投资笔记｜AI前瞻｜美企洞察｜国际宏观
Anaheim, CA
Joined November 2021
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这条 Post 是要感谢从 3 月就订阅并一直跟随我的会员
是的，你们是 Cat family members 最棒的人！
我也知道，你们有很多是从 thread 一直跟随我到 x，半年过去了，我们都互相照应着对方，感谢你们一直给我支持和鼓励，谢谢你们。
半年间，我经历了从 thread 80000 多 followers 到一天归零，又从 X 的 2000 多 followers 到现在快要到达 18000 followers，非常感恩大家；
我们也领略了 5、6 月的狂飙，7 月的回调，过山车的体验就像那句歌词：送我来回地狱又折返人间....哈哈哈哈，是啊，我们就算这样都没有分开，真让人心惊又感动。
爱你们。
🐈
2026 年的绑定约束是"内存 + 基板"。
服务器出货延迟的第一原因是 RDIMM 短缺，CPU 短缺排第二，Intel 优先供货给有内存配额的客户；英伟达只拿到 LPDRAM 需求的约 60%，SOCAMM 容量减半；SSD 控制器排在 AI 封装之后拿不到 T-glass；DRAM 的 BT 载板也在被挤压。
换句话说，内存同时卡住了 GPU、CPU 和存储三条链。
True
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
