Just another $40B going into the "AI Infra" Bubble... Elon stated this $SPCX financing would primarily fund $NVDA GPU procurement H1 2027. Which indirectly increases demand for memory, networking, etc needed. In some other notes, VPEC today in UDN: "InP substrates is seriously in short supply"

I've always defended X as the only platform to be on for financial discourse. But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA. Would people be comfortable if $NVDA Jensen Huang owned $META?

$NVDA Jensen Huang on photonics: adding scale-up to optical domain, “is going to be, well, 15x” to aggregate volume. Relating to $LITE, $COHR, and laser companies.. “I'm fairly certain the amount of optics that we need in the future will be several orders of magnitude” Huang added. We’re already

$NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029. The CNBC question referenced a Korean newspaper opinion on $KOSPI / Samsung / SK Hynix that predicted "new supply will leave the memory sector a red ocean in 2029." "One of the things that's really great about memory is that you ca

大盘-3%，meta-8%，spcx-9%，达子-4.6%，亚马逊-5%，谷歌-3.5%，半导体跌了也就算了，你们跌什么跌？ Meta 提高资本支出把大家吓坏了？ 现在是提高资本支出也跌，降低资本支出也跌是吧😅怎么样都能找到理由下跌，是这个意思吗？😅 这么跌下去，感觉收盘要收在最低了😇😇 Buy the dip，长期持有，Discord在个人资料。

$NVDA today announces capacity agreements with substrate, packaging, testing and optical engine suppliers. - Substrate agreements with Ibiden, Samsung Electro-Mechanics and Unimicron to expand by 2.5x - $AMKR to increase advanced packaging capacity by more than 300% by the end of 2028, with a new $

今天还会有 GTC 老黄吹硬件，美光公布下一个十年规划，盘后 meta 财报，硬件的寒冬已经在身后了🤣，恭喜各位老铁，熬过了漫长的冬天，暴涨属于一直持有的大家。🥰 Buy the dip，长期持有，Discord在个人资料。

Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $SPCX earnings. - Previous Q4 capex outlook ~$18.4B... Now $35–40 billion Q4 capex guidance, basically doubling previous outlook "Q3 and Q4 capex should be similar to Q2's $18.37B" from CFO in Augus

快熬出头了，大盘已经横盘震荡五个月了，明天盘后就开启财报季了，后面还有老黄 GTC，科技股已经背离基本面非常久了，我无法想象这种背景下，还能 sell the news，那真的太颠了。周二再横盘一天，周三开始也许就是科技股开始证明自己的时候了。 上一次大盘折磨这么久的时候还是 10 月到 3 月，之后连涨三个月😅😅真的，坚持住，中期马上要来了，战争随时结束，别熬了五个月，最后要上涨的时候放弃了… Buy the dip，长期持有，Discord在个人资料。

本周是科技周，周三有老黄 GTC 演讲，盘后有 meta 财报，要做空也不是选这周，还空，那只能是空上瘾了，为了空而空。😅 Buy the dip，长期持有，Discord在个人资料。

我没看错吧？贼眉鼠脸的 A 社居然良心发现做出这么浓眉大眼的事情？这变相是等于给市场放水😅大善人啊，这还是资本社会吗🤣 A社赚的钱，通过分红分给美国政府，然后美国政府靠持有5％a社股票又给美国人民发钱 预计 openai、美光、英伟达、高通也会跟上…我说真的，川普真的大统领， 重申：选举中的阿川是超人！！ Buy the dip，长期持有，Discord在个人资料。

JUST IN: Nvidia CEO Jensen Huang on the AI market turmoil: "All of this is going to pass"

Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - "The cost of capital

睡醒了，看到一堆人给我发马斯克 diss 存储的消息，我已经看到了，不要再给我发了。😅😅我只能说这是来自金主爸爸的否定💔💔，他不止 diss 了内存，还 diss 了 crwv，属于对硬件全面开炮了😂，金主爸爸生气了，后果很严重😅 周期这个事永远是悬在存头顶的达摩克利斯之剑，谁说都没用，只能是时间去证明，需要 27 年底 28 年初才会有结果。在这之前存储大概率还是涨 eps 涨股价，如果最后证明不是周期，那就是戴维斯双击，复刻英伟达时刻。 退一万步来说，哪怕存储就是周期股，那也没关系，继续涨 eps 呗，也不应该下跌的。因为它现在就是周期股的 pe，股价和 EPS 产生了背离，脱离了基本

Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year. EML was the market's focus last year w

过去的存储主要是标准化产品，扩产、过剩、降价，周而复始。但2028年的存储，还会是你理解的那个存储吗？🤔 HBM3E、HBM4、HBM4E，一代接着一代。更重要的是，英伟达已经明确把 Custom HBM（定制化高带宽内存） 写进了2028年Feynman的技术路线图，美光也已经开始与英伟达联合开发定制HBM4E。 这意味着什么？ 未来的高端存储，很可能越来越像CPU、GPU一样，成为高度定制化的核心芯片，而不再只是可以随意替换的标准化商品。 甚至可能直接参与GPU的架构设计，与计算芯片深度融合。客户绑定、技术壁垒、研发周期、产品附加值，都可能发生根本性的变化。 过去买电脑看CPU，

