icnewer

@JunYin29422166 美利坚当下乃至接下来10年的氛围，真的是不适合有认知的人呆下去，很压抑

我一个非常close的，来美20年， 绝对顶级学校的教授朋友， 最近跟我说要回国了。 美国的科研投入已经今非昔比了。 诶！

@whiterock305 就是担心沙雕觉得自己真的是天选之子,啥都能干,完了还有面子可以吹消灭了独裁政权等等就出手了

@icnewer 可能性很低，忙活半天，死人还丢人，能得到啥呢？

1.如果川二不直接走人，而是想跟伊朗人谈判达成协议的话，估计会有以下内容： 1.不再提限制伊朗人发展导弹问题； 2.希望伊朗人坚持其不搞核武的承诺，美国在和平利用核能技术上给伊朗提供帮助； 3.解除对伊朗的制裁； 4.美国继续保留其在海湾国家的基地，保证不再袭击伊朗；

@whiterock305 不觉得美国又在放烟雾弹呢，掩护将来的登陆?

@icnewer 川二不按常理出牌，却并非全无理性。他思考一切问题的出发点在于对他自己是有利还是不利。他不会在乎美国的损失，不会在意死多少人。但如果死人多了影响到了他的利益他的权力，他的选择就会有所不同。 发动地面战争，他能收获的只有损失，民意的损失，中期选举的损失。他的嘛嘎基本盘已经因伊战而动摇

@SV_Nomad 牛! 又学习了,再好的公司,碰上大环境都是泥沙俱下 你对科技股的空仓,确实准!

这几周（几个月）以来前三大重仓股被砸的稀烂 但是账户又快回到新高了…… YTD6.5% 没任何炫耀的意思 只是再次强调仓位结构的重要性 穿越短期交易的迷雾 以结构应对波动 才能不被市场钟摆砸昏

@whiterock305 可能性不大，川二就是个二不会按照任何常理出牌：他觉得他能干成任何事，有人说地面进攻是下一步了，因为二不会在意死多少人，就看他的邪恶圈里的人能不能劝的住这个流氓人渣了

2.5. 海湾国家出钱（估计需要上千亿规模）给伊朗，作为战后重建援助资金（变相的美国赔偿） 6.伊朗人开放霍尔木兹海峡，并不再对过往船只收费。 这样的话，美国人保住面子，伊朗人收获里子。

@GlennLuk How is the software ecosystem cost to apply HW's chips compared to nvda's? Like to train a same level model, how long/how many human resources needed more than deploying h20/h200? Comparing the chip cost only might be misleading?

The other, perhaps less-appreciated point, is that much of the price difference is driven by differences in product gross margins. nVidia charges monopoly-driven markups for its silicon designs. Huawei's chip gross margins are invariably much lower. nVidia could lower the price if it wanted to (whether it will or not is another question).

Huawei 950PR AI chip is priced at ¥70,000, less than a third of the price of a nVidia H200. Huawei is targeting shipments in the 2H and estimating 750,000 units. reuters.com/world/china/hu…

@JunYin29422166 多慢的速度是慢跑?

说到长跑， 我说服过很多中年人加入慢跑。 慢跑是中年人最能享受到运动之一。 越是小时候不喜欢跑步的人， 中年越会上瘾。 1. 多巴胺涔涔的分泌， 长跑爱好者没有一个是靠毅力坚持的， 都是像吸烟，喝酒一样，享受放纵的快感。 2. 慢跑不受伤，但能不停进步，享受中年后久违的成就感。 3. 賊减肥。

@KairosPraxis The key is whether they have the advantage like as aec but so far market doesn't think they are the leader as what they did on aec.

3: Other interesting bits - Comera acquisition could let them do *some* of the signal processing (error correction) on the cable/switch. More lock-in!! - 200G per lane transition: Main force is $NVDA but XPUs moving much slower. Sustained demand for 100G/lane.

