@charleschen5700 Astro Luminar 智慧光引

Astro Luminar 智慧光引 posts on YouTube about ai, $googl, meta, tsmc the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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[--] Week [---] -67%
[--] Month [------] -17%

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[--] Week [--] +10%
[--] Month [--] +6.10%

Followers: [-----] #

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Social Influence

Social category influence technology brands 40.24% stocks 30.49% automotive brands 2.44% fashion brands 2.44% social networks 2.44% celebrities 2.44% finance 1.22% cryptocurrencies 1.22%

Social topic influence ai 79.27%, $googl 14.63%, meta 8.54%, tsmc 4.88%, ceo 2.44%, anthropic 2.44%, microsoft 2.44%, spacex 2.44%, leo 2.44%, b2b 2.44%

Top accounts mentioned or mentioned by @ai

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Meta Platforms, Inc. (META) Oklo Inc. (OKLO) Axion (AXN) Honeywell International Inc (HON) Berkshire Hathaway Inc. (BRK.A)

Top Social Posts

Top posts by engagements in the last [--] hours

"AI 2/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T09:49Z [----] followers, [--] engagements

"2026 AI 1/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:10Z [----] followers, [--] engagements

"2026 AI 2/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:34Z [----] followers, [--] engagements

"2026 1/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:26Z [----] followers, [--] engagements

"(3443) : AI Chiplet ASIC ( . ) #ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC System House [----] 69% #### [--]. TSMC [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * CSP CSP AI * CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon) * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * ****"
YouTube Link 2025-11-07T09:28Z [----] followers, [---] engagements

"2026 2/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:39Z [----] followers, [---] engagements

"AI 1/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T08:35Z [----] followers, [--] engagements

"AI ASIC : () -KY ( . ) #ai # AI ASIC ASIC AICSPAmazonGoogleMicrosoftGPUAIASICIC-KYAI -------------------------------------------------------------------------------- [--]. -KY (Alchip) AI ASIC Integrated Logistic Support ILSNRERTL to GDSII orchestrating (Strengths): HPCAI ASIC796%2 CSPAmazon AWSCoWoS (Weaknesses): 81%60% (Opportunities): AIAWSAITrainium 3Trainium [---] IC2026 (Threats): ASICMarvellBroadcomNVIDIA NVIDIAIntel AI -------------------------------------------------------------------------------- [--]. (GUC) ASIC (Strengths): AIMLHBMIPMicrosoft MaiaAI (Weaknesses): TurnkeyCoWoS "
YouTube Link 2025-11-28T14:56Z [----] followers, [----] engagements

"200GroqICAI 2025AINVIDIA200AIInferenceGroqquasi-acquisitionJonathan Rossacquihire AIAIAITrainingAIInferenceAIIC [--]. 200Groq GroqAIJonathan RossSunny Madra GroqIntuitionLabsEE TimesGroqGroq IntuitionLabs200Groq692.9GroqAIGPU [--]. LPUGPUGroq AITrainingAIGPUInferenceGroqLPU GroqLPUGPUGPU GroqLPUSRAMGPUHBM10LPUGPUAIAI Agentstokens GroqNVIDIA AI FactoryAI [--]. NVLink Fusion AICSPsGoogleAmazonASIC TrendForce2026CSPsASIC44.6%GPU16.1%NVIDIA NVLink FusionASIC NVLinkCPUASICGPUAI [--]. ICNVLink ICNVLink FusionMediaTekAlchipGlobal Unichip GUC AI ASICI/OAI ASICNVLink FusionASIC TSIAIC202416.8%NVLink Fusion 5."
YouTube Link 2025-12-27T16:32Z [----] followers, [----] engagements

"AI AI AI ASIC [--] [--] [--] SerDes IP ASIC Google TPU ASIC"
YouTube Link 2025-09-29T11:48Z [--] followers, [--] engagements

"AIF4 () AI F4 AI AI/HPC F4 CPO NVIDIA GB NVIDIA ASIC [----] HPC F4"
YouTube Link 2025-09-27T04:46Z [--] followers, [--] engagements

"MBTI INFP INFP thoughtful idealistHealerINFP INFPINFP"
YouTube Link 2025-10-14T08:58Z [--] followers, [---] engagements

