Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin. Not investment advice. DM open.
The more I talk, the more I learn, the more friends I make.
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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 $ARM
難道Deepseek用engram 就能在RTX 5090上跑較小模型？🤔
怪不得最近的5090都缺貨了
“Ox Alpha is Zai's GLM Flash”
之前有哪些insiders說Ox Alpha是Gemini的？ 建議拉黑，然後follow知道Ox Alpha是
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$META 模型開始追近🫡
META bro加油🫡
Today we are launching Muse Spark 1.1, an upgrade to muse spark 1 that greatly improves agentic, coding, multimodal, and computer use capabilities. We're also launching the Meta Model API in public preview.
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