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@xiaomustock
2026-08-17 23:39:44
在闪迪美光长鑫涨成这逼样的情况下， 海力士再此非常具有性价比。 虽然韩国股市是一坨
2026-08-17 13:20:59
始终坚信这一条， 如果机会足够伟大， 绝对显而易见随时都能上车， 而不会因为某个人是霉逼或者某个人某类人是反指而买入就下跌。 万事万物中的伟大机会都会遵循这个原则。 如果没有遵循说明不够伟大很垃圾。
2026-08-17 11:38:20
闪迪真是强的可怕， 正儿八经伟大的机会显而易见随时上车。 那天发100%回购新闻的时候盘面都没有瞬间大幅爆拉一步到位，而是几天时间持续不断的拉盘。
@aleabitoreddit
2026-08-17 22:16:27
It's official, Unitree the 8000x+ retail oversubscribed humanoid company in China. Is expected to go public in 2 days! So the 19th. Opening is implied to be around ~$41.66B MC per derivatives, around +363.3% above its ~$9B IPO valuation. Fun times for humanoids this week.
2026-08-17 16:16:04
Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years." Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...
2026-08-17 10:52:12
I think we're seeing AI server MLCC demand cause an interesting effect... with tightening capacity for consumer/general-purpose MLCCs. If you get Vietnam flashbacks like I do to $MU / Samsung / SK Hynix -> Legacy DRAM: My thesis is we'll see the same thing here maybe late H2, early 2027 with consumer/broad MLCCs. From July 6th: "the crowding-out effect from AI-oriented high-end MLCC production has begun spilling over into both the automotive and consumer markets." July 28th: "AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge" Aug 12: As [MLCC] capacity shifts from consumer grades to AI-oriented products... (Trendforce) Aug 12: China's electronics market channel checks found 22µF and 47µF MLCCs (used more broadly) out of stock. Then found and said certain manufacturers had stopped taking orders. (for reference: Walsin said high-volume smartphone/PC products such as... 22µF, so it's broader MLCCs) Obviously Samsung Electro-Mechanics/Murata are main beneficiaries of AI server MLCC ramp. But companies with large market share of overall MLCCs like Taiyo Yuden (6976, disclosure: I have positions) with less AI server share, would be a major beneficiary of this. Fun part is, we're only in H2 2026, so the next major bottleneck should be fun!
2026-08-17 09:39:22
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI. Suppliers have bluntly stated that "even if you have the money, you still may not be able to get the material" (lol). - Industry sources revealed that InP substrate prices began rising in Q4 last year and was the fourth consecutive substrate price hike. - The latest Q4 hike is expected to be >10%, - Meanwhile, prices for epitaxial wafers made from those substrates have already been raised two times, and the market is moving toward a 3rd consecutive increase in Q4. (I also wrote a thesis on $IQE, which benefits here too). Article states VPEC, Landmark, IET benefits (Taiwan centric reporting). I did predict this last year... The bottleneck is real, but I do have higher expectations for price hikes that comes next. Glad it's starting to play out.
2026-08-17 08:34:43
Stripe reportedly buys OpenRouter for $7 Billion. I think their orchestration is easy to replicate and switch from. And there's very little moat. But atm, OpenRouter has the userbase, valuable dataset, + momentum. What's your take... Yay or Nay for the payments firm?
2026-08-17 02:33:00
I think @elonmusk said it best: “Robots don’t all need to be humanoid. But a general-purpose robot intended to replace human labor should fit the world humans already built. Roger, roger.” Personally, I expect $TSLA Optimus form factor to converge to the right image.
@elonmusk
2026-08-17 20:01:00
RT by @elonmusk: Elon Musk says Starship could deliver nearly 10 million tons to orbit annually - the kind of scale needed to build a civilization beyond Earth.
2026-08-17 13:29:41
RT by @elonmusk: OMG. I asked my Chief Engineer on Grok @bot to bring up the feature and it's done. 😳 I can text my @maticrobots now through my Grok @bot—anywhere and anytime.