"AI ASIC Nvidia ASIC GUC #ai # GoogleAWS CSP ASIC TPUNvidia GPU Nvidia ASIC Nvidia -------------------------------------------------------------------------------- [--]. ASIC AI AlchipGUC MediaTek Alchip (KY): ASIC IP AWSMeta Alchip IP GUC (): GUC IP HBMdie-to-die IP MediaTek (): SoC IP Google TPU Google Alchip AI EPSGUC IP [--]. AI ASIC Tape-out 3nm5nm CoWoS HBM Alchip Alchip 2025-2026 ASIC 2027-2028 CoWoS ASIC CSP AI [--]. bargaining power Apple Nvidia Apple: 25% Nvidia: AI GPU Apple Nvidia GoogleAWSMicrosoft CSP ASIC Apple iPhone Nvidia GPU Google TPU Nvidia GPU Nvidia"
YouTube Link 2025-12-04T14:08Z [----] followers, [---] engagements

"AI #ai -KY (3661) AI/HPC ASIC 3/2 CoWoS AWS Trainium 3/4 [----] EPS 25.7% NVIDIA Intel/OpenAI"
YouTube Link 2025-09-29T11:31Z [----] followers, [---] engagements

"AI ASIC : Nvidia(Google AWS Meta Microsoft)- KY M31 AINvidia GPU CUDA AI Nvidia Cloud Service Providers CSPs GoogleAWSMeta AI ASIC AI AI -------------------------------------------------------------------------------- [--]. CSP AI ASIC Nvidia AI ASIC CNBC Bebooja AI ASIC Google TPU ★★★★★ [------] ASIC AWS Trainium / Inferentia ★★★★☆ [------] ASIC Meta MTIA ★★★☆☆ [------] ASIC Nvidia Microsoft Maia ★★☆☆☆ [----] OpenAI ASIC Google AWS Meta AI Microsoft OpenAI [--]. AI ASIC GPU ASIC 7% AI ASIC AI ASIC GPU TrendForce AI ASIC 44.6% GPU 16.1% [--]. (Massive Inference Cost Pressure): AI Inference ASIC GPU"
YouTube Link 2025-12-03T08:22Z [----] followers, [---] engagements

"GPU ASIC GPU ASIC #ai [----] AI GPU ASIC ### [----] ASIC GPU [----] AI **** NVIDIA CSP Google Amazon Meta Microsoft [----] ASIC ** GPU ** ### ASIC [----] IC [----] EPS * **-KY (3661) NRE ** * **** AWS 70% AI 28% [--] NRE * **2026 ** Trainium 3 [----] [--] [----] EPS ** [---] ** * ** (3443) AI ** * **** AI 3% 40% * **2026 ** [--] [--] **3 ** AI AI * ** (2454) AI ** * **** Google TPU AI [----] [--] **2026 ** * **** ** 5% **"
YouTube Link 2025-12-30T14:38Z [----] followers, [---] engagements

"Google AI TPU: Nvidia GPU 1/2 ( . ) #ai # NVIDIA AI GPU 80-90% Google Tensor Processing Unit (TPU) Meta Platforms NVIDIA AI Google TPU NVIDIA TPU AI (training) (inference) AI 90%Total Cost of Ownership TCOGoogle TPU TPU v6e Meta TPU v7 (Ironwood) TPU (Performance per Dollar): AI TPU NVIDIA H100 GPU [--] (Total Cost of Ownership): TPU [--] [--] [--] 30-50%TPU TCO 20-30% (Energy Efficiency): TPU GPU [--] [--] AI Midjourney TPU 65% [---] [--] TPU MetaGoogle TPU Meta Platforms (META) Google TPU TPU viability Meta AI NVIDIA AI [--]. (Rental Phase - [----] ): Meta Google Cloud TPU [--]. (Direct Deployment Phase - 2027"
YouTube Link 2025-11-26T09:35Z [---] followers, [---] engagements

": INTJ ( . ) #mbti #intj INTJ5 -------------------------------------------------------------------------------- [--]. [--]. [--]. INTJ 70% [--]. [--]. INTJ --------------------------------------------------------------------------------"
YouTube Link 2025-11-23T15:54Z [---] followers, [---] engagements

