flyingwhale-飞鲸投资笔记
@flyingwhale919
A retail investor focused on semiconductors /technology.
Interested in industry trends/company fundamentals.
Sharing research/insights/market observations
Joined March 2022
558 Following 4.9K Followers
AI基建的新特点：CPU集群建设开始发力--Anthropic 与Akamai签署合作协议有感
$AKAM $NET $FSLY $MU $SKHY $AMD $INTC $DELL $HPE $JBL
