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
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
你的爱播Misa
Since the ancient video of Misa's willow branch flipping has resurfaced, let's strike while the iron is hot and set another assignment 😳
This time it's the ExchangeOS Product Experience Officer recruitment, exclusively for Misa community members. I've secured a budget of 500 USDT, with 50U × 10 slots.
New friends are also welcome to join, whether KOLs or KOCs, preferably self-media enthusiasts as crazy as me 🤣 More and more friends are gaining skills rapidly, progressing so fast!
I always encourage friends to try out products more and learn to make videos. Study the gameplay, not just how to operate, but truly understand the logic behind the product, then share it with more people through your own accounts.
Now is the time to put all that accumulation to use 😎
Let me see how skilled you are now~ This time, we especially welcome several types of friends to reach out to Misa:
🦾 Product Research Type: Loves exploring new features and gameplay, able to clearly explain complex products.
📖 Tutorial Sharing Type: Skilled at writing beginner tutorials, able to guide step-by-step on how to use ExchangeOS and complete on-chain perpetual contract trading.
📊 Practical Experience Type: Has real trading experience, willing to share their operation process, trading ideas, strategies, and risk management experience.
💡 Product Suggestion Type: Good at spotting problems, able to propose specific, constructive optimization suggestions to help improve the product.
What kind of content do we want to see?
No need for fancy writing, nor choosing based on who has more fans or bigger traffic.
We value: genuine experience, real screenshots, useful information, clear expression, and independent thinking.
A tutorial that lets beginners know how to get started, a practical report with reference value, or even a thoughtfully considered product suggestion—all deserve to be seen.
🌟 How to participate
1️⃣ Complete an on-chain perpetual contract trade and keep real experience records.
2️⃣ Tag #OKXExchangeOS, share screenshots of your position holdings, and publish original experiences, tutorials, strategy analyses, or product suggestions.
3️⃣ Friends who want to apply for the community-exclusive experience officer reward can bring their work to Misa. If approved, Misa will privately send you a form. There are only ten slots, selection is competitive~
Additional notes:
The official side also has a 1,000 USDT product experience officer prize pool, combined with Misa's 500 USDT, totaling 1500 USDT.
You can apply on both sides, but to allow rewards to cover more serious participants, community and official rewards cannot be claimed twice; the winner list will be deduplicated.
Finally, I want to say, good products rely on real user feedback.
The community's value is not just liveliness, but having a group willing to learn, seriously experience, and propose ideas.
I hope this can inspire those truly willing to spend time researching products.
For the next generation of on-chain trading, let's be the first batch of experience officers together! 🦾
$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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-18.25%Snapshot at 10 Nov 2026, 19:01
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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-30.84%Snapshot at 10 Nov 2026, 15:42
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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-98.04%Snapshot at 10 Nov 2026, 10:33
#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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+0.28%Snapshot at 10 Nov 2026, 08:57
Is there any negative news about $OKB OKB? While most coins are starting to rebound, it alone is dropping 😅
But no worries, the confidence in OKB doesn't come from short-term price fluctuations. Its scarcity and on-chain utility will become increasingly valuable over time.
After a one-time burn of historical buybacks and inventory last August, the total supply has been fixed at about 21 million. The contract excludes issuance and burns, so the supply side will no longer be diluted.
Moreover, it is now the only Gas and native asset on X Layer, and also the access token required to stake for deploying trading markets in Exchange OS: anyone wanting to open spot, futures, or prediction markets must lock OKB, and violations can be penalized with confiscation.
The value anchor has gradually shifted from whether the platform is willing to buy back to whether the on-chain trading infrastructure is expanding. Just look at the recent series of activities on X Layer to see this~
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-49.74%Snapshot at 10 Nov 2026, 08:05
Not bad, not bad, it's kind of a rebound after an oversell.
Right now, the US stock market is surging, AI infrastructure and storage stocks are both rising. The whole day has basically digested Huang's morning cheating news. See, it was all smoke and mirrors, just trying to trick us retail investors out of a little of our chips～😭
But on the other hand, the recent drop has been quite significant. Whether the Democratic Party reevaluates AI or not, it won't change the big trend. The big trend is that the AI era is inevitable. If you don't develop it, you'll only be surpassed by other countries.
So once you understand this principle, there's no need to worry.
AI infrastructure like Nvidia, storage like SanDisk, and related US stocks won't keep falling all the way down. Moreover, over the long term, the US stock market is on a steady rise.
Cruise橘子哥.🍊🦧
Just like today's situation, around 5 a.m. when the news came out, the US stock market crashed accordingly. In the morning, Asians woke up and first grabbed some popcorn, then thought since it has dropped so much, it probably won't fall much more, so they tried to catch the bottom a bit.
But now, before the US market opens, storage stocks have dropped a few more points~ Hynix down another 4 points, SanDisk and Micron not spared either. Orange bro, I have them all, I'm doomed!
In a downtrend, we're all just cannon fodder. Trying to catch the bottom means there's an endless bottom to catch 😭
It’s rising, it’s rising, not easy at all. The US stock market has started to rise; after such a big drop, it’s finally paused. Storage stocks are also rising. You just have to know not to be influenced by emotions.
There’s no good stock that falls every day; it’s all capital playing with retail investors. You have to believe AI is the future, so AI infrastructure like Nvidia, storage like Hynix and SanDisk won’t fail. You have to believe in what you believe.
Of course, in the future, be careful to take profits when you can; holding on to positions is really tough~
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-38.14%Snapshot at 09 Nov 2026, 23:33
Just like today's situation, around 5 a.m. when the news came out, the US stock market crashed accordingly. In the morning, Asians woke up and first grabbed some popcorn, then thought since it has dropped so much, it probably won't fall much more, so they tried to catch the bottom a bit.
But now, before the US market opens, storage stocks have dropped a few more points~ Hynix down another 4 points, SanDisk and Micron not spared either. Orange bro, I have them all, I'm doomed!
In a downtrend, we're all just cannon fodder. Trying to catch the bottom means there's an endless bottom to catch 😭