"2026AI 1/217 EPS ( . ) # #ai ** AI **' [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% "
YouTube Link 2025-12-18T15:30Z [---] followers, [---] engagements

"AIETF 2/2 4AI ETF [--------------------] ** #ETF * AI- * [--]. AI AIFOMOAIETFAIETF -------------------------------------------------------------------------------- [--]. AI ETF (A) ETF [-----] FANG+ NVIDIAAppleAmazonMetaTesla10 AI (B) ETF [-----] NASDAQ [------] NASDAQ [---] MicrosoftGoogleNVIDIAAppleAmazon NASDAQ-100AI (C) AI ETF [-----] AI NVIDIAMicrosoftAmazon AI AIAI (D) AI ETF [-----] NVIDIAAMDIntelADR AIAI -------------------------------------------------------------------------------- [--]. [----] [--]. All-inDCA [-----] [-----] [--]. ETF [-----] [------] 4060% [-----] [-----] 2030% [--]. EPSAIAIAINVIDIAMicrosoftAI"
YouTube Link 2025-12-27T03:51Z [---] followers, [---] engagements

"2026 AI AI [--] #aI # *** AI *** [----] [----] AI NVIDIA AI [----] AI AIAI EPS ROIC AI AI [--]. AI AI [----] AI AI AI GPU AI EPS ROIC [----] AI AI [--]. AI [----] AI GPU (capex) EPS HBM (TSMC) CoWoS (ASE)Amkor (Powertech) AI [--]. AI AI AI AI VertivEatonSchneider Electric (Delta Electronics) (YC-ET) (Hantang) [--]. AI AI AI [----] Qualcomm (MediaTek) Edge AI Arm NVIDIA TensorRT AI AI [--]. AI (Workflow Lock-in) AI AI (Intuit) (Workday) (Adobe) ServiceNow AI (Sovereign AI) AI AI PalantirLeidos Booz Allen Hamilton AI AI [--] * (e.g. CoWoS ) * (e.g. ) * / (e.g. ) * (e.g. ) * AI / (e.g. ) [----] AI AI AI AI [--------] AI"
YouTube Link 2025-12-06T14:59Z [---] followers, [--] engagements

"SpaceX 2/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T15:16Z [----] followers, [---] engagements

"Google 2/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T13:27Z [----] followers, [----] engagements

"2026 [--] 560AI 20% [----] [--] NvidiaAI [----] [--] [--] [----] [-----] EPS [-----] [----] C.C. Wei -------------------------------------------------------------------------------- AI AI CSP AI (Very rich)AI AI 1% 2% ROI We believe the AI is real. it is starting to grow into our daily life. AI Megatrend -------------------------------------------------------------------------------- [---] [----] CapEx [---] [---] [----] [---] 37% 70%-80% 10% 10%-20% CoWoSMask Making [----] [----] Engagement time -------------------------------------------------------------------------------- [--] A16 [--] N2 [----] Super Power Rail SPR A16 2026"
YouTube Link 2026-01-15T09:16Z [----] followers, [----] engagements

"Google 2/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI(** AI **) Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T10:41Z [----] followers, [---] engagements

"Google TPU AI : 2/2 ( . ) #ai # Google TPU (Foundry & Advanced Packaging) (TSMC 2330.TW): TPU N3 N5 CoWoS TPU HBM3e ASIC IP (ASIC Design & IP) (MediaTek 2454.TW): [--] TPU (v7e) TPU Google Broadcom 20-30% [----] [--] ASIC (GUC 3443.TW): Google TPU Axion CPU N3/N5 IP Google (Server Assembly & System Integration) (Quanta Computer 2382.TW): ODM HPC AI (Wiwynn 6669.TW): Meta Meta 1kW TPU (Hon Hai Precision Industry 2317.TW): AI Google NVIDIA NVL72 AI PCB/CCL TPU"
YouTube Link 2025-11-26T11:22Z [---] followers, [---] engagements

"AI (6669) () AI ( . ) AI 202510167.38%46.83%11.98%AI HyperscalerODM90%Meta56%36% AIHigh-betaMetaAI AIAI40%AI (Wiwynn): (TCO) ODM DirectAITurnkey (Quanta): (Foxconn): IIDM AI - GB200TDP2700W/ - [----] Meta AIOpenAI10%20% Blackwell2026202725-40%20-35% AI AIAI AI"
YouTube Link 2025-11-10T15:27Z [---] followers, [--] engagements

