HazelnutXin | 榛心

@Xunay_Hao @mxryboo 南方北方都待过，你应该没去过北方

@mxryboo 没人愿意说实话吗…东亚人是普遍没有狐臭的基因，但这反而让整个中国没有很强的气味管理意识。夏天不天天洗澡北方人扎堆的地方尤其如此，上大学都有。不过基因来说白人黑人原始味道确实更逆天，闻一次断魂

I love china but people really smell here

@iScienceLuvr Putting “Ph.D.” in your social media name is a sure sign of a pompous retard

美股的女股神 @seriouslyaped 今年五个月狂赚38倍 😱 最牛的是她的持仓股全部都盈利了, 最高111倍 她就是用AI去选产业链, 然后去找这产业链上最卡脖子的地方，再出了20多只股票. 基本都是翻几十倍的. 真的牛

@xiaomustock 这种韬的方法，会引起哪些原材料的增加也许才是思考的地方

华为发布了半导体韬定律，“韬定律”提出以“时间缩微”替代“几何缩微”，以系统性降低时间常数（韬τ）为目标。 我的个人想法是以前半导体发展靠缩小尺寸，现在尺寸已经到了原子极限，只能靠堆叠层数。这个会造成以往很不一样的地方就是芯片散热的需求以前不是特别强。 现在完全不一样，芯片堆叠层数越高散热问题越严峻，以前的ai服务器散热是降低能耗，现在的芯片内部的散热是为了降低故障率，如果散热不好百分之百一万的严重影响芯片寿命。 但真正能赚钱还得是研究英伟达谷歌亚马逊这些大厂的芯片内部散热技术规划，尤其是已经跟英伟达有合作的。 只有背靠英伟达谷歌这些大厂才能赚到海量的供应链的财富。

几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。 - $SOI：主导绝缘体上硅 (SOI) 衬底市场。 - NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。 - $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。 像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭 $SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightelligence (壁仞的供应商)、Lightmatter 以及 Celestial 等 众行业领军者的大腿 相比之下，个人认为 $HIMX (奇景光电) 或 Foci (上诠) 未来面临被踢出局 (design out) 的风险最大，很有可能会被台积电的光学部门采钰 (Visera 6789) 这类巨头直接垂直整合。不过话说回来，在未来两三年内，借助 CPO 相关的光纤阵列 (FAU) 和无源器件，他们眼前依然有 波巨大的赚钱机遇

美股不开盘的日子好无聊。 最近策略无杠杆低仓位撸波动等spcx上市。 a股今天最大仓位变成了港美互联网lof， 上周买回来的中韩半导体次之， 小票全没了。 剩港股的胜宏科技中芯国际和金风。

