Claude-10O retweeted
韩国公司的分红率还是没有SNDK、MU这些美国公司多。难怪韩股的估值一直低的！事实说明：在美股投资最好还是投资美国公司，人家的股东回报做得好，这就是股价上升的持久动力。
AMD这财报是怎么市值比INTC多一倍的？明年营收能都80B吗？完全看不懂......
$AMD wasn't going to impress the after-hours crowd who want double-digit concensus beats. Keep in mind that the datacenter doubled in Q2 YoY and Helios hadn't shipped. Helios starts shipping now and volumes ramp in Q4. I would advise everybody to wait for the call and Q&A before jumping to and sharp conclusions.
所以买大科技只买Amazon、META比较好。美国的半导体公司是华人的天下。
谷歌前美国员工吐槽5周糟糕职场经历，印裔团队抱团排挤成热议：
我是美国人，曾在谷歌工作 5 周。我们团队一共 16 人，除了主管只有我一个白人，剩下全员都是印度裔同事。
他们当着我的面全程使用本土语言交流，刻意把我隔绝在所有团队沟通之外。更棘手的是，这群人几乎完全不懂我负责板块的专业工作。入职一周后，即便他们已经在岗多年，主管遇事也只会直接来找我解决问题。
我不仅遭到同事赤裸裸的排挤歧视，还被迫手把手教他们本该熟练掌握的本职工作。我递交辞职信时，主管开出 2 万美元奖金 + 项目负责人岗位挽留我，被我直接拒绝。
这些同事待人极其恶劣，屡次设计圈套，让我乃至其他同事承担工作失误的后果。离职之后主管还总打来电话，寻求我的帮助。讽刺的是，我辞职第二天，办公室接连打来了 27 通电话，我一通都没有接。
无知、甩锅、毫无尊重 —— 这就是我和印度裔职场人唯一的相处体验。我不会一竿子打翻所有印度裔群体，但这段经历彻底给我留下刻板印象，让我对科技行业里的印度裔同事充满负面预判。
Claude-10O retweeted
Super excited to welcome my close friend Seok-Hee Lee back to Intel! @seokhee4 is a highly regarded semiconductor process integration expert and successful CEO (SK Hynix). Early in his career, he spent over 10 years at @intel, contributing to several critical Intel process technologies. He will now oversee our advanced packaging technology development and drive exciting new system integration projects! Advanced packaging and system integration are increasingly critical areas for Intel Foundry and for the future of computing. Seok-Hee will help Intel accelerate the ramp of our industry leading EMIB-T and HBI technologies. I look forward to partnering with him and have him rejoin Intel at this critical time!
newsroom.intel.com/corporate…
好像每当陈立武发X 动态后，intel过不了多久就开始暴涨.....
Delighted to partner with my close friend Ken Xie, founder and CEO of @Fortinet. @intel will collaborate with Fortinet to design and manufacture Fortinet Security Processor 6 (SP6). Excited to leverage Intel's advanced design and manufacturing capability to create purpose-built silicon to enable the next generation of cybersecurity innovation!
Claude-10O retweeted
Jeff Bezos owned Blue Origin is reportedly looking to raise outside capital for the first time
Blue Origin is looking to raise $10B at a $130 Billion valuation ... Bezos is reportedly expected to invest $2B of his own money in the round
Buy ALM!拥有韩国最大的钨矿桑东钨矿（也是西方最大的钨矿），并且在今年第一季度已经投产。
한국 어머니들은 원래 이렇게 사기캐인가요?
어머님이 WF6의 3차 파급 효과(third-order effect)에 따른 공급망 차질을 파악하셨다니 정말 놀랍습니다.
중국의 대(對)일본 텅스텐 수출 통제로 인해,
전구체 부족 및 원가 상승이 발생하여 글로벌 공급망의 25~35%가 타격을 입게 된다는 사실을 말이죠.
게다가 후성(093370)이 SK하이닉스 같은 메모리 반도체 제조사들에게 얼마나 중요한 기업인지 짚어내시고,
이 공급망에 얽힌 수많은 기업들 중에서도 시가총액 12억 달러(약 1조 6천억 원) 규모의 이 한국 기업을, 해당 병목 현상에 투자할 수 있는 가장 최적의 저평가된 투자처(exposure)로 정확히 발굴해 내시다니요?
진심으로 감탄했습니다.
Claude-10O retweeted
华尔街那群大聪明绝壁是在周五交易时就得到了伊朗会和以色列开火的情报，所以提前卖出。等真正的新闻出来后，反而是该买入了。这群人一直都是这么脏。之前委内瑞拉行动前几天也是莫名奇妙的跌......
Claude-10O retweeted
这个不用担心，相反如果AMZN 因为这个下跌将是绝佳的买入机会。我认为Amazon会是最受益于这次AI浪潮的公司。1：快递->大规模使用机器人，避免工会和人类，成本降低多，margin会继续提高。2：大模型带来的云服务营收加速增长。3：未来的通信服务提供。比微软更具增长潜力。