Longbridge Dolphin Research·2h agoCoherent: Is the Optical Module All-Rounder Mispriced?Deepest vertical integration in optics; margins haven’t caught up.A response icon1A response icon1
Semi Sales·2h agoThe 5 Minutes After: One 24-Hour Summary With an Owner and a DateThe meeting isn’t over when people stand up. It’s over when someone owns the next step.
BRUNDA RAJ G K·5h agoLatch or Flip-Flop? Identify the Hardware from the RTLOne of the most useful RTL debugging skills is being able to look at a short piece of Verilog and predict what hardware will actually be…
Polyguesstw·9h ago台積電10月營收5,869億創新高！月增14.7%、年增59.7%，第四季財測還差多少？｜PolyGuess 台灣預測遊戲台積電 2026 年 10 月合併營收約 新台幣 5,868 億 9,000 萬元，比 9 月增加 14.7%，比 2025 年 10 月增加 59.7%。這是台積電 11 月 10 日在官網發布的營收報告，也是目前為止的單月最高，比原本的紀錄（2026 年 8 月…
Yta·9h agoTrump Says No Renewed Strikes on Iran — The Dow Jumped 1,100 Points and Tokyo Reclaimed 60,000A Tokyo market note for investors who don’t usually watch Japan
Quantum Algo·13h agoNvidia Stock Falls 4% on a Board Probe: How Smart Money Reads NVDA Before EarningsNVDA closed at $178.67 while the Nasdaq rallied 2.7%. Here is the liquidity map traders are watching into the November 17 report.
Tai·16h agoNVIDIA Probes Alleged Spy Operation Around Jensen Huang: Forget the Affair, Count the GPUsToday’s 3-line summary
Pouya Asrar·20h agoMemory Above the GPU Needs a Heat PathShorter electrical connections are attractive. The package still needs a continuous route for heat to leave.
InAlan AdvantagebyAlfredo Adamo·1d agoThe ceiling and the floor. Why the future of AI hinges on efficiency, not brute forceIn 1959, Richard Feynman gave a lecture with a famous title: There’s Plenty of Room at the Bottom. In the new issue of MIT Technology…
InMorning Musings MagazinebyAlan O'Hashi, Views from Behind the Lens·1d agoHelium Shortage: Wyoming, Semiconductors and UnderdogI caught a soft news segment on TV about the giant balloons being prepared for the Macy’s Thanksgiving Day Parade. The story featured…
