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！
163Following
171followers
Feed
Feed
Pinned
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
A flying Tesla suddenly makes me a bit anxious about Tesla's Q3 earnings report, as if all the money was spent on wings.
What do you comrades think?
Could it possibly miss expectations? 🤣
Cruise橘子哥.🍊🦧
Expected morning harvest after waking up, Netflix and SpaceX both exceeded expectations~
Netflix Q3 revenue was $12.87 billion, in line with market expectations; earnings per share were $0.87, higher than the expected $0.82, slightly better on the profit side, roughly as I expected. The stock price drop is understandable because the Q4 revenue guidance is only $13.44 billion, below the market expectation of $13.51 billion, falling about 6% after hours.
SpaceX Q3 revenue was $14.6 billion, a 161% year-over-year increase, far exceeding the market expectation of $12.89 billion;
earnings per share were $0.37, marking the first profit since going public. The AI division (now renamed SI, "Super Intelligence") revenue was $7.56 billion, Starlink users reached 13.6 million, both above expectations; the only downside was capital expenditure of $19.59 billion, about $1.5 billion more than expected, but the stock price still rose after hours. Elon Musk's stock is still strong 👍
Also, Tesla on the 22nd tomorrow morning is probably steady @okxchinese
Just found out that the Nvidia position I added to last night on the US stock chain XP contract has taken profit, I thought I only took half profit, otherwise I could have let the bullet fly a bit longer, damn
Trading this chain contract with XP is really smooth, I need to use it well haha @misaENFP
#TradingTradeFiComeToOKX #OKXExperts
$ZEC Please continue your performance, I've already started going long on you
I now believe that as the leader of privacy chains, you will be the most awesome narrative after Bitcoin,
Haha, just kidding, mainly it's because you damn well know how to rise
I never expected this year's increase at all, I originally thought you were done for, I must have been blind 🤣
+41.55 USDT
+10.15%Snapshot at Oct 21, 2026, 09:02
Expected morning harvest after waking up, Netflix and SpaceX both exceeded expectations~
Netflix Q3 revenue was $12.87 billion, in line with market expectations; earnings per share were $0.87, higher than the expected $0.82, slightly better on the profit side, roughly as I expected. The stock price drop is understandable because the Q4 revenue guidance is only $13.44 billion, below the market expectation of $13.51 billion, falling about 6% after hours.
SpaceX Q3 revenue was $14.6 billion, a 161% year-over-year increase, far exceeding the market expectation of $12.89 billion;
earnings per share were $0.37, marking the first profit since going public. The AI division (now renamed SI, "Super Intelligence") revenue was $7.56 billion, Starlink users reached 13.6 million, both above expectations; the only downside was capital expenditure of $19.59 billion, about $1.5 billion more than expected, but the stock price still rose after hours. Elon Musk's stock is still strong 👍
Also, Tesla on the 22nd tomorrow morning is probably steady @okxchinese
Just found out that the Nvidia position I added to last night on the US stock chain XP contract has taken profit, I thought I only took half profit, otherwise I could have let the bullet fly a bit longer, damn
Trading this chain contract with XP is really smooth, I need to use it well haha @misaENFP
#TradingTradeFiComeToOKX #OKXExperts
Cruise橘子哥.🍊🦧
Tonight at midnight, Netflix, Tesla, and SpaceX will all release their Q3 earnings reports. Has everyone placed their free XP predictions on OKX Prophet S3?
Have you all placed your bets and are ready to win? 😂
If you win, you get a grand prize—a seaside villa; if you lose, OKX will cover it. Tell me, who hasn’t joined yet? Don’t be a fool.
Orange Brother predicts all will slightly exceed expectations. I'll be collecting rewards tomorrow morning ✌️
Finally, @misaENFP on behalf of misa reminds everyone to make sure you’ve submitted your form for the Earnings Season Winner Streak Challenge.
#OKXEarningsSeason
$BILL staked at the end of October is about to be unlocked, right? The price was pulled up for two weeks after the market opened, so no one dared to short it, missing out on big short profits.
It's really a pity, but you can still short it since it's about to be unlocked and everyone will sell.
I don't believe it will pump us again
Tonight at midnight, Netflix, Tesla, and SpaceX will all release their Q3 earnings reports. Has everyone placed their free XP predictions on OKX Prophet S3?
Have you all placed your bets and are ready to win? 😂
If you win, you get a grand prize—a seaside villa; if you lose, OKX will cover it. Tell me, who hasn’t joined yet? Don’t be a fool.
Orange Brother predicts all will slightly exceed expectations. I'll be collecting rewards tomorrow morning ✌️
Finally, @misaENFP on behalf of misa reminds everyone to make sure you’ve submitted your form for the Earnings Season Winner Streak Challenge.
#OKXEarningsSeason
OKX中文
Several companies' earnings reports are being released one after another. Who can predict correctly all the way and win in the end?
"Earnings Report Champion" registration is now open!
1/ Winning Streak Grand Prize: Participate in all earnings season predictions, advance by answering correctly, eliminated if wrong or unanswered, the final winner takes 10,000 USDT.
2/ Post & Win Lottery: Use #OKX美股财报季 RT + share one earnings discussion post on the community, every Friday 10 winners will be drawn to receive 100U worth of corresponding xStocks tokens.
Register now👇
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