2026-08-17 11:19:00
RT by @elonmusk: This is literally my new workflow now: Realtime Research → Grok Bot Planning & Orchestration→ Grok Bot Day-to-day Coding/Debug → Grok Build + Grok 4.6 Write & Run Tests → Grok Build + Grok 4.6 Complex Coding/Debug → GPT-5.6 Sol Frontend → Fable 5 Bookmark this.
2026-08-17 10:24:41
Yes
2026-08-17 08:33:54
Two major rocket launches almost simultaneously
2026-08-17 08:33:21
Try Grok @Bot!
2026-08-17 08:32:35
RT by @elonmusk: Gif
2026-08-17 07:33:48
RT by @elonmusk: For those impacted by Hurricane Lala in Hawaii, Starlink is providing free service through September 17 to new and existing customers. We are coordinating with local emergency officials to set up Starlink for crews on the ground in the worst-hit communities → https://starlink.com/support/article/c236a4c6-607b-dc2b-9214-b9bcace85ca6
2026-08-17 05:48:08
Intelligence/Joule will keep improving
@dianzhuXS
2026-08-17 19:53:42
明晚有課
2026-08-17 19:38:33
中簡圈有些V，一提到江蛤蟆就是「老爺子」，一提朱鎔基就「好總理」，一提大院子弟就莫名的出身優越，一提改開就坐地排卵，就這還「反共」？反個毛綫！無非是習近平要建立自己的王朝了，牠們沒有生存空間了，吃不到紅利了，做不了人上人了，才搖身一變反了共而已。本質上都是王大菊花和蔡大叫獸，都盼著中共能改良，盼著打砸搶起家的土匪能發善心，盼著妓女能從良⋯⋯用郭德綱的話說，想瞎了你們的心！而這幫玩意兒的擁躉，無非都是不想自己付出的「長脖老等」，雞賊到骨子裡的「精緻利己」，只要這幫玩意還占比大多數，那國就是沒救的，別費勁😮💨😮💨😮💨
2026-08-17 18:37:53
那國最可悲就是，敢於站出來的人早已被精緻利己們遺忘，而牠們依然享受著官方對站出來的人之妥協，一點不臉紅，請允許我說一句文言文～TMD!
2026-08-17 10:37:55
如圖，能理解菊花的，就趕緊拉黑我吧，要不就等著我拉黑你，謝謝了🤭
2026-08-17 10:06:57
所以我從來不聊我不熟悉的領域，不能用自己的愛好挑戰別人的專業。自媒體時代，很多播主為了高產出變成了「縫合怪」，比如那誰誰誰講玄學⋯⋯
2026-08-17 09:18:30
是的，菊花就是給開水裡的蛤蟆們打麻醉劑的，蛤蟆們舒服了也死定了😮💨
2026-08-17 09:04:58
還是盧比奧吧，法律就是法律，不能以人的喜好亂改
2026-08-17 07:29:05
據說，習豬今天要發炎？
2026-08-17 06:44:26
【聊兩句法輪功】 最近很多罵法輪功的，有人也在問我的態度。非拉上我，也不知道要幹啥？ 首先說我不了解法輪功，我只說我這些年看到的。我的感覺，目前的法輪功就是個大集團公司。有人說是宗教組織，不抬槓，宗教組織也好，集團公司也罷。它怎麼運營，都要符合當地的法律。有苦主，就起訴唄，通過法律的渠道去解決糾紛。 至於信仰，那是個人的自由，不非要拉著別人也信，信啥就自己信去唄。反正，李洪志我是不信，別在我這跟我推銷他，我就沒什麼意見🤗 再說到「反共」，跟六四民運一樣，當年被中共迫害都是事實，絕不能否認，那段歷史不容抹殺。 現狀～好像看著也還是正在反著共呢。反唄，依我看，法輪功大V們總比王菊花，二孫子⋯⋯還有那幫騎牆磨蛋的流量逼強呀。大家這麼想，也就想開了，中簡圈不就這個現狀嗎？要什麼自行車？ 綜上，不踩不捧，大多數旁觀者的態度，估計都跟我差不多，您說呢？
生成时间：2026-10-02T13:01:24.773Z