小目标 (@beerwang) profile picture

做人最重要的就是开心。duoduomi.eth

Joined October 2010
Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)Photo by 小目标 (@beerwang)
小目标 retweeted
Winner announcement in 24 hours! We'll randomly draw 100 eligible winners with help from @grok. Make sure you follow us, like & repost to be in the running. Good luck! 🍀
My iPhone Duo video went viral, so I'm giving away 100 iPhones on X 😛
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小目标 retweeted
My iPhone Duo video went viral, so I'm giving away 100 iPhones on X 😛
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小目标 retweeted
Cute little troublemakers hopping through Robinhood! Introducing Bunii FREE MINT on Robinhood Grab WL → bunii.fun Duration: 48hrs
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小目标 retweeted
JOIN THE HUNT. Apply now: apply.bitfoots.xyz/
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小目标 retweeted
mint. 21 september whitelist: 13:00 utc · 1 per wallet public: 19:00 utc · 3 per wallet 0.02 zec each 2,800 faces on zcash. every face is public. every owner isn't. zaddr.studio
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小目标 retweeted
Nice to not meet you. 2,800 faces on @Zcash . Every face is public. Every owner isn't. Whitelist is open. Apply early. zaddr.net/apply
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小目标 retweeted
Frogs Assemble!☀️ 24 hours left⏳ Wallet checker: Live in 24h Froglist application: Closes in 24h Launch on ZecPad: Pond's own Launchpad & Marketplace 🛠️ Limited Seats left at the Pond! Apply: zecfrogs.xyz Turn on🔔 Next Post will be wallet checker! Ribbit! 🐸
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小目标 retweeted
Hello, weekend hustlers 🫡 Win $500 USDT with our Weekend Quiz. All you gotta do is ... 1. Follow @OKX 2. RT + comment your answer below Have a go!👇
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小目标 retweeted
After much consideration, Bafoontown will rerelease as a FREE mint. Supply is 2026 Bafoons. There will be only one GTD phase. 1,500 GTD for free, then the remaining, public for .0002 to avoid bots. The first 1,500 to submit their wallet will receive GTD. No hyped mint, no collabs, whoever sees this post will have first access. Submit -> Bafoontown.wtf Once we reach 1,500 entries, we will mint on Opensea. Let’s have anₒᵣₑₙgₑ ᵗᵃᵏᵉᵒᵛᵘʳʳ!
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小目标 retweeted
MiniMax H3 开源到现在不到半个月,已经有非常多的加速 Lora 了 比如之前推荐的 T8 Lora,以及 larryvrh 的 Turbo、drbaph 的 pruned、lightx2v 的 4 步 和 8步,其中 lightx2v 的 8 步动态效果表现非常不错 这里推荐一个 B 站大佬 -> AI代码侠土豆 @AI3261588371052 ,他对目前这几个 Lora 进行了评测以及开源了的相关 skill ,可以直接生成 H3 的高动态提示词,使用它可以在这几个 Lora 当中充分测试这方面的表现 总的来说,目前 H3 无论使用 ComfyUI 还是官方的 API,都可以非常顺手地使用在绝大多数场景了
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This is a huge story: Samsung and SK Hynix, both massive South Korean tech conglomerates, are studying replacing U.S. chip-making machinery with Chinese equivalents in their China factories, because they're worried the U.S. might tighten export controls in a way that'd render their U.S. machinery unusable. Very concretely, it means that if those companies were pressured by the US to abandon their Chinese facilities, they'd rather switch to fully Chinese indigenous mode than comply. Which makes sense: for both these companies, China is both their factory floor and their customer. About 40% of Samsung's NAND and 30–45% of SK Hynix's memory output comes from Chinese fabs. If the US forces that kind of choice, it won't get the answer it wants. It also highlights how little trust there now is in the US: the media always mention the so-called "China threat" but, if you follow the money, top firms from supposed "US allies" are clearly more worried about the "US threat" than they are about Beijing.
