🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-17 21:56:41时区推断·⟳ 抓取 06-03 18:05:45回填·⚡ 决策 06-17 02:00:00·132.8 天前
KOL吐槽推特光子内存讨论，指多数人不专业并乱关联不相关股票
📄 原文Serenity↗ 原文
I'm 100% sure if I met all you "photonic memory" experts in real life. 498 out of 500 of you couldn't explain CXL memor…
不做 PENG.US
KOL吐槽贴，仅重复PENG在CXL/光子内存的旧观点，无新基本面催化剂，情绪化互动不具备交易价值。
不做 RKLB.US
KOL在吐槽贴中作为随机且不相关的反面例子提及，与光子内存毫无关联，纯噪音。
不做 HIMS.US
KOL在吐槽贴中作为随机且不相关的反面例子提及，与AI或光子内存毫无关联，纯噪音。
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原文全文
展开原文 · 558 字
I'm 100% sure if I met all you "photonic memory" experts in real life.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually does to derive revenue off that.
This is why I'm seeing all these random $RKLB, $HIMS, or non technical AI experts on my timeline now.
Backseat commenting completely wrong things about M7U MOCVD capex and $TSEM that aren't related.
Or conflating every single term like an $SMCI integrator with photonics IP.
Then just pitching buzzwords every under every one of my posts.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually does to derive revenue off that.
This is why I'm seeing all these random $RKLB, $HIMS, or non technical AI experts on my timeline now.
Backseat commenting completely wrong things about M7U MOCVD capex and $TSEM that aren't related.
Or conflating every single term like an $SMCI integrator with photonics IP.
Then just pitching buzzwords every under every one of my posts.
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