Kenneth Kwan.eth
2.5K posts


by COB, all of thursday's orders will be delivered/ out for delivery/ in transit
Eliano A Younes@eliano
// Drop 003 is live win/ lose 🚫 dominate ✅ available worldwide. link in bio. limit one per customer
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Kenneth Kwan.eth retweetledi

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW. Go to gettrumpmemes.com — Have Fun!

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Kenneth Kwan.eth retweetledi

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW.
Donald Trump Truth Social 09:00 PM EST 01/17/25
Go to gettrumpmemes.com — Have Fun!
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Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi

A List of Nuclear Stocks UPDATED:
Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$RR.L Rolls Royce
$GEV GE Vernova
Services and Equipment
$BWXT BWX Technologies
$CW Curtiss-Wright
$MIR Mirion Technologies
$LEU Centrus Energy
$BEPC Brookfield Renewables (CN)
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)
$SLX Silex Systems (AU)
Nuclear Fuel Technology
$LTBR Lightbridge
Nuclear Bitcoin Miners
$WULF Terawulf
Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group
Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$PDN Paladin Energy (AU)
$BOE Boss Energy (AU)
$EFR Energy Fuels (CN)
$EU enCore Energy (CN)
$URE Ur-Energy (CN)
$PEN Peninsula Energy (AU)
$KAP Kazatomprom (KZ)
Uranium Enrichers
$ASPI ASP Isotopes
$LEU Centrus Energy
Developers
$NXE NextGen Energy (CN)
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)
Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF

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經過o-1新模型發表一天後, 有陸續的測試反映出來, 今天開會後做一些簡單的補充...
vocus.cc/article/66e4b8…
中文
Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi

Thanks @elonmusk for leading the liquid cooling technology to large AI data centers! This may lead to preserving 20 billion trees for our planet❤️

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Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi
Kenneth Kwan.eth retweetledi

💡2024年 データセンター ハードウェア サプライチェーン(1/3)
※Gemini Advanced (gemini-1.5-pro) 版。OCR能力は流石のGoogle。ティッカーシンボルが多すぎてXにポストが拒否られるので3回に分けます。
1️⃣ デバイス
MCU:
- Renesas 6723
CPU/GPU:
- AMD $AMD
- Arm $ARMHF
- Nvidia $NVDA
- Intel $INTC
DPU:
- Nvidia $NVDA
- Intel $INTC
AI:
- Marvell Technology $MRVL
- Nvidia $NVDA
- Intel $INTC
- Google $GOOGL
- AMD $AMD
- IBM
- Xilinx $XLNX
- Broadcom $AVGO
ASIC:
- Google $GOOGL
- Marvell Technology $MRVL
- AMD $AMD
- Broadcom $AVGO
DRAM:
- Micron Technology $MU
NAND:
- Kioxia 6600
- Micron Technology $MU
Photonics:
- Sumitomo Electric Industries 5802
- NeoPhotonics $NPTN
- II-VI Incorporated $IIVI
Power:
- Infineon $IFNNY
- onsemi $ON
- STMicroelectronics $STM
- Nexperia
- Microchip Technology $MCHP
- Navitas Semiconductor $NVTS
- Vishay Intertechnology $VSH
Sensors:
- Amphenol $APH
- TE Connectivity $TEL
- STMicroelectronics $STM
- TDK 6762
- ams OSRAM $AMS
- Bosch Sensortec
- Murata Manufacturing 6981
- Knowles
Analog:
- Infineon $IFNNY
- onsemi $ON
- STMicroelectronics $STM
- NXP Semiconductors $NXPI
- Analog Devices $ADI
- Texas Instruments $TXN
Switch ASIC:
- Marvell Technology $MRVL
- Barefoot Networks

日本語
Kenneth Kwan.eth retweetledi

Below are the actual posts sent out to our members in real-time with regard to how we handled our recent Bitcoin purchase. I think Bitcoin could go up substantially over the long term. I wanted to get on board Bitcoin, but at a very low risk (as I always do).
I waited for my signature "cheat" entry setup and bought $IBIT with a very tight stop. I then de-risked the trade selling half of the position at a profit to finance a larger stop. It's true, I have only half the position remaining. But this effectively gives me zero risk with unlimited gain potential. I will take that deal everyday!
The reason I'm still around 41-years later after my first trade in 1983 and have barely had a down year in more than 30-years is because of 4 words... I always respect risk. And I don't get caught up trying to be a hero and pick the next Amazon holding through 50% equity drawdowns... I MAKE MONEY CONSISTENTLY AND I COMPOUND!

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Kenneth Kwan.eth retweetledi

The Rise of Defense Tech in two pictures.
Notice the change in composition of @ReaganDefense sponsors from the Year 1 to the 10.
@anduriltech wasn't yet founded.
Look at the number of future champions in 2023!
A reminder that once upon a time, L3Harris was L3 and Harris


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