股癌 Nvidia:股癌Gooaye
股癌Gooaye
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股癌EP352
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AI股票變化. 真正受惠於GPU的公司(CPU份額不大,像是緯創),可能可以撐的比較久. 通路商類的股票(ex. SMCI、技嘉)可能之後會被輝達卡但技嘉還是有 ...
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股癌EP333
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我!復!活了!好久沒寫癌大筆記了,精彩精彩!身為一個Nvidia股東,本集一定要聽起來的啊!
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股癌Gooaye
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股癌Gooaye 這樣才好我這個汁男已經在場外抹口水了. 4 mos. Peggy Liaw ... Coreweave 和nvidia 共謀偽造GPU/datacenter 需求狀況 > Coreweave
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股癌Gooaye
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賣出ARM 取得現金和Nvidia 股票對於渴求現金的軟銀來說,股價強彈算是不意外。 對於NVDA 來說取得ARM 我個人覺得也是利多,還是會繼續持有這家日漸暴力的公司。
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股癌EP373
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艾瑪摘錄:ALETHEIA 喊輝達2026年目標價1000 / 打臉代表作/ AI / Average Selling Price / GPU supply & demand / 台灣資通商品出口/ 緯穎法說會提到 ...
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股癌Gooaye
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前幾天開始布局Nvidia 加碼單,隨後GG 跟著做多,正式宣告進入了第一次的股癌公會戰。 勝負抓三個月開牌好了。
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股癌Gooaye
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Coreweave 和nvidia 共謀偽造GPU/datacenter 需求狀況 ... 即日起至官網購買股癌粉絲限定【質進化咖啡因30日養髮基礎組】 ... 股癌傳送門:https://linktr.ee/gooaye.
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股癌EP353
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Nvidia執行長黃仁勳先前暗示,除了台積電和三星之外,還可能委託英特爾代工。同時他也對英特爾的測試報告表示稱讚,認為結果看起來不錯。 資料來源:被 ...