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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5:06

S084 Hikvision: Where Do Gross Margins Come From, and How Much Can They Sustain?

Carbon & Silicon Daydreams

Shared 18 hours ago

13 views

9:07

In-depth Analysis of Q3 Memory Industry Reports

Carbon & Silicon Daydreams

Shared 18 hours ago

17 views

5:46

S083 Amlogic: In a year of rising storage prices, whoever raises their profit margin first will b...

Carbon & Silicon Daydreams

Shared 1 day ago

18 views

9:23

170 Private Large-Scale Petrochemical Q3 Reports: The Bulk of Rongsheng and Hengyi's Profits Come...

Carbon & Silicon Daydreams

Shared 2 days ago

17 views

8:38

169 Lithium Battery Q3 Reports: With Lithium Prices Falling, Both Lithium Sellers Earned Less Tha...

Carbon & Silicon Daydreams

Shared 2 days ago

36 views

6:06

S082 Lianxun Instrument: One Quarter's Earnings ≈ 8x Last Year's Total

Carbon & Silicon Daydreams

Shared 3 days ago

16 views

9:25

ZB014 Market Weekly: This Round of Chip Stocks, A-Shares Fell First

Carbon & Silicon Daydreams

Shared 3 days ago

46 views

9:30

168 Two-Wheelers Going Global: Profit Margins Depend on the Product, Risks Depend on the Market

Carbon & Silicon Daydreams

Shared 4 days ago

27 views

8:24

167 Tariff Refunds: Whose Money Is It, and Does It Count as Operating Income?

Carbon & Silicon Daydreams

Shared 5 days ago

35 views

9:19

166 Catering Industry Mid-Year Report Deep Dive: More Customers at Established Stores, Yet Over 1...

Carbon & Silicon Daydreams

Shared 6 days ago

53 views

9:59

165 Deep Dive into Green Energy Operations: China Three Gorges' Power Output is Steady, Yet Profi...

Carbon & Silicon Daydreams

Shared 1 week ago

142 views

8:55

S081 Xiamen ITG Interim Report: Breaking Down the 420 Million Profit into Three Parts

Carbon & Silicon Daydreams

Shared 1 week ago

7 views

9:11

S080 Di'an Diagnostics Interim Report: Revenue Is Down, Profits Are Up Over 21-Fold

Carbon & Silicon Daydreams

Shared 1 week ago

26 views

7:35

S079 Xianglong Xinchuang Member Deep Dive Final

Carbon & Silicon Daydreams

Shared 1 week ago

31 views

7:35

S078 Aohai Technology Interim Report: 59% of Revenue Bought for One Dollar

Carbon & Silicon Daydreams

Shared 1 week ago

26 views

8:27

164 Deep Dive into PV Auxiliary Materials: Mainstream Materials Lost 14.9 Billion in Six Months, ...

Carbon & Silicon Daydreams

Shared 3 weeks ago

37 views

8:30

163 Smart Meter Deep Dive: State Grid Tenders Drop by 30%, Profits Plunge for 9 Out of 10 Companies

Carbon & Silicon Daydreams

Shared 3 weeks ago

59 views

9:19

162 In-Depth Look at the Courier Industry: One Firm Rejects Packages While Another Aggressively G...

Carbon & Silicon Daydreams

Shared 3 weeks ago

163 views

7:06

S077 Member Deep Dive · CVTE: One Quarter’s Earnings Surpass the Entire Previous Year

Carbon & Silicon Daydreams

Shared 3 weeks ago

57 views

7:37

S076 Member Deep Dive · Yisheng Shares: After a 50x Profit Surge, Market Chick Prices Plummet by ...

Carbon & Silicon Daydreams

Shared 3 weeks ago

35 views

9:46

161 Tire Industry In-Depth: Slower Production Lines, Yet Four Times the Profit of Domestic Operat...

Carbon & Silicon Daydreams

Shared 3 weeks ago

85 views

8:53

Natural Rubber Deep Dive: Rubber Prices Hit a Seven-Year High, While Hainan Rubber Posts Ten Cons...

Carbon & Silicon Daydreams

Shared 4 weeks ago

81 views

8:57

159 Intersatellite Laser Interim Report Audit: 16 Companies List It as a Product or Project, Yet ...

Carbon & Silicon Daydreams

Shared 4 weeks ago

60 views

9:22

158 航运深度：运油的船运得更少，利润翻了一倍多

Carbon & Silicon Daydreams

Shared 4 weeks ago

90 views

9:42

157 Second-Tier PCB Interim Report Breakdown: Five Companies Disclose Overseas Factory Profits an...

Carbon & Silicon Daydreams

Shared 1 month ago

125 views

9:34

S075 Member Deep Dive · Yuanjie Technology: Product Mix Only Explains 38% of the 80.4% Gross Margin

