Ryan Leung 梁興盛, CFA
@RYANHINGSHING
Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
Joined March 2023
800 Following 16.4K Followers
如果agentic AI帶動GPU : CPU 走到 1 : 1，大家想像下未來幾年cpu的high cagr
$INTC $AMD $ARM
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