DJ889

185 posts

DJ889

DJ889

@tas815

Katılım Aralık 2011
481 Takip Edilen72 Takipçiler
Serenity
Serenity@aleabitoreddit·
This is S tier research I put out for free! Appreciate the shoutout from technical folks like @TheValueist who saw how awesome this trade idea was: -> mapped pass through structures of $EWY and SK Hynix/Samsung despite ETF rebalances -> found 2028 volatility pricing issues on option chains in specific by comparing it to realized IV. -> summarized that into an easy-to-understand thesis. on top of directional long memory supercycle after breakdowns of Samsung/Sk Hynix projections. Not everyone can profit off of Jane Street algorithms and foresee South Korea citing increasing volatility across the board!
TheValueist@TheValueist

This $EWY trade was stupid good. If you are an investor or trader on X, you simply must be following @aleabitoreddit . He understands macro, micro/company-level, and derivatives technicals, then puts it all together for you in one easily understandable package. A tremendous amount to learn from him.

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DJ889
DJ889@tas815·
@aleabitoreddit 你的投资业绩是伟大的,让我感到惊讶的是你居然还会中文太优秀了,你对于HIMX这么看?它在台积电未来CPO的微透镜配件是否可靠,它和上诠的合作听说供应未来台积电CPO的50%份额光学配件,你认为什么时候能有显著的财务改善,能给HIMX每年带来多少亿美元的营业额,微透镜的毛利率大概有多少?谢谢你
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Serenity
Serenity@aleabitoreddit·
华人社区最近的赞誉让我感到受宠若惊! 我认为任何空头被打爆,都只是我单纯喜欢像 $AAOI 这样的股票而产生的无意间的副作用。 希望也能与更多的华人社区朋友互动(最近我在 X 上跟日本和韩国的网友互动得比较多)。
RamenPanda@IamRamenPanda

Serenity 是美股头号牛散 是收割美国大机构的牛散,檀香园做空AAOI,他一条推就打爆人家机构了 全球银行、券商、家办、富豪们,同步关注的大牛散 你可以取关所有博主,只看他一人都行

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DJ889
DJ889@tas815·
@alanchen 瞪眼说瞎话,是免过去的税务检查。
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Jose Coixao
Jose Coixao@notnotzecoxao·
#DL4Lefeh6iWrQEeSaAEr37nrTp_CMorx4ihw4DPBtbk" target="_blank" rel="nofollow noopener">mega.nz/file/jgEAFbqD#… ps5 ubuntu 26.04 image with latest and greatest kernel 7.0.5, compiled 17th May 2026. use it to flash to your nvme or usb ssd or hdd or even pendrive for the latest linux. requires balena etcher or dd
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CiborgEc
CiborgEc@CiborgEc·
PS4PKGInstaller v4.00 Beta 8: -Performance improvements for PS5 games. -Games now load even faster. -Added Kstuff pause support. -Added UTF-8 support for text files. Plays background game's music in the 'PS5 Game' list (in the app) ko-fi.com/s/5cecc48770 mediafire.com/file/156xk19i5…
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CiborgEc
CiborgEc@CiborgEc·
PS4PKGInstaller v4.00 Beta 7: -When running on a PS5, it will boot directly into the "PS5 Games" list. -Fixed support for ZN, JP, and other languages in filenames within the File Manager. -Test fix for fw 4.xx regarding .exfat games from the internal SSD. ko-fi.com/s/abddeafd0b
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DJ889
DJ889@tas815·
@Leoskie_L 如果台積CPO量產上詮,奇景光電有沒有機會?
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Leonard
Leonard@Leoskie_L·
大立光 (3008.tw)做 CPO:第五站來了一個新玩家 林恩平親口確認大立光投入 CPO 研發。做什麼?準直鏡頭加微稜鏡技術。切入光子積體電路的「出光端」。 大部分人聽到大立光做 CPO,反應是「又一個蹭 AI 概念的」。錯了。 光訊號從晶片出來是發散的。你需要一個精密光學元件把光束重新對準,讓它精確耦合進光纖。這就是大立光的準直鏡頭。精度要求微米級:一微米的偏差就會讓光訊號損耗暴增。 大立光的優勢不是技術。是量產能力。每年幫蘋果做幾億顆鏡頭。光學精密製造的 scale 無人能及。如果 CPO 量產需要把光學元件從實驗室搬到產線,大立光可能是全世界最適合做這件事的公司。 Corning 做 FAU(光纖端),SENKO 做 MPC(接頭端)。大立光做晶片端。耦合層從雙寡頭,可能變成三強。
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CiborgEc
CiborgEc@CiborgEc·
PS4PKGInstaller v4.00 Beta 3 (PS5) -Added Libfake backporting. As seen in the video, a backup requiring FW 10.01 is now running on FW 7.00 via fakelib backport. -Fixed PS5 issues occurring after a power cycle (reboot). -Next to do, support for .ffpkg. ko-fi.com/ciborgec
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柴郡🔔|Crypto+AI Plus
柴郡🔔|Crypto+AI Plus@0xCheshire·
1999 年,巴菲特解释了为什么大多数人永远无法致富。 他证明了你此刻身上就携带着一项价值 50 万美元的资产。 在你错过它之前,保存这段罕见的视频。
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Lon Seidman
Lon Seidman@lonseidman·
Getting hit with a blizzard tonight! Back in college I was the campus TV weather man even though I didn't know much about the weather. They used to stick me outside for live updates during storms! Here's an old recording I found circa 1997.
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TZMWX
TZMWX@TZMWXdiyer·
祝大家新年快乐 Happy Chinese new year
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Michael Saylor
Michael Saylor@saylor·
If you want to get me a birthday gift, buy some bitcoin for yourself.
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Chris 🎮
Chris 🎮@Lord_Wompus·
XStation complete. Amazing stuff! Thanks to my brother for the assistance. 👍
Chris 🎮 tweet mediaChris 🎮 tweet mediaChris 🎮 tweet media
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