{"id":"2061671824388403368","source":"x_profile_dom","authorName":"Serenity","handle":"aleabitoreddit","profileHandle":"aleabitoreddit","createdAt":"2026-06-02T04:50:41.000Z","createdAtBeijing":"2026-06-02T12:50:41+08:00","url":"https://x.com/aleabitoreddit/status/2061671824388403368","text":"Serenity\n@aleabitoreddit\n·\n7h\n$NVDA\n Jensen Huang:\n\n“ \n$MRVL\n the next $1T company ladies and gentlemen “.\n\nMarvell is currently trading at $191B.\n\nI have positions in Marvell… but how much faith do we have in Jensen for the 5x?\n213\n195\n2.6K\n529K","capturedAt":"2026-06-02T12:37:33.538Z"}
{"id":"2061673672192987463","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T04:58:02.000Z","createdAtBeijing":"2026-06-02T12:58:02+08:00","url":"https://x.com/firstadopter/status/2061673672192987463","text":"tae kim\n@firstadopter\n·\n7h\nMy favorite power supplies!\n1\n7\n2.7K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061673842712482076","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T04:58:42.000Z","createdAtBeijing":"2026-06-02T12:58:42+08:00","url":"https://x.com/firstadopter/status/2061673842712482076","text":"tae kim\n@firstadopter\n·\n7h\nThe case on my latest gaming PC!\n10\n2.7K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061678673464287563","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T05:17:54.000Z","createdAtBeijing":"2026-06-02T13:17:54+08:00","url":"https://x.com/firstadopter/status/2061678673464287563","text":"tae kim\n@firstadopter\n·\n7h\nFIFTEEN MINUTES\n2\n22\n3.9K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061679183823089669","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T05:19:56.000Z","createdAtBeijing":"2026-06-02T13:19:56+08:00","url":"https://x.com/xiaomustock/status/2061679183823089669","text":"川沐｜Trumoo\n@xiaomustock\n·\n7h\n英雄所见略同呐\n黄仁勋也来吹 \n$MRVL\n 会是下一家万亿美金公司，非常值得2万亿美金，在光通信普及的时候。\nQuote\n川沐｜Trumoo\n@xiaomustock\n·\nApr 21\n$MRVL 有大帝之姿，\n如果未来AI混战是谷歌AI胜出，\n$MRVL 估计在三年内轻松达到2万亿美金，20倍。ASIC芯片设计领域规模体量远不如博通，在去英伟达的前景下各大厂纷纷搞自研芯片 $MRVL 芯片设计业务也算入局了，同时本身又在光电转换方面有极高技术储备，都处在未来热点上。  x.com/xiaomustock/st…\n16\n20\n185\n62K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061680669877526788","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T05:25:50.000Z","createdAtBeijing":"2026-06-02T13:25:50+08:00","url":"https://x.com/xiaomustock/status/2061680669877526788","text":"川沐｜Trumoo\n@xiaomustock\n·\n7h\n兄弟们牛逼不牛逼 \n$MRVL\n 本身足够优秀，所以才会有特别多的人也都看好，甚至老黄也公开喊单 \n$MRVL\n 非常值得万亿美金市值。\n\n#港美互联网 也捏住吃美股红利，都是好公司里面，躺着啥不干一年50%+一点问题没有，根本不用研究分析一堆个股。\n19\n9\n284\n49K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061682632170357097","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T05:33:38.000Z","createdAtBeijing":"2026-06-02T13:33:38+08:00","url":"https://x.com/IanCutress/status/2061682632170357097","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n7h\nIt's the \n@intel\n Computex keynote!\n\n@LipBuTan1\n to the stage\n5\n14\n128\n12K","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061684151997092288","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T05:39:40.000Z","createdAtBeijing":"2026-06-02T13:39:40+08:00","url":"https://x.com/firstadopter/status/2061684151997092288","text":"tae kim\n@firstadopter\n·\n6h\n\"At our heart Intel is an engineering company .. the opportunity ahead is enormous\" - Lip-Bu Tan \n$INTC\nIntel Corp\nINTC\n$109.33\n-4.67%\n4\n4\n79\n25K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061686289821290852","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T05:48:10.000Z","createdAtBeijing":"2026-06-02T13:48:10+08:00","url":"https://x.com/xiaomustock/status/2061686289821290852","text":"川沐｜Trumoo\n@xiaomustock\n·\n7h\n这俩月说过好几次 \n$MRVL\n 值万亿美金\n兄弟们捏住他娘的，\n这次又来自全球最顶级的AI话事人的首肯， \n$mrvl\n 还有十倍空间。\n老黄说的光通信是未来，\n其实只需要买俩个股票就够了，\n一个 \n$MRVL\n 一个 \n$NOK\n 诺基亚。\n\n$MRVL\n 负责芯片内部光通信互连，\n\n$NOK\n 诺基亚负责芯片外部远距离光通信互连。\nQuote\n川沐｜Trumoo\n@xiaomustock\n·\nApr 22\n$MRVL 收购瑞士光学公司Polariton，为下一代3.2T光模块提前作技术储备。\n$MRVL 绝对的大帝之姿，未来20倍机会，市值还没中际旭创大。\n它还是仅次于博通的ASIC芯片设计公司。\n俩个赛道都是天花板万亿美金。\n现在这个市值太便宜了。  