$BBW
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澄清关于BBW部件用于国防建设的虚假报道。
@ryn_xue 仅作免责声明：关于 $BBW 的泰迪熊部件被用于国防部 HIMAR 建设的报道并不属实（乍一看我以为是真的，结果是个笑话）。
英文原文
@ryn_xue Just a disclaimer: the report about $BBW's Teddy Bear parts being used for DoD HIMAR buildout is not true (I thought it was at first glance, but turned out to be funny).
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调侃AI受益者可能出人意料，如BBW语音技术传闻。
@ryn_xue 去年有未经证实的报道指出，$BBW 旗下泰迪熊公司的高级语音盒技术被用于乌克兰的海马斯(HIMARS)系统。就像日本 TOTO 马桶因高带宽内存(HBM)而受益一样，有时最大的 AI 受益者往往是你意想不到的。 https://t.co/iZT1gNl7lu
英文原文
@ryn_xue There were unverified reports in last year that $BBW's Teddy Bear's advanced voice box technology was used for Ukraine HIMAR systems. Like the Japanese Toto toilets benefiting from HBM, sometimes the largest AI beneficiaries are the ones you never expect. https://t.co/iZT1gNl7lu
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作者认为$BBW五年回报超英伟达，讽刺热门赛道拥挤。
人们做多 $MU / $SNDK 押注“存储超级周期(Memory Supercycle)”。 或者因为需求做多“铜(Copper)”。 但显而易见的交易就在你面前吗？ $BBW - Build a Bear（泰迪熊工厂）。 5年回报率： 泰迪熊：1301.55% 英伟达(Nvidia)：+1,258.68% 当你在 GPU/存储/铜供应链中为残羹冷炙争斗时，你本可以像我一样买一只泰迪熊。
英文原文
People are long $MU / $SNDK for "The Memory Supercycle". Or "Copper" because of demand. But is obvious trade in front of you? $BBW - Build a Bear. 5y Return: Teddy Bear: 1301.55% Nvidia: +1,258.68% While you're fighting for crumbs in the GPU/Memory/Copper supply chains, you could have just bought a Teddy Bear like I did.