0x7c00. 𐤊 @Rzhang1024
infra engineer | leek Joined March 2019-
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今天跟 @Mrve92351777 @BaldApeEx @ynzchn1545156 @yinjie_zhao 几个朋友早上开了个小会，写了个总结slides，分享给大家：docs.google.com/presentation/d…
$MRVL selling is overdone. Lack of ability to disclose customers and future XPU projects shouldn’t be confused for lack of customers and future volume on next gen XPU. Plus its connectivity business has intrinsic value and provided upside for developing more AI + Network…
最近看很多人在讨论这个，除了遗传因素，会不会是长期低碳或者生酮饮食造成的啊…
2025.35: Intel and the Least Bad Option The best Stratechery content from the week of August 25, 2025, including the U.S. getting into the chip business, KPop Demon Hunters and the Netflix machine, and China's plan for AI chips. stratechery.com/2025/intel-and…
THREAD: Why Taiwan’s “Silicon Shield” might be turning into a target. 1/ For years, Taiwan's dominance in semiconductor production has served as a kind of "silicon shield," a deterrent against Chinese aggression because any conflict could devastate global chip supply chains.
SoftBank held talks with Intel on buying contract chipmaking business on.ft.com/474bGei
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
Heard that this week will have a huge impact on US semiconductors for decades to come. Ongoing policy debates aren't about just one company. The scope of these policy discussions aims at regaining leadership, and all key people from major companies are involved. Stay tuned.
There’s the 🥕 and the related to the $INTC Foundry dilemma. Given the USG invests, the administration will have to invoke the . This can be done through Taiwan and Korean tariffs. Think that deal with $AAPL and Korea is iron-clad? Admin can always pull 232 and supersede all…
Same guy that met with Trump and Lip-Bu on Monday to discuss “suggestions” for USG and $INTC to collaborate. My guess: 1. US Govt takes stake in Intel, as they did with MP 2. Trump ties tariff breaks to fabless companies using IFS 3. Apple and Nvidia fab low-risk chips at IFS
Same guy that met with Trump and Lip-Bu on Monday to discuss “suggestions” for USG and $INTC to collaborate. My guess: 1. US Govt takes stake in Intel, as they did with MP 2. Trump ties tariff breaks to fabless companies using IFS 3. Apple and Nvidia fab low-risk chips at IFS
新时代的麦肯锡：信息工作者在结构文明时代真正的炼丹熔炉 我认为CS人转型的窗口之一：成为真正的信息工作者（以前你还真不是） 工业时代的信息金字塔之巅…
Intel’s statement after Tan’s meeting with Trump is very diplomatic, but we can still see hidden information in some details: newsroom.intel.com/corporate/inte…
Buy $intc calls. Eric Trump bought a huge number on Trump bashing the CEO. Trump meeting with Tan today to announce he’s a great guy and say Intel has great Ai products coming with Ohio plant back on track.
After talking with many smart people this weekend, here’s what LBT needs to do tomorrow: 1/ CLOTHES: Wear a suit 2/ PIN: Wear an American pin 3/ INGRATIATE: Tell DJT he’s the greatest President this country has ever had (I’m not joking folks) 4/ HERITAGE: Talk about your 40…
After talking with many smart people this weekend, here’s what LBT needs to do tomorrow: 1/ CLOTHES: Wear a suit 2/ PIN: Wear an American pin 3/ INGRATIATE: Tell DJT he’s the greatest President this country has ever had (I’m not joking folks) 4/ HERITAGE: Talk about your 40…
Latency Arbitrage Strategy Research: A Quantitative Trading Model Based on Dual-Exchange Quote Delays Author: Waynecoin Affiliation: Alpha 9 Ventures Contact: X: @Wayne145591 Date: July 2025
I quit my job last year, flew to Mexico and just kept traveling for the next 14 months It was amazing - I wouldn't trade it for anything Finally got round to writing up: • My full route • How much I spent (it's not what you think) • My favourite places Full travel thread:
@Jukanlosreve As a young Engineer at AMD, I remember those days when AMD was struggling and everyone was talking about its potential bankruptcy. In terms of cost control, AMD was so strict that they stopped providing towels at AMD gyms. (It became a joke internally when the issue was raised in…
复利本质上就是一种递归过程，它之所以困难，是因为现实中的投资就是“带有一大堆异常处理和运行时错误的递归”。 真正的投资大师，他们不仅是找到了一个好的 i…
复利本质上就是一种递归过程，它之所以困难，是因为现实中的投资就是“带有一大堆异常处理和运行时错误的递归”。 真正的投资大师，他们不仅是找到了一个好的 i…
$SPX The market was looking for a reason to sell off. Profit taking from Big Tech earnings and Trump tariffs has been the catalyst to follow through on recent declining breadth Although I was looking for pull back into mid to late August Things, that never that easy in the…
Rharerbec @Rharerbec34697
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The Market Raven @TheMarkatRaven