x.com/PhotonCap/stat…\n54\n70\n551\n151K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061687753272598957","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T05:53:59.000Z","createdAtBeijing":"2026-06-02T13:53:59+08:00","url":"https://x.com/firstadopter/status/2061687753272598957","text":"tae kim\n@firstadopter\n·\n6h\nPerplexity CEO \n@AravSrinivas\n on stage talking hybrid agentic inference\n1\n12\n2.1K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061688259441488193","source":"x_profile_dom","authorName":"Damnang2","handle":"damnang2","profileHandle":"Damnang2","createdAt":"2026-06-02T05:56:00.000Z","createdAtBeijing":"2026-06-02T13:56:00+08:00","url":"https://x.com/damnang2/status/2061688259441488193","text":"Damnang2\n@damnang2\n·\n6h\nThis shit is honestly pathetic. Korean journalism is cooked...\nQuote\n김티거\n@tiggerkim86\n·\n9h\n엔비디아 발표회가서\n\n삼전 노조 질문을 하는 기자수준 보소..\n4\n33\n6.3K","capturedAt":"2026-06-02T12:44:17.142Z"}
{"id":"2061688480489746617","source":"x_profile_dom","authorName":"Pushkar Ranade","handle":"magicsilicon","profileHandle":"magicsilicon","createdAt":"2026-06-02T05:56:52.000Z","createdAtBeijing":"2026-06-02T13:56:52+08:00","url":"https://x.com/magicsilicon/status/2061688480489746617","text":"Pushkar Ranade\n@magicsilicon\n·\n6h\nIntel CEO \n@LipBuTan1\n with \n@perplexity_ai\n CEO \n@AravSrinivas\n at #Computex2026\n8\n122\n3.2K","capturedAt":"2026-06-02T12:43:16.458Z"}
{"id":"2061688645690524095","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T05:57:32.000Z","createdAtBeijing":"2026-06-02T13:57:32+08:00","url":"https://x.com/xiaomustock/status/2061688645690524095","text":"川沐｜Trumoo\n@xiaomustock\n·\n6h\n$NOK\n 诺基亚也珍惜吧，没几刀就买不到20以下的了。\n芯片外的光通信业务，英伟达只会跟 \n$NOK\n 合作，不信拭目以待，目前的几个传统通信运营商，在英伟达的技术路线里的只有    \n$NOK\n ，国内这些不可能合作，国外就剩下 #爱立信 和 #诺基亚 ，只有诺基亚是基于GPU做基站，而爱立信则选\nShow more\nQuote\n川沐｜Trumoo\n@xiaomustock\n·\n18h\n$MRVL 专为AI而设计的102.4Tbps 的交换机芯片T100将在本季度交付，最低功耗最低延迟。\n如果本季度指的是财报季度，那么会极大提高下个财报季度预期。\n未来等着 $MRVL 的利好太多了。它还有谷歌的利好。\n能买到300刀以下的 $MRVL 的日子不多了。  x.com/xiaomustock/st…\n45\n45\n383\n118K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061689155479040086","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T05:59:33.000Z","createdAtBeijing":"2026-06-02T13:59:33+08:00","url":"https://x.com/IanCutress/status/2061689155479040086","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nThe most advanced x86 cores. Committed to building the best CPU cores in the world. Ensure the world's most important workloads run on 8086. No wait, x86.\n2\n2\n11\n868","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061689361335464129","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:00:22.000Z","createdAtBeijing":"2026-06-02T14:00:22+08:00","url":"https://x.com/IanCutress/status/2061689361335464129","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nKevork to the stage.\n1\n1\n3\n795","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061689895878574259","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:02:30.000Z","createdAtBeijing":"2026-06-02T14:02:30+08:00","url":"https://x.com/IanCutress/status/2061689895878574259","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nXeon 6+ will enable datacenter leadership with performance and density.\n1\n3\n750","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061690098245419456","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:03:18.000Z","createdAtBeijing":"2026-06-02T14:03:18+08:00","url":"https://x.com/IanCutress/status/2061690098245419456","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\n6 and 6+\nP and E\nAll x86\nAll Xeon\nNo Compromise\n1\n5\n745","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061691456281063609","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T06:08:42.000Z","createdAtBeijing":"2026-06-02T14:08:42+08:00","url":"https://x.com/firstadopter/status/2061691456281063609","text":"tae kim\n@firstadopter\n·\n6h\nAgentic workloads are CPU heavy\n3\n1.6K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061692737666031894","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T06:13:47.000Z","createdAtBeijing":"2026-06-02T14:13:47+08:00","url":"https://x.com/firstadopter/status/2061692737666031894","text":"tae kim\n@firstadopter\n·\n6h\nVery very interesting. Foxconn going to partner with Intel to make rackscale CPU racks (Intel Xeon)\nQuote\ntae kim\n@firstadopter\n·\n6h\n\"At our heart Intel is an engineering company .. the opportunity ahead is enormous\" - Lip-Bu