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小目标 retweeted
Perfect bounce off the trendline on $SIVE If we keep the day like this, the bullish trend will be 99% confirmed I think the US market could drive the rally even higher
$SIVE target hit to perfection Didn't I tell you my buy signal indicator was reliable? Great move today, following the broader trends of the past few days in other photonics and AI companies Today's goal: stay above this 33 SEK line and close the day like this If that happens, I am 95% confident that the trend is bullish once again
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小目标 retweeted
并且很有趣的是Lumentum 首席执行官 Michael Hurlston 本月早些时候在巴黎举行的 RAISE 峰会上告诉听众,磷化铟(人工智能数据中心中每个激光器背后的化合物半导体)正面临比 DRAM/NAND 更严重的供应紧张局面,而英伟达同时资助 Lumentum 及其最大竞争对手的决定正是为了应对这种情况。 赫尔斯顿在讲话中指出,电信客户每次采购的激光器数量只有几百个,而英伟达和超大规模数据中心运营商的需求量却高达数亿个。尽管 Lumentum 运营着五座磷化铟晶圆厂,但其出货量仍比客户需求低 30% 以上。今年 3 月,英伟达的应对措施是向 Lumentum 和 Coherent 这两家供应商——它们共同生产了全球大部分高速数据通信激光器——开出 20 亿美元的支票,并承诺提供采购保证和未来产能使用权。 “我认为,我们两人加起来也无法满足英伟达和其他公司现在对我们提出的解决数据中心阻力问题的要求,” Hurlston补充道。 磷化铟具有约 1.34 eV 的直接带隙,使其能够高效地将电流转换为光子。硅的带隙是间接带隙,因此它可以引导、分束和调制光,但无法产生光。目前所有量产的硅光子平台,包括英伟达、博通、Marvell 和思科的产品,仍然需要在封装内的某个位置集成一个磷化铟激光器,为硅提供可操控的光。从可插拔收发器转向共封装光学器件,虽然改变了激光器的位置和安装方式,但并不会将其从物料清单中移除。 英伟达的宣传称,其光子交换机使用的激光器数量比同等规格的可插拔交换机少四倍,同时能效提高3.5倍,网络弹性提高十倍,所有这些数据均为厂商提供。这些节省是按端口计算的,而端口数量正在爆炸式增长。 高端的Spectrum-X Photonics配置支持512个端口,传输速率为800 Gb/s,交换容量为400 Tb/s;而Quantum-X Photonics InfiniBand配置支持144个端口,传输速率同样为800 Gb/s。共封装技术也促使激光器类型转向高功率连续波激光器和可为多个通道供电的外部激光模块,这些模块的制造难度高于传统可插拔芯片内部的电吸收调制激光器。Coherent与Nvidia的合作协议涵盖了高功率连续波激光器、外部激光源模块和光纤阵列单元等产品。 news.futunn.com/post/7698527…
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快手(1024HK)自2021年上市以来,股价已经下跌了近90%。有意思的是,上市当年,公司虽然实现了约885亿港元的营收,但仍处于亏损状态,2021财年的经营亏损高达约302亿港元。而到了2025财年,快手营收增长至约1,558亿港元,并成功实现约225亿港元的经营利润。 如果再看资产负债表,情况就更加有意思了。截至2026年第一季度,快手持有约980亿港元的净现金。此外,公司还分拆了AI视频生成平台可灵Kling AI,目前持有其68%的股权,按当前估值计算价值约970亿港元。可灵预计将在2027年赴港IPO,届时这部分股权也将变为可流通资产。 这意味着,仅快手的净现金和持有的可灵股权价值,就已经与公司目前约1,900亿港元的总市值相当。换句话说,市场几乎将快手核心的广告和直播电商业务——这项每年能够贡献约164亿港元经营利润的业务——估值为零。 对此,可能有三种解释。第一,投资者并不相信可灵AI最终能够以如此高的估值成功上市,因此对这部分资产进行了大幅折价。第二,投资者对快手的短视频平台前景极度悲观,认为其难以在抖音的竞争下长期生存,因此几乎不给核心业务任何估值。第三,快手确实被市场严重低估,是一个典型的“烟蒂股”价值投资机会。你认为,哪一种解释最有可能?
