¥a$u
32 posts



てかSBI新生銀行さん、、、 IPOの公募価格1450円だったよね。 いつのまにか割りそうなんだが😱😱😱


BREAKING: CENTCOM says US forces carried out “self defense” strikes in southern Iran targeting missile launch sites and mine-laying vessels. Meanwhile, top Iranian negotiators have arrived in Qatar for talks on a potential deal to end the war.


🚨 CHINA MIGHT HAVE JUST DESTROYED THE CHIP SCARCITY NARRATIVE THAT BUILT NVIDIA. Wall Street has priced Nvidia, TSMC, and the entire AI hardware supply chain on one single assumption, that advanced chips will remain scarce, expensive, and controlled by the West. Huawei just directly attacked that assumption. China built a completely new way to design chips that delivers the same computing performance as the most advanced Western chips by 2031 without buying a single piece of restricted Western equipment. The US sanctions were designed to freeze China out of the advanced chip market permanently. Instead they pushed Huawei to engineer a different path to the same destination. This is the exact same thing DeepSeek did to AI software last year. DeepSeek proved you could match OpenAI's performance at a fraction of the cost. Nvidia lost $600 billion in market cap in a single day. Huawei is now doing the same thing to hardware. If China can produce advanced computing power cheaply and at massive scale, the scarcity premium that justifies Nvidia's $5 trillion valuation and TSMC's margin story disappears entirely. Every AI infrastructure company is priced on the assumption that the hardware bottleneck lasts for years. Huawei's announcement directly challenges how long that bottleneck actually holds. Trillions of dollars in tech valuations have not priced this in yet.

ちなみに超長期ではアストロスケールで100バガー目指してます。(妄想含む) アストロが衛星寿命延長や給油用のドッキングプレートでシェアをとる世界線とデブリ除去やボディーガード衛星が宇宙の義務となる世界線を期待します。宇宙防衛の主として各国と組むのであれば、不可能ではないと思います。 強気派の僕ですら流石に100倍は見えてないので、、バカにしてください🤣wまあ気長に10年待ちます。短期の株価は知りません!! #Astroscale


日本の宇宙、今年は飛びそう🚀🇯🇵 国内宇宙株は安すぎる。宇宙が舐められてるうちに仕込む☺️ QPS、synspective、アストロスケール、アクセルスペース、スカパー



韓国のバイト?なのかな 客いない間は勉強しててほまに羨ましい 日本のバイトも全部これにしてくれ頼む