Tan $INTC\n22\n114\n13K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061693305142882403","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T06:16:03.000Z","createdAtBeijing":"2026-06-02T14:16:03+08:00","url":"https://x.com/firstadopter/status/2061693305142882403","text":"tae kim\n@firstadopter\n·\n6h\n\"We see token usage exploding (1000X)\" - LBT\nQuote\ntae kim\n@firstadopter\n·\n6h\n\"At our heart Intel is an engineering company .. the opportunity ahead is enormous\" - Lip-Bu Tan $INTC\n2\n4\n35\n4.9K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061693421387956466","source":"x_profile_dom","authorName":"Anshel Sag","handle":"anshelsag","profileHandle":"anshelsag","createdAt":"2026-06-02T06:16:30.000Z","createdAtBeijing":"2026-06-02T14:16:30+08:00","url":"https://x.com/anshelsag/status/2061693421387956466","text":"Anshel Sag\n@anshelsag\n·\n6h\nAnother one.\nQuote\nAnshel Sag\n@anshelsag\n·\n8h\nGotta catch em all? #Computex\n243","capturedAt":"2026-06-02T12:48:13.945Z"}
{"id":"2061693904571793684","source":"x_profile_dom","authorName":"Anshel Sag","handle":"anshelsag","profileHandle":"anshelsag","createdAt":"2026-06-02T06:18:25.000Z","createdAtBeijing":"2026-06-02T14:18:25+08:00","url":"https://x.com/anshelsag/status/2061693904571793684","text":"Anshel Sag\n@anshelsag\n·\n6h\n.\n@SambaNovaAI\n is now on stage at the \n@Intel\n keynote detailing the partnership the two companies have together on AI infrastructure including the SambaRack.\n1\n214","capturedAt":"2026-06-02T12:48:13.945Z"}
{"id":"2061694271393038445","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T06:19:53.000Z","createdAtBeijing":"2026-06-02T14:19:53+08:00","url":"https://x.com/xiaomustock/status/2061694271393038445","text":"川沐｜Trumoo\n@xiaomustock\n·\n6h\n我不玩小股票，追求大道至简，\nShow more\nQuote\nDYWANYBZ\n@DYWANYBZ\n·\n6h\nReplying to @xiaomustock\n川总，我把这里面的每个都截图给ai分析，除了nok mrvl，还给出了aaoi应用光电， 还有poet光学中介层，这两个市值很小，一个150一个20，都有点太妖，不知道有没有机会\n35\n26\n289\n74K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061694803205836829","source":"x_profile_dom","authorName":"Gaetano","handle":"crux_capital_","profileHandle":"crux_capital_","createdAt":"2026-06-02T06:22:00.000Z","createdAtBeijing":"2026-06-02T14:22:00+08:00","url":"https://x.com/crux_capital_/status/2061694803205836829","text":"Gaetano\n@crux_capital_\n·\n6h\nIf this can push \n$LITE\n to break out tomorrow\n\nI'd assume the whole sector catches a bid\n\nHopefully the market can appreciate what is being said here for all Infra stocks\nQuote\nGaetano\n@crux_capital_\n·\n11h\nThis is a really big deal\n\nWho do you see as the primary beneficiaries? x.com/amitisinvestin…\n4\n1\n50\n19K","capturedAt":"2026-06-02T12:41:39.427Z"}
{"id":"2061695597103710559","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:25:09.000Z","createdAtBeijing":"2026-06-02T14:25:09+08:00","url":"https://x.com/IanCutress/status/2061695597103710559","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nThe IPU\n1\n7\n733","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061696029158764654","source":"x_profile_dom","authorName":"Anshel Sag","handle":"anshelsag","profileHandle":"anshelsag","createdAt":"2026-06-02T06:26:52.000Z","createdAtBeijing":"2026-06-02T14:26:52+08:00","url":"https://x.com/anshelsag/status/2061696029158764654","text":"Anshel Sag\n@anshelsag\n·\n6h\n.\n@Intel\n talks about silicon flexibility and demonstrating its success in building custom silicon for customers like \n@Google\n and \n@ericsson\n #Computex2026\n10\n677","capturedAt":"2026-06-02T12:48:13.945Z"}
{"id":"2061696053448204447","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:26:58.000Z","createdAtBeijing":"2026-06-02T14:26:58+08:00","url":"https://x.com/IanCutress/status/2061696053448204447","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\n'Intel is now officially in this market'\n\nWith custom silicon? Or as an asic partner? Weren't they already in both?\n3\n9\n948","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061698274546102550","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:35:47.000Z","createdAtBeijing":"2026-06-02T14:35:47+08:00","url":"https://x.com/IanCutress/status/2061698274546102550","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nIntel has been the foundation of modern day computing. But we don't rest on our laurels. We are building a new Intel.