原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Im typing this out as I eat ramen but just my current thoughts on “larger” names I like:
1. AlChip - $AMZN Trainium ramp right about now
2. $JBL - 1.6T LRO optical transceiver ramp and continued cycles should bring some surprise blended margin upside.
3. $SNDK - investor conference really cemented itself as durable + high margin revenue for next few years
4. $RDDT - now in S&P 500, this has always just been printing money quarter after quarter
5. $TSM - center of AI buildout basically.
6. $AMD - Helios + CPUs should bring another inflection point + copying your Nvidia-like Neocloud flywheel helps too (fundraise into buying AMD gpus)
7. $AMKR - pretty backstopped growth with $NVDA + $TSM contracts
8. $SMCI - ~$70B revenue ramp for 2027 is pretty insane.
9. Samsung - most profitable company in the world right now…
10. $GFS - US Gov took a material stake in it recently, and I do think CPO will help with revenue acceleration again.
Can’t give folks advice on what to buy or how to position unfortunately, this is just my personal list. There’s a few more on top obviously.
翻译：
我边吃拉面边写下这些，以下是我对一些“大型”公司的当前想法：
1. AlChip - $AMZN Trainium 正在推进
2. $JBL - 1.6T LRO 光学收发器的推广和持续的周期应该会带来一些惊喜的混合边际上升。
3. $SNDK - 投资者会议真正巩固了其作为未来几年耐用和高边际收入的公司的地位
4. $RDDT - 现在进入 S&P 500，这家公司一直每个季度都在赚钱
5. $TSM - 人工智能建设的中心。
6. $AMD - Helios + CPU 应该带来另一个转折点 + 复制 Nvidia-like Neocloud 飞轮也很有帮助（通过购买 AMD GPU 进行募资）
7. $AMKR - 有 $NVDA + $TSM 合同的增长相对稳定
8. $SMCI - 2027 年约 700 亿美元的收入增长非常惊人。
9. 三星 - 目前世界上最赚钱的公司……
10. $GFS - 美国政府最近在其中占有重要股份，我认为 CPO 将有助于收入加速。
不幸的是，我不能给大家建议该买什么或如何定位，这只是我的个人名单。当然还有更多。
Im typing this out as I eat ramen but just my current thoughts on “larger” names I like:
1. AlChip - $AMZN Trainium ramp right about now
2. $JBL - 1.6T LRO optical transceiver ramp and continued cycles should bring some surprise blended margin upside.
3. $SNDK - investor conference really cemented itself as durable + high margin revenue for next few years
4. $RDDT - now in S&P 500, this has always just been printing money quarter after quarter
5. $TSM - center of AI buildout basically.
6. $AMD - Helios + CPUs should bring another inflection point + copying your Nvidia-like Neocloud flywheel helps too (fundraise into buying AMD gpus)
7. $AMKR - pretty backstopped growth with $NVDA + $TSM contracts
8. $SMCI - ~$70B revenue ramp for 2027 is pretty insane.
9. Samsung - most profitable company in the world right now…
10. $GFS - US Gov took a material stake in it recently, and I do think CPO will help with revenue acceleration again.
Can’t give folks advice on what to buy or how to position unfortunately, this is just my personal list. There’s a few more on top obviously.
翻译：
我边吃拉面边写下这些，以下是我对一些“大型”公司的当前想法：
1. AlChip - $AMZN Trainium 正在推进
2. $JBL - 1.6T LRO 光学收发器的推广和持续的周期应该会带来一些惊喜的混合边际上升。
3. $SNDK - 投资者会议真正巩固了其作为未来几年耐用和高边际收入的公司的地位
4. $RDDT - 现在进入 S&P 500，这家公司一直每个季度都在赚钱
5. $TSM - 人工智能建设的中心。
6. $AMD - Helios + CPU 应该带来另一个转折点 + 复制 Nvidia-like Neocloud 飞轮也很有帮助（通过购买 AMD GPU 进行募资）
7. $AMKR - 有 $NVDA + $TSM 合同的增长相对稳定
8. $SMCI - 2027 年约 700 亿美元的收入增长非常惊人。
9. 三星 - 目前世界上最赚钱的公司……
10. $GFS - 美国政府最近在其中占有重要股份，我认为 CPO 将有助于收入加速。
不幸的是，我不能给大家建议该买什么或如何定位，这只是我的个人名单。当然还有更多。
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