· 业绩复盘

复盘ARM从134涨到354,并关注NVDA发布ARM处理器。

涉及标的:

中文翻译

难以相信 $ARM 在我建仓后直接从134美元涨到354美元。 这些名字很酷的 AI CPU 带来约150亿美元年收入,当时看起来有点疯狂。 在 Computex 上,$NVDA 看起来也将发布新的 ARM 架构处理器。 Counterpoint 显示它们……

英文原文

Can’t believe $ARM went straight from $134 to $354 when I took positions. The ~$15B annual revenue coming from these cool name AI CPUs seemed a bit insane at the time. At Computex, looks like $NVDA is unveiling new ARM based processors too. Counterpoint them shows them https://t.co/47B0u9OWkq

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