从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。
Our playfield is (up to) 80x35, and almost every line of it changes on every frame. That means we could send 80*35*10 = 28000 bytes a second just for the characters on screen. And that’s before accounting for things like colors or SSH overhead!
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