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goodman6

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- goodman6goodman6
  ·02-06 23:56
  ‌$亚马逊(AMZN)$ ‌‌亚马逊/谷歌/微软，三家都这样玩，‌‌难道三家掌舵人都是傻的？相信等后知后觉的反应过来，市场已经被三家瓜分得8899
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- goodman6goodman6
  ·02-05 22:36
  ‌$亚马逊(AMZN)$ ‌‌业绩还没公布，比谷歌拉得还腻害‌
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- goodman6goodman6
  ·2025-11-18
  ‌这锅应该是‌cloundflare背，这次不是aws的问题
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- goodman6goodman6
  ·2025-11-14
  伯里这次做空的逻辑不成立，漏洞很多。 gpu更新块，但只要能完成客户的任务，就没必要换。 ai投资，gpu只是一小部分，其他网络设备、基建折旧等并不快。很多大厂都在寻求其他芯片，经济方案。并没有在nvda这颗树上吊死。
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