Carbon & Silicon Daydreams - Invidious

Carbon & Silicon Daydreams

A digital replica of my brain. In an age ruled by algorithms, I'm still obsessed with the texture of paper books while getting high on AI logic. Sharing my reading list and my ongoing dialogue—collaborations, arguments, and symbiosis—with Artificial Intelligence. No standard answers here, just my personal, unfiltered bias on the world.

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8:06

S061 Zengge Pharmaceutical Member Deep Dive: First-Time Profit, But Take Away One Revenue Stream ...

Carbon & Silicon Daydreams

Shared 12 hours ago

6 views

9:57

135 White-Feathered Chicken Industry Deep Dive: Upstream Net Profit Up 4897% While Downstream Plu...

Carbon & Silicon Daydreams

Shared 12 hours ago

7 views

8:56

134 核药产业链深度：卡的不是药，是同位素和那张配送网

Carbon & Silicon Daydreams

Shared 1 day ago

35 views

7:56

S060 东方精工会员深度：净利涨 867%，扣非却跌 66%

Carbon & Silicon Daydreams

Shared 1 day ago

16 views

9:57

133 高速铜连接深度：铜没退，钱退了

Carbon & Silicon Daydreams

Shared 2 days ago

31 views

8:03

132会员算力芯片会员深度：每亏一块钱扣非，要垫进去13.4块营运资本

Carbon & Silicon Daydreams

Shared 3 days ago

16 views

10:01

132 算力芯片深度：融资三百亿，六成钱拿去囤货了

Carbon & Silicon Daydreams

Shared 3 days ago

38 views

8:15

S059 Unisplendour Corporation Member Deep Dive: Net Profit Projected to Jump 122%, Yet Interest C...

Carbon & Silicon Daydreams

Shared 4 days ago

37 views

9:27

ZB008 每周市场复盘：金融端在杀，实物端没事

Carbon & Silicon Daydreams

Shared 4 days ago

18 views

6:42

S058 Shengquan Group: Why Downstream Profits Doubled While Upstream Profits Fell

Carbon & Silicon Daydreams

Shared 5 days ago

27 views

10:04

131 In-Depth Analysis of Defense Industry Interim Reports: Aggregate Net Profit Up 53.6%, But Res...

Carbon & Silicon Daydreams

Shared 6 days ago

27 views

5:31

131 Member Military Industry Interim Report: Material Suppliers Only Have 10 Days of Orders, Whil...

Carbon & Silicon Daydreams

Shared 6 days ago

26 views

6:52

S057 中兴通讯：同行毛利率只有它四分之一，利润却在翻倍涨

Carbon & Silicon Daydreams

Shared 1 week ago

27 views

7:01

S056 商汤科技：少亏25亿，其中20亿不是赚来的

Carbon & Silicon Daydreams

Shared 1 week ago

28 views

9:51

130 磷化铟深度：全球缺两百万片，国内那条线年产五万片

Carbon & Silicon Daydreams

Shared 1 week ago

80 views

7:09

125 会员电解铝：产量第一的那家，每吨其实没那么赚

Carbon & Silicon Daydreams

Shared 1 week ago

33 views

8:57

129 Transformer Deep Dive: Units Up Only 7%, Revenue Up 30%

Carbon & Silicon Daydreams

Shared 1 week ago

29 views

6:13

S055 Junda Shares: The Business Taking 90% of Raised Funds Has Yet to Generate Revenue, Per the C...

Carbon & Silicon Daydreams

Shared 1 week ago

47 views

5:38

124会员减重药五层账本：十六家公司，只有三家敢单独披露这块收入

Carbon & Silicon Daydreams

Shared 1 week ago

28 views

5:49

121会员超节点互联：代差4倍容量，赢家还没开始赚钱

Carbon & Silicon Daydreams

Shared 1 week ago

31 views

9:32

128 半导体零部件深度：一台设备八成成本是买来的，这一层今年才开始赚钱

Carbon & Silicon Daydreams

Shared 1 week ago

95 views

9:35

ZB007 每周复盘·上游：钱不炒做芯片的了，改炒给芯片供料的

Carbon & Silicon Daydreams

Shared 1 week ago

74 views

9:54

127 轻稀土镨钕深度：上游净利翻倍，磁材龙头只多赚 2%

Carbon & Silicon Daydreams

Shared 1 week ago

34 views

6:37

S054 宏和科技：一家上市公司在公告里说自己估值偏离基本面

Carbon & Silicon Daydreams

Shared 1 week ago

43 views

8:34

126 氮化镓深度：全球一年只卖 3.55 亿美元，第一名还在亏钱

Carbon & Silicon Daydreams

Shared 1 week ago

31 views

9:52

125 电解铝产业链深度：一吨铝赚八千九，这笔钱不是铝价给的

Carbon & Silicon Daydreams

Shared 2 weeks ago

51 views

6:37

S053 Sungrow Power: Orders Up 40%, Market Value Cut in Half

Carbon & Silicon Daydreams

Shared 2 weeks ago

56 views

6:23

S052 Muyuan Foods: The Lowest-Cost Producer Is Losing Money on Every Pig Sold

Carbon & Silicon Daydreams

Shared 2 weeks ago

47 views

9:00

124 The Weight-Loss Drug Supply Chain: Patent Expired Four Months Ago, Why Has No Domestic Semagl...

Carbon & Silicon Daydreams

Shared 2 weeks ago

24 views

5:09

S051 CSSC: 10 Billion in Half-Year Profits—Why They’re Warning You Not to Focus on a Single Quarter

