打死都不买
69 Posts
打死都不买
14 Following
153 Followers
741 Liked
Posts
All
Quotes
Videos
Finally, this round got through at $SPCX 200, then ran $SKHYNIX 1900—so comfortable. #SK海力士韩股重挫19%
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
A popular recent test: which room layout would you choose?
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?
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)
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.
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.
Bitcoin as the toll for Hormuz oil tankers, Iran discloses Strait control measures during the ceasefire $BTC
Used bidu to find a prompt for generating a segment of SpongeBob by gpt, then in the video generated by sora #币安周边大使
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
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
$NFP is a buy here
BTC ecology, let’s see who is big, powerful and long-lasting
🟧 420 Empire (direct line of Merlin chain): Bitmap, blue box, music box, wand, crystal, doodinals, $rcsv, big goose, smiley face
🟧Puppet Empire: OPIUM, Bitcoin Puppets, CC0 Puppet Cat, Shids, Pixogette, Titanium Cheeto (BRC420), $pups
🟧Satoshi Ishimoto Empire: Node Monkey, RSIC
🟧OMB Empire: OMB red, blue, green and orange eyes, Nullish multi-series🟧$rats $stamp $ordi $sats $pipe $nat $quark $mmss etc. Everyone works for where the money is, where the attention is, where the shouts of the people are, The world is still undecided, and there are many opportunities for latecomers
#内容挖矿 #BTC $BTC $ORDI $1000SATS
🟧 420 Empire (direct line of Merlin chain): Bitmap, blue box, music box, wand, crystal, doodinals, $rcsv, big goose, smiley face
🟧Puppet Empire: OPIUM, Bitcoin Puppets, CC0 Puppet Cat, Shids, Pixogette, Titanium Cheeto (BRC420), $pups
🟧Satoshi Ishimoto Empire: Node Monkey, RSIC
🟧OMB Empire: OMB red, blue, green and orange eyes, Nullish multi-series🟧$rats $stamp $ordi $sats $pipe $nat $quark $mmss etc. Everyone works for where the money is, where the attention is, where the shouts of the people are, The world is still undecided, and there are many opportunities for latecomers
#内容挖矿 #BTC $BTC $ORDI $1000SATS
Log in to explore more content