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Pan the man
投资如种菜，撒下种子，静候花开。播下耐心，收获财富！
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Pan the man
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$Health Care Select Sector SPDR Fund(XLV)$
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$apache(APA)$
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$Coca-Cola(KO)$
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$ServiceNow(NOW)$
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$Nasdaq(NDAQ)$
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$Asana, Inc.(ASAN)$
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$Asana, Inc.(ASAN)$
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$Adobe(ADBE)$
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$Apple(AAPL)$
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$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$
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$Eli Lilly(LLY)$
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$Visa(V)$
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$Atlassian Corporation PLC(TEAM)$
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$Salesforce.com(CRM)$
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$GitLab, Inc.(GTLB)$
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$GigaCloud Technology Inc(GCT)$
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$Spotify Technology S.A.(SPOT)$
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$Devon(DVN)$
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基础设施核心成长股”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1426,"commentSize":1,"repostSize":38,"link":"https://ttm.financial/post/507237131727288","isVote":1,"tweetType":1,"viewCount":5035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274784832471","authorId":"3479274784832471","name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274784832471","idStr":"3479274784832471"},"content":"The logic is closed loop, and the data center can understand this wave thoroughly!","text":"The logic is closed loop, and the data center can understand this wave thoroughly!","html":"The logic is closed loop, and the data center can understand this wave thoroughly!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563560982081632,"gmtCreate":1778607405069,"gmtModify":1779124238809,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the 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suppressed?","text":"This wave of night trading is like writing a script first, and the guidance is weak and can't be suppressed?","html":"This wave of night trading is like writing a script first, and the guidance is weak and can't be suppressed?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561736110223904,"gmtCreate":1778175408857,"gmtModify":1780507589310,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>美光目前市盈率(PE)仅约9.9倍，而整个半导体行业的估值中位数约为32倍。与此同时，公司未来每股收益(EPS)增长预期高达327%，显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动，美光股价近期持续强势。数据显示，公司股价过去12个月累计上涨约720%，近一个月涨幅也达到约80%。 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> ","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>美光目前市盈率(PE)仅约9.9倍，而整个半导体行业的估值中位数约为32倍。与此同时，公司未来每股收益(EPS)增长预期高达327%，显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动，美光股价近期持续强势。数据显示，公司股价过去12个月累计上涨约720%，近一个月涨幅也达到约80%。 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> ","text":"$Micron Technology(MU)$ 美光目前市盈率(PE)仅约9.9倍，而整个半导体行业的估值中位数约为32倍。与此同时，公司未来每股收益(EPS)增长预期高达327%，显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动，美光股价近期持续强势。数据显示，公司股价过去12个月累计上涨约720%，近一个月涨幅也达到约80%。 $美光科技(MU)$","images":[{"img":"https://community-static.tradeup.com/news/c646bff26af151791a3d7214b9b7020c","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":3,"repostSize":106,"link":"https://ttm.financial/post/561736110223904","isVote":1,"tweetType":1,"viewCount":6250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"quizzio","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274811665394","idStr":"3479274811665394"},"content":"This wave of storage is indeed fierce, but can it still be chased after 720%","text":"This wave of storage is indeed fierce, but can it still be chased after 720%","html":"This wave of storage is indeed fierce, but can it still be chased after 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href=\"https://ttm.financial/S/MRVL\">$迈威尔科技(MRVL)$ </a> ","text":"$Marvell Technology(MRVL)$ 英伟达首席执行官黄仁勋在台北国际电脑展（Computex 2026）上公开表示，迈威尔科技将成为下一家市值突破万亿美元的公司。