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AI Infra & Memory Semiconductor Analyst | Storage supercycle thesis | AlphaGBM Founder | Subscribe 👇 https://teapawt.org/t.co/XSTsHS7udF

Miami, FL
Joined January 2022
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MemoryQueen retweeted
Anthropic IPO CANCELLED
Readers added context they thought people might want to know
Anthropic has not cancelled its IPO. It filed its S-1 with the SEC on October 26 2026 and an amendment on November 2 with plans to list on Nasdaq under ticker ANT. sec.gov/Archives/edgar… sec.gov/Archives/edgar… anthropic.com/news/s1-sec eupersonalfinance.eu/articles/anthr… bloomberg.com/news/articles/…
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MemoryQueen retweeted
科技股大跌,AI行情结束了吗? 十月最后一个交易日,纳指跌近3%,英特尔单日跌近三成 市场对科技公司的盈利要求提高了:订单能不能兑现,利润跟不跟得上,现金流有没有改善 科技有未来,但也要看公司能赚多少钱,以及你付了什么价格 #AI #nasdaq
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We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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9.29半导体跨市场追踪:
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9.28半导体跨市场追踪
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MemoryQueen retweeted
One Agent for All Markets 🔍AlphaGBM
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9.26 半导体跨市场追踪
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9.25半导体跨市场追踪:
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9.24 半导体跨市场跟踪:
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We just released 15 free AI Skills for options & stock analysis 🧠 Works with Claude Code, openclaw and any AI agent. → Options strategies with exact P&L → IV rank, vol surface, Greeks → Earnings crush probability No API key needed to start. ⭐ github.com/alphagbm/skills
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9.17跨市场半导体追踪:
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9.16跨市场半导体追踪:
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9.15 跨市场半导体追踪:
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9.14 跨市场半导体市场追踪:
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MemoryQueen retweeted
Citi cut Micron's target by 18%, but only trimmed earnings by 1-2%. The entire downgrade is a multiple call, not a fundamental one — and the pricing assumption behind it was contradicted by management ten days later. I dug into three reports to see what actually holds up.
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MemoryQueen retweeted
8.24 海力士回购
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According to Korean press reports, SK Hynix has been unable to play its shareholder-return card because of disclosure constraints tied to its ADR listing. The U.S. Securities and Exchange Commission (SEC) restricts the disclosure of material information not included in the prospectus for a certain period following an ADR listing. The concern is that if a newly listed company announces material information that differs from the documents filed at the time of listing, it could face legal risk under U.S. securities law. The market understands the restriction to apply for 25 days, weekends included, from the listing date. Given that SK Hynix's ADRs listed in the U.S. on the 10th of last month, that means a concrete shareholder-return plan could be announced any time after the night of the 4th, Korea time. $SKHY
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