"2026AI AI AI [----] [----] GPU AI AI [----] ROIC () EPS () [--]. [----] GPU AI AI AI HBM CoWoS GPU (HBM) EPS AI (power permits) AI AI [----] (TSMC)Vertiv AI [--]. AI [----] AI AI AI AI [--]. AI [--]. AI (Edge AI) AI [--]. (Inference-as-a-Service) AI AI (CAPEX) (OPEX) QualcommArm AI [--]. GPU AI [----] 🔴 (: OpenAI Anthropic) (: Tesla Optimus Figure AI) GPU (: NVIDIA AMD) 🟢 AI (: Amkor) (: ABB Fanuc ) (: Vertiv Eaton ) [--]. AI AI (Sovereign AI) [----] AI AI PalantirLeidos [----] [----] AI AI [--------] AI"
YouTube Link 2025-12-28T14:56Z [---] followers, [---] engagements

"2026 2/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T14:25Z [----] followers, [----] engagements

"AI 1/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T10:31Z [----] followers, [---] engagements

"1/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-06T16:38Z [----] followers, [---] engagements

"CES 1/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:17Z [----] followers, [---] engagements

"Google 1/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T11:30Z [----] followers, [---] engagements

"FOMO [--]. * Google * * * AI [--]. (P/E ratio) [--]. 4"
YouTube Link 2025-12-14T09:38Z [---] followers, [--] engagements

"AI(Broadcom) AI [--] AI () 11%AIBroadcomAI health checkAI AI74%7301 AIOracleAIAI AI AI P/E Ratio100-102202332202219.6 AIAI (P/E Ratio) Broadcom (AVGO): (P/E Ratio) 100-102 . AI Amazon (AMZN): (P/E Ratio) 40-50 . AWS AWS recurring revenue () AIROI AIROIAI AI ROI * (Direct Revenue)AI * (Indirect Benefits) * (Long-term Value)AI 1AI AI * GPTAI * AIAI * AIAWS(Alchip)(TSMC) AIAI AI"
YouTube Link 2025-12-13T14:42Z [---] followers, [--] engagements

"AI : [----] AI ( . ) (2308)AI (NVIDIA)AI(2308)AI [--]. AI 2025AIAI50%70%AI 202553%AIAI34%(Grid to Chip)800V(HVDC) AINVIDIA Blackwell1kW [--]. AI AIAI (CSPs): MicrosoftMetaAIAI AIODM: AIB2B2BODMAI AIAI [--]. AI(3017)(3324) (Delta): AI (AVC): (Cold Plate) (Auras): (CDU) (Schneider Electric)(Eaton)ABBAI [--]. AISWOT AISWOT SWOT (Strengths): AI70% AI (Weaknesses): AI (Opportunities): AI 203015%AI (Threats): (Growth Rate Estimation) AI20252027(EPS)(CAGR)56% AIAI202550% AIAI"
YouTube Link 2025-11-15T04:32Z [---] followers, [---] engagements

"SpaceX 1/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T14:54Z [----] followers, [---] engagements

"AI Nvidia AI 1/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:39Z [----] followers, [--] engagements

"AI: AI [--] (AI ) #ai ** AI . AI ** --------------------------------- AI5 AIUNESCOAIGeneration AIAI -------------------------------------------------------------------------------- [--]. AI AI AI AIAI100%AIAI Goldman Sachs AI AIAI [--]. AI1:99 AI 1%40%50%AI AI1%99% G7GoogleAmazonMicrosoftGDPNVIDIAGDP AI1%99% [--]. AI AIAI AI AIAI AICopilotAI [--]. AI AI AI context AI AI [--]. AI AI AI AI AIAI AIAI -------------------------------------------------------------------------------- AIAIAI AI"
YouTube Link 2025-12-07T06:24Z [---] followers, [---] engagements

"2026 2/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T09:06Z [----] followers, [---] engagements

"(2454) 1/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T13:42Z [----] followers, [---] engagements

