @xiaob123]

CJ's seat is not even warm at MDB. Big deal

[Mark Zuckerberg @finkd]

We believe superintelligence will create significant new opportunities for all people and businesses. Meta already serves billions of people at scale and helps hundreds of millions of businesses reach customers. Today we are starting the next major pillar of our business, Meta Enterprise Platform, to help businesses use AI to grow and transform in new ways as well.

[Xiaobaok @xiaob123]

@Sam67024298780 AMD on v10 was not a thesis to begin with. Also the bidding is between AVGO and MTK?