Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
The Philadelphia Semiconductor Index's eight-day losing streak finally ended yesterday, Monday. It dropped 15.7% over those eight days, the longest losing streak since 2008.
On Monday, memory stocks led the charge, with Western Digital up 6%, the Nasdaq up 1 point, and the Dow Jones slightly down. The gains were all from the stocks that were hit hardest last week. (I also slightly increased my position; my strategy for US stocks has always been to buy small positions in those that fall sharply, adding more as they drop, because US stock investments are definitely upward in the long run.
Now, about that Goldman Sachs data.
In the five trading days ending last Thursday, hedge funds reduced their tech positions at the largest scale in a decade; Goldman Sachs has never seen such cuts since they started tracking.
They mostly cut during the latter half of this decline, and within a couple of days after the cuts, chip stocks rebounded. The timing is so precise, who isn't a retail investor here 🤣, but in other words, they are called those who dare to cut losses, while I stubbornly hold on.
This week, Meta, Tesla, and SpaceX will release their Q3 earnings one after another. Among the S&P companies that have reported, 85% exceeded expectations, and I have positioned slightly below expectations.
Hopefully, this will help my XP continue to rise, haha #SpaceX上市后首份完整季度财报将揭晓
+0.99 USDT
+6.04%Snapshot at Oct 20, 2026, 09:35
羡慕了。明天晚上7点 Renaiss 周边商店将上线一份大奖励。
持有 120 SBT的可以直接获取 @SurfAIHQ 盲盒，盲盒里能实打实的开出来几百刀美股奖励啊，牛逼吧，真就是直接空投U的感觉啊
鸡哥发达了 @TCGRWA 还有K神、江左兄、不想睡兄等等，好多，基本都是SBT大户
我还差两十个，有点尴尬了
还有100 SBT的用户也可以领取一个月的Surf pro会员
大家记得明天定闹钟去哦，先到先得，福利满满
继续努力攒SBT，
@renaissxyz SBT 跟Surf NFT有的一拼，都是金铲子，后面还有空投不断
Renaiss Collectibles
✨ Some new rewards will be arriving at the Renaiss Merch Store this Tuesday!
Meet the SBT requirements below for a chance to claim these new rewards from @SurfAIHQ.
📦 Surf Mystery Box · 120 SBT
Open a Mystery Box to reveal your tokenized stocks reward.
🔎 Surf Pro 1-Month Membership · 100 SBT
Explore AI-powered market research with one month of Surf Pro access.
🗓️ October 20, 19:00 (UTC+8)
Every SBT marks a part of your journey with Renaiss. Thanks for your continued participation, contributions and support. We look forward to bringing you more benefits through your SBT collection. 💛
And thanks to Surf AI for bringing these rewards to our community!
Limited quantities available. First come, first serve!
See you on Tuesday!
🔗 Renaiss Merch Store
The airdrop has arrived, everyone can check how much $PONS they received. I got $30 worth, and this is just the first wave of the airdrop.
There will be a lottery at the same time tomorrow. Although I don't count on luck, I still hope to win, haha.
The strategy of buying SURF NFT on dips is still viable, after all, you can buy into US stocks, and historically, US stock returns have been steadily upward.
With time, it will only rise further. @SurfAIHQ
Cruise橘子哥.🍊🦧
Surf airdrop➕lottery, $PONS keeps giving benefits nonstop,
the floor responds to the fight,
I wonder how much my tiger, fox, rabbit, and little raccoon will get~ stay tuned, hehe @SurfAIHQ
$UNITREE I was originally planning to short these past few days, but luckily I didn't, so I dodged a bullet
The drop from the high point was quite satisfying, and I don't know why it went up today either. Anyway, shorting at the high point is definitely the right move. Next year, all will be unlocked, and it will be crushed down to 10
#特斯拉交付超预期后盈利修复成焦点
Tesla will release its earnings report after the market closes on October 21. Wall Street expects earnings per share of $0.44 and revenue around $27.8 billion for this quarter.
Car sales exceeded expectations. Deliveries this quarter reached 486,500 vehicles, over 20,000 more than market expectations. Deliveries also exceeded production by about 20,000 units, indicating a significant reduction in inventory and likely healthy cash flow. Meeting revenue targets should not be a big issue.