黄仁勋强调，随着AI进入“智能体”时代，计算任务日益分散和分布式，连接性已成为AI基础设施的关键瓶颈，而迈威尔科技正是该领域的领导者。这一明确背书极大地提振了市场对该公司长期增长潜力的信心。 $迈威尔科技(MRVL)$","images":[{"img":"https://community-static.tradeup.com/news/d14539a829d180c15f24d6f0eefafce7","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":21,"link":"https://ttm.financial/post/570943996076512","isVote":1,"tweetType":1,"viewCount":3963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569641697764448,"gmtCreate":1780076210144,"gmtModify":1780323239997,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a>随着“Agentic AI”的兴起，计算架构正从传统的“一头四卡”或“一头八卡”向接近1：1的CPU-GPU配比转变。AMD管理层预计，下季度服务器CPU营收将同比增长70%以上，并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 <a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a>随着“Agentic AI”的兴起，计算架构正从传统的“一头四卡”或“一头八卡”向接近1：1的CPU-GPU配比转变。AMD管理层预计，下季度服务器CPU营收将同比增长70%以上，并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 <a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","text":"$Advanced Micro Devices(AMD)$ 随着“Agentic AI”的兴起，计算架构正从传统的“一头四卡”或“一头八卡”向接近1：1的CPU-GPU配比转变。AMD管理层预计，下季度服务器CPU营收将同比增长70%以上，并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 $美国超微公司(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/9a091f2848c13806389462256c640c77","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/569641697764448","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569641678390368,"gmtCreate":1780076205414,"gmtModify":1780507589368,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$ </a>JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$</a> ","listText":"<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$ </a>JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$</a> ","text":"$FrogAds, Inc.(FROG)$ JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.$FrogAds, Inc.(FROG)$","images":[{"img":"https://community-static.tradeup.com/news/79b618240ff0d528e7d4dbbacc1561f9","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/569641678390368","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569287737840736,"gmtCreate":1779989794147,"gmtModify":1780507407116,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a>Okta第一财季调整后每股收益为0.91美元，超出了分析师一致预期的0.85美元；营收达到7.65亿美元，同样高于市场预期的7.52亿美元，实现了盈利与营收的双双超预期。 更为重要的是，公司在公布亮眼季度业绩的同时，同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引，显著增强了投资者对公司增长前景的信心，从而推动了股价在盘后交易中的强劲表现。 <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a>Okta第一财季调整后每股收益为0.91美元，超出了分析师一致预期的0.85美元；营收达到7.65亿美元，同样高于市场预期的7.52亿美元，实现了盈利与营收的双双超预期。 更为重要的是，公司在公布亮眼季度业绩的同时，同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引，显著增强了投资者对公司增长前景的信心，从而推动了股价在盘后交易中的强劲表现。 <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a> ","text":"$Okta Inc.(OKTA)$ Okta第一财季调整后每股收益为0.91美元，超出了分析师一致预期的0.85美元；营收达到7.65亿美元，同样高于市场预期的7.52亿美元，实现了盈利与营收的双双超预期。 更为重要的是，公司在公布亮眼季度业绩的同时，同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引，显著增强了投资者对公司增长前景的信心，从而推动了股价在盘后交易中的强劲表现。 $Okta Inc.(OKTA)$","images":[{"img":"https://community-static.tradeup.com/news/eb88ecdec8a5fb92bb91aa4d34641f1e","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/569287737840736","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569287772505184,"gmtCreate":1779989802610,"gmtModify":1780324364215,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LSCC\">$Lattice Semiconductor(LSCC)$ </a>低功耗可编程器件领军企业莱迪思半导体(LSCC)与ASPEED Technology联合宣布达成战略合作伙伴关系。双方将深度整合各自在平台管理与可编程逻辑领域的全套技术，共同推进下一代数据中心系统的灵活控制与可扩展管理能力。作为两家公司合作的首个商业化成果，ASPEED Technology在已正式推出了AST1840卫星管理控制器——一种全新类别的服务器管理芯片，预计将于 2026年第三季度正式投放市场。据介绍，AST1840卫星管理控制器聚聚焦迎合人工智能(AI)工作负载爆发、模块化服务器设计兴起下，数据中心对控制层的灵活性和可扩展性提出的更高要求，创新性地将两种核心功能集成至单一芯片：硬件架构上，芯片内部集成了一个基于 Arm 架构的处理子系统，并深度嵌入了莱迪思的核心低功耗 FPGA(现场可编程门阵列)技术。而这种设计允许服务器架构师在产品的全生命周期内，直接通过软件定义和调整硬件功能、精修接口配置，并在不增加系统复杂度和额外组件的前提下扩展管理边界，极大地降低了系统集成的门槛。 <a href=\"https://ttm.financial/S/LSCC\">$莱迪思半导体(LSCC)$</a> ","listText":"<a href=\"https://ttm.financial/S/LSCC\">$Lattice Semiconductor(LSCC)$ </a>低功耗可编程器件领军企业莱迪思半导体(LSCC)与ASPEED Technology联合宣布达成战略合作伙伴关系。