I listened to $CRDO's Q3 earnings again, and I didn't think I could become any more bullish on the stock - but here I am. TLDR: The AEC story is still being written, cautiously optimistic on ZF transceivers, and just *so many tailwinds*, it's hard not to be a $CRDO bull: 🧵

@insane_analyst Few years back ppl said data center CPU dead only GPU or accelerator needed that's why intc down to sub $20 (plus cash burning from ifs)

I love how ARM brought their own datacenter CPU to market faster than Qualcomm even though Qualcomm bought Nuvia back in... 2021.

@Alex_Intel_ Isn't he focusing on package side? Also 14A?

If anyone is wondering what's happening behind the scenes on Intel Foundry's 14A Something like this

@sallywf Thought GPU needs help from CPU though.

@icnewer eetimes.com/how-why-not-le…

Last week Nvidia admits its GPUs need help and unveils, with fanfare, a chip from a 10yo startup competitor many had written off. This week Arm breaks its 35yo business model and becomes a merchant silicon provider. What a time to be alive (what a time to be an EE Times reporter)

@EnerTuition @DylanOnChips Almost everyone claimed ARM CPU is many X of ARM performance, due to its clean from scratch design without history ISA burden which is a load for X86 to drag its PPA, why no one can prove it from paper to engineering? Sounds GOOGLE TPU is an only exception but still limited on WL

@icnewer @DylanOnChips Neither ARM not Nvidia have ever done a good high perf CPU and not because they have not tried. Doesn't mean they can't but it is a show me thing. Nvidia Grace sucked. Looking at high level specs, and putting some judgement around intangibles, Vera ain't it. We will see.

When Nvidia revealed its Groq 3 LPX server rack last Monday, the company indicated that it’s focused on direct engagements with top AI model providers that will take advantage of the product’s ultra-low latency to deliver super-fast, premium AI services.

@EnerTuition @DylanOnChips Why? What's the limiting factor to prevent it being non 0? Also, how is ARM AGI CPU just announced today? Will it be better than Vera and why or why not?

@DylanOnChips Vera's attractiveness to customers is near "0" unless Nvidia pushes it as part of a Rubin bundle (like it will to CoreWeave and other second/third tier Nvidia Cloud providers). Outside of bundles Vera is a big "0"

@ryanshrout @Signal_65 On paper, sounds great. Is there any software/OS compatibility report out? or is it not an issue at all?

Now, there’s a lot of “based on estimates” to these slides. But the claims are significant. Need that team @signal_65 to get some time with these!

“We are not strapped to the past. We don’t have to support Lotus Notes.” Dang!

@VladBastion Is hynix ADR offering news negative to $mu thus it's dragged down again today?

Micron $MU is one of the rare S&P 500 stocks that currently ranks in the top 20% by Growth, Quality, Value, and Momentum. Archetype: Elite Compounder at a Deep Discount. As the world's largest pure-play memory maker, Micron sits at the center of the AI infrastructure buildout. After a brutal downcycle in 2022–2023, the cycle has flipped - pricing power is back and margins are exploding.

@RobFisher1971 @DavidGoneHiking @Alhajidon @MadelnCanada Still surprised truck driver didn't stop as he must be able to see the plan coming, no? Why no emergency stop from truck driver to avoid this disaster is still hard to believe.

@DavidGoneHiking @Alhajidon @MadelnCanada

The pilot who died after the collision on the tarmac at New York's LaGuardia Airport was from Coteau-du-Lac Quebec. He was 30-year-old Antoine Forest. Rest in peace ❤️🇨🇦

@DiaTSLAPLTR @wallstengine What are the factors that $SNPS is better than $CDNS or both are undervalued?

Elliott does not take significant stakes for small returns. Synopsys sits at the foundation of every chip designed on earth and Elliott just told you they think the market is undervaluing that position. When the most aggressive activist on Wall Street buys into the picks and shovels of the semiconductor industry, that is probably worth paying attention to 🤷‍♂️

ACTIVIST ELLIOTT TAKES SIGNIFICANT STAKE IN CHIP-DESIGN SOFTWARE CO. SYNOPSYS $SNPS - WSJ

@insane_analyst Makes more sense now 😃 Still great job on income!

@icnewer Like 400K worth of prepay lol

If this does not get me audited, I don't know what will.