0xNPC(100xLog)
0xNPC(100xLog)
Don't catch a falling knife
1.9KFollowing
1.7Kfollowers
Feed
Livestream
Feed
SanDisk opened down a lot again tonight, hahahahahahahahahahahahahahahaha
-0.299
-103.73%Snapshot at Nov 13, 2026, 23:12
#英伟达冲击千亿美元季度营收纪录
NVIDIA's quarterly revenue officially surpassed the $100 billion mark, setting a new historical record in the global semiconductor industry:
Core data: Fiscal year 2027 Q2 revenue reached $96.221 billion (data center business accounted for over 92%), with Q3 official guidance further raised to $108 billion.
Core drivers: Continuous high-intensity procurement of AI computing infrastructure by tech giants such as Microsoft, Google, and Meta, along with mass production and delivery of the new generation architecture platform.
Market significance: Quarterly revenue reaching the $100 billion scale places NVIDIA among the world's top revenue giants, directly dispelling market concerns about a slowdown in AI capital expenditure.
-0.129
-73.21%Snapshot at Nov 12, 2026, 22:57
What happened to Huang?
On November 12 local time, NVIDIA announced that Jensen Huang stepped down as CEO. Following this news, the company's U.S. stock experienced severe volatility in early trading, opening with a nearly 14% drop.
The company's CFO, Colette Kress, was appointed as interim CEO. The board has initiated the formal CEO selection process, considering both internal and external candidates.
-0.137
-77.78%Snapshot at Nov 12, 2026, 22:55
#英伟达冲击千亿美元季度营收纪录
NVIDIA's sprint to "single-quarter revenue surpassing $100 billion" is a milestone event in the history of global semiconductors and technology. With the strong demand growth for generative AI infrastructure, NVIDIA's quarterly financial scale is crossing the $100 billion threshold at an unprecedented speed.
Historical trajectory of breaking the $100 billion mark
Q1 (Fiscal Year 2027 Q1): Single-quarter revenue reached $81.615 billion, a year-over-year increase of 85%, breaking the historical record at that time.
Q2 (Fiscal Year 2027 Q2): Revenue soared to $96.221 billion, a year-over-year growth of 106%. Among this, the data center business contributed $89 billion in a single quarter (accounting for as much as 92.5%), pushing the overall revenue extremely close to the $100 billion mark.
Q3 guidance (Fiscal Year 2027 Q3): Management's official single-quarter revenue guidance is $108 billion (with a 2% margin of error), marking NVIDIA's historic first crossing of the $100 billion single-quarter revenue threshold.
-0.0039
-2.23%Snapshot at Nov 11, 2026, 22:00
SanDisk SSD 1TB M.2 interface NVME protocol read speed 3500MBs write speed 3000MBs five-year warranty nationwide warranty official flagship store genuine product guarantee fake one compensate ten lightning delivery fast arrival after-sales service shop with confidence worry-free after-sales 7 days no reason return 180 days quality problem replacement five-year quality problem warranty service official flagship store genuine guarantee worry-free after-sales 7 days no reason return
-0.069
-24.01%Snapshot at Nov 11, 2026, 21:58
#RocketLab财报前瞻：Neutron火箭进展如何？
Although the Neutron's maiden flight window has been postponed to 2027, causing some short-term market pain, in the long run, Rocket Lab has a relatively ample cash reserve supported by a stable Electron launch business and over $2 billion in backlog.
At this earnings call, CEO Peter Beck's latest updates on the Archimedes engine production supply chain and the second stage structural testing will be key indicators to assess the speed of Neutron's commercialization cycle.
+0.0808
+53.15%Snapshot at Nov 07, 2026, 23:05
#RocketLab财报前瞻：Neutron火箭进展如何？ Neutron's maiden flight window has been postponed to 2027, causing some short-term market pain, but in the long run, supported by a stable Electron launch business and over $2 billion in backlog, Rocket Lab has a relatively ample cash reserve. At this earnings call, CEO Peter Beck's latest updates on the Archimedes engine production supply chain and second-stage structural testing will be key indicators to assess the speed of Neutron's commercialization cycle.
+0.0806
+53.02%Snapshot at Nov 07, 2026, 22:57
#RocketLab财报前瞻：Neutron火箭进展如何？
As the "number two player" in the commercial space sector, Rocket Lab is about to face the spotlight from the capital market and space enthusiasts at its earnings call. Beyond revenue growth from basic commercial launches (Electron rocket) and satellite component business (Space Systems), the core issue investors are most focused on is undoubtedly the development progress and maiden flight timeline of the medium-sized reusable rocket—Neutron.
+0.0007
+0.46%Snapshot at Nov 05, 2026, 23:31
#AMD财报前瞻：HeliosAI系统商业化进展
This earnings report focuses on three main points
AI revenue and gross profit: The actual impact of Helios and Instinct mass production on data center revenue and profit margins.
Supply chain fulfillment: Whether advanced packaging and HBM memory supply can support efficient delivery of Helios orders.
Long-term order penetration: The ability to capture market share in subsequent hyperscale AI cluster projects.
The commercialization scale-up of Helios is the core pivot for AMD to reshape the AI computing power market landscape. The delivery details and guidance in this earnings report will directly determine the market's revaluation of it.
-0.02
-1.31%Snapshot at Nov 04, 2026, 00:29
#AMD财报前瞻：HeliosAI系统商业化进展
Helios's commercialization progress is not only a successful product ramp-up but also the core fulcrum for AMD to reshape the AI computing power market's "bipolar pattern." The delivery details and order guidance revealed in this earnings report will directly determine the market's re-evaluation of its next phase growth ceiling.
0
-0.38%Snapshot at Nov 04, 2026, 00:18
