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Philippe Vialle retweeted
CERTFR-2026-AVI-0742: Multiples vulnérabilités dans les produits NetApp cert.ssi.gouv.fr/avis/CERTFR…

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AI initiatives can stall when data leaves your control. 🤖 @NetApp AIPod Mini with Intel helps you deploy #AI quickly and securely on-site. If you're ready to move from AI exploration to measurable results, send us a DM.
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Replying to @thePM_001 @thdxr
thing is.. I have 21 years of experience in document management. I just started distilling all the enterprise pain points I got from vmware, microsoft, netapp, servicenow, atlassian customers into this tool. my target block count is 10 million. I'm benchmarking against 1 million with a private dataset. I scale O(log n) so lookup time is only limited by the hardware you put below it.
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我们是一支在硅谷的美研投资团队,成员来自斯坦福、UCLA、沃顿。但比学历更重要的是:我们白天就在硅谷一线大厂做 AI 推理与训练,晚上研究的,恰好就是我们白天亲手在用的东西 文章目前发在小红书,X 刚刚建立,后续会同步过来。欢迎前往查看 因为我们本身在硅谷做 AI 一线推理和训练, 年初至今的回报率 YTD 130% 了,按照我的策略走,下半年会有不错的表现。 为什么起这个小红书名字,代表了我们的哲学: 不追一天的涨跌,只看长期逻辑是否成立。看懂再投,看不懂就等 我们只研究一条主线 AI 算力的长期传导。顺着这条链往下数,至少七层: AI 训练 → 推理 → 光模块 → 互连 → 存储 → 产业上下游 这是我们长期跟踪的方向 · 算力工厂 / 新云:ORCL、CRWV、NBIS、IREN、AMZN、GOOG、MSFT 定制 ASIC:AVGO、MRVL、GOOG、AMZN、TSM 光模块 / 光互联:COHR、LITE、AAOI、MRVL、CIEN、FN 机架内互联:ALAB、CRDO、MRVL、AVGO 内存与存储(KV Cache 分层):MU、SNDK、P、NETAPP、RMBS、WDC 推理新品类:CBRS 相比于网上的各路大神,说一些看不懂的话和激进的喊单,我更喜欢保守的策略 1. 永远储备将近 30% 到 40% 的现金 2. 不跟风,只投看真正看透、看懂底层逻辑的AI 3. 不在乎一天的波动,目标永远是 6 个月和一年之后 这段时间把年初至今的文章都整理了一下,回顾下来,重读发现很有收获 欢迎关注我的 X 和小红书,小红书的 ID 也是x id 后续文章会往 x 录取搬运
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SJW retweeted
🇮🇳🇺🇸 NetApp's Indian CEO George Kurian took $500M in US defense funds, then fired 700 Americans. NetApp hired 2,970 Indian H-1B replacements as 700 families just lost their primary income. Funded by American taxpayers. Betrayed for Indian labor. $CUTOFFS
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The memory story isn’t over yet. As AI workloads continue to grow, demand for HBM, DRAM, NAND, and data storage infrastructure could keep the memory supercycle alive well into 2026. While most investors focus on the AI chip makers, the companies supplying memory, storage, controllers, and manufacturing equipment may be some of the biggest beneficiaries. Names worth watching include $MU Micron, $LRCX Lam Research, $AMAT Applied Materials, $NTAP NetApp, $STX Seagate, $WDC Western Digital, $MRVL Marvell, $RMBS Rambus, and $SIMO Silicon Motion. If AI is the engine, memory is the fuel. Don’t overlook the companies building the infrastructure behind the boom.
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The Digital Ecosystem retweeted
Jun 13
In true #GlobalWellnessDay fashion, our NetAppers are serving wisdom 💅✨ Some said "chase your dreams". Some said take more risks. One exec said knowledge. Seven times 👀 Steal any of these for your mid-year vision board? Tell us 👇
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NetApp hanyalah server Dell yang di ganti bazel nya
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