"INTJ : INTJ #mbti #intj ** - INTJ ** INTJ [--]. INTJ (Ni) [--]. MBTI INTJ (Masking) (Integration) INTJ [--]. INTJ (Alan Turing) (Ni) (Nietzsche) (Ni) (Fi) (Elon Musk) (Ni) (Te) relentless INTJ [--]. INTJ (Te) (Ni) INTJ (Fi) Fi [--]. INTJ INTJ"
YouTube Link 2025-12-12T09:53Z [---] followers, [---] engagements

"Meta20Manus 1/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T13:55Z [----] followers, [--] engagements

"2026 1/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T12:11Z [----] followers, [---] engagements

"AI: [----] (CCL) [----] (PCB) - AI (. ) AIGPUASIC(PCB)(2383)(2368)AIAI -------------------------------------------------------------------------------- [--]. AI AI(CCL)PCBPCBAI AI(Signal Integrity)CCLM8/M9PCBAI 20-30 AIM9AI2026-2027AI [--]. AI(Volume)(Value Per Box VPU) AI(UBB/OAM) CCL [----] 65-70%CCL 75% AI800G800G [----] (EPS16.0%) (13%) [--]. CSP AI(CSP) (AWS)OpenAIxAI CSPCSPAI CSPASIC [--]. [----] 2026PCB M9 Ibiden AI20252600(CAGR)35%203011670 [--]. AI(CPO) AI CCLM92025-2026AI 30-40% 35-45%AI 64%VPU (VPU)AI35%CAGR800G -------------------------------------------------------------------------------- AI"
YouTube Link 2025-11-18T15:36Z [---] followers, [--] engagements

"3443 2/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-27T08:18Z [----] followers, [---] engagements

"2/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-07T04:34Z [----] followers, [---] engagements

"(CSP) AI (ASIC) GoogleAWSMetaMicrosoft #ai # NvidiaGPUGoogleAWSMicrosoftMetaAIASICAIAI [--]. 2025AI ASIC [--]. Google TPU () [--]. AWS Trainium () [--]. Meta MTIA () [--]. Microsoft ASIC () GoogleTPUTensor Processing UnitGoogle Cloud20251520 Meta2025-2026100150BroadcomMTIA T-V1MetaGoogleAWS AI [--]. AI AWSMicrosoftGoogleAI AWSAIMicrosoftAIOfficeWindowsGoogleTPU [--]. Microsoft Microsoft + B2BAWSB2CGoogleASIC (Different Strategic Priority): MicrosoftOpenAICopilotOfficeWindowsTeams GPU (Existing GPU Advantage): NvidiaMicrosoft AzureGPU (Long-term Plan): MicrosoftASIC2027Nvidia MicrosoftASIC [--]. OpenAI"
YouTube Link 2025-12-05T15:59Z [---] followers, [--] engagements

"Google 1/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T04:53Z [----] followers, [---] engagements

"AI ( . ) AI3AI2000 vs [--] -------------------------------------------------------------------------------- [--]. 95%AI AIMIT95%AIAI20232024358000AI AIAI OpenAISam AltmanAI AI AI -------------------------------------------------------------------------------- [--]. AI NeocloudMetaGoogle SPVMetaBlue OwlHyperionBeignet Investor LLC27325A+MetaMeta CoreWeaveNeocloudBlackstoneGPUAICoreWeave / SPV/Neocloud [--------] -------------------------------------------------------------------------------- [--]. AI Nvidia221265%2000Amazon27OpenAI2025130Oracle600Nvidia AppleMetaMicrosoftNvidiaAI AI2000"
YouTube Link 2025-11-16T05:49Z [---] followers, [--] engagements

"AI AI ******** --- ### IC ASIC AI CSPs GPU TCO ASIC ASIC ASIC [----] [---] #### [--]. ASIC IC * -KY (Alchip) ** AI/HPC ASIC 2.5D/3DIC CoWoS 2 ** CSP AWS [----] AWS Trainium [--] Trainium [--] * ** (MediaTek) ** ** ASIC [--] [--] 224G/448G SerDes IP CoWoS ** Meta MTIA v4 ASIC [----] [----] * **** IC ASIC ASIC Layout **** #### [--]. OSAT AI CoWoS * ** (Powertech) FOPLP ** FOPLPFOPLP **** CoWoS AI GPUHPU CPU * PCB/CCL ** ASIC PCB **** PCB **** CCL ### AI NVIDIA GB200TDP 2700W 1000W AI [----] [----] 45% 50% #### [--]. **** * ** (Delta) AI CDUSidecar * **** ** (AVC) ** (Auras)"
YouTube Link 2025-11-14T15:55Z [---] followers, [---] engagements

