
立布
42 posts


@TradexWhisperer And China seems to be developing DRAM manufacturing as well. The lack of mature technology, sufficient litho equipment, and cleanrooms is a major hurdle. How long do you think it will take for China to catch up in DRAMtechnologies? I'd love to hear your thoughts on these two. Thx
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$MU $DRAM Memory Makers will be the biggest beneficiaries and enablers of AI.
@MicronCEO during last earnings call 👇
"Memory makes AI smarter and more capable, enabling longer context windows, deeper reasoning chains and multi-agent orchestration."
"As AI evolves, we expect compute architectures to become more memory-intensive"
"AI hasn’t just increased demand for memory. It has fundamentally recast memory as a defining strategic asset in the AI era."
"We are excited to have signed our first five-year SCA."
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@TradexWhisperer Hi Whisperer. According to a friend of mine who works at Micron in Singapore, their salaries and bonuses don't seem to have increased as significantly as those at SanDisk and SK Hynix… I think this means Micron is reinvesting more profits in building new factories.
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$TSM Mother of All Semiconductors
She is waking up

Trade Whisperer@TradexWhisperer
If $NVDA wins, $TSM wins If $AVGO wins, $TSM wins If $MU HBM wins, $TSM wins If $SNDK HBF wins, $TSM wins If $AMD AI chips win, $TSM wins If $QCOM silicon win, $TSM wins If $AAPL silicon win, $TSM wins If hyperscalers ASIC wins, $TSM wins Is that clear enough? TSMC All In
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@norveclifinance If you've taken introductory quantum mechanics at the undergraduate level and learned how to use PDE to solve one-dimensional infinite potential wells (the first lesson in quantum mechanics), you'll know that quantum computing is a complete HOAX. 🤣
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Time to wake up.
ZeroPoint says up to 70% of server memory data is redundant, with 30–50% effective bandwidth gains.
Google’s TurboQuant cuts KV-cache memory by 6x with just 3-bit precision and no accuracy loss.
Nvidia shows VRAM dropping from 6.5GB to 970MB, an ~85% reduction.
Quantum computing doesn’t rely on traditional memory the same way classical systems do.
Combined with these technologies, expected memory demand could drop 70–90%.
Think about what that means.
$MU $SNDK $WDC $SKHYNIX $005930.KS $UMC
Norveçli@norveclifinance
Grok says: ZeroPoint AI-MX, TurboQuant, and Nvidia NTC could cut near-term hyperscaler memory demand by 50–70%, breaking the AI memory wall with massive compression and efficiency gains. What do you think about this? $mu $sndk
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@norveclifinance Your bearish stance just makes me think you have no foundation in math, physics, electronics, or optics; you're just like an bank analyst copying answers to solve problems…
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@norveclifinance Your technical analysis is terrible. If you're familiar with computer science conferences, you'll know most people are just making up data. The Google team hasn't even responded to the questions raised about the author from ETH.
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@_HalalTrader_ Thank you for boosting the confidence of retail investors and for your strong technical analysis. Take care
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王志安周五的这期新节目真的太牛比了,一定要好好分析一下
看完全篇,其实我脑子里只有一个想法:国民党真的太惨了
明明是依法办事,依法处罚给老师下毒的少年犯,而且最后还因为年轻不懂事把他们给放了
居然被后来的革命教材写成“反动派”, 而这些土匪和罪犯,却又一个一个变成了英雄
甚至成为了《中国最可爱的人》
包括撕票美国传教士的方志敏,也是如此 太可怕了,难道这就是中国?
中国人就是这么定义“可爱”的?
中国人现在最爱的,原来都是这群毫无人性,天天杀人的土匪、罪犯和暴徒?
颠倒黑白,是非不分,认贼作父,仇恨教育,做大白眼狼,污蔑帮过自己的国际恩人
这些令人反感的属性 原来真的是党的教育一手造成的
那么,现在还在为这一切感到骄傲的粉红们
哪里还配被称作为人?
谢谢大家
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