Nascaline
762 posts
以前大家只盯著 IT 資安，結果 AI 時代最快受惠的，反而可能是原本冷門的 「OT 資安」
OT 不是辦公室電腦，而是工廠、電網、石油設備、醫院機器、半導體廠、發電廠控制系統。
以前大家覺得：
「反正沒連網，不會被駭。」
但現在 AI、雲端、遠端管理普及後，這些設備開始連網。
問題是，很多 OT 設備很舊，還在跑 Windows XP、幾十年前的韌體，根本沒有現代資安防護。
以前黑客懶得研究。
現在 Claude Mythos 等超強模型正迅速暴露出 OT 環境（歷史上網安投入較低）的安全漏洞。
Fortinet 很早就押注工業強化設備，現在競爭對手要跟進，時間和認證都跟不上。
所以 Fortinet 這季需求強到投資者一直問：
是不是只是客戶怕漲價提前囤貨？
Fortinet 的答案是：
不是。
這是新增需求。
很多過去沒人想保護的東西，現在突然都要保護了。
企業強化關鍵基礎設施安全的迫切性日益上升！
華爾街分析猿@WSTAnalystApe
一個月前，Claude Mythos 把資安股砸下來， 本猿就透露已開始逢低買進 $CRWD $PANW 目前兩者已大幅反彈超過 40%。 很多投資者只關心 AI 的硬體瓶頸， 卻完全低估另一個瓶頸—— 沒有資安升級，AI agent 根本落不了地。 市場現在開始意識到了。
中文
昨天雷军俯身和马斯克合影的照片传疯了
昨晚国宴虽然出席了很多中国企业家
但是气质始终被美国压一头
我在想，如果昨晚马云在现场的话，必定是中美政商的座上宾
虽然马云个子小，但气场丝毫不输马斯克
中文
My app is broken, what is the meaning of this green color?
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@hridoyreh Google decides whether you get traffic not your SEO team, I have no SEO team and haven't changed anything but here is my results. Matches March 2026 core update in my case status.search.google.com/incidents/7eTb…
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I fired my SEO team last year.
And used Claude to automate SEO.
Here is the result:
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$ABVX Certificate Story becomes more interesting! Why did holders take a 25% haircut?
Can't be Rates since only up 20bcs in EU YTD as of May 4, 2026.
unemon@unemon1
$ABVX ... this is why this transaction structure can not work in a post data takeout scenario‼️ 🇫🇷Boards have an obligation to allocate company resources for the benefit of shareholders🇫🇷 - If we were to assume post data Takeout price is higher, let's say 280 EUR ... - the consumed transaction would de facto be ABVX/Marc De Garidel ‼️wasting current companies resources‼️... - ... so that his Friends / Sofinnova would receive a higher price than their max post data (assuming stellar) Royalties fair NPVs post take out! - PS: former $ABVX board member signed the agreement for Sofinnova. Does MDG really cares so much about Siffonova to favor their PNL over ABVX fiduciary duty?
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永遠別跟貴人爭論，他們會把你拉到他們的維度，然後純熟地擊敗你
貴人說☂️是彎的，那☂️就是彎。
華爾街分析猿@WSTAnalystApe
不要跟笨蛋爭論。 論壇可以， 但股市不是吵贏， 是從笨蛋手上把錢贏回來。 所以每天都要感恩他們。 他們不是笨蛋， 他們是貴人。 他說台積電亞利桑那廠失敗， 那就是大失敗。 他說 AI 泡沫要爆， 那就是明天爆。 他說輝達完了， 那黃董就是要快破產。 以後見到笨蛋—— 啊不是， 以後見到貴人， 不要拉黑。 只要說：
中文
@VJNCapital My concern too, but if we see how much ai labs trading, would make some sense.
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$GOOG core business is now trading at a pretty rich 42x PE
Would say its right at fair value based on low 20s EPS growth
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@LottoLabs @parthsareen Deepseek v4 pro can not use 90%of the time, glm5.1 and kimi 2.6 feels better but still far off for coding. I am with one cli open only ... ...
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@parthsareen @Nascaline5 Idk I haven’t had anything issues tonight w/ k2.6 in Hermes
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Update on Ollama Pro
Specifically K2.6 limits I have ran ~56M tokens output and got 9% weekly usage
That comes out to ~392M tokens per week
At $3.5/M (typical api costs) that’s $1372 in output per week on a $20 subscription
This is running hermes essentially flat out code gen, you’ll hit the 3 hour reset window, and would likely hit weekly window after a couple days. Seems like insane value for the token though so far
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‘internet explorer’ is such a good name
what a waste
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@GrizzledTexan @sudoingX Yes, this is the point, we want real use cases instead of hype
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@sudoingX So many people say they're running agents 24/7 but doing what? The only thing I've ever let run overnight was chess move eval, but that wasn't an agent, just a script.
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@sosonosonosono I can feel you..., i did graphone os + work profile with a pixel 8, man thats so bad...... No amount of optimization can help i would say , even that now my phone is pixel10pro with stock android with no work profilo it is finally acceptable thermal
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電源晶片，有點像之前暴漲 30 倍的 NAND 股。
原本是冷門、不性感、低增長科技。
市場長期不理。
但 AI 伺服器功率越推越高，電源管理需求突然被拉爆。
偏偏無塵室又短缺，產能還被先進封裝這種高毛利怪物降維打擊地搶走。
這劇本，NAND 已走過一次。
存儲需求受惠 AI 推理爆發、產能卻被 HBM/DRAM 排擠。
—— 結果股價 30 倍，Sandisk 今年美股第一。
電源晶片能不能照抄 30倍？
那又太貪心～
NAND 當年被市場討厭到快入土，很多廠虧錢虧到懷疑人生，反彈空間更暴力。
電源晶片雖然受中國產能過剩威脅，但也不致於虧錢，估值沒那麼低。
但電源晶片有一點比 NAND 更狠：
NAND 可以靠堆疊層數，在同一片晶圓塞更多 bit。不蓋新廠，也能變相擴產。
電源晶片不行，新產能釋放注定比較慢。
問題來了：
如果你手上有土地、設備、無塵室，
你會先給誰？
邏輯晶片？記憶體？先進封裝？
答案很殘酷：
電源晶片大概率排最後。
所以它要搶產能，就只能靠漲價。
才有足夠現金流去跟先進製程的玩家搶同一批資源。
更妙的是，
記憶體在終端產品成本佔比高，
但是電源晶片佔比低。
客戶容忍度可能更高。
30 倍應該真的不行，
但再翻一倍，本猿覺得… 好像不難😛
華爾街分析猿@WSTAnalystApe
保守到爆的方董都說，明年新廠產能已賣光、還要考慮再蓋一座。 電源 IC 這波需求，真的不是普通的誇張。
中文
$SRPT Pretty happy with the EC but something really sticking in craw. Amount of momentum from patient community really drives doctors. They are one of most informed communities. $108M for quarter tells a story of 33-41 doses. Are MDA & PPMD still supportive or have moved on?
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