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
OKX earnings forecast market is new, predicting quickly, and joining the event 🤩@okxchinese
Starting today with Google, Q3 market expected revenue is about $12.7 billion to $12.8 billion, EPS about $2.94 to $3.02.
My prediction is a slight beat, revenue around $12.8 billion, EPS about $3.05 to $3.10.
There are three reasons:
First, revenue side is relatively stable.
Last quarter revenue was $119.8 billion, up 24.2% year-over-year; Search revenue rose about 16.8%, indicating AI has not significantly disrupted search ads for now.
As long as Search continues double-digit growth, and YouTube and subscription businesses don’t slow down, reaching around $128 billion is not difficult.
Second, Cloud is the main source of upside surprise.
Last quarter Cloud revenue was $24.77 billion, up about 82%, operating profit $8.8 billion.
If this quarter Cloud revenue approaches $28 billion, and profit margin can stay around 35%, both revenue and profit have chances to exceed expectations.
Conversely, if Cloud is below $27 billion, the market will start worrying about AI demand and capacity.
Third, profit side should not be blindly optimistic.
Last quarter capital expenditure was $44.9 billion, free cash flow was already negative $5.86 billion. This money won’t be fully expensed in the quarter but will gradually depress profits through depreciation later.
Fortunately, the market did not extrapolate last quarter’s unusually high $9.11 EPS, but put normal quarterly expectations back near $3, so a slight EPS beat is not too difficult.
What do you all think about Google Q3? Riding with Orange Brother? Hehe @misaENFP
#OKX达人 #交易TradFi就来OKX
#谷歌云业务增长82%，AI投入回报如何？
Google's Q3 market revenue is expected to be about $12.7 to $12.8 billion, with EPS around $2.94 to $3.02. I predict a slight beat, with revenue around $12.8 billion and EPS about $3.05 to $3.10. There are three reasons:
First, the revenue side is relatively stable. Last quarter's revenue was $119.8 billion, a 24.2% year-over-year increase; Search revenue rose about 16.8%, indicating AI has not yet significantly disrupted search advertising. As long as Search continues double-digit growth and YouTube and subscription businesses don't slow down, reaching around $128 billion in revenue is not difficult.
Second, Cloud is the main source of upside surprise. Last quarter, Cloud revenue was $24.77 billion, up about 82% year-over-year, with operating profit of $8.8 billion. If Cloud revenue approaches $28 billion this quarter and maintains a profit margin around 35%, both revenue and profit have a chance to exceed expectations. Conversely, if Cloud falls below $27 billion, the market will start worrying about AI demand and capacity.
Third, profits should not be blindly optimistic. Last quarter's capital expenditure was $44.9 billion, and free cash flow was already negative $5.86 billion. This money won't be fully expensed in the current quarter but will gradually depress profits through depreciation later. Fortunately, the market did not extrapolate last quarter's unusually high $9.11 EPS but instead returned to a normal quarterly expectation near $3, so a slight EPS beat is not too difficult.
-8.78
-14.80%Snapshot at 23 Oct 2026, 11:23
The market has given us a few big shocks again. They say the US stock market was dragged down by the big A shares, haha, just take it as a joke. The whole world is falling, no one can really blame anyone.
A big market drop naturally has to teach the bulls a lesson. OKX predictions also suffered losses on both sides, and getting on the leaderboard is getting further and further away. Although the winning streak challenge is gone, @okxchinese has released new earnings forecast updates. Keep using OKX predictions, all XP is free to play, so you can't lose, which means you can only win 😂
Google, SanDisk, and Microsoft look like small superstars to me again. Let me do some deeper research. There are 4 days left before the Q3 earnings results come out one after another.
Don't forget to use XP for predictions, and remember to complete the daily tasks to accumulate XP for free predictions.
Wishing everyone good luck~ Check out @misaENFP misa's updates, which teach everyone how to play OKX predictions, how to earn XP points, and how to participate in more activities to earn big rewards. There's always one that suits you 🤩
Cruise橘子哥.🍊🦧
Woke up this morning and immediately opened Okx prediction to check the results. The score didn’t rise, so I realized something was wrong. I checked and found Meta’s earnings forecast was NO.
Then I looked up the just-released earnings, and the results are quite good:
Q3 revenue was about $64 billion, a record high, exceeding the expected $63.3 billion; Q4 revenue guidance is also stronger than market expectations.
The problem lies in earnings per share; OKX set the prediction threshold at $6.31.
Meta’s actual GAAP earnings per share this quarter were only $3.83, much lower than the threshold, so it’s a No. It’s considered below expectations.
This time, the earnings were dragged down by a settlement related to youth mental health. Unexpectedly, Q3 included such a large one-time charge. Excluding that, the EPS would be $7.40, far exceeding expectations.
Moreover, Meta raised the lower bound of its full-year capital expenditure range from $130 billion to $135 billion and announced a 2-for-1 stock split (issuing non-voting Class C shares to existing shareholders).
So this time, although the forecast missed market expectations, I actually think it exceeded expectations. The after-hours stock price rose about 3%, which is quite straightforward.
I guess this time I lost the prediction game but made money, no loss, still optimistic about $META @misaENFP
Axis launched yesterday, and I heard the opening performance was very good. I took a look, and it was indeed quite impressive. Those who received the airdrop made a big profit, probably several thousand dollars or more. base:0x5be75e3b0aff5d1a042a5363ae36acb1d6d755ea
I can't help but sigh a bit; it's getting harder and harder to find easy gains nowadays. I also played with Axis when it first came out, spending quite a bit of time doing tasks and training the robotic arm. Of course, I wrote about the content as well, @axisrobotics
I think many people probably operated the same way, but just didn't keep up with it. So this kind of gameplay also took time and effort back then, and in the end, it's quite frustrating to get nothing.