\n1\n1\n8\n1.4K","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061698465240088806","source":"x_profile_dom","authorName":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠","handle":"IanCutress","profileHandle":"IanCutress","createdAt":"2026-06-02T06:36:33.000Z","createdAtBeijing":"2026-06-02T14:36:33+08:00","url":"https://x.com/IanCutress/status/2061698465240088806","text":"𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠\n@IanCutress\n·\n6h\nExecuting at every level is a core part of Intel\n8\n1.3K","capturedAt":"2026-06-02T12:47:03.455Z"}
{"id":"2061702300700176811","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T06:51:47.000Z","createdAtBeijing":"2026-06-02T14:51:47+08:00","url":"https://x.com/firstadopter/status/2061702300700176811","text":"tae kim\n@firstadopter\n·\n5h\n\"Tremendous progress in 14A\" - LBT\n2\n5\n86\n12K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061702382761975893","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T06:52:07.000Z","createdAtBeijing":"2026-06-02T14:52:07+08:00","url":"https://x.com/PhotonCap/status/2061702382761975893","text":"Photon Capital\n@PhotonCap\n·\n5h\n\"Sivers & GlobalFoundries Advance AI Data Center Optical Solutions\"\n\nAs I wrote.... in my prev article,\n\nSivers' laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine solutions, targeting CPO and LPO architectures in a projected $25B\nShow more\n12\n28\n156\n27K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061702489574175098","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T06:52:32.000Z","createdAtBeijing":"2026-06-02T14:52:32+08:00","url":"https://x.com/PhotonCap/status/2061702489574175098","text":"Photon Capital\n@PhotonCap\n·\n5h\nAI data center optical links target $25B market by 2030\nFrom stocktitan.net\n1\n7\n2.6K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061703033042718952","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T06:54:42.000Z","createdAtBeijing":"2026-06-02T14:54:42+08:00","url":"https://x.com/jukan05/status/2061703033042718952","text":"Jukan @COMPUTEX\n@jukan05\n·\n5h\nSK Group Chairman Chey Tae-won: SK hynix will double its memory production capacity within the next five years.\n32\n76\n680\n79K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061704407188910387","source":"x_profile_dom","authorName":"Damnang2","handle":"damnang2","profileHandle":"Damnang2","createdAt":"2026-06-02T07:00:09.000Z","createdAtBeijing":"2026-06-02T15:00:09+08:00","url":"https://x.com/damnang2/status/2061704407188910387","text":"Damnang2\n@damnang2\n·\n5h\nOne of the most rewarding moments of running a Substack.\n1\n16\n2.1K","capturedAt":"2026-06-02T12:44:17.142Z"}
{"id":"2061704502076747781","source":"x_profile_dom","authorName":"Serenity","handle":"aleabitoreddit","profileHandle":"aleabitoreddit","createdAt":"2026-06-02T07:00:32.000Z","createdAtBeijing":"2026-06-02T15:00:32+08:00","url":"https://x.com/aleabitoreddit/status/2061704502076747781","text":"Serenity\n@aleabitoreddit\n·\n5h\nThe most consequential event of an entire company’s history.\n\nGot released today with a photonics player.\n\nMaking them the functional standard laser for CPO, Pluggables, and SiPH.\n\nFor companies like \n$NVDA\n, \n$AVGO\n, \n$AMD\n, to \n$MRVL\n using the foundry.\n\nDoes anyone know the name?\n239\n88\n1.7K\n596K","capturedAt":"2026-06-02T12:37:33.538Z"}
{"id":"2061704894101201027","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T07:02:06.000Z","createdAtBeijing":"2026-06-02T15:02:06+08:00","url":"https://x.com/firstadopter/status/2061704894101201027","text":"tae kim\n@firstadopter\n·\n5h\n\"multiple customers\" considering Intel for foundry. Won't name them but if Intel raises capex it means they won customers - LBT\n1\n2\n34\n7K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061706018971906198","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T07:06:34.000Z","createdAtBeijing":"2026-06-02T15:06:34+08:00","url":"https://x.com/jukan05/status/2061706018971906198","text":"Jukan @COMPUTEX\n@jukan05\n·\n5h\nMediaTek at Goldman Sachs Taiwan Day:\n\n“The next-generation program is adopting only EMIB-T, with tape-out targeted for 4Q26 and mass production by 4Q27.”