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熊爷 🐻 Bearman
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熊爷 🐻 Bearman
@Bearman168
🔥洼是起点，池是克制，潭是沉淀，渊是深度，江是方向，河是变化，海是格局，洋是世界。🌊 Life Seeker Pump & Dump & Bang & Keep push it up 🎰Trade at your own risk in your life 📈
Katılım Şubat 2019
372 Takip Edilen497 Takipçiler
熊爷 🐻 Bearman retweetledi
熊爷 🐻 Bearman retweetledi
熊爷 🐻 Bearman retweetledi
Did you know that Micron $MU isn’t just a random stock in the EPF portfolio?
According to their latest US 13F filing, Micron is firmly sitting in EPF’s top 5 largest US equity holdings:
1️⃣ Microsoft ($MSFT) 9.17%
2️⃣ NVIDIA ($NVDA) 8.90%
3️⃣ Alphabet ($GOOGL) 5.52%
4️⃣ Meta ($META) 5.35%
5️⃣ Micron ($MU) 4.54%
While everyone is chasing the glitz and glamor of software AI, our retirement fund is buying up the foundational hardware
Kudos EPF in capturing the massive tech upside
The Kobeissi Letter@KobeissiLetter
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history. 12 months ago, this stock was worth just $70 billion.
English
🇨🇦好聰明的設計風格的跑道 🏎️
🇨🇦What a cleverly designed running track! 🏎️
🇨🇦 なんて巧妙に設計されたランニングトラックなんだ！🏎️
Formula 1@F1
It's Race Day 🤩 Setting the scene at Circuit Gilles Villeneuve 👀 #F1 #CanadianGP
日本語
熊爷 🐻 Bearman retweetledi
熊爷 🐻 Bearman retweetledi
新加坡外长维文医生这次在 AI Engineer Singapore 的演讲中，谈到自己如何动手搭建AI助手，用来整理资料、快速检索、辅助分析，把繁杂的信息处理先分担掉，让人可以把精力放在判断和决策上。他总结了三点：记忆和计算可以交给工具，但理解不能；真正的价值，是懂自己工作的人，运用AI 重新整理和改造流程；而现在，这些工具的使用门槛已经大大降低了。他本来是眼科医生出身，后来从政，又曾负责新加坡智慧国建设，他提到：“你不能只听别人汇报一种技术，就以为自己能管理好”。AI 现在已经不是只属于工程师，外长65岁带头学习应用。
中文
熊爷 🐻 Bearman retweetledi
熊爷 🐻 Bearman retweetledi
How Satellites Are Built in 2026?
1. Mission Design & Architecture
Defining requirements, orbit, payload, and bus platform.
Tickers: $RKLB · $RDW · $ASTS · $HON
2. Component Manufacturing
Building solar panels, antennas, propulsion, avionics, and structures.
Tickers: $RKLB · $RDW · $HON · $RTX
3. Bus & Payload Integration
Assembling the satellite platform with customer-specific payloads.
Tickers: $RKLB · $RDW · $BA · $LMT
4. Rigorous Testing & Qualification
Thermal vacuum, vibration, radiation, and functional tests in cleanrooms.
Tickers: $RKLB · $RDW · $HON · $RTX
5. Final Assembly & Launch Prep
Encapsulation, fueling, and transport to the launch site.
Tickers: $RKLB · $RDW · $SPCE · $ASTS
Satellite building in 2026 is high-volume precision engineering — shifting from handcrafted to automated factories for mega-constellations powering global connectivity and AI infrastructure.
Jorge A.@InvestWithJorge
How Optical Fiber Manufacturing Works in 2026? 1. Preform Laydown (OVD) Ultra-pure silica vapor is deposited layer-by-layer onto a target rod to build a massive soot preform. Tickers: $GLW · $FUR · $SUMCF 2. Consolidation The porous soot preform is heated in a furnace to become solid, ultra-pure glass (contaminants in parts per billion). Tickers: $GLW · $FUR 3. Fiber Drawing The preform is melted in a high-temperature tower and drawn into hair-thin fiber at precise speeds. Tickers: $GLW · $FUR · $SUMCF 4. Coating & Protection UV-cured acrylate or specialty coatings applied instantly for strength and protection. Tickers: $GLW · $FUR 5. Testing & Cabling Rigorous optical performance testing followed by stranding into cables. Tickers: $GLW · $PRYMY · $CIEN Optical fiber manufacturing is precision alchemy at atomic scale — turning sand into the backbone of global data centers, 5G/6G, and AI connectivity. That’s why $GLW (Corning) remains the undisputed leader, powering the infrastructure boom.
English