@bboczeng 免费分享交易策略和最新市场动态。加我WhatsApp✅
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勃勃 CO
410 posts
@bboczeng 免费分享交易策略和最新市场动态。加我WhatsApp✅
⤵️复制搜索内容，回复“333”至WhatsApp：+ 17652430224
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2030年之前永远加仓，永远做多，
祝所有看清人类硅基文明未来的人
账户翻倍！
Herman Jin@ShanghaoJin
半导体周期远远才开始，“老登们”不信AI没有第一时间扩产，才导致今天到处缺货 扩产慢，就需要好几年“缺”来补 不过，下周记得我说的：把橡皮筋套手上，想那啥就弹下自己
中文
@bboczeng 免费分享交易策略和最新市场动态。加我WhatsApp✅
⤵️复制搜索内容，回复“333”至WhatsApp：+ 17652430224
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然而产业链数据估计，NVDA最新Rubin Vera的CPU : GPU比例为2:1，而不是1:4
银行彻底低估了CPU的需求，INTC至少$100了
今年，只要抓住半导体任何一个产业的任何一个尾巴，你的资产都至少要翻倍，甚至要翻4倍，正式进入财务自由的行列
我也不知道法拉盛那些20万本金不到，40%YTD的到底在颐指气使，敦敦教诲，脑控粉丝，洋洋自得些什么
他们是真的认为，美国的程序员们，都和他们一样没有钱吗？
😅😅😅
勃勃OC@bboczeng
美国银行预计，AMD在服务器 CPU 市场的价值份额将从去年的 36% 提升至 2027 年的 40%。 同时，他们预计 ARM 的价值份额将从 8% 提升至 12%，而 英特尔 的份额将在同期从 55% 下滑至 47%。 需要注意的是，该预测未考虑 AI 基础设施中 GPU 与 CPU 配比变化的影响，并且仅假设未来两年出货量为温和（增量）增长。 即便 GPU 与 CPU 的比例从 8:1 仅仅下降到 4:1，由于 GPU 出货量本身也在增长，CPU 出货量至少也将实现翻倍。
中文
勃勃 CO retweetledi
"Neighborly win! Our block’s potluck turned into a guitar jam u0026 story swap—met the retired teacher who writes poetry, and the teen who fixes bikes for free. Small moments, big community vibes. #NeighborLove #CommunityJoy"
English
"Just did a set about why our phones are secret roommates—the crowd laughed so hard, one guy snort-laughed into his soda. Who’s guilty of ignoring their real roommate for a scroll #ComedyNight #PhoneAddictionHumor"
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勃勃 CO retweetledi
"A small 'how are you' can warm a lonely day. Listen more, speak with care—connection grows in the little things. "
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勃勃 CO retweetledi
Swapped 30 mins of scrolling for morning walks—now my days feel brighter, and I’m actually hitting my step goal! #SmallWins #LifeTweak
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"Just wrapped up an insightful training on [主题，如：digital marketing/team leadership]! Learned actionable strategies, connected with amazing peers, and left inspired to apply new skills. Grateful for the opportunity—growth mode activated! #TrainingJourney #SkillBuilding"
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300-calorie Power Bowl for Weight Loss! Grilled chicken + quinoa + roasted veggies + lemon-tahini drizzle. Protein-packed, fiber-rich, and DELICIOUS—no crash, just energy! #WeightLossMeal #CleanEating #HealthyRecipes
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勃勃 CO retweetledi
Woke up to birdsong, brewed coffee over an open fire, and hiked to a viewpoint that stole my breath. Nature’s reset button = pressed. #CampingVibes
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勃勃 CO retweetledi
" Community Green Cleanup! Join us this Saturday (10 AM) at Maple Park to spruce up our neighborhood + plant native flowers. Bring gloves/bags—snacks u0026 eco-totes for all volunteers! Tag a friend to join: #MapleParkCleanup"
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