Physical AI + Humanoids are the next progression of AI. $NVDA CES 2025 projections and Elon's prediction on $TSLA + 1 Billion humanoids in the next decade, seems to be speeding up. New statement from Unitree CEO after testing GPT-6 on their humanoid program was that: - In August, before GPT-6's

我有很大仓位的存储，非常大，为了对冲半导体的风险，我买了 30%仓位的谷歌做对冲，这部分谷歌今天发挥了作用，虽然仓位不大，但是对内心的安慰作用还是非常巨大的。我也强烈建议拥有半导体的朋友，同时买入大科技（nvda 特斯拉除外），这类大科技能平滑你的收益曲线，对你长期持有半导体会非常有帮助。 Buy the dip，长期持有，Discord在个人资料。

从 900 涨到 1000 的时候，大家喊牛逼，厉害！ 从 1100 跌到 1000的时候，大家骂去死吧，垃圾！ 都是 1000，都是一个公司，情绪两极反转🤦 我发现你们炒股真的是炒股，就看数字涨跌的，完全不看公司基本面的🤦股价涨涨跌跌很正常，你不买美光你也可以去买英特尔，去买英伟达，去买 meta，只不过买这些一样是涨涨跌跌，你忍受不了下跌，你就永远赚不到钱🤦 Buy the dip，长期持有，Discord在个人资料。

1.大盘 达子涨当然是好事啊，大盘永远是天，达子永远是老大哥，对存就是利好。 2.存这几天没涨只是这几天没涨，什么都说明不了，这几天没涨，那下个月涨，下下个月涨，谁还记得这几天不涨🤦 3.如果几天不涨就质疑，那所有股票都是在质疑声中涨起来的，特斯拉，spcx，达子 ，amd，intc，哪个不是被骂过来的🤦所有股票都一样的。 4.你可以去买涨的好的，没人拦着你，但是记住跌了不要骂🤦，是你自己选择的… 4.炒股永远是寂寞的，耐不住寂寞就不要炒股，去赌博，去澳门，去赛马，那个贼刺激。 5.很多人期望看我笑话，说实话蛮难看到的，我是人类中少有的耐心和忍耐力极强的人，我几乎已经不会被股价波动影

RT @Bqlsj2023: 英伟达上周又历史新高了 我看B站除了好多恶搞视频 不得不说，现在Ai做视频，基本看不出来痕迹 太夸张了 https://t.co/fmOrXg8EYm

时隔五个月，达子破新高了，奶奶，你在天上看到了吗？🤦 Buy the dip，长期持有，Discord在个人资料。

国庆期间，发言会变少。但是今天是决战日，所以在还空的时候提前发帖说下最终看法。 1.财报当天的涨跌永远是五五开，谁都不知道的，不如自己扔一个硬币猜正反，可能还比问别人准一点。 2.美光的财报本身是不会差的，因为前面有海力士、三星、闪迪、英特尔、英伟达、台积电给他打过样，所以不可能隔壁的庄稼大丰收，我一个地里的庄稼不丰收。 3.好财报就是好财报，好消息就是好消息。 4.我无法排除会不会出现sell the news，这个东西说实话都是后视镜看的，跌了就是说sell the news，涨了就说超预期。新闻都是根据结果去套的，不用太在意当天的波动。 5.综上所述，如果财报出现下跌，一定要持

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL

Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking... "How is Serenity"? I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break. I remember saying physical AI + world models would major shift way

$AAOI has finished a $500m ATM In April.. $600m ATM in June. Then filed another $600m in August. It's out of my control if management wants to abuse this trash repeated ATM structure. Instead following $AXTI like LTA prepayments and using that to fund buildout. Or taking private placements like $

So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased materially. - NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length DFB arrays, read throu

$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardles

这周最重要的就是周五沃什演讲。达子财报也很重要，但是现在影响美股情绪的主要是美债，又加上沃什在达子财报之后登场，所以达子财报好坏似乎也没那么重要了。 至于沃什会怎么表现，我很矛盾。我本人是一直认为他走的是嘴上不表态，事实大鸽派的路线。但是目前市场对沃什的意见很大，觉得他不作为。如果沃什继续他的风格，我担心市场会死给沃什看。你不管臣妾，臣妾就一头撞死在你面前😅 但如果沃什有改变，这次突然强硬起来，那要硬也是往鹰的方向硬。肯定是美联储那种用嘴管理预期的老套路：用嘴加息。 所以分析完，感觉横竖都不是很好，主要市场已经不信任沃什了。市场最怕的就是不确定性，沃什的风格，其实就是增加了不确定性，是华尔

涨得是 blackwell 也就算了，你怎么 rubin 也涨呢？你不是优化方案削减了 hbm 数量吗，那怎么不继续削呢？再砍一半内存呗😅还是说不能再砍了，hbm 无法替代？🤔 其实谁都知道涨价的原因是什么，钱最终流向哪里应该不需要我说吧了吧😏 Buy the dip，长期持有，永远缺存储，Discord在个人资料。