Jefferies看好中国AI、苹果及特斯拉供应链 二季度正贝塔收益预期升温

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 wake up to a flush

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 …

I hate the AI writing but this is probably right. - There are a number of competitors for hardware, from Microsoft, Meta, Google, and Amazon. Those are mostly serving internal needs today, but Amazon and Google tend to productize their internal products. Other players are also selling chips - the author mentions Broadcom. - Both Google and Apple are doing their best to shift in…

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.

How long until they turn a constellation into a giant LED billboard, showing commercials for Tesla?

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It confuses people. The same way calling what Tesla does full self driving. What people envision as "full self driving" or "artificial intelligence", and what they actually get are not the same thing. When I hear artificial intelligence, I picture Data from Star Trek, not a hopped up Eliza.

Jellyfin works awesome on Android cellphone and Android TV. No native app for LG TV, but I have an Android TV box anyway. I can't say how well it works on Apple devices and other TV brands.

$SPY $QQQ $NVDA $AAPL seems like puts at open. Specific to be disclosed tomorrow

Seems to me like Microsoft might be opposed to this duopoly and have pockets deep enough to fight it, right? For one, this would make their possible re-entry into the mobile space harder and more costly but I guess it'll inevitably become a standard that other providers could fulfill.

$MU at this pace in few months micron market cap will be more than $MSFT