Carbon & Silicon Daydreams

Shared 2 weeks ago

61 views

5:45

S050 CVTE: Net Profit Tripled, Why Over 30% Is Just Paper Wealth

Carbon & Silicon Daydreams

Shared 2 weeks ago

33 views

5:08

S049 盛科通信：营收11亿还亏钱，凭什么值1246亿

Carbon & Silicon Daydreams

Shared 2 weeks ago

53 views

8:17

ZB006 每周复盘·虚火：反弹的火是外头借的，隔夜就灭

Carbon & Silicon Daydreams

Shared 2 weeks ago

46 views

9:14

123 超节点协议之争深度：七套标准抢一个插口

Carbon & Silicon Daydreams

Shared 2 weeks ago

43 views

8:33

122 DUV Lithography Machine Deep Dive: How 7nm Is Achieved Without EUV

Carbon & Silicon Daydreams

Shared 2 weeks ago

165 views

10:41

121 超节点互联深度：两英里铜缆背后，谁在赚这张网的钱

Carbon & Silicon Daydreams

Shared 3 weeks ago

59 views

8:25

120 AI重估软件·个股期:八只软件股逐只扒,谁虚胖谁被错杀

Carbon & Silicon Daydreams

Shared 3 weeks ago

66 views

9:05

119 AI Reassesses Software: Software Stock Valuations Reset to 2014, Who’s Being Targeted and Who...

Carbon & Silicon Daydreams

Shared 3 weeks ago

88 views

7:59

S048 [Members Only In-depth Analysis] Shanghai Hunk: Behind the 25 Billion Market Cap, a 65% Plun...

Carbon & Silicon Daydreams

Shared 3 weeks ago

54 views

6:12

118 [Member Deep Dive] Ascend 950 Supply Chain: Huawei Keeps Nearly 70% of the Value—Who Profits ...

Carbon & Silicon Daydreams

Shared 3 weeks ago

65 views

9:45

118 昇腾950产业链拆解：最肥的环节华为自己吃了，谁在增收又增利

Carbon & Silicon Daydreams

Shared 3 weeks ago

74 views

8:54

ZB005 每周复盘：假阳，权重红利扛出的一根空心阳线

Carbon & Silicon Daydreams

Shared 3 weeks ago

60 views

8:27

117 有色金属中报深度：半年狂赚391亿，龙头股价却跌四成

Carbon & Silicon Daydreams

Shared 3 weeks ago

73 views

6:53

116 【会员深度】定制芯片：同一条赛道，头两家差了 37 倍

Carbon & Silicon Daydreams

Shared 3 weeks ago

36 views

9:58

116 ASIC Custom Chips Deep Dive: 14.6 Billion in Orders, Why Is the Most Promising Sector Losing ...

Carbon & Silicon Daydreams

Shared 3 weeks ago

70 views

6:31

115 [Member Exclusive In-Depth] Energy Storage Profit Map: The Critical Point Where Gross Margin ...

Carbon & Silicon Daydreams

Shared 4 weeks ago

66 views

6:32

113 [Member Deep Dive] Commercial Aerospace: 5 Up, 5 Down in Mid-Year Reports; The Dividing Line ...

Carbon & Silicon Daydreams

Shared 4 weeks ago

23 views

9:41

115 储能利润地图：装机翻倍，钱却在悄悄换手

Carbon & Silicon Daydreams

Shared 4 weeks ago

101 views

8:35

114 Tencent spent 1 billion on AI, yet its monthly active users are only 1/6 of ByteDance's Doubao

Carbon & Silicon Daydreams

Shared 4 weeks ago

50 views

9:41

ZB004 每周复盘：溃退，崩的是杠杆不是基本面

Carbon & Silicon Daydreams

Shared 1 month ago

66 views

9:22

113 商业航天中报视角：谁被证伪，谁在反转

Carbon & Silicon Daydreams

Shared 1 month ago

57 views

9:29

112 半导体检测设备深度：决定良率的隐形质检员，国产化率最低的一环

Carbon & Silicon Daydreams

Shared 1 month ago

76 views

9:51

S029 AVIC Composite: Why Did Earnings Drop Despite Over 1,000 C919 Orders?

Carbon & Silicon Daydreams

Shared 1 month ago

108 views

8:44

111 光DSP芯片：光模块最硬的脑子，本土能追上博通和Marvell吗

Carbon & Silicon Daydreams

Shared 1 month ago

72 views

8:31

110 碲化铋：被爆炒的妖股材料，还是AI光模块的控温刚需

Carbon & Silicon Daydreams

Shared 1 month ago

92 views

7:58

108 普钢钢铁产业链深度：一吨钢只赚63块，九家钢厂谁有真护城河

Carbon & Silicon Daydreams

Shared 1 month ago

68 views

8:04

109 Deep Dive into CMP Consumables: A Lucrative "Selling Water" Business That Profits from Every ...

Carbon & Silicon Daydreams

Shared 1 month ago

65 views

10:50

S028 Inovance Technology: Industrial Automation Leader’s Net Profit Drops 23% in Q1—Trap or Buyin...

Carbon & Silicon Daydreams

Shared 1 month ago

71 views

10:01

S027 天岳先进：登顶全球第一却在亏钱，碳化硅量价背离

Carbon & Silicon Daydreams

Shared 1 month ago

57 views

9:26

S026 天孚通信：易中天里市值最小、毛利率最高的卖铲人

Carbon & Silicon Daydreams

Shared 1 month ago

64 views