I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My June advice:
$PLTR (Palantir) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$AVGO (Broadcom) — Don’t buy
$MSFT (Microsoft) — Buy at $362–$368
$MRVL (Marvell Technology) — Buy at $258–$263
$MU (Micron Technologys) — Buy at $1,080–$1,100
$AMD (Advanced Micro Devices) — Buy at $506–$513
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.
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Satya Nadella 谈如何构建一套基础设施,让 2000 万个 Agent 能与Microsoft 员工并肩工作:
Italy regulator probes Microsoft over 'Microsoft 365' price hike
8/ Jayden Teoh 与 Microsoft Research 多位合作者的联合工作:
可以查看他们的博客、论文和代码:
✍️ Blog:
💻 Code:
📜 Paper:
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Claude Fable 5 está muerto y GPT-5.6 retrasando el lanzamiento…
Microsoft ha cambiado el juego
Han liberado bitnet.cpp como código abierto, un marco de inferencia de LLM de 1 bit.
Te permite ejecutar modelos de 100B parámetros en tu CPU local sin GPUs.
- 6.17x inferencia más rápida
- 82.2% menos energía en CPUs
100% Código Abierto.
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$MSFT Michael burry just bought microsoft LEAPS expiring december 2028 with a $700 strike while $MSFT trades at $352.
He said $350 is where he’d buy the stock outright (the same level i have been mentioning as big test), but chose LEAPS instead, calling them “inexpensive” relative to his outlook.
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存储的下游中 NVIDIA、Microsoft、Google、Meta 、Apple 占据相当大的比例
其中NVIDIA 又会进一步导向Microsoft、Meta、Amazon、Google
而哥几个已经连续跌了几周了
存储的业绩爆炸和供需错配对下游的成本产生了严重的挤压
今天Apple宣布涨价则是一个更糟糕的信号,成本压力被进一步传递到了消费端,成本驱动的价格上涨必然削弱需求和总福利,让产业链下游的企业进一步承压
在成本和终端需求的双重约束下,下游企业到达临界值只是时间问题
那么古尔丹,代价是什么?
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BREAKING: Microsoft, $MSFT, announces price hikes for Xbox devices due to memory chip costs just hours after Apple hiked prices on MacBooks and iPads.
Among the price increases:
1. Xbox Series S 1TB increased +$150 to $599
2. Xbox Series X 1TB increased +$150 to $799
3. Xbox Series S 512GB increased +$100 to $499
4. Xbox Series X 1TB Digital increased +$150 to $749
AI-induced price hikes have begun.
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Microsoft's quantum computing technology called into question, again
Claude Fable 5 está muerto y GPT-5.6 retrasando el lanzamiento…
Microsoft ha cambiado el juego 🤯
Han liberado bitnet.cpp como código abierto, un marco de inferencia de LLM de 1 bit.
Te permite ejecutar modelos de 100B parámetros en tu CPU local sin GPUs.
- 6.17x inferencia más rápida
- 82.2% menos energía en CPUs
100% Código Abierto.
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