小希_8484
01-26
$英伟达(NVDA)$
可替代性太高，当前股价虚高
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AsyncMan
01-26
AsyncMan
big7 里 微软，google，亚马逊，特斯拉都有自己的芯片了，苹果是造硬件的不需要，只剩下 meta 自己没有了
雁门关向东二万五千里
:
特斯拉，微软也可以买AMD的，钱干嘛要让英伟达一个赚。
Tensorflow
01-26
Tensorflow
抱歉，没有可替代英伟达的公司
一只没有耳朵一只没有尾巴
01-27
一只没有耳朵一只没有尾巴
目前可替代性为0
什么也没有了～
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精彩评论
big7 里 微软，google，亚马逊，特斯拉都有自己的芯片了，苹果是造硬件的不需要，只剩下 meta 自己没有了