等等党完了

[majia]

内存短缺会持续到2030

显卡会持续涨价

次世代显卡估计会继续延期

[laozhong1]

内存短缺会持续到2030

显卡会持续涨价

次世代显卡估计会继续延期

早就买了64gb ddr5啊，每天爽到飞起

[majia]

早就买了64gb ddr5啊，每天爽到飞起

我4台游戏机

每台标配32GB 内存

RTX 显卡

[ferrygao]

内存短缺会持续到2030

显卡会持续涨价

次世代显卡估计会继续延期

格局太小 起码3020年

[majia]

买入 mu skhy sndk wdc amd nvda 可解

不过前几个最好在2029前清仓

我之前也不敢买

不过后来越买越勇

[laozhong1]

买入 mu skhy sndk wdc amd nvda 可解

不过要前几个要在2029前清仓

我之前也不敢买

不过后来越买越勇

我买了muu，sndu，亏废了

[majia]

我买了muu，sndu，亏废了

规则第一

不要上杠杆

规则第二

不要全仓

规则第三

鸡蛋不要放在一个篮子里

[laozhong1]

Market Sentiment Report — Aug 08, 2026
CNN Fear & Greed Index: 64 (Greed)

Previous close: Greed (60)
1 week ago: Neutral (45)
1 month ago: Fear (40)
1 year ago: Neutral (55)
Last updated: 2026-08-07T23:59:47+00:00 (CNN)

Market data (sorted by % change)
Symbol Price Change % Change
SILVER 63.33 +1.89 +3.08%
GOLD 4340.70 +98.70 +2.33%
WHEAT 639.75 +8.50 +1.35%
NASDAQ 26690.62 +342.27 +1.30%
NASD 100 29722.30 +348.97 +1.19%
OIL 78.18 +0.89 +1.15%
RUSS 2K 3034.49 +32.94 +1.10%
NAT GAS 2.66 +0.02 +0.83%
S&P 500 7757.64 +47.68 +0.62%
AUD/USD 0.71 +0.00 +0.53%
ULSD HO 3.90 +0.02 +0.53%
NYSE 24595.24 +111.18 +0.45%
DJIA 54036.93 +151.83 +0.28%
GBP/USD 1.35 +0.00 +0.17%
USD/CHF 0.81 +0.00 +0.12%
USD/JPY 157.74 +0.14 +0.09%
EUR/USD 1.16 +0.00 +0.04%
CORN 439.00 +0.00 +0.00%
US 30-YR 5.21 -0.00 -0.04%
USD/SEK 9.48 -0.00 -0.05%
SOYBEAN 1156.50 -0.75 -0.06%
US 10-YR 4.66 -0.01 -0.21%
USD/CAD 1.39 -0.01 -0.54%
US 1-MO 3.71 -0.02 -0.59%
US 3-MO 3.71 -0.02 -0.59%
US 6-MO 4.36 -0.03 -0.62%
US 1-YR 4.36 -0.03 -0.62%
US 2-YR 4.36 -0.03 -0.62%
VIX 14.90 -0.25 -1.65%
COPPER 6.57 -0.12 -1.74%
Year-to-date returns
DJIA: 11.69%
S&P 500: 13.11%
Nasdaq: 14.87%
AI summary
Fear & Greed Index at 64 signals greed, having jumped sharply from neutral a week ago and fear a month ago. This rapid swing suggests sentiment is heating up quickly.

Equities are broadly higher with the Nasdaq leading at +1.30%, followed by small-caps and the S&P 500 at +0.62%. All three major indices are up 12-15% year-to-date, a strong run. The VIX dropped to 14.9, well below its historical average, indicating traders are calm and complacency is high.

Precious metals are standing out. Gold rose 2.33% and silver jumped 3.08%, suggesting some investors are hedging against uncertainty even as equities rally. Meanwhile, copper fell 1.74%, which can signal slowing industrial demand and deserves watching. Treasury yields are essentially flat to slightly lower across the curve, providing a stable tailwind for stocks.

Risk appetite is elevated but carries a caveat. The equity momentum is bullish and the Fear & Greed Index supports a positive tilt. However, the combination of low VIX, strong YTD gains, and a sharp sentiment swing raises the odds of a near-term pullback. Valuations are extended.

Stance: HOLD for broad U.S. equities.

The market has room to run given stable rates and economic resilience, but entering at current levels leaves little margin for disappointment. A modest trim if equities represent a large share of your portfolio makes sense; adding aggressively does not.

Practical takeaways for long-term investors:

1. Equity weight is probably rich relative to targets for most portfolios. Consider rebalancing toward planned allocations rather than chasing momentum.

2. The precious metals rally deserves a small allocation if you have no exposure. Gold and silver provide ballast if sentiment flips.

3. Rate stability removes a major headwind. Bonds remain relevant for downside protection even if yields are not as attractive as last year.

4. Monitor copper and other industrial commodities. Further weakness could signal slowing global growth that eventually weighs on U.S. earnings.

[zzbao]

我2023年买的64GB (32x2) CL30 DDR5才$199, 过了3年现在居然要$1200。

[majia]

我当年买MU 才三四十

六十就卖了

涨到两三百感觉不可思议

涨到五百时想买入 还是不敢

涨到九百终于鼓起勇气买了

到现在已经抽插好几遍了

[jerryzhang]

scaling law可能接近极限了，个人猜测就是10T, 30T possible, 100T possible but unlikely. 当然是不是价格泡沫就破了 那就难说了...

[ferrygao]

白嫖内存了 白嫖ssd了

[jerryzhang]

最新消息 LLM完了，我测试了 strong harness+ lite model > heavy model+ lite harness, 然后我就抱着玩玩的心态让AI自己loop找最lite的可用model, 结果用了最小的很旧的model也half shot了，我就说是不是不用model也可以，结果harness自己把工作全干了...不算half shot也至少是one shot.
而且这个是个典型的中等的项目 虽然简单，但我估计2junior+1senior正常也要一星期才能勉强出一个类似的。完全不用LLM了 显卡要崩盘了.

[majia]

内存都涨价了

SSD都涨价了

显卡都涨价了

还有什么没涨价？

CPU？电源？机箱？