Tech Spectator @SpectatorTech
Active investor and author covering broad technology sector. Posts are not financial advice. Joined December 2020-
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@IamRamenPanda 什么涨就买什么，基本都买在最高点，不分析基本面，不用脑子也当了基金经理
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@IamRamenPanda 美光PE低是有原因的，因为存储芯片有可替代性，只是站在了供需失衡的风口上
@MikeLongTerm I can see it happen, NVDA to $10T, AMD to $5T. Not sure if it can happen this cycle though. I suspect there might be a temporary drawdown in the sector then a second wave in long term bullish trend.
Tech Spectator retweeted
我是中国人 我宁愿让台湾统治中国，也不想让中共统治台湾
@Obesepotato_hl Hyperliquid is a one-trick-pony type of investment: in a niche market with insurmountable regulatory risk. It’s insane to put money in this, not to mention that Solana is gaining market in that now.
Tech Spectator retweeted
solana
@R89Capital @toly Not bullish enough, if Solana becomes financial rail, way higher
@shahh Because people always think that the bigger “Yahoo” is a better bet than the smaller “Google” even though all the metrics are already clear the latter is a win.
@Saladinbraham This is a problem with traditional value investing. You can’t simply look at PE and short term “growth”. Adobe’s prospect is fundamentally doomed due to newer AI tools grabbing market share.
@DividendTalks Low PE doesn’t matter when the software fundamentals are broken by AI.
@StockSavvyShay Good lord he didn’t touch AMD. Let the underdog Intel run the show.
@satyanadella What a mistake. Not only are the copycat businesses in China incentivized, but also there are safety issues. DeepSeek is actively working with the CCP government for censoring content.
@ns123abc What a mistake. Not only are the copycat businesses in China incentivized, but also there are safety issues. DeepSeek is actively working with the CCP government for censoring content.
$AMD EPYC CPUs reached record server revenue of 46% while unit share was only 27%, indicating its server CPU commands higher margin thanks to higher its performance and lower cost of owning. AMD is the top dog in CPU server market to capture AI CPU demand. techpowerup.com/349029/amd-epy…
Solana is as productive as you can expect as an asset in the crypto space. It’s only second to stocks in productivity.
mckenseeee 🥰 @Chowdar58452971
4 Followers 262 Following ngl im back rn after a way too overdue disappearance lol
ChronicShah (private) @DChronicShah
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Money Growth X♥️ ... @paycaptainx
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Shay B @stocksavys09
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Quote.Trade @Quote_Trade
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MagPie Lending | Aird... @MagpieLoans_
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I’m Pandu || AirDro... @_pandulabs
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CW @CW890O
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说真话的徐某人 @xumouren_yt
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Tether @tether
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