煌

ちゃんと..おじさんを見てね..🩷

ミカ🤍

#ブルアカ

Abstract of MediaTek (2454 TT) - Note - New ASIC likely SpaceX 🚀 •Target Price raised to NT$5,520 •Massive ASIC revenue ramp projected:
$2.2bn (2026) → $18bn (2027) → $48bn (2028) •Likely SpaceX Win for new datacenter ASIC. We expect MTK to be the design service provider for xAI’s datacenter ASIC based on Intel 14A + EMIB-T. Volume production late-2028, ramp in 2029 with robust volume. •Zebrafish CoWoS upgraded:
Capacity raised to 180k (from 160k) in 2027. ASP hiked to $5.5k (from $4.5k) → implies $17.8bn datacenter ASIC revenue in 2027E (well above guidance & consensus) •Strong TPU momentum:
Competitor’s PumaFish cancelled → MTK first mover to 2nm (Humufish). High confidence in successor chip (Helios Next) with strong EMIB yields (in out note, we highlighted EMIB has started trials for testing for major current AI chips. #Mediatek #TPU #SpaceX #Intel

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.

@KINNABAR 請問一下DLsite上的2跟3都用中文版了，那1的也會出嗎?

【DLsite、Fanza販售】ベティーはイタズラが好き3 日本語版の電子書籍をDlsiteにアップしました！ 表紙2p+本文26ページ 日文 (DLsite) dlsharing.com/maniax/work/=/… (Fanza) dmm.co.jp/dc/doujin/-/de… 繁體中文版 (DLsite) dlsharing.com/maniax/work/=/… 気になる方はぜひご覧ください。

@chan19890604t04 綠粉的平均智商可能連白色的一半都沒，果然是厭智族群

藍白粉的智商堪憂了

✌️🐺✌️ #砂狼シロコ生誕祭2026

022 🤍❔

@ch41281076 中共的腦子就裝屎呀，不承認中華民國那不就代表你中共是自己獨立出去的，擁有主權這點更是可笑，共產黨成立至今啥時有過台灣主權了? 連日本都還有治理過，真的是智障國務院

只要有勾「是」你就是台獨。 請告訴我，你們有幾項會勾「是」？ #以上皆是

@hsgxxxxx 在中國開早餐店，你賣10人民幣他們會嫌貴說你坑錢，你會被卷死

怎麼不去中國？這麼看不起中國嗎？

クロコ

スポブラっていいよね

まぁ……でも嬉しいよ。 ありがとね。 ｵﾄｷﾞﾊﾋﾟﾊﾞ🎂🎊 #ブルアカ #天神山オトギ生誕祭2026

rkgk

オトギちゃん #天神山オトギ生誕祭2026

ホットなオトギちゃんを描きました

Ram🩷 ​#ReZero

オトギ、お誕生日おめでとう！ ほしいものは…

ね、猫塚………………………………！！ #ブルアカ