AIIA启动AI Token服务工作组，信通院联合22家机构构建生态体系

None, they won’t. But it would out Oxide into the strong negotiating position, and not at the mercy of NVIDIA. NVIDIA has one primary weakness here: GPUs are NOT optimal hardware for training or inference. No competitor has the market reach to challenge them though. An open standard supported by high growth, breakout startup would change that though.

$SPY $QQQ $NVDA $AMZN $MSFT I'm sure a lot of bulls are feeling anxious tonight, but have no fear! Look at the 5-year chart for any mega cap. Take a deep breath. Bears are cheering over a speedbump. It's all gonna be OK. Get some sleep... there might be a nice surprise waiting for you in the morning :)

Like SOC'S? Something is probably coming Motorola, IBM, Intel, AMD, Nvidia, Samsung, Qualcomm (out in 2027-2028), and Broadcom said no then Apple did something and replaced them the Apple Silicon design group can certainly do memory wasn't a company called Anobit bought by Apple years ago and money isn't a problem Apple didn't flush billions down Sam Altman's toilet like Micros…

There is now only a 31% chance of OpenAI IPOing this year 🤔 $NVDA $AVGO $MRVL $AMD

People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The AI business is still in the early innings, with the MI350 now ramping and the MI400 platform expected to be a major step forward. T

I think it was Jeff Geerling who brought back an Apple G5 server, very cool. But someone pointed out you could twice the performance out of a Raspberry Pi 5 and only use 5 watts doing it. Even with these prices, we are still getting a lot of bang for our buck.

$AAPL will punish memory companies for having to raise prices at this point if buy $AAPL dips versus chasing more semiconductors acquisitions thought or solving it themselves $DRAM $MU $SMH

Very rarely do I time my exits correctly. So when it happened TWICE this morning on both the AAPL and GOOGL rallies, it's like lightning striking twice. Thank you, bag 7 ❤️

Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium. If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.

Toilet flush $MSFT $342, $META $535 , $ORCL $138 and $NFLX $62-69 toilet 🚽 flush tomorrow 52 weeks lows.

400k cash(life savings and 99% of my net worth) at $398+360k margin at $358 just now doubled down. See you at valhalla boys. I might regret this

We need a bitcoin hardware wallet kind of password manager, where the actual passwords are stored on a hardware security key. When you click on the computer on the password you want to use, the hardware security key shows it's name on it's screen, and asks you to press a button on it to confirm that you want to use it. For backup, the hardware security key let's you download a …