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Accusations of #China Mr. Secretary Rubio @SecRubio Over the past three years, I have traveled extensively across China, visiting 30 distinct minority communities and devoting significant time to Xinjiang—most recently spending 11 days there just a week ago.On my own initiative, I drove to remote villages, sat with cotton farmers, & spoke with workers on dairy farms. I went searching for what you have so loudly described. I found nothing resembling it. Not the “genocide.” Not the “concentration camps.” Not the “ethnic cleansing.” I asked the locals: “If you could say one thing to the Western world, what would it be?” Their answers were strikingly consistent. They said: If you truly love Xinjiang & its people, come & see us for yourselves. Stop talking about us without knowing us. When you spread false information, you’re hurting us. They told me: If you want to help, come invest in Xinjiang & stop trying to divide Xinjiang from China. We love our country, & we are proud to be Chinese citizens. They made it clear that minority Islamic separatist voices & groups do not represent Xinjiang or the people who live there. No matter where in the world those voices are, they are spreading lies about the people who actually call this place home. What I did find were ordinary people, vibrant cultures,far more than any headline you have ever uttered. I find it striking that you,a Secretary of State who has never taken the time to travel to China & meet everyday people as I have,make such sweeping, incendiary statements without a shred of firsthand experience. You speak of China as a “dangerous” adversary and an “evil regime,” yet the China I know—the one I have walked through, eaten with, & listened to—bears no resemblance to the caricature you paint for political consumption. The gap between your rhetoric & my reality is not simply a difference of opinion. It points to a deeper failure to grasp what China actually is. The story of China’s rise is not just one of economic metrics or industrial policy. At its heart,it is the story of a civilization reasserting its own logic—a logic refined over thousands of years,now expressed through the modern framework of socialism with Chinese characteristics. To understand this system is to recognize that it does not fit neatly into Western ideological boxes. It is neither the crude, failed state-communism of the 20th century nor the laissez-faire capitalism that lets a handful of billionaires drift ever further from the society that enabled their success. Instead, it represents a synthesis that harnesses the dynamism of the market while ensuring the nation progresses as one organic body—a “best of all worlds” approach rooted in its own cultural soil. You cannot graft a foreign ideology onto a 5000 year old civilization & expect it to survive unchanged. When Marxism arrived in China, it was sinicized. It merged with the deep, subterranean currents of Chinese culture—Confucian notions of social harmony, the Legalist understanding of a strong state, and the Daoist insight that opposites (like the market and the plan) can form a complementary whole. This is the reality you never see from a briefing room in Washington:a civilization that thinks of itself as “one family,” continuously adapting ancient wisdom to modern governance. Your accusations are severe, & they demand evidence—evidence I went looking for and could not find. Before hurling labels like “genocidal regime” at a quarter of the world’s population, I respectfully suggest that you first set foot on its soil,look into the eyes of its people,& allow your understanding to be informed by something more than distant condemnation. At the same time, it is false for you or the U.S. president to spread misinformation about China as a global threat. USA operates roughly 750 overseas military bases across more than 80 countries. China,in contrast,maintains a single recognized permanent overseas military support facility,located in Djibouti.
