美股重點新聞

樓豬連睇大選結果都準，高下立見

11月美股及各市預期
https://lih.kg/3815763
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唔好用垃圾同自己比ok

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Amazon wants Anthropic to only use Trainium vs. NVDA powered chips, but Anthropic hesitant bc Trainium sw not as good as NVDA’s CUDA. The deal would be structured as a revenue share for selling Claude to AWS customers in exchange for commits to use Trainium, although unclear if its for Trainium 1 or 2, the latter which would be positive for MRVL.

Amazon is discussing making a second multibillion-dollar investment in OpenAI rival Anthropic, according to a person involved in the discussions. The new deal is similar to Amazon’s initial $4 billion dollar investment in the startup, which was struck last year. But this time, Amazon wants Anthropic to make a concession.

The cloud giant is asking Anthropic, which uses Amazon’s cloud services to train its AI, to use a large number of servers powered by chips developed by Amazon, this person said. The problem is that Anthropic prefers to use Amazon servers powered by Nvidia-designed AI chips.

加倉ONTO，均價180

now I am selling

清唔清倉？

減碼，再升再減
轉去ONTO

Same
唔會多過3成Tsla過Q4 er

呢兩日大升市都唔跟 好打極有限
最少唔會係呢個特朗普最後狂歡既受惠股

ONTO is onto something
https://lih.kg/3817982
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準備賭PGY ER

N卡搞咩唔上

forward PE 32，冇咩肉食

唔識

純粹好奇
你睇好佢係咪完全因為基本面
走勢有啲差喎 同埋成交都好細

呢隻點解睇好？

睇好25年基本面，超前部署

fail -20%