"(6414) AI [--] AI 6414IPC [----] AI XaaS/ESaaS Digital Twin AI Honeywell 6% 9.8% Siemens 10% AI [--] 1/4 6% 10% AI [----] [----] B/B Ratio NCR VOYIX AI AI POS Stickiness NVIDIA [--]. Advantech Kontron One Company One Brand [--]. NVIDIA NVIDIA AI Isaac Metropolis AI Edge AI AI [----] AI 15% AI (Cloud AI Computing) [----] 80% AI (Edge AI Hardware): AI [----] 40% AI End-to-EndAI AIoT [----] [---] [----] [---] 26% [--]. AI AI [--]. AI NVIDIA Isaac AMR [--]. AIoT NCR NVIDIA NVIDIANCR"
YouTube Link 2025-11-17T15:24Z [---] followers, [--] engagements

"20262/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T11:12Z [----] followers, [----] engagements

"2026 1/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T08:46Z [----] followers, [--] engagements

"Google AI: Google Google - OpenA Siri Google #ai AIWarren Buffett AlphabetAI -------------------------------------------------------------------------------- [--]. Berkshire Hathaway202513FAlphabet17854313F Charlie Munger2004IPOGEICO AIAlphabetAI -------------------------------------------------------------------------------- [--]. AI AIAI2.0SiriAI 2026112GeminiSiriApple Intelligence Apple Foundation Models Dan IvesCEOTim CookCEOSundar PichaiAIAI24iOSGeminiAIOpenAIChatGPT -------------------------------------------------------------------------------- [--]. 2026112Alphabet 20222023AItoast202568%2009 "
YouTube Link 2026-01-13T14:59Z [----] followers, [---] engagements

"(3013) vs ( . ) AI3013 -------------------------------------------------------------------------------- [--]. AI NVIDIAGB300ASIC ""(Sidecar)(Manifold) 2022CSP [--]. AIMeta AIAI MetaMinervaBroadcomASICSidecar 2026MetaGB30070002026Meta ASICORW MetaMicrosoftDellHPETier [--] [--]. AI821030173324 ODM JDM28.87%17.5%70%AICSP (Meta)CSP51%25%Meta [--]. AISWOT (Strengths): MetaASICGB300 Sidecar2025Sidecar AI (Weaknesses): Meta (Opportunities): SidecarAIMetaSidecar400 MetaCSP (Threats): AI [--]. [----] [------------] MetaGB30070002025Sidecar2026 35%2026 AI [--]. [--]. Meta GB300 [--]. Meta"
YouTube Link 2025-11-20T16:03Z [---] followers, [--] engagements

"MBTI LINEMBTIMBTIENFPINTJINFJ"
YouTube Link 2025-10-19T07:37Z [--] followers, [--] engagements

"Nvidia 2/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T15:07Z [----] followers, [---] engagements

"AI : [--] AI AI AIAIAIAgentAI -------------------------------------------------------------------------------- [--]. AI AI (Agentic AI) AIAI A. AI (agentic commerce)AI AI (Agentic shopping)App B. 175%AI AIAI2024-2029CAGR 175%AI2022-202790%GreylockSequoiaAndreessen Horowitz -------------------------------------------------------------------------------- [--]. 20262027AppleGoogleMetaAI A. Google B. Apple: 20271000AR/VR Google: Warby Parker2026AI Meta: Ray-Ban2002027Phoenix -------------------------------------------------------------------------------- [--]. (Ambient Intelligence) A. AI 202795% "
YouTube Link 2025-12-22T17:40Z [---] followers, [---] engagements

"(2454) 2/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T14:40Z [----] followers, [----] engagements

"2026AI 2/217 EPS ( . ) # #ai ** AI ** [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% "
YouTube Link 2025-12-19T12:01Z [---] followers, [---] engagements

