Kodi

391 posts

Kodi

@Kodi_waaa

🇭🇰Hong Kong Katılım Şubat 2022

476 Takip Edilen35 Takipçiler

Kodi@Kodi_waaa·1d

Better late than never😁

First Squawk@FirstSquawk

TRUMP ON TSMC: “INTEL WOULD HAVE ALL THAT BUSINESS NOW, AND THERE WOULD BE NO TAIWAN” IF HE HAD BEEN PRESIDENT WHEN "ALL THESE COMPANIES STARTED SENDING THEIR CHIPS IN FROM CHINA"

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Kodi@Kodi_waaa·1d

@beefcubee Big L

beefcube ⚔️@beefcubee·1d

It appears that @leopleopard paperhanded his INTC call lol He cut a significant chunk of Intel exposure by 3/31.

beefcube ⚔️@beefcubee

Situational awareness 13F released. It appears that he bought lots of put in the end of March to hedge the Iran war risk. sec.gov/Archives/edgar…

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Kodi@Kodi_waaa·6d

@CuiMao @WhiteHouse 太強😂

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CuiMao@CuiMao·13 May

应广大网友邀请，出门前临时做了个我干爹上空军一号。 @WhiteHouse

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Kodi@Kodi_waaa·12 May

@beefcubee 😂😂

QME

beefcube ⚔️@beefcubee·12 May

商业社会市场经济最重要的就是要讲公平，不能只施压特斯拉，还应该给英伟达、谷歌、AMD、ARM、高通、Meta、Amazon、Microsoft、Apple等所有美国公司施压。

外汇交易员@fxtrader

Wccftech：特朗普政府正在对特斯拉施加持续压力，要求其将AI6.5芯片的生产制造从台积电转移到英特尔。

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Kodi@Kodi_waaa·12 May

投資就是投人，let see

Kaz Nejatian@nejatian

Today, my wife and I bought 100,000 more shares of $OPEN. I don't look at the stock price that frequently. I did today and I thought it was worth my family becoming even more invested in Opendoor.

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Kodi@Kodi_waaa·12 May

USG = Intel's sales and marketing team. $INTC

Howard Lutnick@howardlutnick

We’re bringing back semiconductor manufacturing.

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Kodi retweetledi

Herman Jin@ShanghaoJin·11 May

心得～把投资想成打球，永远：只跟自己比、别看他人账号你的目标是打进80杆。旁边人drive一杆进洞与你没有关系。焦虑只会让自己动作变形。可能，他杆比你硬，技术比你好，能开300码，你不行开球的时候是看不到球洞的。你能做的就是看准自己认可的方向，调整自己的节奏，一杆杆地去接近

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Kodi@Kodi_waaa·11 May

@nikitabier I keep watching same video from different people posting it...any chance to filter it

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Nikita Bier@nikitabier·11 May

Pro-tip to video creators: Add captions to your videos. Most people scroll Timeline with volume off. It will increase engagement on your content by 5x. We’ll be adding this natively to our video uploader soon.

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Kodi@Kodi_waaa·10 May

@ShanghaoJin @hglgY8rAiQ62493 LBT最近講14A良率進展超前，這已經說明了很多。只是很多台灣人仍拿著美國肝和台灣肝在比較🤭

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Herman Jin@ShanghaoJin·10 May

@hglgY8rAiQ62493 也不能过于悲观，你说的事情发生说很大概率的，但是他终能立足也是必然的

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Herman Jin@ShanghaoJin·10 May

澄清一下，我从来未说过2030之前INTC有机会战胜TSMC，挑战都overstated 别血压太高了～自己还是TSMC前十客户呢然而，因为半导体缺货、北丐又特别能讨，INTC可以stay in the game。而这就足够了，只要能上桌晶圆厂PB估值就还有空间唯一能挑战TSMC的机会是“怪兽卡”，这个不是Trump爸爸能给的

青山@tsing_shan

INTC 在 CPU 上输给AMD 为什么会用落后线程呢。以前牙膏厂指的就是INTC。 NVDA 每次出新品都是10几倍几十倍的往上翻数据。根本不会给竞争对手留喘息的余地。搭上苹果这条船确实会有点喘息的机会。台积电搭上NVDA的产能需求，量比苹果的量大的多，也会越来越多。INTC 的黄金时间已经过去了，我不认为INTC会有机会。

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Kodi@Kodi_waaa·9 May

@labubu_trader loaded some nvdl

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3X Long Labubu@labubu_trader·9 May

I’m now thinking it’s more and more possible that big deals are coming. One gets advanced AI semi and some tariff reduction. One gets an ally to push Iran to reopen the straits of Hormuz and rare earth supply. $AMD $NVDA $BA Or even $ASML?