\n\nThis is significantly different from what Taiwanese media had reported — that the next-generation program would use both\nShow more\nIntel Corp\nINTC\n$109.33\n-4.67%\n15\n45\n261\n64K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061707079132541173","source":"x_profile_dom","authorName":"Damnang2","handle":"damnang2","profileHandle":"Damnang2","createdAt":"2026-06-02T07:10:46.000Z","createdAtBeijing":"2026-06-02T15:10:46+08:00","url":"https://x.com/damnang2/status/2061707079132541173","text":"Damnang2\n@damnang2\n·\n5h\nThat is a very good perspective. I strongly agree with it.\nQuote\nMidnight Capital\n@Midnight_Captl\n·\n16h\n$META is probably getting to that “load the boat” territory\n\nInstagram as addictive as ever. I absolutely trust Zuckerberg to navigate the ship here. Maybe Meta Cloud will be the play for them… if they put out a cloud business the stock is up 20% that day\n23\n5K","capturedAt":"2026-06-02T12:44:17.142Z"}
{"id":"2061707842076217617","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T07:13:48.000Z","createdAtBeijing":"2026-06-02T15:13:48+08:00","url":"https://x.com/firstadopter/status/2061707842076217617","text":"tae kim\n@firstadopter\n·\n5h\n\"agentic AI .. CPU becomes more highly demanded. We get really excited. We are constrained by supply. Last four weeks, CEOs are calling me for more CPU.\" - LBT \n$INTC\nIntel Corp\nINTC\n$109.33\n-4.67%\n2\n28\n3.9K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061715974319907006","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T07:46:07.000Z","createdAtBeijing":"2026-06-02T15:46:07+08:00","url":"https://x.com/firstadopter/status/2061715974319907006","text":"tae kim\n@firstadopter\n·\n4h\nDoubling in five years is definitely no where near enough. Yikes! They need to do WAY WAY more.\nQuote\nBloomberg\n@business\n·\n5h\nSK Hynix plans to double its memory chip wafer capacity over the coming five years \nhttps://\nbloomberg.com/news/articles/\n2026-06-02/sk-hynix-to-double-wafer-capacity-to-ease-memory-chip-crunch?taid=6a1e867aabb4210001d08cea&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter\n…\n8\n6\n93\n30K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061718299139100931","source":"x_profile_dom","authorName":"Serenity","handle":"aleabitoreddit","profileHandle":"aleabitoreddit","createdAt":"2026-06-02T07:55:22.000Z","createdAtBeijing":"2026-06-02T15:55:22+08:00","url":"https://x.com/aleabitoreddit/status/2061718299139100931","text":"Serenity\n@aleabitoreddit\n·\n4h\nDID YOU LISTEN ANON?\n\nReuters: New Sivers x GFS strategic collaboration.\n\n$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.\n\nFor pluggable optical transcivers, CPO, and SiPH.\n\nThis is fundamentally\nShow more\nQuote\nSerenity\n@aleabitoreddit\n·\n5h\nThe most consequential event of an entire company’s history.\n\nGot released today with a photonics player.\n\nMaking them the functional standard laser for CPO, Pluggables, and SiPH.\n\nFor companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry.\n\nDoes anyone know the name?\n389\n275\n2.6K\n398K","capturedAt":"2026-06-02T12:37:33.538Z"}
{"id":"2061720913104801877","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T08:05:45.000Z","createdAtBeijing":"2026-06-02T16:05:45+08:00","url":"https://x.com/PhotonCap/status/2061720913104801877","text":"Photon Capital\n@PhotonCap\n·\n4h\ngreat starting.\n\nHope to see recovering on $SIVEF as well!\n\nTo the Moon\nQuote\nPhoton Capital\n@PhotonCap\n·\n5h\n\"Sivers & GlobalFoundries Advance AI Data Center Optical Solutions\"\n\nAs I wrote.... in my prev article,\n\nSivers' laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine solutions, targeting CPO and LPO architectures in a projected $25B\n2\n4\n74\n25K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061721983226982770","source":"x_profile_dom","authorName":"XinGPT","handle":"xingpt","profileHandle":"xingpt","createdAt":"2026-06-02T08:10:00.000Z","createdAtBeijing":"2026-06-02T16:10:00+08:00","url":"https://x.com/xingpt/status/2061721983226982770","text":"XinGPT\n@xingpt\n·\n4h\n楼下酸奶的希腊酸奶质量从惊艳到普通，现在下降到了难吃的级别，成熟品牌在打响知名度后降质似乎是全天下商家的必然选择，比如太二的酸菜鱼，银流咖啡的黑松露蛋黄贝果，Anthropic的 Opus\n9\n2\n18\n2.7K","capturedAt":"2026-06-02T12:54:25.867Z"}
