我的关注

<@&1519026403734061156>#SK海力士##000660# 确认见顶以后，在我给出的支撑位置获得支撑强烈反弹。图二分享监测点来判断该调整的后续发展。 专栏 · SK海力士

<@&1519026403734061156>IBM的量子计算机正在路上，不进行抗量子升级的会被攻克和屠宰,进行抗量子升级的才有机会。这是一场生死时速的竞赛。 波浪理论学习的微博视频

Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers". Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance..."Beijing has started to track AI’s hit to jobs as a national priority."This follows other corporate strategy reports like $AMZN, of avoiding 600,000 future hires with robots. But it's very interesting to see the shift in worker roles to robot support. Maybe $DASH to $UBER to $MELI, we'll all start to see this rollout following China. There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear.

顺哥。虽然我有时候也会吐槽美国，但走过世界这么多地方之后，我还是觉得，美国依然是一个综合实力最强、最全面的国家。这里汇聚了来自世界各地的人才，也拥有得天独厚的土地、资源和创新环境。在医疗、科技、国防、教育等领域，美国依然保持着世界领先的优势。任何国家都不可能完美，美国也有自己的问题和挑战。但正因为了解它的优点与不足，才更懂得珍惜它所拥有的一切。美国建国250周年之际，衷心祝愿这个国家继续繁荣昌盛。天佑美国，250周年生日快乐！🇺🇸

再整体记录一下上半年成功的操作。$MRVL 爆拉前156刀推荐，35天最高329。$MU 爆拉前118刀推荐，10个月最高1255$LITE 爆拉前97刀推荐，10个月最高1085$COHR 爆拉前164刀推荐，7个月最高440#海力士 年初75万韩元推荐，6个月298万韩元#中韩半导体 年初3.2推荐，6个月最高7.1#五一世界 4月份47推荐，2月最高147#2x海力士 年初23推荐，6个月最高193$ewy 年初120推荐，6个月最高220$DRAM 29美金推荐，3个月最高81$GLW 康宁215推荐，7天最高271除了上面所有，今年买过最烂最失败的俩个就是港美互联网和nok，毕竟如果买的全暴涨那跟开挂有啥区别，有亏有赚才正常毕竟买的是股票不是玩的资金盘。从半年前推特上没有几个中文推做股票，到现在人人基本上做股票，至少绝大多数人提前半年了解到存储应该我这个推特今年最大的意义。这过程中有各种生物多样性的傻逼诋毁和嘲讽，2/3月份几乎拉黑屏蔽了所有我能刷到的看空存储的推，但这半年也有非常多朋友一直支持。努力让那些傻逼显的更傻逼。人生得不断的承认错误，修正，再对变化作出改变，无尽重复，才能进步。而不是顽固的固执己见，汉语有关博大精深的词，“观点”并不是简简单单的看法，古人构词的时候真实想法应该是某一刻或者某一点的看法才叫观点。具有很强的时间点特征，不可能像物理定律一样，永远有效。投资或者炒作都是基于“观点”这个词，看到变化推出另外一种变化的方向来投资交易，非常具有时效性，而时效的长短跟变化本来的长短也直接挂钩。AI带来的变化则非常久远，但肯定也有对应的时效。所以市场流传这样一段话“要么早信要么坚决不信，先信卖后信”每次下撤暴跌亏惨的要么是信最晚的，相当于49年入国军，溥仪下台入宫当太监。要么是杠杆打满的，看得再对也承受不住市场的跳动。做交易只能负责，所以非常厌恶别人问能不能买要不要卖，只想关心自己买没买啥时候卖。自己没有的也不想关心。回归务实还是多关心关心家人和朋友。希望老板们未来能看到一个更强的自己。

an apple a day keeps the bottleneck away

UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手":- SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics ETF. - The shares held in the ETF under the trading code LAZR happened to be the photonics stocks that were mentioned negatively in the report$HIMX and $LITE, which were specifically targeted negatively in their article "Powered Down, Lights Off", have been bought in Semianalysis and Tema's new ETF after the optical sector crash.

<@&1519026403734061156>吃饱了不饿指数现在是微妙阶段，强弱只在一念之间。

<@&1519026403734061156>#英特尔##INTC# 是今年关注的最成功的股之一，从4月3号开始，到上涨目标139.34以上。现在是小级别顶正在回撤。图二给出监测点。英特尔是非常强势的调整。调整完成还会涨。 专栏 · 英特尔

Bruh, when I first tried out ChatGPT around 2023, I thought it LLMs were garbage at coding. 3Y later, Mythos is considered a modern day “nuke” for cybersecurity. People keep saying humanoids can’t do X or Y task today like plumbing or DC wiring. No sht, but it’s about where things are heading over the few years.And it’s clear to me and VC apparently that we’ve just hit the inflection point where soon: majority of labor you think is human-only, can be replaced by robotics/humanoids. You're already seeing this too with internal strategies: Remember $AMZN leaked strat planned to avoid hiring 600,000 workers by them with robots like $CCXI? If you see past the "assistive robotics" public image framing to prevent protest, it's clear the goals is maximizing, opex efficiency. The main areas I think are safe however are regulation bound (eg. Medicine), ultra specialized labor, or require human/emotional connections.But I think you'll be blown away by the rate of change when frontier technologies become national security races between US and China... especially when China is currently in the lead.GC: This will age poorly

TIL floating DC and ocean compute exists?Apparently it’s free cooling + optimal for places in tight geography…It’s going to be wild taking a cruise ship, and passing by a bunch of $NBIS or Samsung floating AI DCs one day.If this ever becomes a thing like orbital compute?

<@&1519026403734061156>#SNDK##闪迪# 已见顶正在回撤，是有史以来最大的一个回撤。闪迪是2026年上半年涨幅第一的股，涨幅达到865%。休息一下正常，暂时放空头一条活路。休息好了再出发。图二分享闪迪的浪型和回撤支撑。 专栏 · 闪迪

meta先发智能体进度不及预期，这俩天阿里和抖音又下架智能体服务，可能是觉得AI没到agi的话，强行投钱研究智能体意义不大。因为最终干活还是ai。到了agi，自动全都是智能体。agi出来，可以agi开发智能体。meta砸几十上百亿美金都搞不出来啥进展，所以其他人直接也不想折腾了。

<@&1519026403734061156>关注列表：本周10只羊里AI硬件股跌幅可观，但苹果/帕兰蒂尔/IBM等涨幅可观。本周调出一只股票，替换为某指数。目前共1只A股，1只韩股，7只美股，1只某指数。

<@&1519026403734061156>#谷歌##GOOG# 谷歌从5月27日开始跌了14%。图二分享谷歌是小级别回撤还是大级别回撤的判断方法。目前尚未走坏。 专栏 · 谷歌