拋磚：影片生成AI爆發下的投資機會

唔講NVDA AMD TSM 呢啲大路嘢

影片storage需求遠高於圖片及文字，MU DELL PSTG NTAP或者值得留意

Worldcoin

呢兩日d 人講到er 會drop to zero

storage呢啲低毛利業務
你自己撚飽佢

Tsm 邊度有益，都升唔起

詐騙集團開始識運用AI技術呃人

storage唔難做，人人都做到，邊個賣得平就得，唔值錢野黎。

姐係人人都要食飯，唔見得農夫發大達，唔好諗住佢會點升

話明影片生成 就緊係買Adobe啦

咁CDN有冇得諗？

有咗AI 出圖出片仲使用Adobe ?

MU
https://news.cnyes.com/news/id/5464380

MU 同DELL入咗兩注，遲啲入第三注。
PSTG同NTAP再觀察一排先
暫時連登指數全負皮，勝率應該幾高

PSTG

+20%

唔洗edit做tuning? 同埋你gen完係無版權，點都要執下過冷河

勁冷清

貼一圖勝千言萬語

"Customers are beginning to realize that their current fragmented data storage environment will significantly hinder their ability to leverage AI to unlock the full potential of their data.

Current data storage environments inhibit AI deployments in two ways. First, existing data storage arrays were selected to provide just enough performance for their primary function, leaving little performance left for AI access. Second, existing storage arrays are not networked, limiting access to AI apps not provisioned directly on their primary compute stack."

-PSTG CEO Giancarlo

賺到笑

識貨
前幾日升左差唔多三倍