觉势行者 personal page - To The Moon

觉势行者

觉势行者

站在时代的潮流上，寻找发展势能最大的行业和公司，做战略性大格局的投资。

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02-21

$SoFi Technologies Inc.(SOFI)$

02-20

$HBM HOLDINGS-B(02142)$

02-19

$GraniteShares 2x Long COIN Daily ETF(CONL)$

02-17

$GraniteShares 2x Long COIN Daily ETF(CONL)$

02-17

$GraniteShares 2x Long COIN Daily ETF(CONL)$

02-13

$SoFi Technologies Inc.(SOFI)$

02-06

$SoFi Technologies Inc.(SOFI)$

02-05

$SoFi Technologies Inc.(SOFI)$

02-03

$SoFi Technologies Inc.(SOFI)$

02-03

02-03

02-02

$SoFi Technologies Inc.(SOFI)$

01-30

$SoFi Technologies Inc.(SOFI)$

01-30

01-29

$HBM HOLDINGS-B(02142)$

01-28

$SoFi Technologies Inc.(SOFI)$

01-20

$GraniteShares 2x Long COIN Daily ETF(CONL)$

01-16

$GraniteShares 2x Long COIN Daily ETF(CONL)$

01-16

$Alibaba(BABA)$

01-16

$GraniteShares 2x Long COIN Daily ETF(CONL)$

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Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528482575253752","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527390091481912,"gmtCreate":1769779458418,"gmtModify":1769779460432,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","text":"$SoFi Technologies 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href=\"https://ttm.financial/S/06886\">$HTSC(06886)$&nbsp;</a>","text":"$HTSC(06886)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/527269921522384","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526808495563472,"gmtCreate":1769650936833,"gmtModify":1771575752627,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02142\">$HBM HOLDINGS-B(02142)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/02142\">$HBM HOLDINGS-B(02142)$&nbsp;</a>","text":"$HBM HOLDINGS-B(02142)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526808495563472","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526645366613544,"gmtCreate":1769610936095,"gmtModify":1770154011113,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/526645366613544","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523932223648032,"gmtCreate":1768919771955,"gmtModify":1768919773482,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","text":"$GraniteShares 2x Long COIN Daily ETF(CONL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523932223648032","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522141046608000,"gmtCreate":1768510459902,"gmtModify":1768510461508,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","text":"$GraniteShares 2x Long COIN Daily 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href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>","text":"$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522130721013888","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522129497043072,"gmtCreate":1768507640184,"gmtModify":1771482041232,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","text":"$GraniteShares 2x Long COIN Daily ETF(CONL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522129497043072","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":271606986424616,"gmtCreate":1707348250857,"gmtModify":1707363713776,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> As $PLTR shareholders know, pessimists sound smart, optimists make money.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> As $PLTR shareholders know, pessimists sound smart, optimists make money.","text":"$Palantir Technologies Inc.(PLTR)$ As $PLTR shareholders know, pessimists sound smart, optimists make money.","images":[{"img":"https://community-static.tradeup.com/news/7d90308200bb64ccb51c2cd9b3a2e6d6","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":299,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/271606986424616","isVote":1,"tweetType":1,"viewCount":3784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263816361275472,"gmtCreate":1705444066146,"gmtModify":1705465915066,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons: 1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers. 2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum. In","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons: 1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers. 2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum. In","text":"$美国超微公司(AMD)$ $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons: 1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers. 2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum. In","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":157,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/263816361275472","isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000692","authorId":"9000000000000692","name":"BartonBecky","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000692","authorIdStr":"9000000000000692"},"content":"👏 Impressive analysis! 👏 AMD's disruption of NVIDIA is unstoppable.","text":"👏 Impressive analysis! 👏 AMD's disruption of NVIDIA is unstoppable.","html":"👏 Impressive analysis! 👏 AMD's disruption of NVIDIA is unstoppable."