Memeqi

Chip inflation ultimately pays the bill for everyone.
At first, everyone expected AI to lower the cost of living, but it seems to be the exact opposite.
AI is causing all storage-related components like DRAM/HBM/NAND to be re-priced.
A part that used to see long-term price declines is now being fiercely fought over by everyone.
Both pricing and allocation methods are completely changing.
If buyers and sellers are both calculated under a “class system,” then what’s left in the end?
The upstream gets pricing power, while the downstream has to absorb the corresponding pressure on gros

Even with increased volume, in 3-5 years it will still be
GPU > Storage > MLCC

I really can't imagine how the global economy would react if the U.S. stock market pulls back.

What reason is there that I must let go?
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Who would have our hearts so far apart, like the sun and the Earth?
How could it end up like this—you love me, but you don’t belong to me
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People always have to suffer through a brutal pain before they understand what I want
I can’t bear it—I just can’t bear that you’re no longer happy
OK
People in the crypto world all claim they’re love saints—really, that makes me laugh to death

From last July to now, Hong Kong and US A-shares have been losing money in Hong Kong stocks—whoever buys knows. Even Pop Mart can’t save me.

If your savings can't support the cost of going to zero,
then tell yourself not to be a diamond hand.
After achieving unity of knowledge and action,
even if you don't get it, there's no regret.
Follow the trend and stick to your principles,
then one day you will definitely get it.

I think everyone in the crypto world should choose Tesla as their first option when buying a car
Don't forget the well digger when drinking water
It should be done ethically
Thanks, ELON