However, profits are another matter. Selling more cars does not necessarily mean earning more money; it could be driven by price cuts and low-interest loans.
Last quarter, revenue exceeded expectations, but profits were over 30% below estimates, mainly due to heavy spending on AI and autonomous driving. This quarter has a downside: energy storage installations were only 13.7 GWh, while the market originally expected 15.9 GWh.
Therefore, my judgment is that revenue will most likely meet or slightly exceed expectations, but whether profits will meet targets remains uncertain.
In a few days, when the earnings report is released, we can confirm:
Whether the automotive gross margin can hold around last quarter's 17% level, and whether earnings per share can reach $0.44.
As for how the stock price will ultimately move, it will depend on what Musk says about Robotaxi and robots during the conference call.
This is my personal research and does not constitute investment advice.
-0.61 USDT
-3.44%Snapshot at Oct 19, 2026, 19:38
Surf空投➕抽奖， $PONS 这一波福利不断、
地板应声而战，
我这老虎、狐狸、兔子小浣熊会分到多少呢~拭目以待 ，嘿嘿 @SurfAIHQ
kevin.surf🌊
$50K in $PONS is going to SurfBoard holders this week.
Tomorrow: $35K to every opened board, weighted by tier.
Day after: a $15K raffle. Every opened board is one ticket and 5% of them win.
Snapshot for the $35K drop is tomorrow. Exact snapshot time will be posted before the drop.
Want a bigger cut? Pick up more boards before the snapshot:
· Sealed: buy from the pool on then open it
· Already opened: grab one on the counter or OpenSea, it counts right away
Each extra board adds to your $35K share and gives you one more raffle ticket.
And this isn’t the last airdrop. iykyk
This deal isn't bad at all, a great place to earn XP with on-chain XP contracts, haha
This time, it's a favorable spot for the Prophet Season 3 comeback, theoretically also a prediction for the US stock market
#财报观察员：财报季回顾与展望
-8.28 USDT
-9.70%Snapshot at Oct 19, 2026, 09:29
#SpaceX上市后首份完整季度财报将揭晓
SpaceX's earnings report this quarter is expected by Wall Street to show revenue around $12.9 billion, compared to only $7.8 billion last quarter. The extra revenue mainly comes from AI, basically renting out computing power to other companies. Contracts signed last quarter are fully accounted for in this quarter's revenue for the first time, so the surge in AI revenue is well-founded. However, the market is already betting on it doubling and a half to about $6.47 billion, and since outsiders can't see contract details, a discrepancy of around a billion up or down is normal.
Fortunately, Starlink is the most stable, with 12 million users and still gaining about 500,000 new users each month. With it as a foundation, this Q3 earnings report shouldn't look too bad. 🤩
What worries me is that it spends money too fast; last quarter alone, capital expenditures were $18.4 billion. Even if revenue looks good, if management says they need to spend a lot more next year, the stock price could very likely fall.
So, my final judgment is that revenue will most likely meet expectations, with a chance to slightly exceed them.
Exceeding $13.5 billion would be a real beat, while falling below $12.9 billion is mostly due to slower AI revenue collection. After last quarter's earnings report, the stock rose more than 20 points within a week; this time it could also see big swings.
Personal research, not investment advice. 🦧
#OKX美股财报季
-0 USDT
-0.02%Snapshot at Oct 18, 2026, 18:44
Pikachu! Gym trainer teaching ing, @renaissxyz
Cruise橘子哥.🍊🦧
NOW, let's start moving ♻️
Renaiss Earn is finally live, stake your collectible cards to earn staking rewards
Get on board first, then study it, I'll briefly talk about it~
Currently, the pool is limited, you have to grab a spot. When it opened last night at midnight, I went immediately and there were only three spots left, so I staked three unremarkable cards to test the waters,
Which cards in your account can be staked? The Earn page shows all of them along with estimated staking rewards
Staking means your cards are entrusted to the contract, and they may be redistributed and sold through Gacha. The sale will return the total price to you, all determined by the FMV at the time of sale
So it's best to stake cards you don't want to keep yourself. If you want to keep them, don't stake them, because they might get sold accidentally and that would be heartbreaking~
@renaissxyz