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":533666680656560,"gmtCreate":1771310169376,"gmtModify":1771460200072,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","text":"$GraniteShares 2x Long COIN Daily ETF(CONL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":63,"commentSize":1,"repostSize":41,"link":"https://ttm.financial/post/533666680656560","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534974652011184,"gmtCreate":1771629498320,"gmtModify":1771925218915,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":6,"link":"https://ttm.financial/post/534974652011184","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534253575713456,"gmtCreate":1771453454302,"gmtModify":1771453457032,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CONL\">$GraniteShares 2x Long COIN Daily ETF(CONL)$&nbsp;</a>","text":"$GraniteShares 2x Long COIN Daily ETF(CONL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":1,"repostSize":31,"link":"https://ttm.financial/post/534253575713456","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264365913747632,"gmtCreate":1705561746555,"gmtModify":1705568286345,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> Here's why I think $AMD is quite cheap at $158. $NVDA's price to sales ratio is 31.24 and $AMD's is 7.51. For income statements that are not in a phase of maturity, the price to sales ratio is a measure of enthusiam. The above spread is bound to close going forward and I believe the P/S ratios of the companies will eventually come to parity. In absolute terms, I believe both companies have a long way to go as the world demands exponentially more computation over the coming decade/s. But in terms of valuation, the market is currently valuing Nvidia as the sole provider of AI chips when in fact: 1. $AMD is a strong contender to a number 2 position, as a provider of AI chips. 2. It is very likely that $AMD's hardware can actually","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> Here's why I think $AMD is quite cheap at $158. $NVDA's price to sales ratio is 31.24 and $AMD's is 7.51. For income statements that are not in a phase of maturity, the price to sales ratio is a measure of enthusiam. The above spread is bound to close going forward and I believe the P/S ratios of the companies will eventually come to parity. In absolute terms, I believe both companies have a long way to go as the world demands exponentially more computation over the coming decade/s. But in terms of valuation, the market is currently valuing Nvidia as the sole provider of AI chips when in fact: 1. $AMD is a strong contender to a number 2 position, as a provider of AI chips. 2. It is very likely that $AMD's hardware can actually","text":"$美国超微公司(AMD)$ Here's why I think $AMD is quite cheap at $158. $NVDA's price to sales ratio is 31.24 and $AMD's is 7.51. For income statements that are not in a phase of maturity, the price to sales ratio is a measure of enthusiam. The above spread is bound to close going forward and I believe the P/S ratios of the companies will eventually come to parity. In absolute terms, I believe both companies have a long way to go as the world demands exponentially more computation over the coming decade/s. But in terms of valuation, the market is currently valuing Nvidia as the sole provider of AI chips when in fact: 1. $AMD is a strong contender to a number 2 position, as a provider of AI chips. 2. It is very likely that $AMD's hardware can actually","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":100,"commentSize":1,"repostSize":11,"link":"https://ttm.financial/post/264365913747632","isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000335","authorId":"9000000000000335","name":"wavyloo","avatar":"https://static.tigerbbs.com/6f40081eb0713a23c3646b1838cc62f7","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000335","authorIdStr":"9000000000000335"},"content":"Agree, $AMD undervalued, great potential. Expect upside due to datacenter growth.","text":"Agree, $AMD undervalued, great potential. Expect upside due to datacenter growth.","html":"Agree, $AMD undervalued, great potential. Expect upside due to datacenter growth."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469439020138992,"gmtCreate":1755602654726,"gmtModify":1755811608874,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VIXY\">$ProShares VIX Short-Term Futures ETF(VIXY)$&nbsp;</a>view order details.<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/VIXY\">$ProShares VIX Short-Term Futures ETF(VIXY)$&nbsp;</a>view order details.<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$ProShares VIX Short-Term Futures ETF(VIXY)$ view order details.@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":1,"repostSize":24,"link":"https://ttm.financial/post/469439020138992","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492272102482320,"gmtCreate":1761206180759,"gmtModify":1761206182676,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06127\">$JOINN(06127)$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/S/06127\">$JOINN(06127)$&nbsp;</a>view order details.","text":"$JOINN(06127)$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":0,"repostSize":21,"link":"https://ttm.financial/post/492272102482320","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264393255026992,"gmtCreate":1705573178333,"gmtModify":1706003819179,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> Everything you need to know about $AMD, in 8 bullet points. 1. $AMD's rise over the last decade has been the result of the company betting on chiplets. Chiplets consist in making a chip out of many small chips, instead of making a big one (monolithic) directly like $NVDA does. This is how it has disrupted $INTC and how it is now poised to disrupt $NVDA. 2. We are nearing the \"end\" of Moore's Law. Making monolithic chips is getting exponentially harder and therefore, chiplets are the way around the end of Moore's Law. They enable much higher yields at similar if not higher levels of performance. $AMD has been working on chiplets for about a decade now, while the rest of the industry is only just catching up. 3. $AMD is just a bun","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> Everything you need to know about $AMD, in 8 bullet points. 