{"id":"2061724128478966225","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T08:18:31.000Z","createdAtBeijing":"2026-06-02T16:18:31+08:00","url":"https://x.com/xiaomustock/status/2061724128478966225","text":"川沐｜Trumoo\n@xiaomustock\n·\n4h\n我的持仓很稳定，今天还是这几个，没有变化。捏的越久涨的越猛，\n好股票不需要天天瞎折腾。\n#富国全球科技互联网 这个限额了，从500到一天50万，今天继续加了点。\nQuote\n川沐｜Trumoo\n@xiaomustock\n·\n19h\n仓位最近调整成了这样\n美区： $DRAM   $MRVL $NOK  $IBM \n（主仓位dram 60%，1/20仓ibm，其他没变）\n港区：#2x做多海力士 \na区：#港美互联网 （  #中韩半导体 已经清仓换了港美）\n支付宝基金：#富国全球科技 #建信新兴市场\n全方位无死角的存储持仓，光通信，附加一点 $IBM 作为未来量子仓。 x.com/xiaomustock/st…\n20\n3\n134\n63K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061727290489217409","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T08:31:05.000Z","createdAtBeijing":"2026-06-02T16:31:05+08:00","url":"https://x.com/xiaomustock/status/2061727290489217409","text":"川沐｜Trumoo\n@xiaomustock\n·\n4h\n能买到300刀以下 \n$MRVL\n 的日子真没几天了这他娘的老黄威力太大，已经271美金。\nQuote\n川沐｜Trumoo\n@xiaomustock\n·\n18h\n$MRVL 专为AI而设计的102.4Tbps 的交换机芯片T100将在本季度交付，最低功耗最低延迟。\n如果本季度指的是财报季度，那么会极大提高下个财报季度预期。\n未来等着 $MRVL 的利好太多了。它还有谷歌的利好。\n能买到300刀以下的 $MRVL 的日子不多了。  x.com/xiaomustock/st…\n20\n3\n146\n54K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061727813317824599","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T08:33:10.000Z","createdAtBeijing":"2026-06-02T16:33:10+08:00","url":"https://x.com/firstadopter/status/2061727813317824599","text":"tae kim\n@firstadopter\n·\n4h\nI’m frankly a bit ticked off about this.\nQuote\ntae kim\n@firstadopter\n·\n4h\nDoubling in five years is definitely no where near enough. Yikes! They need to do WAY WAY more. x.com/business/statu…\n4\n1\n22\n14K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061727870326833590","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T08:33:23.000Z","createdAtBeijing":"2026-06-02T16:33:23+08:00","url":"https://x.com/PhotonCap/status/2061727870326833590","text":"Photon Capital\n@PhotonCap\n·\n4h\nUnited SFO-ICN 비행 경로에, Starlink wifi 는 없고, 광고만 있네요\n\n\n@Starlink\n \n\n@united\n4\n3K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061728423656210652","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T08:35:35.000Z","createdAtBeijing":"2026-06-02T16:35:35+08:00","url":"https://x.com/jukan05/status/2061728423656210652","text":"Jukan @COMPUTEX\n@jukan05\n·\n4h\n Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through\n\n• Marvell CEO Matt Murphy emphasized at Computex 2026 that the next bottleneck in AI infrastructure is not compute or memory but connectivity.\n\n• The shift from copper to\nShow more\nMarvell Technology Inc\nMRVL\n$219.43\n+7.04%\n23\n126\n780\n116K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061728427783381053","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T08:35:36.000Z","createdAtBeijing":"2026-06-02T16:35:36+08:00","url":"https://x.com/jukan05/status/2061728427783381053","text":"Jukan @COMPUTEX\n@jukan05\n·\n4h\ndigitimes.com\nMarvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way...\nOn the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure is not...\n3\n36\n13K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061729660116041942","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T08:40:30.000Z","createdAtBeijing":"2026-06-02T16:40:30+08:00","url":"https://x.com/jukan05/status/2061729660116041942","text":"Jukan @COMPUTEX\n@jukan05\n·\n3h\nJust in: Kioxia is seeking to sign long-term NAND supply agreements with hyperscale data centers covering 2029 and beyond.\n10\n97\n565\n183K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061731274461732901","source":"x_profile_dom","authorName":"XinGPT","handle":"xingpt","profileHandle":"xingpt","createdAt":"2026-06-02T08:46:55.000Z","createdAtBeijing":"2026-06-02T16:46:55+08:00","url":"https://x.com/xingpt/status/2061731274461732901","text":"XinGPT\n@xingpt\n·\n4h\n黄仁勋的站台Marvell盘前涨了 20% +，所以Marvell今天ComputeX上究竟做了什么让老黄如此激动：\n\nMarvell 在本次大会上亮出了专为 AI 云数据中心彻头彻尾重新设计的 Teralynx T100 交换芯片。 \n在高端数据中心单机架功耗逼近 120kW 的今天，网络和交换组件的能耗占比高达 15% 到 25%，其功耗被控制在\nShow more\n5\n6\n19\n5.1K","capturedAt":"2026-06-02T12:54:25.867Z"}