6 Followers 678 Following Leader in FinX Alpha. Shooting the Sh*t, Teaching real facts about the market. Sarcasm served daily. NFA: Not financial advice. $SPX $SPY $QQQ #MAG7
Caroline Turner @SrDu9w7znfe58
2 Followers 265 Following Target 30%+ monthly | 2 pro-grade US ideas. Free alerts for entries, exits, and risk control. @Westcsrant
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NoviaKipling @gmL4c5kd91Epj
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Eapralgau @Eapralgau814
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Ross Cameron @Ross_Cameron010
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May Bertie @EK75kAZCP3Jhe
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YvonneGeordie @GctX68W4gjD17
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SpotGamma @spotgamnma
118 Followers 4K Following We analyze the options market. Daily commentary: https://t.co/qyjdqZNu0N YouTube: https://t.co/yQTattJJhO... Disclaimer: https://t.co/5KO1AigYa8
PollyRose @52RuY2I05I946
9 Followers 465 Following
VolatilityQuant🇺�... @Ewhernen2295
25 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
StilleZeit @5458u3Xi648anO
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棒槌钓鱼 @iTGtJl0XtPu5aPu
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SetllaPollitt @2khU7KGw39EOO
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GlobalMacroX🇺🇸 @Ysrirgirp886
33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Forilud @Forilud724
5 Followers 359 Following
Wuiber @Wuiber990
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WagLayla @WagLayLa
2K Followers 3K Following $WALA is a fork of #Kaspa created for miners, investors, traders and people who have a love for #POW and #memecoins. No Premine, No Devfee, No Presale, No Burn
Salma @salmaogg
398 Followers 2K Following Founder of OGS | Partnered with @unusual_whales | Flow&Darkpool lvls
. @salmanogs
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Salmas @salmaogse
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SemiRational @PeterPredictor
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FedRateTrader🇺🇸 @Ycohserf5771
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Destini Wilkinson @DestiniWil74987
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CupAndHandleX🇺🇸 @Laumer3615674
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PriceActionX🇺🇸 @Auslixou738350
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PreMarketGains🇺�... @Plijarn573
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Heisenberg ✪ @Mr_Derlvatlve
23 Followers 538 Following Stock Market Insights. Bull/Bear Strategies. Technical Breakdown. Random Rants & Wit. NFA. Alternative Channel: @Heisenberg_100k, @He1senbergSport
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Sataus @Sataus87834
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Auduwal @Auduwal24393
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SupportResist🇺🇸 @Aveeeemuh89349
50 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
TICK_Trader🇺🇸 @Orwhumor049772
39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Alwovex @Alwovex1298
81 Followers 2K Following
Ricky Ledner @RLedner72888
28 Followers 2K Following
飞凡 @feifan76866
588 Followers 7K Following 持续输出价值 | 喜欢深度评论｜微信投研群：feifan7686｜星辰阁投研社区｜GGD链游公会｜#ETH｜#SOL｜专注加密金融领域投研｜价值空投挖掘｜深度研报｜运营策略 | 合作DM私信｜广告 #DYOR | 电报群：https://t.co/lizvjaKB5p
EV_BatteryBets🇺�... @Etrevee979
34 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Aquirre Mayton @AquirreM63538
73 Followers 389 Following 🌊 Liquidity pool provider | DeFi yield optimizer | APY hunter | Making money work harder
TapeReaderPro🇺🇸 @Ekouseeg812955
33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Gerry Romaguera @GerryRomag10082
10 Followers 571 Following
Avis Treutel @ATreutel45622
28 Followers 2K Following
Blueeee @Blue_eeee_e
688 Followers 130 Following
Overcooked @OvercookedJoJo
2K Followers 75 Following journalist-Goldman Sachs TMT IBD-Cornell AI/ML. Deal exposure EMEA/APAC/LatinAm. Set my 1st stock account in 09/2024. X for trading journal NFA. +344% YTD 1H25.
TMT Breakout @TMTBreakout
10K Followers 231 Following Top Ranked Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
Pike时政财经分�... @BigbirdflyChan
4K Followers 523 Following 美股资深研究者和投资者，广泛阅读、持续学习，有自己投资方法和逻辑。三个月美股收益180%（2025.4.18-7.17），微信会员费300刀/半年，相对于美股收益，会员费九牛一毛，主要图一个分享欲、同时反向提升自己学习能力。
tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY reveals the exact playbook that built the world’s first $4 trillion company. Buy it here:
EMPATHCHAN, DESTROYER... @empathch4n
28K Followers 654 Following NO.1 PAIN ENJOYER ♡ CULT LEADER ♡ MOST LOVED ♡ EVANGELIST ♡ ABUSED ♡ Prophetic Messiah ✬🇮🇱🇨🇳✬
FundaAI @FundaBottom
3K Followers 571 Following FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data.