1. $AMD's rise over the last decade has been the result of the company betting on chiplets. Chiplets consist in making a chip out of many small chips, instead of making a big one (monolithic) directly like $NVDA does. This is how it has disrupted $INTC and how it is now poised to disrupt $NVDA. 2. We are nearing the \"end\" of Moore's Law. Making monolithic chips is getting exponentially harder and therefore, chiplets are the way around the end of Moore's Law. They enable much higher yields at similar if not higher levels of performance. $AMD has been working on chiplets for about a decade now, while the rest of the industry is only just catching up. 3. $AMD is just a bun","text":"$美国超微公司(AMD)$ Everything you need to know about $AMD, in 8 bullet points. 1. $AMD's rise over the last decade has been the result of the company betting on chiplets. Chiplets consist in making a chip out of many small chips, instead of making a big one (monolithic) directly like $NVDA does. This is how it has disrupted $INTC and how it is now poised to disrupt $NVDA. 2. We are nearing the \"end\" of Moore's Law. Making monolithic chips is getting exponentially harder and therefore, chiplets are the way around the end of Moore's Law. They enable much higher yields at similar if not higher levels of performance. $AMD has been working on chiplets for about a decade now, while the rest of the industry is only just catching up. 3. $AMD is just a bun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":77,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/264393255026992","isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000435","authorIdStr":"9000000000000435"},"content":"Agreed, $AMD's chiplet strategy is disrupting the industry. 🚀","text":"Agreed, $AMD's chiplet strategy is disrupting the industry. 🚀","html":"Agreed, $AMD's chiplet strategy is disrupting the industry. 🚀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266136683872560,"gmtCreate":1706006726964,"gmtModify":1706007996332,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"觉势行者","avatar":"https://community-static.tradeup.com/news/adf4b46b33e96599715864fda26a1bf7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It won’t be so easy for $AMD to disrupt $NVDA, because $NVDA’s GPUs have massive network effects. Just as $TSLA vehicles share a unified architecture, $NVDA's GPUs are interconnected by CUDA, a cohesive software framework that fosters a self-sustaining ecosystem fueling the company's growth. CUDA acts as the bridge that seamlessly integrates $NVDA's diverse GPU lineup, enabling developers to harness the power of these computational workhorses. With each software iteration, the network of compatible GPUs expands, attracting a growing pool of expertise and talent. The broader the adoption of $NVDA's GPUs, the more valuable they become, solidifying the company's position as a dominant force in the GPU market. $NVDA's commitment to s","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It won’t be so easy for $AMD to disrupt $NVDA, because $NVDA’s GPUs have massive network effects. Just as $TSLA vehicles share a unified architecture, $NVDA's GPUs are interconnected by CUDA, a cohesive software framework that fosters a self-sustaining ecosystem fueling the company's growth. CUDA acts as the bridge that seamlessly integrates $NVDA's diverse GPU lineup, enabling developers to harness the power of these computational workhorses. With each software iteration, the network of compatible GPUs expands, attracting a growing pool of expertise and talent. The broader the adoption of $NVDA's GPUs, the more valuable they become, solidifying the company's position as a dominant force in the GPU market. $NVDA's commitment to s","text":"$英伟达(NVDA)$ It won’t be so easy for $AMD to disrupt $NVDA, because $NVDA’s GPUs have massive network effects. Just as $TSLA vehicles share a unified architecture, $NVDA's GPUs are interconnected by CUDA, a cohesive software framework that fosters a self-sustaining ecosystem fueling the company's growth. CUDA acts as the bridge that seamlessly integrates $NVDA's diverse GPU lineup, enabling developers to harness the power of these computational workhorses. With each software iteration, the network of compatible GPUs expands, attracting a growing pool of expertise and talent. The broader the adoption of $NVDA's GPUs, the more valuable they become, solidifying the company's position as a dominant force in the GPU market. $NVDA's commitment to s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":77,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/266136683872560","isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274713852819","authorId":"3479274713852819","name":"feelond","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274713852819","authorIdStr":"3479274713852819"},"content":"Powerful network effects and a cohesive software framework, coupled with software innovation and strategic acquisitions, position NVDA as a dominant force in the GPU market, making it difficult for AMD to disrupt their growth.","text":"Powerful network effects and a cohesive software framework, coupled with software innovation and strategic acquisitions, position NVDA as a dominant force in the GPU market, making it difficult for AMD to disrupt their growth.","html":"Powerful network effects and a cohesive software framework, coupled with software innovation and strategic acquisitions, position NVDA as a dominant force in the GPU market, making it difficult for AMD to disrupt their growth."},{"author":{"id":"9000000000000197","authorId":"9000000000000197","name":"peepzy","avatar":"https://static.tigerbbs.com/6b4c316453c0a428f08c7f29a4529b77","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000197","authorIdStr":"9000000000000197"},"content":"🙌 Impressive integration, amazing growth! 🚀","text":"🙌 Impressive integration, amazing growth! 🚀","html":"🙌 Impressive integration, amazing growth! 🚀"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}