{"id":"2061732577166127146","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T08:52:06.000Z","createdAtBeijing":"2026-06-02T16:52:06+08:00","url":"https://x.com/firstadopter/status/2061732577166127146","text":"tae kim\n@firstadopter\n·\n3h\nWat\n4\n59\n4.6K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061736036259270794","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T09:05:50.000Z","createdAtBeijing":"2026-06-02T17:05:50+08:00","url":"https://x.com/PhotonCap/status/2061736036259270794","text":"Photon Capital\n@PhotonCap\n·\n3h\nCheers\n\nto the $SIVE holders \nQuote\nPhoton Capital\n@PhotonCap\n·\n4h\ngreat starting.\n\nHope to see recovering on $SIVEF as well!\n\nTo the Moon  x.com/PhotonCap/stat…\n19\n9\n287\n34K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061736725957779918","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T09:08:35.000Z","createdAtBeijing":"2026-06-02T17:08:35+08:00","url":"https://x.com/firstadopter/status/2061736725957779918","text":"tae kim\n@firstadopter\n·\n3h\nWat\n2\n14\n3.5K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061736897391518178","source":"x_profile_dom","authorName":"川沐｜Trumoo","handle":"xiaomustock","profileHandle":"xiaomustock","createdAt":"2026-06-02T09:09:16.000Z","createdAtBeijing":"2026-06-02T17:09:16+08:00","url":"https://x.com/xiaomustock/status/2061736897391518178","text":"川沐｜Trumoo\n@xiaomustock\n·\n3h\n很多人好奇为啥都能买美股为啥还在大a之前买 #中韩半导体 ，\n现在又在大a买 #港美互联网 \n有几个好处，\n1.在大a买etf或者lof\n我不仅可以吃到美股韩股涨幅，\n我还能吃到在大a几十个点的溢价。\n一鱼俩吃。\n2.大a买境外qdii 的etf和lof 零税费，全球难找。\n3.资金分区管理，防范单一集中风险。\n22\n13\n306\n49K","capturedAt":"2026-06-02T12:53:00.872Z"}
{"id":"2061738050175279459","source":"x_profile_dom","authorName":"Damnang2","handle":"damnang2","profileHandle":"Damnang2","createdAt":"2026-06-02T09:13:51.000Z","createdAtBeijing":"2026-06-02T17:13:51+08:00","url":"https://x.com/damnang2/status/2061738050175279459","text":"Damnang2\n@damnang2\n·\n3h\n$IBM\n for you\nQuote\nDamnang2\n@damnang2\n·\n14h\n Article\nWhy Is IBM Rising Again: Question of an AI-Era Re-Rating\nIn late May, a video of Trump saying IBM stock would go much higher made the rounds. A lot of people took it as a buy recommendation. But it was not something he said recently. The remark came from a...\n3\n16\n3.5K","capturedAt":"2026-06-02T12:44:17.142Z"}
{"id":"2061738084945854765","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T09:13:59.000Z","createdAtBeijing":"2026-06-02T17:13:59+08:00","url":"https://x.com/firstadopter/status/2061738084945854765","text":"tae kim\n@firstadopter\n·\n3h\nScore!\n1\n2\n2.6K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061738289741091107","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T09:14:48.000Z","createdAtBeijing":"2026-06-02T17:14:48+08:00","url":"https://x.com/firstadopter/status/2061738289741091107","text":"tae kim\n@firstadopter\n·\n3h\nMI350!\n4\n6\n2.1K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061738320808567230","source":"x_profile_dom","authorName":"Jukan @COMPUTEX","handle":"jukan05","profileHandle":"jukan05","createdAt":"2026-06-02T09:14:55.000Z","createdAtBeijing":"2026-06-02T17:14:55+08:00","url":"https://x.com/jukan05/status/2061738320808567230","text":"Jukan @COMPUTEX\n@jukan05\n·\n3h\nKioxia seems to believe that although the supply-demand curve will gradually recover, NAND will still remain in shortage even in Q4 2027.\n8\n19\n246\n21K","capturedAt":"2026-06-02T12:36:40.515Z"}
{"id":"2061748001677406365","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T09:53:23.000Z","createdAtBeijing":"2026-06-02T17:53:23+08:00","url":"https://x.com/PhotonCap/status/2061748001677406365","text":"Photon Capital\n@PhotonCap\n·\n2h\n$SIVE +63.43%\n\nCPO, Photonics는 크게 보면\n\n1. 발광(레이저)\n2. 수광(디텍터)\n3. 변조(모듈레이터)\n의 능동소자와\n\n4. 도파로(웨이브가이드, 기타 광 component 들)\n의 패시브 소자가 있는데,\n\n10년 간의 Photonics 경험을 돌이켜 보면, \n물론 다 힘들지만,\n\n무엇보다, 1. 발광(레이저) 가 만들기\nShow more\nQuote\nPhoton Capital\n@PhotonCap\n·\n3h\nCheers\n\nto the $SIVE holders   x.com/PhotonCap/stat…\n4\n9\n89\n11K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061748415411933439","source":"x_profile_dom","authorName":"Photon Capital","handle":"PhotonCap","profileHandle":"PhotonCap","createdAt":"2026-06-02T09:55:02.000Z","createdAtBeijing":"2026-06-02T17:55:02+08:00","url":"https://x.com/PhotonCap/status/2061748415411933439","text":"Photon Capital\n@PhotonCap\n·\n2h\n축하드립니다\nQuote\n수문남(상태 : 혐권 혐오)\n@BeardedxScholar\n·\n2h\n100sek소음 ㅅㅅ\n1\n1\n27\n4.9K","capturedAt":"2026-06-02T12:40:07.081Z"}
