Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友 廣東鐵粉/Guangdong food propagandist
Joined March 2023
1.2K Following 12.6K Followers
我之前說完 $AMD工程師跟我說CUDA moat已經消失，現在Anthropic也出來說CUDA moat消失了
$NVDA 確實要小心了，做好系統設計問題應該不大🤔
