Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
Apple opened at $360, hitting a historic high, with a market cap surpassing $5.23 trillion. The three major indices barely moved; it’s the only one holding strong. Meanwhile, Nvidia was still down over 60% from its October peak, clearly money is flowing towards Apple.
Apple didn’t release anything new, just raised trade-in prices again, now even accepting Samsung foldable screens. There’s not much growth in earnings; the rise is all valuation. A $5 trillion market cap moving like this feels a bit unreal.
Let’s see if it can close above $360 by the end of the session. If it holds, it’s stable; if not, it’s just a one-day hype.
$HYPE hype rise up, thump thump thump, charge ahead, king of contracts~
NVIDIA will definitely exceed expectations. Although Huang's black swan event is just a minor issue, if a company starts to decline because of one person, then it is not a good company to begin with. Clearly, NVIDIA is not like that. Short-term emotional setbacks will not affect the long-term upward vision. After all, the AI revolution is a trend of the times, and AI infrastructure projects will rise accordingly. I, Orange Brother, am optimistic about it, #輝達衝擊千億美元季度營收紀錄
-107.67
-36.82%Snapshot at 13 Nov 2026, 20:27
Falling all day long, totally ruthless~
My mood is completely crushed 🙃
Nothing feels right,
Can Bitcoin just drop all at once? This daily slow boil is like cooking frogs in warm water. @bot Please wake the market up with some harsh words!
Cruise橘子哥.🍊🦧
In the big trend, once all the good news is out, it's a short without exception; this is the case with domestic copycat coins~
So try to buy quality US stocks, avoid high-leverage contracts. Don't be influenced by emotions, have your own judgment, always maintain respect for the market, and understand your own risk tolerance.
Be a clear-headed trader 🌻
TSMC's board approved a $41 billion capital budget in one go, and Bank of America then raised the 2027 spending forecast to $90 billion. Advanced process nodes take up 56% of that, hitting a multi-year high, with 3nm and 2nm both being urgently expanded.
Despite such aggressive spending, the pre-market stock price actually fell by less than 2%. The computing power chain is being hit hard today, and no one dares to guarantee next year's demand. But foundry prices are set to rise next year, and capacity is still tightly controlled by themselves, so the outlook doesn't look too bad.
