戈多Godot
Head Research @MantaNetwork
31Followers26Articles
Broadcom and Marvell are taking over the underlying narrative of AI data centers
Broadcom is ASIC, Marvell is optical interconnect.
戈多Godot
With no inflection point in AI demand yet, let's discuss how to analyze Nvidia's financial report, using it as an example.
Seven dimensions for analyzing US stock earnings reports: business model, revenue quality, profit margin, cash flow, balance sheet, management guidance, and valuation logic.
戈多Godot
Say Goodbye to the Copper Wire Era: Understanding the AI ​​Silicon Photonics Industry Chain and Key US Stock Targets
Bandwidth walls, scale walls, and power consumption walls are driving silicon photonics to replace copper; NVIDIA's strategic investment focuses on InP lasers; a review of key US-listed companies such as TSMC and Lumentum.
戈多Godot
A comprehensive guide to the profit pool and industry landscape of AI storage layers.
In-depth analysis of the six-layer profit pool in AI storage: HBM gross margin soars to 72%, CXL retimer boasts a profit margin of 76%, and enterprise-grade SSDs are poised for explosive growth. With Samsung, SK Hynix, and Micron holding an oligopoly, which sectors offer the most investment value?
戈多Godot
Reassessing Micron MU: How the Memory Supercycle Disrupted Traditional Wall Street Valuation Logic
On May 8, Micron Technology surged by more than 15%. Micron is no longer a traditional cyclical storage company, but a core monopolist in AI computing infrastructure.
戈多Godot
Arm's AI dividends are hampered by production capacity constraints: A detailed analysis of Arm's Q4 2026 financial report.
Arm's earnings report exceeded expectations, and its transformation into an AI CPU has sparked a divergence of opinions on Wall Street. AGI CPU orders have doubled to $2 billion, and the future market potential and production capacity bottlenecks coexist.
戈多Godot
Micron MU: The only advanced storage island in the United States, evolving from a cyclical stock to an infrastructure stock.
Micron's leading-edge manufacturing process and HBM's 30% lower energy efficiency compared to competitors have become key to overcoming the bottleneck of AI computing power. This only large-scale memory chip company in the United States is changing the fate of cyclical stocks with its 1-gamma process and long-term orders.
戈多Godot
A 10,000-word analysis of Nvidia's 20-year rise: from two gaming graphics cards to a trillion-dollar empire.
What changes has Nvidia undergone from 2006 to 2026?
戈多Godot
Vitalik may not have realized that Ethereum's transition to PoS actually planted a hidden financial time bomb.
While the Ethereum PoS mechanism becomes more secure with increased funds, the "circular staking" conducted by institutions through Lido and Aave is actually an arbitrage activity targeting cybersecurity budgets.
戈多Godot
TPS is just an entry ticket; ranking determines success or failure. On-chain transactions are entering a new "application-aware" phase.
Customizing sorting logic may not just be an innovation, but an essential step in putting transactions on the blockchain.
戈多Godot
Whoever controls the "sequencing" holds the lifeline of the project in their hands.
The competition in blockchain has escalated to a competition over "sorting" methods, which directly determines whether market making is possible and whether liquidity can be effectively exited by various parties.
戈多Godot
Owning a gold mine but unable to collect admission fees: Why can't UMA's optimistic oracles drive up cryptocurrency prices?
Despite holding 85.5% of the Polymarket market share, the price of UMA has been declining, failing to become a "Polymarket MEME" and even lacking a decent hype.
戈多Godot
High-leverage stablecoin arbitrage tool? A detailed analysis of Fluid's 39x leverage strategy and the duality of its "low liquidation penalty".
Fluid is an interesting, difficult-to-understand, and highly controversial DeFi protocol.
戈多Godot
HumidiFi's lightweight white paper reveals: 90% of tokens are controlled by the team; can "Solana's largest DEX" support 69 million FDV?
Why does HumidiFi account for half of Solana's DEX trading volume?
戈多Godot
Behind Morpho's leverage crisis: the risks of incomplete decentralization
The risk of DeFi lies not in decentralization, but in its lack of decentralization.
戈多Godot
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