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长鑫科技创始人,的确是大格局。 17岁考上清华物理系,从江苏盐城的普通家庭走进中国最高学府。 ​博士读了两年,退学。去了硅谷,从工程师做到项目主管,完整经历了芯片从设计到量产的全流程。 ​2005年,他卖掉别墅,揣着10万美元回国创业。从一张桌子起步,拼出了兆易创新。 ​44岁那年,他二次创业,瞄准了DRAM芯片。这个赛道被三星、SK海力士、美光垄断了二十年,没有人相信中国公司能打破这个格局。 ​2016年,他和合肥国资联手,180亿成立长鑫存储。不领工资,蹲在车间盯着良率。一年亏损、两年亏损、三年亏损……连续十年亏损,他一声不吭。 ​2026年,长鑫迎来爆发。 ​半年盈利500亿,全球DRAM市场份额突破8%,IPO募资295亿,市值预期超过3万亿。腾讯一笔200亿的大单,只是众多大客户中的一个。 ​更让人意外的是,他把7.68亿股、市值160亿的股份,无偿分给了全体员工。 ​他说过一句话:“不掌握主要核心技术,国家的强盛只是建立在沙滩上。” ​这句话,是他在硅谷那些年看到的、在中国做芯片这些年感受到的,凝成的一句话。 ​长鑫还在追赶,制程差距还在缩小,但方向已经不可逆转。 ​从卖别墅回国到万亿芯片帝国,21年的死磕,值得每个正在奋斗的人看一看。
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小目标 retweeted
第一:本文来自三菱参股的越南上市公司。 第二:韩国GBI钨矿天生带大量钼,稳定出货需要到2027年7月。送越南MSR会引起现有产线严重污染,而新产线(适配高钼钨矿)需要到2028年投产 第三:三菱严控WF6技术,而中国目前严控萃取剂!越南3年内的上限4N! 第四:送韩认证需18月,韩国急需6N级六氟化钨!
This should alleviate some pressure off the ongoing Tungsten crisis in carbide tools and WF6 六氟化钨- assuming both Sangdong and Ssangjon ramp up without issues. Once MHT processes the concentrates into Tungsten oxide, it will then be sent to Japan for refinement to 6N or 7N to be used in WF6. However, further qualification is required to review the product quality of the Tungsten powder to verify its suitability for WF6. Realistically speaking, we're at least 3-6 months away seeing the South Korean Tungsten being processed & ready for use by end users in semiconductor industry. The ex-China supply chain will be South Korea > Vietnam > Japan/South Korea > US/EU. As China's Tungsten export control continues, there will come a point in time where Vietnam becomes the chokepoint because their smelting plant will be at 100% capacity. Whoever builds the next Tungsten refinery will be the biggest winner.
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小目标 retweeted
⚠️紧急科普 如果不计成本,韩国的旧钨矿就做不出6N级的六氟化钨吗? 答案:按照人类目前全球最顶级科技水平,还是不行。 全球的科技难题:钼钨共沸,即使是中央硝子+关东电化目前的6N/7N级WF6技术原料,98%来自于厦门钨业+中钨高新。 换句话说:只要原料里含有钼,只要APT/钨粉里残留可观钼杂质
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OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE. And yes, I still have my million+ share position. Not sure if people realize this: but I'm only here to share my thoughts/ideas. I don't control market volatility, what decisions you all make, or how markets react to new information synthesis. It's much safer for analysts to just reactively tag along Morgan Stanley/JP Morgan/Goldman Sachs research whenever it's created and just summarize. Rather than coming up with new ideas from OSINT mapping and waiting them get validated. Because when you discover a new angle: Everyone keeps heatedly debating topics of 4-6 inch InP fabs, employee count, who their hyperscaler customers are, volume ramp timelines, etc to try and play devils advocate with a thesis. Then actively monitoring every single 5-20% price movement. I'm forced to stay on this topic more since it's less validated + there's always heated discussions. Just like $EWY in Feb, which I did memory projections on + Helium/LNG/Oil analysis. But months later everyone sees memory looks structural with Micron's 16+ LTAs and LNG isn't taking down SK Hynix margins. Or $NBIS from last year in terms of sum-of-parts / dilution structures vs $IREN. And now it's close to ATHs and listed on $QQQ. I'm personally just waiting Sivers to volume ramp in 2027 + listing on NASDAQ to support their M&A efforts. So they can walk down the same path as $LITE when they scaled from $3B to $60B+.
Replying to @aleabitoreddit
Your boy $SIVE is getting murdered rn
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