I have made the following paid articles free. I believe basic knowledge of optics, especially CPO, is something everyone should understand, so I decided to make all of my previously paid articles on this topic available for free. I can confidently say that if you read all of these articles, you will be able to build your own conviction on CPO. Please stop by my Substack, subscribe, and enjoy the articles below. The War of Light Has Begun: The War of Light, Part2 - Who's at the Table, Who's Not, and Who's Hiding: Why CPO Is Becoming inevitable? [CPO Special Part1]: CPO, Fully Dissected [CPO Special Part2]: The Illusion of CPO [CPO Special Final]:

I have made the following paid articles free. I believe basic knowledge of optics, especially CPO, is something everyone should understand, so I decided to make all of my previously paid articles on this topic available for free. I can confidently say that if you read all of these articles, you will be able to build your own conviction on CPO. Please stop by my Substack, subscribe, and enjoy the articles below. The War of Light Has Begun: The War of Light, Part2 - Who's at the Table, Who's Not, and Who's Hiding: Why CPO Is Becoming inevitable? [CPO Special Part1]: CPO, Fully Dissected [CPO Special Part2]: The Illusion of CPO [CPO Special Final]:

Honestly, Muse went viral out of nowhere, kind of like when everyone was using GPT Image to copy the Ghibli style. Why do you think Muse became such a sensation? My hypothesis is that Meta owns the distribution Sama has always felt he was missing. OAI doesn't have its own platform to make things go viral. Meta does. That's why OAI built Sora, and it failed. I have a feeling that even if OAI or Ant put out their own Muse, Muse will survive. It's also interesting why the Grok bot never made the kind of splash Muse did. All the researchers and KOLs with any real voice in AI are on X, but that still doesn't come close to the reach of Meta's distribution. We can't just sell agents to the nerds who live and breathe AI. We have to sell them to regular people too. I hope Muse helps build some positive sentiment toward AI along the way.

마이클 버리, Micron·Nebius 공매도 확대…“메모리 공급 급증으로 가격 하락 압력” 마이클 버리가 Micron, Palantir 및 반도체 ETF에 대한 공매도 포지션을 크게 확대했으며, 규모가 “상당히 크다”고 직접 밝힘. 핵심 논리는 삼성전자, SK하이닉스, Micron이 AI의 HBM 수요에 대응하기 위해 일반 DRAM 생산능력을 축소하면서 공급 부족이 발생했지만, 현재는 생산능력이 증가하고 있어 공급 과잉이라는 ‘다모클레스의 검’이 시장 위에 걸려 있다는 것임. Acer CEO의 재고 관련 경고로 인해 Burry는 메모리 사이클이 이미 정점을 지났다는 확신이 더욱 커졌다고 밝힘 [하나 김경환]

돈은 산업 전체에 똑같이 흐르지 않습니다. 수요와 공급이 만나는 가장 좁은 길, 반드시 통과해야 하는 병목으로 집중됩니다. 주도주 투자란 가장 넓게 성장하는 시장을 찾는 것이 아니라, 그 성장의 흐름이 가장 강하게 압축되는 지점을 먼저 발견하는 일입니다.