Carbon & Silicon Daydreams

Shared 1 month ago

190 views

9:56

ZB013 市场一周：涨的是远期——半导体186家涨了183家

Carbon & Silicon Daydreams

Shared 1 month ago

83 views

9:59

156 智驾域控深度：舱做到第一，驾做不出钱｜2026 中报拆解

Carbon & Silicon Daydreams

Shared 1 month ago

66 views

8:45

155 游戏行业深度：做游戏花了一百亿，买量花了两百亿

Carbon & Silicon Daydreams

Shared 1 month ago

69 views

7:47

S074 会员深度 · 高德红外：利润从哪来，预收款去哪了

Carbon & Silicon Daydreams

Shared 1 month ago

81 views

9:41

154 重卡产业链拆解：前八个月多卖一成六，八月单月已经转负

Carbon & Silicon Daydreams

Shared 1 month ago

55 views

9:27

153 量贩零食渠道重构：毛利压到三分之一，行业第一的杠杆比老牌低

Carbon & Silicon Daydreams

Shared 1 month ago

49 views

8:05

S073 会员深度 · 大普微：131 天成本滞后、2 亿税盾与出海误读

Carbon & Silicon Daydreams

Shared 1 month ago

29 views

9:25

152 Astra 算力账单：窗口没做大，是把杯子装满了

Carbon & Silicon Daydreams

Shared 1 month ago

50 views

9:27

S072 会员深度 · 荣昌生物：一笔授权款，两种记法，拿掉之后

Carbon & Silicon Daydreams

Shared 1 month ago

52 views

12:36

ZB012 市场一周：涨的是执行日——这条链五天没发一封新涨价函

Carbon & Silicon Daydreams

Shared 1 month ago

32 views

6:28

149会员玻璃基板TGV：73家中报翻完，一台订单这个说法说窄了

Carbon & Silicon Daydreams

Shared 1 month ago

66 views

9:26

151 动力电池回收：不是回收不赚钱，是电池还没退下来

Carbon & Silicon Daydreams

Shared 1 month ago

46 views

9:58

150 再生资源回收：名字叫回收，账本长得像金属

Carbon & Silicon Daydreams

Shared 1 month ago

34 views

5:01

S071 沃尔核材中报：收入涨两位数，每股收益反而降了

Carbon & Silicon Daydreams

Shared 1 month ago

49 views

7:52

149 玻璃基板 TGV 深度：全链查到一台设备订单，和一个亏 465 万的分部

Carbon & Silicon Daydreams

Shared 1 month ago

66 views

4:24

S070 聚辰股份中报：净利润几乎等于营业收入

Carbon & Silicon Daydreams

Shared 1 month ago

21 views

8:06

S069 中电港中报：同一门生意，两条曲线

Carbon & Silicon Daydreams

Shared 1 month ago

31 views

9:52

148 厄尔尼诺与饲料成本：它打的是饲料，不是渔业股

Carbon & Silicon Daydreams

Shared 1 month ago

56 views

11:24

146 AI 漫剧产业链：50 家半年报数五个词，15 家提过，0 家给金额

Carbon & Silicon Daydreams

Shared 1 month ago

51 views

11:35

ZB011 每周市场复盘：中报考第一名的，这周跌得最狠

Carbon & Silicon Daydreams

Shared 1 month ago

37 views

6:57

S068 电气风电 2026 中报：不缺活儿，缺能赚钱的活儿

Carbon & Silicon Daydreams

Shared 1 month ago

44 views

10:16

147 高频覆铜板深度：AI 要的是 M6，做 PTFE 的那家在给基站发货

Carbon & Silicon Daydreams

Shared 1 month ago

105 views

6:00

145会员水泥行业会员深度：谁付得起这一轮出清的门票

Carbon & Silicon Daydreams

Shared 1 month ago

56 views

9:37

145 水泥行业深度：产量退回十七年前，收窄了一年又掉回去

Carbon & Silicon Daydreams

Shared 1 month ago

53 views

6:29

144会员 CXL内存互连：什么时候才对报表有意义

Carbon & Silicon Daydreams

Shared 1 month ago

28 views

10:00

144 CXL 内存互连深度：跑起来的不是内存池，是拆机的内存条

Carbon & Silicon Daydreams

Shared 1 month ago

95 views

10:35

143 面板OLED周期深度：价格转了一圈回到原点，利润却涨了六成

Carbon & Silicon Daydreams

Shared 1 month ago

101 views

10:56

142 制冷剂配额深度：一段毛利率 55%，一段 5%，中间差的是一张纸

Carbon & Silicon Daydreams

Shared 1 month ago

106 views

10:04

141 铁路装备：高级修招标涨到 787 组，中车的修车收入反而降了

Carbon & Silicon Daydreams

Shared 1 month ago

93 views

11:13

S066 青龙管业：送它上高点的那份订单，不是水管

Carbon & Silicon Daydreams

Shared 1 month ago

32 views

6:22

133会员高速铜连接：账面赚136亿，现金只收回18亿

Carbon & Silicon Daydreams

Shared 1 month ago

51 views

10:59

ZB010 每周复盘：63%的股票在涨，创业板指却跌了3.42%

Carbon & Silicon Daydreams

Shared 1 month ago

72 views

6:15

S067 泰格医药中报：三个口径，三个答案

Carbon & Silicon Daydreams

Shared 1 month ago

35 views

10:38

140 HBM 封装路线深度：说好的工艺换代，为什么被推迟了一代

Carbon & Silicon Daydreams

Shared 1 month ago

74 views