Sole12343

Are you writing primary-school science education content? Forward P/E ratio and trailing P/E ratio are definitely not the same—do you really need me to teach you that?

Many people leave reviews without doing any research. In fact, most Chinese models can complete the same advanced tasks, but they cost more than overseas models like Claude GPT. Also, because there isn’t enough computing power, you often end up waiting. Even for the most basic subscription prices, Kimi is more expensive than GPT and Claude.

China’s AI spending is only 1/10 of the United States’? I see a lot of people discussing this line, and I think it’s extremely stupid. The U.S. spends more on AI and therefore has more compute resources. And it’s not as if all spending is just to train the strongest AI model. Even if China becomes the top open-source model kingdom in the future, it still needs compute power to provide services to users—doesn’t it still have to seek compute? How did they come to a conclusion that the U.S. is wasting money?

The one you bought is the most non-AI Apple??? What logic did you use to conclude the most non-AI one is Apple? You’re basically joking. mac mini, iMac Studio, MacBook, iPhone—everything is an AI carrier, right? You can even run AI models locally. So how is that “not AI”? Then why don’t you say that yesterday Coca-Cola dropped 4%?

Can you calculate PE? How can 10*4 be close to Micron? Tell me.

You are right, but the essence of dollar-cost averaging is that we work to earn money and continue investing, rather than just investing once and stopping.

Pure nonsense. If “a社” were truly capable on its own, it wouldn’t be short of money. Likewise, dragging in as many little trash “spcx” as you want wouldn’t change its nature at all—let alone considering how little is circulating; it’s simply got no impact on the market whatsoever.

$mu $sndk $ewy $skhynix $Samsung $kioxia All the assets stored are the same, the more it falls, the more excited I am, others are fearful, I am greedy, others have small losses, I go bankrupt, as long as I don't sell, no one can cut me!

The moat of large models is talent and capital. If it were really that easy to keep updating continuously, why would XAI exit? Besides, only a few companies can do Claude OpenAI’s multi-card training.

Are you sure? Kioxia ➕ Sandisk 29% of capacity, Samsung 30%, Samsung is reducing NAND production to make HBM, while Kioxia has a new factory instead.

What’s the point of smashing the abacus over historical data? Zhipu has raised prices multiple times, but demand has only increased. Investment banks gave the target price based on PS calculated using 26 years’ revenue of 70 billion—doesn’t the investment bank do the math for you?

It’s completely a logical error and a foolish remark. Japan’s rise is entirely a positive for the AI industry chain’s key link—what does it have to do with any historical data? AI is good, Japanese stocks are good, US stocks are good. That’s all there is to it.

People who believe this can’t—even in this lifetime—do the kind of stuff that Changxin’s people could pull off from their pants pockets; they can’t make HBM that Nvidia can use.

Japanese friends, your Samsung and Hynix have arrived—have you all bought Kioxia?
I had been thinking that because Kioxia’s price had been rising and was about the same as SanDisk, the value for money didn’t seem good enough, so I never looked into the company in depth.
I’d always assumed it shared production capacity with SanDisk on a 50/50 basis.
Recently, I saw a lot of capital flowing in, so I did a deeper dive and found that there aren’t many in-depth articles in the circle that discuss Kioxia’s details.

Indium phosphide export controls deal a devastating blow.
First, let’s talk about what is being controlled: high-purity indium, InP compounds, InP substrates, and InP epitaxial wafers are all subject to deep and stringent controls.
Subsequent impacts:
1. Companies like AXT that produce domestically and sell abroad won’t be able to ship their goods out anymore—unless they have a very large amount of inventory stockpiled overseas.
2. Companies like Sumitomo in Japan that buy indium to produce InP substrates will lose upstream materials, resulting in production coming to a halt, though it seems J

I think what you’re saying is completely wrong. The INP substrate is indeed being choked by axt, but what’s the point? axt’s production capacity is domestic, and high-purity indium is also domestic. If axti can’t obtain an export license, then you can’t sell even a single cent’s worth of goods. What meaning is there in choking it further?

There’s really nothing wrong with what you said. Old Ma said he loves retail investors too much and wants to give 30% to retail investors for new listings. Actually, it’s because institutions don’t want it—it's junk that can’t be sold, and it will be junk within a year.

What company is $IQE held by Serenity? IQE plc is a global leader in the supply of compound semiconductor epitaxial wafers. The company does not directly manufacture chips but specializes in using advanced processes such as MOCVD to grow highly complex, diversified compound semiconductor layers (such as GaAs, InP, GaN) on substrates. It is essential for modern wireless communication, 3D sensing, optical communication, and AI.