But it makes sense; nowadays, project teams give rewards based on rankings, no longer just rewarding those who sincerely spend time experiencing the project.
On the other hand, maybe it's just not enough effort. Those who work hard use multiple accounts to play in bulk, trying every way to maximize benefits. As long as they don't get fully caught, it's worth it.
If you're going solo and not dedicated, how can you get an airdrop?
It's long past the days of Uniswap and ENS airdrops where just playing meant you got something.
It's better to spend this time improving your skills.
Just a thought for now. Besides Kaito, I haven't seen anywhere else offering Axis airdrops, so just consider it as if you didn't participate.
Cruise橘子哥.🍊🦧
Let's briefly talk about what Axis is:
At first glance, when you visit the official Axis website, you might think it's just another platform for tasks, earning points, and airdrops.
But once you start doing any of its tasks, you'll realize it's really quite different.
You might think you're "playing with robots" on Axis, but actually, you're a helper; you're helping the robot learn. 😅
In Axis, users can directly control a virtual robotic arm 🦾 through their browser to perform actions like grabbing, moving, and placing. These seemingly simple actions are recorded by the system and organized into trajectory data needed for robot training, helping real robots learn how to complete similar tasks in the future. This is the key point.
You can understand it this way:
Every time you complete a task, you're not just clicking to claim a reward and generate an on-chain proof; you're providing the robot with a "learning experience."
Previously, robot training data mainly relied on labs, real hardware testing, and manual collection, which was costly and inefficient. What Axis does now is open up this process, allowing ordinary users to participate.
It turns the complex process of robot data collection into a web task that anyone can join.
Currently, Axis offers two simple ways to participate:
First, do tasks. Enter the Hub, personally operate the robot to complete various actions, and contribute real data.
Second, share and spread. Share your experiences, tutorials, and understanding to let more people know the meaning behind Axis. You can also join the Kaito Studio event, which mainly involves content sharing, backlink recording, final ranking, and winning prizes~
Third, invite more people to participate.
But the focus is not just on increasing registrations; it's about getting more people to truly complete tasks, pass verification, and contribute valid data.
By now, you probably understand how Axis works. Think of it as a "robot data factory + community collaboration network."
Its original intention is to gather global user operations to form a continuously growing robot training data network.
Finally, after my long personal experience operating the robotic arm, remember: when you play Axis, you're not wasting time or just playing with robots,
you're doing something meaningful; you're teaching robots to work.
When robots rise in the future and change human life, you'll have contributed. @axisrobotics
Look at Yushi Technology going public; why isn't founder Wang Xingxing smiling happily? Because he knows Yushi's robots are currently just playing with legs—dancing, running, boxing—but haven't done much beneficial work with their hands yet. Right now, they're just playing, while Axis robots are really working with their hands~ #AXIS #RobotTraining
#特斯拉交付超预期后盈利修复成焦点
Reporting the results: Tesla successfully advanced, Meta, although below expectations, continues to have positive news, so its stock price is doing well and rising.
Tesla Q3 revenue was $28.05 billion, slightly below the market expectation of $28.13 billion, basically flat; however, adjusted earnings per share were $0.48, higher than the expected $0.44, a slight profit beat.
Cash flow looks great: free cash flow +$1.53 billion, while the market originally expected a negative $4.9 billion; meanwhile, the full-year capital expenditure guidance was lowered from $25 billion to $20 billion.
The stock price reflects this as well, rising~
+1.83
+5.75%Snapshot at 22 Oct 2026, 09:06
Woke up this morning and immediately opened Okx prediction to check the results. The score didn’t rise, so I realized something was wrong. I checked and found Meta’s earnings forecast was NO.
Then I looked up the just-released earnings, and the results are quite good:
Q3 revenue was about $64 billion, a record high, exceeding the expected $63.3 billion; Q4 revenue guidance is also stronger than market expectations.
The problem lies in earnings per share; OKX set the prediction threshold at $6.31.
Meta’s actual GAAP earnings per share this quarter were only $3.83, much lower than the threshold, so it’s a No. It’s considered below expectations.
This time, the earnings were dragged down by a settlement related to youth mental health. Unexpectedly, Q3 included such a large one-time charge. Excluding that, the EPS would be $7.40, far exceeding expectations.
Moreover, Meta raised the lower bound of its full-year capital expenditure range from $130 billion to $135 billion and announced a 2-for-1 stock split (issuing non-voting Class C shares to existing shareholders).
So this time, although the forecast missed market expectations, I actually think it exceeded expectations. The after-hours stock price rose about 3%, which is quite straightforward.
I guess this time I lost the prediction game but made money, no loss, still optimistic about $META @misaENFP
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
#Meta巨额AI投入进入回报检验期
To summarize my views again:
Meta's revenue is very likely to slightly exceed expectations, and earnings per share also have a good chance to surpass 5.94. The financial report numbers themselves should be deliverable.
Looking at the stock price, it's clear the price has already risen a wave,
What happens next depends on two other things:
First, whether the Q4 revenue guidance can maintain growth above 20%,
Second, what management says about next year's capital expenditure.
Good numbers but scary spending plans could still cause the stock price to fall;
If the spending plan is stabilized, then the room for growth can open up.
Looking forward to seeing the earnings report results tomorrow morning ✌️
+0.53
+3.26%Snapshot at 21 Oct 2026, 22:27
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