双方将深度整合各自在平台管理与可编程逻辑领域的全套技术，共同推进下一代数据中心系统的灵活控制与可扩展管理能力。作为两家公司合作的首个商业化成果，ASPEED Technology在已正式推出了AST1840卫星管理控制器——一种全新类别的服务器管理芯片，预计将于 2026年第三季度正式投放市场。据介绍，AST1840卫星管理控制器聚聚焦迎合人工智能(AI)工作负载爆发、模块化服务器设计兴起下，数据中心对控制层的灵活性和可扩展性提出的更高要求，创新性地将两种核心功能集成至单一芯片：硬件架构上，芯片内部集成了一个基于 Arm 架构的处理子系统，并深度嵌入了莱迪思的核心低功耗 FPGA(现场可编程门阵列)技术。而这种设计允许服务器架构师在产品的全生命周期内，直接通过软件定义和调整硬件功能、精修接口配置，并在不增加系统复杂度和额外组件的前提下扩展管理边界，极大地降低了系统集成的门槛。 <a href=\"https://ttm.financial/S/LSCC\">$莱迪思半导体(LSCC)$</a> ","text":"$Lattice Semiconductor(LSCC)$ 低功耗可编程器件领军企业莱迪思半导体(LSCC)与ASPEED Technology联合宣布达成战略合作伙伴关系。双方将深度整合各自在平台管理与可编程逻辑领域的全套技术，共同推进下一代数据中心系统的灵活控制与可扩展管理能力。作为两家公司合作的首个商业化成果，ASPEED Technology在已正式推出了AST1840卫星管理控制器——一种全新类别的服务器管理芯片，预计将于 2026年第三季度正式投放市场。据介绍，AST1840卫星管理控制器聚聚焦迎合人工智能(AI)工作负载爆发、模块化服务器设计兴起下，数据中心对控制层的灵活性和可扩展性提出的更高要求，创新性地将两种核心功能集成至单一芯片：硬件架构上，芯片内部集成了一个基于 Arm 架构的处理子系统，并深度嵌入了莱迪思的核心低功耗 FPGA(现场可编程门阵列)技术。而这种设计允许服务器架构师在产品的全生命周期内，直接通过软件定义和调整硬件功能、精修接口配置，并在不增加系统复杂度和额外组件的前提下扩展管理边界，极大地降低了系统集成的门槛。 $莱迪思半导体(LSCC)$","images":[{"img":"https://community-static.tradeup.com/news/3aa001a6f157c2ec152ea916c066e76c","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/569287772505184","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":568547467816976,"gmtCreate":1779816999709,"gmtModify":1780508998217,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMTC\">$Semtech(SMTC)$ </a>Accelerating demand from hyperscale data centers and AI infrastructure is driving robust, multi-year growth across Semtech's high-margin data center business, supported by design wins in advanced optical (FiberEdge), low-power (LPO), and active copper interconnects (CopperEdge/ACC); as data rates move from 400G to 800G and 1.6T, Semtech stands to capture significant revenue and margin expansion from new content per deployment. <a href=\"https://ttm.financial/S/SMTC\">$先科电子(SMTC)$</a> ","listText":"<a href=\"https://ttm.financial/S/SMTC\">$Semtech(SMTC)$ </a>Accelerating demand from hyperscale data centers and AI infrastructure is driving robust, multi-year growth across Semtech's high-margin data center business, supported by design wins in advanced optical (FiberEdge), low-power (LPO), and active copper interconnects (CopperEdge/ACC); as data rates move from 400G to 800G and 1.6T, Semtech stands to capture significant revenue and margin expansion from new content per deployment. <a href=\"https://ttm.financial/S/SMTC\">$先科电子(SMTC)$</a> ","text":"$Semtech(SMTC)$ Accelerating demand from hyperscale data centers and AI infrastructure is driving robust, multi-year growth across Semtech's high-margin data center business, supported by design wins in advanced optical (FiberEdge), low-power (LPO), and active copper interconnects (CopperEdge/ACC); as data rates move from 400G to 800G and 1.6T, Semtech stands to capture significant revenue and margin expansion from new content per deployment. $先科电子(SMTC)$","images":[{"img":"https://community-static.tradeup.com/news/4b5020d1746d4be6c62721d06ed07500","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/568547467816976","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000714","authorId":"9000000000000714","name":"zippixo","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000714","idStr":"9000000000000714"},"content":"Semtech finally getting love for the interconnect story. 800G to 1.6T is the real kicker lol anyone else watching margin upside here?","text":"Semtech finally getting love for the interconnect story. 800G to 1.6T is the real kicker lol anyone else watching margin upside here?","html":"Semtech finally getting love for the interconnect story. 800G to 1.6T is the real kicker lol anyone else watching margin upside here?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":622600303673520,"gmtCreate":1793041223138,"gmtModify":1793041224594,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VEEV\">$Veeva(VEEV)$ </a>","listText":"<a href=\"https://ttm.financial/S/VEEV\">$Veeva(VEEV)$ </a>","text":"$Veeva(VEEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/622600303673520","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}