AI ASIC Founder | Binance Spot ROI Top 10
Joined June 2009
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一年多前的判斷，今天對答案
當時市場都在追最快的 AI 飛輪
我選了最難被取代的：TSMC
13 個月後，
當時最熱的 ORCL 跌掉一半以上
TSMC 卻漲了 85%
不管誰贏 AI 競賽，
先進晶片都繞不開 TSMC
回到 BTC
跌了快一年，目前 ~$80k
風報比有如當時的 TSMC
正是 DCA 的甜蜜點
📌 18 個月後，我們一起看結果
DAT 轉動了 BTC 的飛輪，
半導體也有自己的飛輪
• NVIDIA 投資 OpenAI US$100B
• OpenAI 採購 Oracle AI 資料中心 US$300B
• Oracle 再向 NVIDIA 採購 US$40B 晶片
3個月股價
ORCL +30%
NVDA +15%
NVIDIA產品單一，晶片最終仍由 TSMC 代工。憑藉先進製程，我認為TSMC 才這場飛輪中最穩健的受益者
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Big thanks to @binance for this amazing gift 🎁
The set feels extremely premium. Really appreciate the thought behind it.
Meanwhile, I’ve been DCA’ing into Bitcoin for the past few weeks.
BTC still feels cheap at these levels. I’m getting close to sizing up.
Shoutout to @okx for the gift pack!
Received this a while back but completely forgot to post after getting sidetracked by the stock market.
Honestly, stocks feels like easy mode compared to crypto.
Cooling off for the summer.
Probably coming back hard in Q4.
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Citrini published this 24 hours ago.
I tracked every stock they named.
The market already responded.
$119.6B wiped. One day.
See for yourself 👇
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
citriniresearch.com/p/2028gi…
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