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

@jeremybernier 职场第一课，看来你工作时间很短

At Meta, 90% of my coworkers were Chinese, and non-Chinese were routinely excluded, disadvantaged, and targeted for layoffs. 6 out of the 7 layoffs I observed targeted non-Chinese despite non-Chinese being the vast minority. Certain orgs like ads and MRS are notorious for being Chinese dominated. I think Americans would be outraged if they knew that their own citizens were getting marginalized and laid off at their own companies, while Chinese promote themselves up, conquer entire orgs, and reap millions. Imagine if Huawei in Shenzhen had entire orgs and leadership chains completely dominated by Japanese people who brazenly spoke Japanese at work without a care in the world that their Chinese coworkers don't understand, imposed their own work culture without respecting Chinese culture, excluded the Chinese, and laid off Chinese people while promoting their own. I imagine Chinese citizens would be outraged, and never allow that to happen in the first place. The most blatant and obvious way that non-Chinese are excluded is that Chinese primarily speak Mandarin at work. I'm not talking about one-off conversations, I'm talking about every single conversation. Loudly and brazenly with no respect for others. 10+ teammates and leaders having a group conversation in Mandarin while the 2 non-Chinese don't understand and feel excluded from the team. Although everyone at least has the decency to speak English during formal meetings with a non-speaker present, it was common that right after the meeting ended everyone would immediately switch to Mandarin. Funny I'm in Korea right now and was just on a double date with 3 other Koreans, and I was shocked that when the conversation would split into two, the other couple would speak to each other in English in my presence just out of respect. A Korean couple on a double-date had the courtesy to speak to each other in English in front of me even though I'd never expect that from them, but my Chinese coworkers did not. Lunch was another place where non-Chinese were blatantly excluded. Recall that the team I joined was an all Chinese team with only one other non-Chinese person. The Chinese would always get lunch together and never invite us (except for one of them who occasionally would, though at some point stopped). Me and the non-Chinese person would invite them, they'd always refuse, and then shortly after they'd disappear and get lunch together. As a result, it was usually just the two of us getting lunch. (caveat, some of the newer Chinese who joined afterwards also experienced similar treatment. So it's moreso a clique thing than a Chinese vs. non-Chinese thing, though 100% of the clique was Chinese) On Wednesdays and Fridays I'd often be the only non-Chinese person on my team in the office, and they'd all get lunch together without inviting me. It was depressing, and made me not want to come into the office on those days. One team dinner we went to a Korean BBQ. I arrived with a non-Chinese coworker and the first table was full, so we sat at one end of the next empty table. Shortly after one of the Tech Leads walked in, and sat at the complete opposite end of our table, alone and not in talking distance to anyone. We invited her over, and she declined. Later another Tech Lead came in and sat across from her. Non-Chinese and Chinese at opposite ends of a long table at a team dinner, and they refused to sit with us. Eventually more people came and the TLs joined our side because I guess maybe it was too obviously anti-social, and they spent the entire dinner speaking speaking Chinese to each other. These were our tech leads. I could not understand how Meta could have "Tech Leads" that so blatantly excluded teammates. I thought Tech Leads were supposed to uplift the team, and that Meta would hold tech leads to a higher standard. Now someone might say that it's just lunch or a one-off team dinner, who cares? To that I vehemently disagree. Lunch is extremely important for team bonding, and so much information is transferred through informal socializing. I'm not saying that everyone needs to get lunch together everyday, but if a minority of people are excluded from getting lunch with the rest of the team, and especially the most tenured and senior employees, then naturally that minority is going to feel alienated, disadvantaged, and excluded from opportunities. And the very fact that they're excluded from lunch is reflective of being excluded in general. When 90% of an org and the entire leadership chain is dominated by one ethnicity, naturally their work culture is going to spill through. Chinese culture is completely different from American work culture, and learning to navigate that was a huge obstacle for me. For example I'm the type that tends to question everything and isn't afraid to challenge a "superior", but I quickly realized that my TL seemed to take offense to that, and would punish/retaliate me for it. I want to make it clear - I have nothing against Chinese people. Most of them are very kind (strong correlation between kindness and not engaging in the kind of exclusionary behavior I mentioned above), and I have many good friends who are Chinese. I get that some barely speak English (though I question how they got hired). I do genuinely believe that most are good people, and not deliberately trying to exclude others. But regardless of intent, the result is that non-Chinese get excluded. The fact that 6 of the 7 layoffs I observed were not Chinese in a 80-90% Chinese dominated org is testament to this. The fact that 90% Chinese dominated orgs even exist in the first place is testament to this. I might not even be posting about this given the sensitivity of the topic if not for the fact that I've seen and/or heard stories of some very toxic people who I do not believe would otherwise survive if not for their ability to exclude others, throwing others under the bus for the next layoff. The same people do this over and over again, and get away with it because they're part of the "clique" that essentially has immunity. I think the company needs to take this more seriously. Some ideas would be enforcing English at the office (I've heard of other teams that do this), raising leaders to a higher bar when it comes to team inclusivity (eg. under the "People" axis), investigating potential discrimination cases (eg. layoffs and/or mistreatment disproportionally affecting certain groups) and having a zero tolerance policy around that, having a zero tolerance policy around injustice in general (eg. lying or deliberately throwing somebody under the bus), ensuring more diverse teams, etc. But to be honest, I don't have faith that much would change so long as the entire leadership chain up to the VP level is dominated by the same ethnicity, language, and culture. Nor does it seem that leadership even remotely cares given that this has been happening in the HQ for probably at least the last decade, and is obvious to anyone who's stepped foot in the office.

