Star@Day1Global Podcast
@starzq
GTM Advisor, AI Investor, $TSLA 10y, $BTC 6y
| Host @day1globalpod, Podcast on AI & Fintech
| 美股加密看板:
| 美股skill:
| ex Alibaba
Joined March 2009
2.1K Following 52.1K Followers
@fi56622380 是否可以推导出，HBM 厂商进入"卖方市场"，Nvidia 未来最大的竞争对手不是 AMD，是 Samsung、SK Hynix、Micron？
