Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
The US stock market is basically moving the same way right now, one big bearish candle completely erasing yesterday's bullish candle, damn
Damn, are we running for our lives? Damn it, another rate hike
SanDisk, Micron are about to crash, when will it end?
US stocks are down, crypto is down, are we still hoping for the big A-share market to lead tomorrow?!!!
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The Federal Reserve's rate hike in December is basically a done deal, with CME's rate hike probability at 95%. Waller made it clear today that he supports a 25 basis point hike in December, but if tonight's core CPI month-over-month still hovers around 0.3%, he thinks a 50 basis point hike should be considered.
The key is waiting for 9:30. In the past two months, core CPI has been around 0.3%, and the market has already priced in a 25 basis point hike. What really makes people nervous is a 50 basis point hike; the market wouldn't react well. Before the data comes out, no one dares to make a move.
No more talk, let's get straight to it. Let me introduce a super simple on-chain contract trading method. Remember: it costs no money and only uses XP points earned from completing tasks and signing in on OKX~
1. Open the OKX app on your phone
2. Click the Orbit module at the bottom, then enter the Outcomes module in the middle top to access the OKX Prophet Season 3 task page
3. On this page, you can see all your XP assets. Click "Earn XP" on the right to enter the specific task page, where you will find big on-chain trading tasks. These trading tasks will take you directly to the on-chain trading module, then just trade with your existing XP like trading contracts~
Finally, remember that beginners in on-chain perpetual contract trading should practice with XP first. Once you get the hang of it, control your trades. Playing contracts with real cash is a different mindset. Look at the last picture from Orange Brother—no pain from liquidation. This kind of experience can only be had on OKX, haha @okxchinese
So, the OKX Prophet Season 3 event is unique just because of this XP on-chain perpetual contract trading. Win and get ranking points and weekly leaderboard rewards; lose and don't worry, just do tasks to accumulate points and make a comeback.
This is one of the small features of ExchangeOS. Pretty cool, right? 😜
#OKXExchangeOS
$ETH is in an awkward spot, the market can't seem to stop, it's dropping again, crypto's second mistress. Could it be because Big Bro Maji liquidated today? Big Bro Maji is also a big newbie trader, but how does this big newbie trader have so much money~ 🤣
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Anthropic withdrew its IPO prospectus after sending it to investment banks, citing incorrect pricing information. The nearly $70 billion IPO didn't even get its own offering price right, haha.
The original document stated $70 to $80 per share, with the roadshow possibly starting as soon as today, and listing on Nasdaq on the 19th or 20th under the ticker ANT.
What’s more worth watching is that $26 billion: Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC are privately placing shares at the offering price, with suppliers and customers jointly supporting the new shares. Q3 revenue is approaching $17 billion, but growth has dropped sharply. With customers becoming shareholders, the accounting after listing might be complicated.
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What does $UNITREE mean, why can't I short it at market price? Is this a bug?
$UNITREE Yushù is about to pump the shorts hard, does anyone still believe in big A? A toy seller selling robots, with such a high market cap, and a huge unlock next year? Even Wang Xingxing can't believe it, nor dare to laugh. Who exactly is pumping the market? Feeling very uneasy
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#Cerebras晶圓級AI晶片商業化步伐受關注
The stock price rose more than 7 points. Do you think it's because the upcoming earnings report will exceed expectations? Haha, actually it's just a recent oversold rebound.
CBRS's Q3 report is expected to be released after the market closes on November 12 Eastern Time. Orange Brother predicts it will not exceed expectations this time, for the following reasons:
The company's core revenue guidance is about $214 million to $216 million, with Wall Street consensus roughly around $215 million, almost exactly at the midpoint. Only if it runs above the upper bound will there be a surprise; falling below $214 million would be below expectations.
EPS consensus is about a loss of $0.13 to $0.15, still a loss but a smaller one; the company is still losing money this quarter, so how could it exceed expectations? At best, it will be a slightly smaller loss, considered meeting the line.
The company did not provide EPS guidance, but gross margin has already been stated to be at the bottom this quarter, with core gross margin about 38% to 40%, operating margin about -25% to -23%, weaker than Q2's 40.6% and -16%. The soft profit statement was a pre-warning; falling within the range is not unexpected, only breaking below the lower bound would be a narrative miss.
Last quarter also saw core revenue and EPS losses shrink, with full-year guidance revised upward, yet the stock still fell after hours:
The market dislikes that Q3 is almost flat quarter-over-quarter, gross margin is declining, plus GAAP and core metrics are inconsistent. Also, the main lock-up period just ended, and the stock price has already significantly retreated from the Q2 high, so sentiment is fragile.
The above is a personal opinion, not investment advice.
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