"Meta20Manus 2/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T14:53Z [----] followers, [---] engagements

"3443 1/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-26T15:41Z [----] followers, [---] engagements

"MBTI INTJ : INTJ ( . ) #mbti #intj # INTJ INTJ INTJ INTJ -------------------------------------------------------------------------------- * * * Te -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- + [--]. [--]. [--]. -------------------------------------------------------------------------------- ✍ 🏃 📓 INTJ"
YouTube Link 2025-11-29T15:31Z [---] followers, [---] engagements

"Google [--] AI [--] Google Google AI #ai Google shares [--] AI tips from [----] https://blog.google/technology/ai/ai-tips-2025/ Google40AI TechNews https://share.google/UJmyp6LU1be3d5LIs --------------------- AI [--] Google AI AI AI Google AI Google AI AI AI AI -------------------------------------------------------------------------------- [--]. AI AI Google AI AI "" -------------------------------------------------------------------------------- [--]. P Google AI AI -------------------------------------------------------------------------------- [--]. Google AI """
YouTube Link 2025-12-30T05:35Z [----] followers, [---] engagements

"20261/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T10:07Z [----] followers, [---] engagements

"Nvidia 1/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T13:04Z [----] followers, [--] engagements

"AI 2/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T15:40Z [----] followers, [---] engagements

": AI-2026 [--] (2026 https://youtu.be/7ThnimzTW7csi=8-ZkAJxf1jt6mTqC) NVIDIA -------------------------------------------------------------------------------- ** takeaway 1** Character NVIDIA 100% -------------------------------------------------------------------------------- ** takeaway 2** CEO Colette Kress22 NVIDIA -------------------------------------------------------------------------------- ** takeaway 3** NVIDIA [--] -------------------------------------------------------------------------------- ** takeaway 4** CEOunwilling CEO GTC Keynote scares the living daylights out of me CEO"
YouTube Link 2026-01-21T14:56Z [----] followers, [--] engagements

"(6239) FOPLP AI ( . ) **** **AI ** FOPLP AI ** FOPLP AI FOPLP ------ * ** + / [----] FOPLP AI ## [----] ### [--]. [----] AIHPC * **** [-----] [----] [--] 20.22% [----] * **** ** IC 44%**DRAM 24%NAND Flash 22%SiP 10% IC * **** DRAM NAND Flash SSD * **** FCBGA ** * FOPLP ** FOPLP ### [--]. [----] [---] **FOPLP [--] ** [---] FOPLP Tera Probe Tera Power [---] HPCAI ADAS ## AI FOPLP ### [--]. NAND FlashDRAM SSD * **** (Micron) (Kioxia) (SK Hynix) (Kingston) (Intel) ### [--]. * **HBM ** [----] ** HBM2 ** DRAM HBM [----] [----] * **AI ** AI FOPLP [----] * **** NVIDIA ** AI ** * **** Tera Probe 2.5D/3D IC ## FOPLP ### 1."
YouTube Link 2025-11-11T11:06Z [---] followers, [--] engagements

"AI Nvidia AI 2/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:45Z [----] followers, [---] engagements

"CES 2/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:57Z [----] followers, [----] engagements

"1/2 "" ( QT ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T01:11Z [----] followers, [---] engagements

"(): 2/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T11:09Z [----] followers, [---] engagements

"(): 1/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T09:52Z [----] followers, [--] engagements

"AI 1/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T15:51Z [----] followers, [---] engagements

"Meta [----] 1/2: AI [----] MTIA ASIC TSMC #ai [--]. [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado () Mango ()"
YouTube Link 2026-01-30T05:36Z [----] followers, [---] engagements

"AI 2/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T16:23Z [----] followers, [----] engagements

"Meta [----] 2/2: AI [----] MTIA ASIC TSMC #ai [--]. (AI /😅) [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado ()"
YouTube Link 2026-01-30T07:47Z [----] followers, [---] engagements

"2/2 "" ( ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T06:02Z [----] followers, [---] engagements

"3443 AI SWOT ( . ) @ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC System House [----] 69% #### [--]. TSMC [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * CSP CSP AI * CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon) * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * **** GUC IP SoC *"
YouTube Link 2025-11-07T09:43Z [----] followers, [---] engagements

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