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
#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 USDT
+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 USDT
+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
$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 21 Oct 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.
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