animajoe
A Rookie ，非金融建议，聚焦人工智能、半导体、宏观经济、加密代币。
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When the Bottleneck Migrates: Interconnect, HBM, and the Repricing of the Entire Storage Empire
Interconnect replaces HBM as the number one bottleneck in AI. Nvidia proactively downgrades configurations, HBF new standard emerges, and the storage value system is being completely rewritten.
animajoe
2026-2028 AI Hardware Investment Guide: From Electronic Cloth Deadlock to Glass Substrates and CPO Sequential Leap
An overview of the power dynamics and core investment targets across the chain in China, the US, Japan, and South Korea.
animajoe
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