qinbafrank
Investor in AI、Crypto、TMT，跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考，经常出错常态掉坑爬坑。
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Micron Earnings Preview: What Are the Key Points to Watch?
Micron earnings preview: HBM4 mass production, SCA long-term agreements lock in profits, can gross margin stay above 80%? AI storage key highlights: data center NAND doubling growth, DDR5 tight supply supports performance.
qinbafrank
qinbaFrank: AI Computing Power Wave Review and Outlook — From Nvidia's Three Major Debates to Optical Interconnects and SpaceX IPO, How Is Capital Rotating?
The complete path of the AI market from 2023 to the present: from the market's three major debates on AI, to how penetration rate dividends determine commercialization efficiency, and now to the critical stage of shifting from hardware scarcity to commercialization validation.
qinbafrank2 authors
After SpaceX goes public, "Mag7" may become history, with three new combinations emerging: FAB10, AI Big10, and MANGOS.
When the original Mag7 could no longer cover the most cutting-edge technology companies, a new term was born.
qinbafrank
Deleveraging in tech stocks is underway: Instead of rushing to buy the dip, it's better to wait for the overall market to stabilize first.
To predict a reversal, we should first examine macroeconomic signals.
qinbafrank
US Stock Market Correction Warning: What are the Real Risks of AI? A Comprehensive Analysis of New Fund Flows in Software Stocks, Optical Interconnects, SpaceX, and Bitcoin
The inflection point for AI commercialization has arrived, with Nvidia and the optical interconnect sector experiencing explosive growth. How should investors position themselves in US stocks and cryptocurrencies amidst the reshaping of macro liquidity? Top investor Frank breaks down the cross-market investment framework.
168X2 authors
The underlying logic of bottleneck transmission in the AI ​​computing power industry chain
The bottleneck in AI computing power is shifting from GPUs to HBM storage, optical interconnects, and then to liquid cooling, accelerating the reshaping of the industry chain's value. Storage prices have surged by 246%, while the power shortage exceeds 100 gigawatts, prompting investment banks to strongly promote new investment themes.
qinbafrank
Bernstein's 97-page research report breaks down: In the battle for AI data center connectivity, who will be the real winner in 2026?
Bernstein's 97-page in-depth report: AI data center connectivity replaces computing power as a new bottleneck; copper-optical interconnects will coexist for a long time; CPO direction is clear but large-scale deployment will not occur until after 2028; more certain performance in 2026 will be in PCB, ABF, LPO/NPO and other segments.
qinbafrank
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