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Over the past four quarters, Intel’s profits in this area were 16B. Even if you give wafer manufacturing away (not counting the equipment at 105B), with a market cap of 500B and a 30x TTM multiple—assuming a 50% growth rate—its forward multiple is still only 20x, which means it remains severely undervalued. You need to view the two business segments separately: strip out the wafer unit’s losses. $INTCB
Musk just turned the red carpet into a sci‑fi movie scene— is this the ultimate futuristic flex? 🤖 If you could hand everyday household chores to a robot, what would you have it do first?
I整理 the logic behind bio-inspired skin—quick to learn, early to master: First, whether KeLi Sensing will become my robot concept stock: yes, it’s an important candidate (although it hit the daily limit today, it hasn’t yet broken above the month-line-level downward trend line). By using KeLi Sensing to explain bio-inspired skin: 1️⃣ More precisely, KeLi’s core business and current R&D focus are force/torque sensors (especially six-axis force sensors for humanoid robots). 2️⃣ Fusion of proprioception and touch: In the supply chain of “physical AI” and humanoid robots, “force perception” (sensing push, pull, and torsion) and “tactile perception” (sensing surface texture, temperature, and sliding) are often tightly linked. Six-axis force sensors are usually mounted on a robot’s wrists, ankles, and even fingertips, giving robots something akin to human “force-controlled touch.” 3️⃣ Layout of the touch-sensor track: Recently, KeLi has officially entered the pure tactile sensing sensor market by making a strategic investment in Taishan Technology, aiming to build an integrated solution of “force perception + touch.” 4️⃣ Therefore, it’s reasonable to consider it a candidate core holding in the broader tactile/force-perception sensing layer. 5️⃣ The relationship between KeLi Sensing and Amoli Co., Tianai Technology, and Zhongshi Technology is as follows: Amoli Co./Zhongshi Technology provide flexible substrates → Tianai Technology enhances them by modifying carbon nanotubes (conductivity + strength) → KeLi Sensing integrates a force-and-tactile sensing sensor array on top → ultimately forming high-performance array-based flexible tactile sensors (bio-inspired skin)
Today Leading Basing Power quietly hit the daily limit and set a new high—it's already its second consecutive limit-up. That’s because it’s scarce—key materials that can “hold the neck.”
High-purity bismuth-based scarce metal materials (operating entity: Anhui Wandao) Relying on the controlling shareholder’s holding company, Leading Technology Group’s global advantages in bismuth ore resources and scarce-metal purification technology, the group controls about 50% of the world’s bismuth raw-material production capacity. The company’s electronic-grade bismuth oxide holds about a 50% global market share, making it a core global manufacturer of high-end bismuth-series materials: Its main products include 5N–7N ultra-high-purity bismuth, bismuth oxide, bismuth-series compounds, and other electronic-grade fine materials. Downstream applications include semiconductor packaging, MLCC, thermoelectric cooling, photovoltaics, and biopharmaceuticals; By extending its layout downstream via its subsidiary, Quzhou Wandao Thermal Power, the company develops Micro-TEC micro thermoelectric cooling chips for precise temperature control and heat dissipation. These are mainly used in high-speed optical modules, automotive lidar, high-end IGBTs, and precision communication equipment. The business is currently in the customer certification and small-batch production stage; At the same time, it is also developing strategic deep-processing businesses for scarce metals such as high-purity indium, tellurium, and selenium. Products cover segments including optoelectronics infrared, semiconductor targets, thermoelectric materials, and more.
German government sells up to 2,375 BTC ($137.87 million) In the past hour, the German government sent 2,375 BTC ($137.87 million) to Kraken, Bitstamp, Coinbase, 139Po (likely an institutional deposit/OTC service), and the address bc1qu. Since yesterday's action, the German government has recovered 2,442 BTC ($140.47 million) from exchange addresses such as Kraken and Bitstamp. They now have 13,117 BTC ($767.18 million) remaining - that's 26.3% of the bitcoins originally seized from Movie2k. #美国CPI数据即将公布