The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 3

Leonard@Leoskie_L
一、模型效率戰：DeepSeek 把「便宜 + Local」這條線真的打開了 DeepSeek V4 Flash (0731) — Model + Local Deploy Shock DeepSeek 這次最值得看的不是 benchmark 又贏誰，而是它把 V4-Flash-0731 直接換到既有 API endpoint 後，agent / coding 能力突然跳了一級。架構沒有換，仍然是大約 284B
32d agoview on X ↗media on X

tweeted Mon, Aug 3 · counted from Tue, Aug 4 close

Read as

Long MU, Long LITE, Long COHR, Long AXTI · Medium confidence

Confidence

Medium0.84

Counted from

Tue, Aug 4 · market close

Rank since this call

#327 → #267 · 7 scored days

#327

Aug 28

#324

Aug 29

#322

Aug 30

#227

Aug 31

#303

Sep 1

#318

Sep 2

#267

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.