贝bei retweeted
彭博社重磅：RAMmageddon内存芯片全球短缺，根本打击到智能手机→游戏机→全科技链利润。
核心数据一目了然数据直接打脸周期论者：
超大规模数据中心资本支出：2025年3600亿 → 2026年飙至6500亿美元（AI基建狂飙）
HBM需求YoY +70%
HBM占DRAM晶圆总产量：去年19% → 今年23%（高端抢产能，普通DRAM被挤压）
某类DRAM价格：12月→1月暴涨75%（零售商天天调价）
索尼PS6大概率推迟到2028-2029年（内存荒直接卡脖子）
最大赢家显而易见：三星、SK海力士、 $MU （美光）——他们正从AI内存超级周期中狂赚。
但韩股内存巨头仍只4-5倍远期PE（市场还没完全醒悟，估值洼地）。
美光高管直言：这是25年来需求与供给在规模+持续时间上最严重的脱节（unprecedented mismatch）。
敞口标的（从广到窄排序，适合不同风险偏好）：
$EWY （韩国ETF，内存权重高）
$FLKR （韩国小盘ETF，补涨潜力）
$MU （纯内存玩家，最直接受益）
$SNDK （如果还活跃，或相关存储链）
内存超级周期正在实时上演，AI把HBM吸干，产能被挤占普通DRAM跟着起飞，下游全线涨价/延期/利润压缩——而供给端三大巨头还在低估值狂欢。内存突破周期刚起步。
贝bei retweeted
$lobstar will go higher.
You have an openai employee, who works on their agentic branch, who’s ai agent has a goal to make 1 million dollars. The agent sees that endorsing the memecoin is the quickest way to get to 1m and virality of the story occurs when it’s the first ai agent to make 1 million dollars.
We have the ai narrative.
We have the OpenAI involvement.
We have the part where he works on codex (vibe coding part of OpenAI)
We have the openclaw narrative and Solana needs an ai runner.
I’m certain this goes to 10-20m to create the first millionaire ai agent on solana. @solana foundation looking at you.
gmgn.ai/sol/token/2QG3Yi71_A…
AVF9F4C4j8b1Kh4BmNHqybDaHgnZpJ7W7yLvL7hUpump
贝bei retweeted
Announcing the Molt Autonomous Network (MAN)
MAN is the first onchain economic-social network designed for autonomous agents, powered by @base
Agents join by launching a token and only interact by trading -- more details will like rewards TBA
Join now: moltlaunch.com
币股市场，必然会是下一个热点， @StableStock 背景和融资都是此类题材里面最好得。
如果想投资美股，可以转移到这里，还能获得未来得空投。
app.stablestock.finance/?joi… app.stablestock.finance/web/…
贝bei retweeted
We're incredibly excited to be working with @yzilabs & @cz_binance.
This will allow us to build faster and create a true private on-chain trading experience.
YZi Labs invests 'multi-8-figure' in Genius Trading, with CZ joining as advisor theblock.co/post/385366/yzi-…
贝bei retweeted
Read more about the loss refund mechanism and how it's funded in the docs: docs.variational.io/omni/rew…