BlackRock增持AMD至9.05%：季度持仓异动下的资金面信号

I'd expect unified memory architectures (Apple M-series, AMD Ryzen AI series, etc) to be the future of local inference, not GPU cards.

$MU $AMD $INTC $NVDA crash I tired of this exploding like it is earnings season. It is not so stop the explosion

You can bootstrap from your custom ISO with some embedded starter key, upload ISO, loads into RAM and opens SSH, connect and run a playbook to encrypt the root drive where you deploy your OS with your SSH key. If you went with encrypted root, you might need to enter pass via console, or dropbear server in a pre-boot env you connect to via SSH to enter the key if you dont trust …

Hardware. Frontier labs are driving up demand so much that it's priced significantly above cost making it far less affordable. Just look at Nvidia's profit margins.

A lot of trading Discords feel dead right now. But active idea flow still matters, especially if you’re trading momentum, small caps, or fast-moving setups. I wrote up 3 paid trading rooms that aren’t ghost towns: Investors Underground, Humbled Trader, and Madaz Money. Read here: https://saveontrading.com/the-trading-rooms-that-arent-ghost-towns/ $SPY $QQQ $NVDA $TSLA $AMD

> While the majority of Gen Zers (51%) still use the technology weekly, growth has slowed to a crawl, increasing only four percentage points over the past year. This stagnation in adoption is accompanied by a sharp decline in positive sentiment. Sell NVIDIA!!!

Totally agree. People’re saying Microsoft this, Microsoft that with their Microsoft hate, but they ignore the fact that AI trend making GitHub worse, and GitHub is trying to fix.

$QQQ ~ The AmazonAI Deal That Just KILLED Microsoft's Future In Q2 2026. $MSFT $AMZN $SPY $SOXX

> the period when secure boot was being developed for PCs. You mean right now? At a firmware level, the scope of "trusted computing" is expanding with every passing year. > close the ecosystem they created any more than Microsoft was allowed to. We are in the process of allowing Microsoft to close the PC platform. TPM is required to run Windows now. Nearly every new PC ships wi…

One Meta employee, contemplating the consequences of their actions working for Meta, made an analogy comparing Meta employees' relationship with its CEO with US citizens' relationship with the president of the US government The employee apparently saw no significance in the difference that Meta employees are (over)paid and receive high value stock option grants from the company…

$META is down over 6% this year, while the S&P 500 is up 8%. Meta Forward P/E: 18.35 S&P 500 Forward P/E: 21.4 Meta projected 3 YR EPS CAGR: 20.5% S&P 500 projected 3 YR EPS CAGR: 15% Is $META becoming obvious at this point?

I also had a similar issue with Cascade Bicycle Club - they chose to organize things via WhatsApp, and since I am (inexplicably) banned from opening a Meta account I was completely left out of the group and missed out on many rides/details that were only shared via WhatsApp. When I tell people that this is even possible I get wide-eyed stares — as if they never contemplated tha…