Jim @jackxec profile

Jim

@jackxec

Followers

362

Following

22

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0

Statuses

74

Joined August 2016

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Jim

@jackxec

2 months

@hhuang 1 他们用的方案不缺芯片.2 Oracle开始陆续要出货了.3 AWS都还在测试中，框架才要开始签署 .4 他们自己有EML芯片，缺是全行业问题。即使缺，他们自己芯片正好可以备份？.

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Jim

@jackxec

2 months

@ShanghaoJin 北美csp供应链占坑先机很重要，产品没问题一般替代可能性不大。CRDO一个优势在于自己做AEC芯片，成本和供应可控，中国生产效率和制造成本低。MRVL BRCM都有芯片，但是成本高，其他铜缆厂商可以采购他们芯片生产，进入CSP供应链，但是竞争力不足。.

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Jim

@jackxec

2 months

@ShanghaoJin @hhuang @diyas_1989 MRVL我个人觉得不会去做AEC，附加值不高，他们专注卖dsp芯片就利润足够了。CRDO的芯片是自己供应，两者不会直接竞争。.

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Jim

@jackxec

2 months

@hhuang No，授权给csp售卖.

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Jim

@jackxec

2 months

@hhuang Lite 没前途，迟早被short.

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Jim

@jackxec

2 months

@diyas_1989 @geokoutalidis Said they hv got licence.

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Jim

@jackxec

2 months

@hhuang @diyas_1989 Don't ignore Nvidia，they have also started developing their own DSP chips, and they also have switching chips. Maxilinear is provided DSP too.

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Jim

@jackxec

2 months

@hhuang MDB在中国市场还行，每年都还在增长.

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Jim

@jackxec

2 months

@hhuang 你对aoi是真爱，为啥没看到orcl，盘后可是财报.

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Jim

@jackxec

2 months

@newboston2024 50% Fibonacci，假设涨到72，16+(72-16)×50%=44.

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Jim

@jackxec

2 months

@ShanghaoJin 的确，风口，猪都能飞。搞起来.

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Jim

@jackxec

2 months

@fannao6136654 哈哈哈，我也没接回来。继续T.

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Jim

@jackxec

2 months

@hhuang 学习了！时差是个硬伤😭.

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Jim

@jackxec

2 months

@hhuang 希望盘后不会吃土@ORCL哈哈哈.

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Jim

@jackxec

2 months

@hhuang 21年好几个教育客户都不买了，只好把gpu服务器当二手卖给挖矿客户，那时候觉得NV也就做做游戏和挖矿了，没啥前景的。真的无法去赚认知外的财富.

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Jim

@jackxec

2 months

@hhuang RCAT买入逻辑是核心技术？军用合同？.

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Jim

@jackxec

3 years

@Adenine73050589 @xiaomimihz 可以试试？.

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Jim

@jackxec

2 months

@hhuang Or soxs ， cus you hold too much semi.

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Jim

@jackxec

2 months

@hhuang 过山车，刺激.

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Jim

@jackxec

2 months

@fannao6136654 Saas太弱鸡了，不好说。有可能企业都在勒紧裤腰带过苦日子，未雨绸缪。先看看下周四的决议.

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Jim

@jackxec

2 months

@bboczeng 剧本这么刺激的😂🤭，有第二季吗？.

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Jim

@jackxec

2 months

@Phyrex_Ni MARA: ~22.1 BTC/EH per month . CLSK: ~22 BTC/EH per month ，两者效率没啥差别吧.

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Jim

@jackxec

2 months

@ShanghaoJin @hhuang 非常同意，什么供不应求一定会提价捆绑，屡试不爽，客户还只能咬牙切齿，笑脸相迎.

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Jim

@jackxec

2 months

@QihongF44102 Credo 12.2发财报，挖掘一下.

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Jim

@jackxec

2 months

@ShanghaoJin @Balloon_Stocks Different people have different views，enjoy the life.

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Jim

@jackxec

2 months

@diyas_1989 Has Intel’s spring arrived？.

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Jim

@jackxec

2 years

@52bbww @shipinbot.

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Jim

@jackxec

2 years

@52bbww @shipinbot.

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Jim

@jackxec

2 months

@fannao6136654 🤭🤭🤭.

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Jim

@jackxec

3 years

@BkmsFuck 还加人不？.

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Jim

@jackxec

2 months

@hhuang Are you sure？let's see your pump.

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Jim

@jackxec

3 months

@hhuang @wellwell267290 @QihongF44102 中国产能我熟悉哈哈，宁波厂进度还行，准备过阵子去实地看下.

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Jim

@jackxec

2 months

@hhuang Oracle下周发财报，最近走的有点弱，为财报做准备？黄老师怎么看.

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Jim

@jackxec

2 months

@hhuang 我已经放弃orcl了，废纸一张了.

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