藤原れいの中の... @reichan_dev
13K Followers 189 Following 起業家 | 福島県楢葉町アンバサダー/ZEXA TVアナウンサー「藤原れい」の中の人 | 経営2社目 | 従業員はAIだけ | フォローするとキレイな女の子が見れます | @rei_fujiwara_x
Stratechery @stratechery
152K Followers 3 Following Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson.
Hot Chips @hotchipsorg
4K Followers 19 Following A Symposium on High Performance Chips Sponsored by the IEEE Computer Society Technical Community on Microprocessors and Microcomputers (TCMM)
Ray Wang @rwang07
17K Followers 2K Following Research Director, Semiconductors, Supply Chain, and Emerging Tech @TheFuturumGroup Focus on Semiconductors and AI, sometime macro. *DM open.
Lip-Bu Tan @LipBuTan1
5K Followers 34 Following CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures
Jake Wujastyk @Jake__Wujastyk
343K Followers 858 Following I focus on finding simple, high probability trading setups. I provide these setups & daily market analysis for $14USD/month here: https://t.co/sMrqTsbCoo
good girls @thiscoolgirlss
259K Followers 0 Following don't own any of the content posted I turn on notifs ✨
kayliat 凯利亚特 @kayliatyyy
2K Followers 592 Following 美资头部债券资管/美股爱好者/虚拟货币探索中/记录交易投资心得 Not Financial Advice. All comments are from my own.
Anni @anni_sen
1K Followers 334 Following Engineer- xApple | xQualcomm | xIntel | 2 Startup exits as Founding team, Investor, Tennis player🎾, #JohnsHopkins alumni, Proud mom. Views are my own.
Financial Times @FT
6.2M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
shortpalantir @public_equities
10K Followers 34 Following
Eliant Capital @eliant_capital
163K Followers 2K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Katrine @Kaspa_Girl
2K Followers 751 Following PhD in progress - I am not Employed to Any CEX - Trade Earn Eat Sleep .
Donald Dean @donaldjdean
14K Followers 49 Following Economist 20+ Years. Follow me for daily and weekly technical analysis & trade ideas of the most BULLISH stocks to help you trade! Not Financial Advice
交易之刃 @FindingYourEdg
8K Followers 107 Following Finding Your Edge, 交易之刃，打造你美股交易的利刃！欢迎大家follow我们的油管频道并加入我们的discord，获得最新的市场和交易分享。仅分享自己观点，Not Financial Advice
aixbt @aixbt_agent
450K Followers 134 Following #1 Crypto Alpha Tool → https://t.co/zpCzTVhNOV 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825 0x0d37af9d8ae74f35f3a38bd2a08fcb29890ca6d2
Salma @salmaogs
23K Followers 194 Following Founder of OGS | Partnered with @unusual_whales | Flow & Darkpool | I post data
Alex @apichukov
830 Followers 58 Following
Susan STEM @feltanimalworld
37K Followers 6K Following 《熵控理论》发明者 |Founder of the Entropy Control Theory | Entropy Control Theory transforms chaotic, high-entropy language into structured, executable cognitive units.
Citrini @Citrini7
88K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
Roger @rdd147
3K Followers 466 Following
Waynecoin @Wayne145591
6K Followers 37 Following 你未入此門見我如井中蛙觀天上月，你若入此門見我如一粒蜉蝣見青天，你可能是天才，但這裡遍地是天才，我會走出同輩無敵路 Certificate in Quantitative Finance
Ultraman Biubiu🇺�... @Ultrama27914718
347 Followers 152 Following Escaped Communist China. Know firsthand the dangers of communism and its variants in America (BLM, Antifa). Let’s stand together to fight communism.
Allen Zhao @SomesomeZzz
5K Followers 80 Following Phd，专注AI相关板块的产业投资机会。 📈五年交易，十年经验。擅长产业逻辑，选股犀利；亏在手贱心痒，短期套利；追求极限机会，大亏小赚；最爱情绪交易，十赌九输！
AYZ @ayz_yzyz
740 Followers 16 Following
U.S. Ambassador to Ch... @USAmbChina
152K Followers 709 Following Official account of the U.S. Ambassador to China David Perdue 庞德伟. Follow U.S. Mission to China at @USA_China_Talk. Terms of Use: https://t.co/RVICvzYX4d
Omer Cheema @OmerCheeema
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Eric Jhonsa @EricJhonsa
22K Followers 1K Following Independent tech L/S investor and trader. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro. DMs open to talk stocks.
SemiWiki @DanielNenni
11K Followers 4K Following SemiWiki, the open forum for semiconductor professionals.Trends for United States
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