{"id":"2061753372198293932","source":"x_profile_dom","authorName":"Paradis Labs","handle":"ParadisLabs","profileHandle":"ParadisLabs","createdAt":"2026-06-02T10:14:44.000Z","createdAtBeijing":"2026-06-02T18:14:44+08:00","url":"https://x.com/ParadisLabs/status/2061753372198293932","text":"Paradis Labs\n@ParadisLabs\n·\n2h\nYeah, transformational news for $SIVE:\n\n\n$GFS\n add Sivers' InP lasers to menu of qualified light sources in its SiPh reference designs, incl. their new CPO platform.\n\nMapping to \n$GFS\n value chain like:\n\n$AVGO\n, \n$MRVL\n, \n$NVDA\n.\n\nWhich widens out $SIVE's funnel massively & gives them a\nShow more\n32\n27\n363\n22K","capturedAt":"2026-06-02T12:39:19.673Z"}
{"id":"2061754446648926600","source":"x_profile_dom","authorName":"Gaetano","handle":"crux_capital_","profileHandle":"crux_capital_","createdAt":"2026-06-02T10:19:00.000Z","createdAtBeijing":"2026-06-02T18:19:00+08:00","url":"https://x.com/crux_capital_/status/2061754446648926600","text":"Gaetano\n@crux_capital_\n·\n2h\nIt has been posted!\n\nMy Physical AI portfolio I am building from scratch.\n\nWith weightings, entry levels, theses, financial modeling etc.\n\nI wish that when I was building my optics port at the end of last Summer, I could have built it real time with my audience.\n\nThis is another\nShow more\nQuote\nGaetano\n@crux_capital_\n·\nMay 30\nExciting update!\n\nI am really pumped about this...\n\nI am building out my Physical AI portfolio from scratch.\n\nI am going to be showing this live, with all the specific companies, weightings, theses, price targets, entry levels etc.\n\nI wish I could have done this with the Optics x.com/crux_capital_/…\n2\n31\n11K","capturedAt":"2026-06-02T12:41:39.427Z"}
{"id":"2061757492493774951","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T10:31:06.000Z","createdAtBeijing":"2026-06-02T18:31:06+08:00","url":"https://x.com/firstadopter/status/2061757492493774951","text":"tae kim\n@firstadopter\n·\n2h\nMax \n@chernandburn\n confirmed to me this is definitely real. My goodness. Korea needs to step up and make more chips or we are going to have issues\nQuote\ntae kim\n@firstadopter\n·\n4h\nI’m frankly a bit ticked off about this. x.com/firstadopter/s…\n1\n4\n3.9K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061757791866327476","source":"x_profile_dom","authorName":"tae kim","handle":"firstadopter","profileHandle":"firstadopter","createdAt":"2026-06-02T10:32:17.000Z","createdAtBeijing":"2026-06-02T18:32:17+08:00","url":"https://x.com/firstadopter/status/2061757791866327476","text":"tae kim\n@firstadopter\n·\n2h\nThe best \n$AMD\n chips?\nAdvanced Micro Devices Inc\nAMD\n$510.13\n-1.16%\n19\n2.3K","capturedAt":"2026-06-02T12:35:10.859Z"}
{"id":"2061764427612110861","source":"x_profile_dom","authorName":"XinGPT","handle":"xingpt","profileHandle":"xingpt","createdAt":"2026-06-02T10:58:39.000Z","createdAtBeijing":"2026-06-02T18:58:39+08:00","url":"https://x.com/xingpt/status/2061764427612110861","text":"XinGPT\n@xingpt\n·\n1h\n英伟达今天宣布推出光电一体化的网络交换机：NVIDIA Spectrum-X™ 和 NVIDIA Quantum-X。\n\n从光模块路线看，NVIDIA 的硅光 / CPO 交换机代表的是一条很清晰的升级路径：\n\n传统可插拔光模块 → LPO 线性可插拔光模块→ 硅光模块 → CPO 光电共封装。\nShow more\n8\n3\n8\n2.3K","capturedAt":"2026-06-02T12:54:25.867Z"}
{"id":"2061772901586743502","source":"x_profile_dom","authorName":"XinGPT","handle":"xingpt","profileHandle":"xingpt","createdAt":"2026-06-02T11:32:20.000Z","createdAtBeijing":"2026-06-02T19:32:20+08:00","url":"https://x.com/xingpt/status/2061772901586743502","text":"XinGPT\n@xingpt\n·\n1h\n长期招研究员，覆盖美股和AI前沿的研究并且撰写相关报告，善于运用AI工具，最好人在江浙沪能够接受线下办公。\n待遇从优，提供各种AI token订阅额度和前沿投行/半导体媒体付费报告。\n5\n11\n994","capturedAt":"2026-06-02T12:54:25.867Z"}
{"id":"2061783095997551034","source":"x_profile_dom","authorName":"Johan","handle":"semicap","profileHandle":"semicap","createdAt":"2026-06-02T12:12:50.000Z","createdAtBeijing":"2026-06-02T20:12:50+08:00","url":"https://x.com/semicap/status/2061783095997551034","text":"Johan\n@semicap\n·\n29m\n$ASML\n has joined the meeting\nQuote\nFirst Squawk\n@FirstSquawk\n·\n5h\nSK HYNIX TO DOUBLE MEMORY CHIP WAFER CAPACITY OVER FIVE YEARS\n2\n547","capturedAt":"2026-06-02T12:42:35.391Z"}