3X Long Labubu@labubu_trader

Trump-Xi meeting at the mid of May might be a positive catalyst for $NVDA

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Kodi@Kodi_waaa·9 May

@WayWLeung 不知道技術將來有沒有機會外溢到Mentee呢🤭

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CHUIP LEUNG@WayWLeung·9 May

还是忍不住继续强调一次，Intel有很好的机器人技术的（自动控制方面），只是这些技术非常零散无法组合成一个整体，而ELON是整合的专家，甚至可以说是世界第一人。等着吧，他们会做出一些让世界惊喜的东西出来，从而实现AGI I still can’t help but emphasize it again: Intel has excellent robotics technology (especially in automatic control), but these technologies are very fragmented and scattered, making it difficult to combine them into a cohesive whole. Elon, however, is a master of integration — arguably the best in the world. Just wait and see; they will create something that surprises the entire world, and in doing so, achieve AGI.

Evan@StockMKTNewz

Elon Musk just posted this photo with the CEO of Intel $INTC "It was an honor to be shown the awesome Intel fab in Oregon this week. Looking forward to a great partnership with SpaceX & Tesla!" - Musk

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Kodi@Kodi_waaa·9 May

@ShanghaoJin @XiaoZha62335239 @WayWLeung 哈哈，太形象化

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Herman Jin@ShanghaoJin·9 May

@XiaoZha62335239 @WayWLeung 我准备陪北丐玩到底，我就当这钱不要了，等LBT退休再卖看看你到底能讨多少饭

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Herman Jin@ShanghaoJin·9 May

唏嘘一下 INTC当年毛利90%。觉得苹果margin低，且手机没品牌露出，是个垃圾生意，没谈拢这决定性事件的结果是，苹果找TSMC，Intel输了先进制成。Intel没手机需求，就永远无法justify巨额EUV投入。最后甚至落魄到被AMD用TSMC先进制成压制直到Pat决心破釜沉舟，即使没客户，也要硬上，筑巢引凤，差点筑破产而这回轮到TSMC太傲慢了，一来没有意识到晶圆厂回美国是大国博弈国策，在温和的Biden窗口期Fab搬迁拖拖拉拉；二来成了最牛乙方：苹果给开发费用，但TSMC分配先进线程优先考虑自己“儿子”Jensen Apple终于决定敲打下这个把脚翘到桌子上的长工，顺便配合下美国战略。不但在Intel开发，还顺便把给TSMC的下一代研发费也分一部分给Intel 现在Intel成了那个听话的小工了，LBT还乖乖请了Trump儿子当FA。小Trump在欧洲路演自己基金到处吹嘘自己持仓INTC 一个时代如此开始，一个时代如此落幕

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Kodi@Kodi_waaa·9 May

@diamondrapids @ShanghaoJin @XiaoZha62335239 一下達到LBT自己本身訂下2030年的1T MC目標真的是天時地利人和

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Diamond Rapids@diamondrapids·9 May

@ShanghaoJin @XiaoZha62335239 苹果prepay就是台积电的阳光，这次18A-P肯定也给不少。 Capex这个指标在一年内从闻之色变（为了公司财务健康要维持在16B）变成纯正面指标（类似台积电，求导晶圆订单）川普第二届这一个政绩就超过整个拜登CHIPS Act了我觉得跟风能跟到150，后面就不知道具体pattern了。年底200是一定的

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Kodi@Kodi_waaa·8 May

@ShanghaoJin 從金老師這邊一早得知Intel、蘋果新聞，感謝

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Herman Jin@ShanghaoJin·8 May

enjoy it～～YOLO

Herman Jin@ShanghaoJin

I will buy every dip 明年Q1之后会有个末日泡沫

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Kodi@Kodi_waaa·8 May

@tradergokux @Peter_J_Beck 又一個投資就是投人的好例子🔥

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TraderGoku@tradergokux·8 May

Thank you @Peter_J_Beck for the prime leadership.

TraderGoku@tradergokux

我平时以波段交易为主，但同时拥有一个长持账户。我在2024年11月第一次以11美金均价建仓 $RKLB ，后来多次加仓。持有过程很不容易，因为它的High Beta特点，期间多次出现腰斩级别的回调，所以我也止盈过一部分以对抗波动。我对 $RKLB 的投资逻辑一直很简单： - 卓越的创始人兼CEO @Peter_J_Beck - SpaceX 之后最好的太空公司之一，且估值仅为Space X的3%。如今 $RKLB 已成长为我长持账户中的第一大仓位。随着Space X的上市预期升温和中子火箭的发射临近，我期待市场给予 $RKLB 更高的估值倍数。

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Kodi@Kodi_waaa·6 May

@WayWLeung 希望今年會陸續聽到Ohio One的更多資訊

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CHUIP LEUNG@WayWLeung·6 May

俄亥俄州继续共和党执政，对Intel foundry的14A工厂也是非常关键

Eric Daugherty@EricLDaugh

🚨 WOW! Vivek Ramaswamy wins 100% PERCENT of Ohio counties in the governor GOP primary — and with nearly all of the vote counted, he has 82.5% of the vote His opponent didn’t stand a CHANCE! 👏🏻 Time to keep Ohio red 🔥

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Kodi@Kodi_waaa·5 May

@bubbleboi Lets go boi

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