自由與躺平
自由與躺平
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avatar自由與躺平
05-06 00:05
Toto Ltd. is indeed an AI-related stock, but not through traditional computing hardware like GPUs; rather, it has emerged as a critical "hidden champion" in the AI supply chain due to its dominant position in manufacturing electrostatic chucks (ESCs)made of advanced ceramics, which are essential components for producing NAND flash memory chips required by AI data centers $Toto Ltd.(TOTDF)$  
Goog profolio
@Michael Esther:GOOG’s $200B Bet: Owning the Future of AI, Space, and Data
[得意]  
@MilkTeaBro:April 2026 Portfolio Update
Musk is forcibly turning the story of Tesla from "electric vehicles" to "AI infrastructure". He emphasized that the AI5 chip is about to be designed, and even recruits engineers in Taiwan to build its own wafer factory. This means that astronomical capital expenditure (CapEx) is coming. The stock price has recently rebounded to above $400 under the catalysis of AI, and the market's reaction to this financial report will be extremely neurotic.
[得意]  
@MilkTeaBro:$CRRC(01766)$ Added position to dilute holding cost 
[得意]  
@紙研新股:$SITC(01308)$ 
$SHANGHAI IND H(00363)$ Bought the dip for dividends 
@MilkTeaBro:$SHANGHAI IND H(00363)$ Bought the dip for dividends 
Trump now gives Ultimatum on Strait of Hormuz
Oil rises → inflation fears increase → rate cuts become less likely → the dollar strengthens. And once the dollar strengthens, financial conditions tighten globally, which tends to pressure risk assets.
@TigerObserver:🛢️ Oil Above $100, U.S. Stocks Tumble — 5 Things Investors Must Know Today 📅 March 12, 2026
The story circulating (especially on social media like Instagram, X, LinkedIn, and Threads) is a popular motivational anecdote right now: In 1999, Warren Buffett supposedly advised Bill Gates to sell some Microsoft shares and diversify. Gates did so, and hypothetically, if he hadn't, his net worth could exceed $1.2 trillion today (or even $1.3–1.5 trillion in some versions), making him far and away the richest person alive.
Robotic 
@少年维特:臥安機器人,中國版Figure估值到底貴不貴?
More than 1.5 billion salaries can't be kept! AI Chinese genius Pang Ruoming changed jobs twice in 7 months. Why did she abandon Meta and switch to OpenAI? The battle for artificial intelligence (AI) talents is intensifying, and OpenAI has successfully cornered Ruoming Pang, a well-known AI researcher, from Meta. According to the U.S. media The Information on Wednesday (25th), Pang Ruoming left Meta last week and officially joined OpenAI, which is his second job change in about seven months. The OpenAI spokesman has confirmed the news. It is reported that the company has been cornering Pang Ruoming for several months. Although he once expressed his work in Meta, he finally decided to leave. Bloomberg reported that when Pang Ruoming joined Meta in 2025, the total salary plan for several yea
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@MilkTeaBro:$SHANGHAI IND H(00363)$ Bought the dip for market swing trading 
https://investor.lkcoffee.com/news-releases/news-release-details/luckin-coffee-announces-fourth-quarter-and-fiscal-year-2025
@瑞幸咖啡:瑞幸咖啡公佈2025年第四季度和全年財報
the cruellest truth in life is : When you take making money as your only goal, you are probably exchanging the most precious things for the least important things. Those things we desperately pursue - higher positions, more expensive cars, bigger houses - become the lightest when life comes to an end. What is really important is what we ignore: the growth of children, chat with parents, a healthy body, and inner peace. Remember: Money should be the tool to make you live a better life, not the whole meaning of your life. The smartest people know how to enjoy the scenery along the way on the way of chasing their dreams...
$沃尔核材(09981)$ a h discount a lot 
Capes
@天天是周末:科技股回撤 ,該恐慌還是建倉?分享我的 AMZN 期權實戰思路
I don't know when your view of the world has changed. Those gossips that once made you sleepless all night, not even qualified to shake you for a minute.
Singapore imported $3B worth of GPUs in January, breaking all previous records and showing an UNUSUAL increase of 247% QoQ (!).
Google's Project Genie announcement has triggered significant market volatility in gaming stocks, revealing investor concerns about AI's potential disruption to traditional game development while also highlighting the technology's current limitations.

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