Eric Wang

@jukan05 I thought they didn’t use any parts from China, including PCBs.

Too many people have been asking me why TTMI is up in pre-market, so I’ll answer it this one time. Next time, please look it up yourselves. PCB stocks surged sharply in the Chinese market today. The reason PCB names rallied in China is that Morgan Stanley analyzed NVIDIA’s next-generation Rubin rack and found that the rack ASP could reach roughly $7.8 million, almost doubling from GB300. More importantly, Morgan Stanley argued that this value uplift does not mainly come from the GPU itself, but from components such as PCBs (+233%), MLCCs (+182%), and ABF substrates (+82%), which are expected to be the biggest beneficiaries. As a result, several PCB supply-chain names rallied sharply, including: Ding Tai Gao Ke (301377.SZ): +20%, limit-up The global No. 1 player in micro-drills and routers used in the drilling process, a critical step in PCB manufacturing. Shenghong Technology (300476.SZ): +13.3% and other PCB supply-chain companies.

@DodgerBlue1958 something wrong with Shohei?

Some kind of strange comments about and from Shohei Ohtani tonight 🤔 Dave Roberts before the game: "Tonight's going to be an interesting one. I expect him to put his best foot forward, but I'll keep a close eye on him. This is going to be an interesting one because he's played a lot recently, so we'll see." Shohei Ohtani after the win (Will Ireton interpreting): "A lot of uncertainty coming into this outing because the feel wasn't great. The results were good, but as you saw, the process wasn't that great."

@aleabitoreddit Would you write a detailed article introducing FOCI? Something around the same length as this article of yours?

@aleabitoreddit I feel like you love FOCI a bit too much lol You've praised it so much that it sounds almost too good to be true

Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM starts to scale. Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the center of it. Despite many of these “commodity” labels… (just look at transformers/NAND) And I’ll do a “Did you listen anon post” like $AXTI. We’ll see if this is right.

@PitchingNinja Post Kai-Wei Teng’s Curveball please

Kai-Wei Teng, Nasty 85mph Sweeper. 😨

Ohtani hates LA?

We need ten Kai-Wei Tengs on the Astros.

@DoyersDave 3 Max Muncy Lol

Muncy walks it off! #Dodgers

@1film26 @grok

@billplunkettocr This isn't from this year.

Scarred for life

@IEObserve 記憶體 繼續噴

裡面從太空資料中心，講到機器人、自建晶圓廠，以及電力能源的瓶頸。還有xAI到底要怎麼跟其他前沿lab競爭，Musk說他有別人沒有的優勢 老馬蠻厲害的地方是，因為有太多的宏大目標，每個講一講都覺得在唬爛但又不能忽視，因為他過去很多吹的牛雖遲但到，完成了很多不可能的事。 感覺很大程度是在為 SpaceX 上市預熱，大餅先畫好給大家。這些餅都不是普通的大，是超乎過去人類想像的大。例如每年火箭發射至少一萬次(2025不到200次)，但他很輕描淡寫說：火箭發射這頻率也沒有比民航機起降高。 ----- Musk 透露他已經預訂了所有能拿到的產能：「我們會用TSMC台灣、三星韓國、TSMC亞利桑那、三星德州的產能。全部都訂了。」 「我問過TSMC和三星，要多久才能達到量產規模？答案是：你得先蓋晶圓廠、開始生產、然後慢慢提升良率，最後達到高良率的穩定量產。從頭到尾要五年。所以晶片是關鍵瓶頸。」 「進入太空之後，瓶頸會變成晶片；但在能進入太空之前，瓶頸是電力。」 當被問及為何不像黃仁勳那樣預付款項讓TSMC加蓋晶圓廠時，他說：「我已經跟他們說過了。但他們不收你的錢嗎？他們已經在用最快速度蓋了。三星也是。他們全力衝刺，拼命在蓋。但還是不夠快。」 「就像我說的，我認為到今年年底，晶片生產量就會超過能夠供電運作的數量。」 記憶體：比邏輯晶片更嚴重的瓶頸 Musk 坦言他最擔心的其實是記憶體：「我最大的擔憂是記憶體。提升邏輯晶片產能的路徑相對清楚，但要有足夠的記憶體來搭配這些邏輯晶片，路徑就沒那麼明確了。這就是為什麼DDR記憶體價格一直在飆漲，網路上還出現各種迷因。」 他分享了一個網路迷因：「你被困在荒島上，在沙灘上寫『救命』，沒人理你。你寫『DDR記憶體』，船立刻蜂擁而至。」

@TalkinBaseball_ Chinese Taipei (X) Taiwan (O)

Taiwan's 2026 World Baseball Classic roster

@ChuckC07 @DodgersNation U mean Taiwan

@DodgersNation DO IT! We can dominate the Asian markets. Japan + Korea + Republic of China

Hsu Jo-Hsi is one of the top pitchers in Taiwan right now and is set to choose between continuing his baseball career in MLB or NPB. Should he choose MLB, the Dodgers are reportedly interested in signing him 👀

@DodgersNation Is this real? I can’t find the post on instagram

Shohei Ohtani ordering matcha from a local shop is so awesome 🔥

THEY STILL NOT LIKE US. #WORLDSERIES

@FabianArdaya SP?

Tyler Glasnow said he’ll be available tomorrow.

@Dodgers No Max Muncy?

Who's your Player of the Game? #NLCS

@Dodgers Where is the Vote?

Who's your Player of the Game?