WorldView 世界新聞快照 & 閉著眼睛來猜數字啊 & GPX->KML 轉換工具（離線地圖使用）

之前想要找個精簡版的世界新聞集散地，一方面是國外的新聞媒體太多但也不想花太多時間看台灣（本土）的新聞，那就交給ＡＩ來做個簡單的篩選器，做個國際新聞櫥窗，結果今年的COP35竟然沒有入AI篩選 (Time Fossil Fuel CO2 Emissions Set to Hit Record High in 2025)。 另外由於Ad實在有點多，建議用（閱讀模式 Reader View）看（新聞網站感覺嚴重被廣告商洗板）

來射飛鏢猜數字的美股工具：

 

Enter Ticker(ex. NVDA, TSM) and It will do AlphaVoter App

Retro Winamp(+/- 10% PlaySpeed +Reverse)

因為發現電腦裡面還有當年的Mp3, Ape, 但是想說可不可以用超慢速來播放（還有反向播放）。就叫小幫手做了一個網頁版的播放器

(gek 社會aI學) EP4. 危機領導與高績效資本配置 & Smart Price Voter

 EP4.  已上線，有的時候真的真的會跟想的不一樣，還在想說哪那麼好，應該要再打折，然後就也太符合時情了搭上 Black Friday Sale前哨戰~~LOL

同時附上這種超開心黑色星期五特價幫忙算折扣的小工具(Trending View也有這個功能)：

https://learnpythonthehardway-k73maobvxhukeuwkjrcfmt.streamlit.app/

隨身小工具 是不是太過熱情的台股小工具 00713 v.s. 0050(006208)

 00713 v.s. 006208(0050)的晴雨小工具(Source:Pairs Trading Signal · Streamlit)

相信在這個開心的大場面終於要來了(嗎?)的十一月, 讓人想到不會動的東西其實也不錯(吧?) 趁機寫了這個小工具當作是晴雨表, 提醒有的時候不會動的比會動的舒服. 

（備注：其實指數買了就去睡覺的巴菲特投資法才是最好的建議）

難得11/18台股收盤可以稍微跌一下

Backtest :

關於台灣病的圖像化整理

關於這期經濟學人的封面提到的台灣病，只要在2000出來工作的人都可以很深刻的體會（才會有最倒霉的6,7年級），工時長也剛好沒經歷到科技業分紅配股的那段，只能做個打工仔（就跟乞丐中的霸主還是丐幫幫主，還是乞丐一樣 ＸＤ）。 

Ref:

SerDes market summary generated by AI

 

SerDes Market Overview (Quick summary from Research and to be verified)

The AI Connectivity Battlefield

The AI boom requires unprecedented data speeds. This has ignited a war over "interconnects" — the vital links connecting GPUs, CPUs, and memory. The market is splitting, and new giants are emerging.

The Great Divide: Two Ecosystems Emerge

The battle isn't just company vs. company; it's two competing philosophies for building AI data centers. One is a closed, optimized "walled garden," while the other is an "open alliance" built on new standards.

Ecosystem 1: The Walled Garden

Lead Player: Nvidia Dominated by a single vendor providing a fully integrated, proprietary stack.

• Key Tech: NVLink, InfiniBand
• Strategy: Full-stack optimization.
• Pros: Highest performance, seamless integration.
• Cons: Vendor lock-in, high cost.

V S

Ecosystem 2: The Open Alliance

Lead Players: Broadcom, Astera, AMD, Intel A "best-of-breed" model where components from different vendors work together.

• Key Tech: Ethernet (UEC), PCIe, CXL
• Strategy: Interoperability, open standards.
• Pros: Flexibility, lower cost, no lock-in.
• Cons: Integration complexity.

The Titans: Rulers of the Roost

Nvidia: The Incumbent King

Nvidia doesn't just sell GPUs; it sells a complete AI factory. Its proprietary NVLink and InfiniBand interconnects create a powerful "moat," locking customers into its high-performance ecosystem. They win by owning the entire stack.

Illustrative AI Accelerator Market Share

Broadcom (Avago): The Ethernet Giant

Broadcom is the king of networking and the primary challenger to Nvidia's interconnect dominance. As a founder of the Ultra Ethernet Consortium (UEC), Broadcom is rallying the "open" ecosystem around its industry-standard Tomahawk switches.

Data Center Interconnect Technology Share

The "Picks & Shovels": Enabling the Boom

This new class of company provides the essential "glue" for AI infrastructure. They sell retimers, switches, and cables that make high-speed PCIe, CXL, and Ethernet connections possible. They win by selling to *everyone* in the open ecosystem.

Explosive Growth in AI Connectivity Chips

The market for connectivity chips like PCIe/CXL retimers and memory interface chips is forecast to more than quadruple by 2030, driven almost entirely by the demands of AI servers.

Projected PCIe/CXL Interconnect Chip Market ($B)

Astera Labs (ALAB)

The high-flying star of the "open" ecosystem. Astera Labs is a pure-play leader in PCIe & CXL retimers and switches, the "glue" that connects GPUs and accelerators from different vendors. Their staggering 150%+ revenue growth reflects their critical role.

Credo (CRDO)

A direct competitor to Astera, Credo specializes in high-speed connectivity solutions like Active Electrical Cables (AECs) and SerDes. With massive 120%+ projected growth, Credo is capturing a huge piece of the connectivity pie, particularly inside the rack.

Montage (MONT)

A leader in the crucial *memory* interface. Montage dominates the market for DDR5 RCDs (Registering Clock Drivers) and is a key supplier of PCIe/CXL retimers, which are essential for connecting the massive memory pools required by LLMs.

The IP Innovator

Kandou.ai

Kandou is a technology provider that licenses its high-speed, low-power SerDes IP (the core technology inside a retimer) to other chipmakers. They are an "ingredient" player, innovating the underlying tech that enables the entire ecosystem.

The Verdict: Who Wins the Market Share?

There is no single winner. The market is big enough for multiple players to win in different ways. The major winners will be:

Winner 1: Nvidia

"The Walled Garden"

Nvidia continues to win its own massive, integrated market. They are the 800-pound gorilla and will retain dominant share *within their ecosystem*.

Winner 2: Astera & Credo

"The Pure-Play Growth"

These companies are the biggest *growth* winners. As the "open" ecosystem explodes, the demand for their "glue" (retimers, AECs) will skyrocket, making them the purest bet on open AI.

Winner 3: Broadcom

"The Open Standard"

Broadcom wins the long-term "open" battle. Their dominance in Ethernet switching makes them the default choice for hyperscalers building the *next* generation of massive, non-Nvidia clusters.