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$蘋果 (AAPL.US)$ $特斯拉 (TSLA.US)$
1. Apple does most things offline on-device (look at Apple's Open source models here: apple/ml-ferret and apple/ml-llarp). This is why almost all features are blocked to just devices with high ram count 15 Pro (A17 Pro chip) and devices with M1 or better chip.
2. If necessary, they have private cloud compute for more processing power, running Apple's own models (For people doubting their privacy promise here as everyone should, Apple h...
1. Apple does most things offline on-device (look at Apple's Open source models here: apple/ml-ferret and apple/ml-llarp). This is why almost all features are blocked to just devices with high ram count 15 Pro (A17 Pro chip) and devices with M1 or better chip.
2. If necessary, they have private cloud compute for more processing power, running Apple's own models (For people doubting their privacy promise here as everyone should, Apple h...
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我想我仍然更喜歡 $英偉達 (NVDA.US)$
$超微電腦 (SMCI.US)$ 與 NVDA 一樣不是一個安全的投注。
他們正在乘坐由 NVDA 承載的船,其市場份額可能由其他製造商佔有的,但 NVDA 目前仍然存在巨大的技術障礙。
我可能會錯了,如果 SMCI 再次像怪物一樣火箭,我會踢我的臀部。
$超微電腦 (SMCI.US)$ 與 NVDA 一樣不是一個安全的投注。
他們正在乘坐由 NVDA 承載的船,其市場份額可能由其他製造商佔有的,但 NVDA 目前仍然存在巨大的技術障礙。
我可能會錯了,如果 SMCI 再次像怪物一樣火箭,我會踢我的臀部。
已翻譯
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"NVDA has topped out at $1k, no bull case left. Only up due to the split, earnings missed buyside bogeys and weren't even impressive. Range-bound at best from here, I've started shorting"
$英偉達 (NVDA.US)$ :
$英偉達 (NVDA.US)$ :
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已翻譯
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