The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Tue, Aug 4

Leonard@Leoskie_L
TL;DR SNDK 的真正故事，已經不只是 NAND 需求暴增，而是 NAND 正從「儲存」往 AI 的主動記憶體層移動。HBF 的出現，讓這個 thesis 從 SSD offload 又往前推了一層。 NVL72 的 HBM 只有約 13.8TB，但長 context、大量並行 inference 會產生遠超 HBM 可承受的 KV cache。當 HBM、DRAM
31d agoview on X ↗media on X

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

Read as

Long SNDK · High confidence

Confidence

High0.93

Counted from

Wed, Aug 5 · 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.