戈多Godot
Head Research @MantaNetwork
31Followers22Articles
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.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.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.