@0xCheshire 他也新预测了这波行情的见顶情况，日成交量6万亿

吉林大学教授当年一段对股票的投资逻辑，讲得深入浅出。 建议收藏并观看，绝对会让你受益匪浅！

@feifan7686 美国肯定不会赔偿，但伊朗必须看到钱，可能又要苦中苦中东王爷国了

伊朗提出开放霍尔木兹海峡… 作为交换，要求美国支付赔偿。 如果能达成，这应该是最理想的结局。

@MrGafish 沃格，88.88

今天听一个A股大博主讲了一个炒股冷知识 A股的价格如果出现对子，连号，比如：66.88，33.33，那大概率庄家要跑路了

@lulukissed 中国人，可以买VPN......

越南人可以：炒比特币，上Youtube，刷Facebook，发Instagram，用Google…… 不需任何翻墙软件。 所以中国人到底比他们差在哪里需要处处被限制？

大摩拆解英伟达Rubin机架，AI服务器核心配件成本涨幅TOP4 1、存储 +435%（美光科技） 2、PCB +233%（胜宏科技） 3、MLCC +182%（风华高科） 4、ABF载板 +88%（深南电路、鹏鼎控股） 今天机构全线围绕这份拆解爆炒！

看来中美谈了什么很显而易见了🤣

京东电话卡的搜索路径 1、英国 Giffgaff（关键词：英国gg信封） 2、美国 Ultra mobile（直接搜） 3、德国O2卡（直接搜） 4、澳门实体电话卡 5、香港实体电话卡 6、esim卡 淘宝电话卡的搜索路径 1、英国giffgaff（搜不到） 2、美国卡、德国卡（搜得到，直接关联到飞猪） 3、澳门、香港、esim卡（直接搜）

很多这波被裁的 Meta 员工，纷纷现身说法，表示在大规模裁员前一天，他们突然收到在家办公的通知，声称出于人文关怀。 然后等大家搬离工位，居家办公后，第二天所有人在凌晨 4 点，收到了被裁邮件。 然后他们再想去公司，就刷不进门卡了。 而没被公司裁员的，电脑上则被安装了一个名叫 Model Capability Initiative 的监控软件。它会偷偷记录员工的鼠标移动、点击、键盘输入，甚至偶尔截屏。 这些数据被专门用于训练 AI 模型，让 AI 学会像员工一样操作电脑、用各种 App，最终来随时取代这些人。 与此同时，Meta 这家公司，正在创下创纪录的利润，这太赛博朋克了。

太魔幻了。近期 Meta 创始人扎克伯格，在大规模裁员前夕，内部的公开谈话，被员工录了下来。 他透露所有员工的设备，其实被公司日常追踪，用于训练 AI 模型。而理由是想把大家的工作方法，变成训练数据，这样就不用再需要那么多人力了。 这太诡异了。

FSD Supervised is now available in: - United States - Canada - Mexico - Puerto Rico - China - Australia - New Zealand - South Korea - The Netherlands - Lithuania

根据英伟达以后的技术路线规划，光模块会被高度集成到算力芯片里，光模块利润大头会被 #博通 和 $MRVL 俩家光电互连系统设计公司赚走，取代中际旭创和新易盛现在垄断的可拔插光模块封装模式。 那时候的 $MRVL 有资格用自己光电互连系统和芯片设计的收税模式把市值推高到2万亿美金附近。

彭博爆料，被中国政府要求撤销 Meta 对 Manus 20 亿美金收购案的，相关 Manus 三位创始人，计划新融资约 10 亿美元，以应对此前政府要求撤销 Meta 收购案的决定。 由于外部融资为 10 亿，还差 10 亿美金还 Meta 钱，所以除计划引入 10 亿外部融资外，创始人还可能自掏腰包补齐余款。 而这笔新融资代价是，Manus 将与这些投资方，在中国设立合资企业，并谋求在香港未来上市。 此前，政府向当事方发出通知，要求取消这笔 Meta 对 Manus 的 20 亿美金收购案，随后 Meta 火速响应中国政府号召，寻求让 Manus 原班团队还这 20 亿美金。