財報是用來驗證自己的假說和判斷正不正確，而 guidance 則是未來的櫥窗，因為 Nvidia 買得比較多，就拋磚引玉速解一下。

財報部分：NVIDIA (NASDAQ: NVDA) reported Q2 EPS of $2.18 vs. $1.97 expected. Revenue for the quarter came in at $3.87 B vs. $3.65 B expected.

短評：不覺得有什麼特別的，為啥媒體都說很好？小贏預期，沒贏才奇怪，已經連續五季贏了。

這篇中文有詳細數據
https://news.cnyes.com/news/id/4517357

－－－

Guidance：

NVIDIA’s outlook for the third quarter of fiscal 2021 is as follows:

Revenue is expected to be $4.40 billion, plus or minus 2 percent.

所以大概是 QoQ 13%, YoY 46% 的預期成長，還不錯；雖然說公司重心從遊戲移到資料中心，但伺服器的成長率估計會趨緩，這也滿正常，這一季太暴力；但下半年估計有強勁遊戲潮，換遊戲區塊表演，大家顯卡買起來。

GAAP and non-GAAP gross margins are expected to be 62.5 percent and 65.5 percent, respectively, plus or minus 50 basis points.

本季 GAAP 報 58.8%, Non-GAAP 報 66%，若能毛利提升那不錯，反正像我這種肥宅，顯卡賣再貴還不是忍痛買下去，提升毛利人人有責。

小結：

有注意到本季的自由現金流大幅增加，套一句軟銀講的：“Cash is the defence for us.” ，這年頭一些公司不敢公布業績指引 (withdrawing guidance)，或是沒有現金在手，一整個抖，反觀 Nvidia 滿手現金是好現象。

股價表現 YTD return: 108.65%，沒冤枉。各項估值法我是不覺得現價有特別便宜，手上也買太多，暫時不追了。

說來說去，還是等市場開獎吧，反正大漲大跌，都有故事可以講，劇本都準備好了。

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2021

【回應越南網民疑慮批評 東亞及東南亞團結對抗中共掘起】
（scroll down for English & 下面有中文）

Xin chào các bạn Việt Nam: Hôm qua, mình đã sử dụng thuật ngữ "con khỉ Việt Nam" trong bài đăng trên Facebook của mình. Mình có ý đó là mỉa mai, vì những người theo chủ nghĩa dân tộc Trung Quốc luôn sử dụng thuật ngữ phân biệt chủng tộc chống lại mình. Mình không bao giờ có ý định xúc phạm các bạn. Mình xin lỗi vì sự hiểu lầm và đã loại bỏ thuật ngữ trong bài viết của mình. Mình biết nhiều người Việt Nam yêu tự do từ lâu đã ủng hộ Hồng Kông. Chúng tôi nên cùng nhau đấu tranh cho dân chủ!
(Cảm ơn 敖卓軒 （Jeffrey Ngo） đã giúp tôi dịch)

"Hong Kong: Vì sao phe thân-Bắc Kinh đồn Joshua Wong là người 'gốc Việt'?" BBC Tiếng Việt: https://www.bbc.com/vietnamese/world-49329080

-----------------------------------------------

本文原意為以日本河童和越南猴子等小粉紅曾使用的字眼，反諷喜歡侮辱我的中國網民；怎料激起越南網友以為我有意詆毁他們，其實我完全沒有這個意思，在此向各位越南人致歉，我也為免誤會，經已在此帖刪除越南此一字詞。

又另外，就著經常被指稱為越南人一事，其實我作為土生土長，於香港出生的香港人，自己家族四代也與越南沒有任何淵源，族譜裏據悉也沒有人曾在越南出生或在當地工作⋯⋯

不過縱然如此，在抵抗威權的戰線上，我也非常希望與東亞地區的朋友一起努力，尤其是不管香港還是越南等東南亞國家還是香港，在過去也深深感受到中國勢力擴張帶來的負面影響，我們定必團結一致對抗暴政。

最後奉勸小粉紅們，不要再以為抵毀我作越南人會有甚麼作用了，這只是說明從牆來出征的網民，只是在玩弄種族主義，反映質素何其低劣 :)

-----------------------------------------------

Although I am a #Hongkonger, Chinese netizens often call me Vietnamese monkey. I am sorry that my friends in #Vietnam feel uncomfortable when I used the term to mock myself. So I delete it and apologize for your frustration.

But what is more worrying is that #China’s netizens more and more often use these racist terms to describe people in #Vietnam, #Japan, #Taiwan, #Uyghurs, #Thailand in recent #nnevvy incident, and even African workers in #Guangzhou and #Beijing.

That is a kind of extreme nationalist bullying, warranted by an authoritarian #China and reaching out every corner of the world. With its swelling economic clout, #Chinese pay no respect to other people’s liberties and dignity.

In defence of our freedoms and human dignity, I invite people in all Asian and African countries to fight against #China’s authoritarian expansion. Our life should not be trampled on by extreme nationalists from #China.

https://twitter.com/joshuawongcf/status/1249259287488139271

The Vietnamese people — having endured decades of racism, imperialism and geopolitical oppression from China — have likewise long been standing up for Hong Kong, even as the Vietnamese government is reluctant to say anything pro-democracy.

希望他玩遍中國開發的遊戲！
傳說遊戲只要被他玩過，就會被中國下架的男子，現在玩開了。
🤣🤣🤣

亲，那个以为自己很牛逼，但其实只是猴子河童又在玩啥？！全也要下架！

#玻璃森友會 #猛男之森 #猛男撿樹枝

😂原來已經有生成器：https://hkacgmemes.github.io/gif-switch-meme-gen/

-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-

【回應越南網民疑慮批評 東亞及東南亞團結對抗中共掘起】
（scroll down for English & 下面有中文）

Xin chào các bạn Việt Nam: Hôm qua, mình đã sử dụng thuật ngữ "khỉ Việt Nam" trong bài đăng trên Facebook của mình. Mình có ý đó là mỉa mai, vì những người theo chủ nghĩa dân tộc Trung Quốc luôn sử dụng thuật ngữ phân biệt chủng tộc chống lại mình. Mình không bao giờ có ý định xúc phạm các bạn. Mình xin lỗi vì sự hiểu lầm và đã loại bỏ thuật ngữ trong bài viết của mình. Mình biết nhiều người Việt Nam yêu tự do từ lâu đã ủng hộ Hồng Kông. Chúng tôi nên cùng nhau đấu tranh cho dân chủ!
(Cảm ơn 敖卓軒 （Jeffrey Ngo）​ đã giúp tôi dịch)

-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-

本文原意為以日本河童和越南猴子等小粉紅曾使用的字眼，反諷喜歡侮辱我的中國網民；怎料激起越南網友以為我有意詆毁他們，其實我完全沒有這個意思，在此向各位越南人致歉，我也為免誤會，經已在此帖刪除越南此一字詞。

又另外，就著經常被指稱為越南人一事，其實我作為土生土長，於香港出生的香港人，自己家族四代也與越南沒有任何淵源，族譜裏據悉也沒有人曾在越南出生或在當地工作⋯⋯

不過縱然如此，在抵抗威權的戰線上，我也非常希望與東亞地區的朋友一起努力，尤其是不管香港還是越南等東南亞國家還是香港，在過去也深深感受到中國勢力擴張帶來的負面影響，我們定必團結一致對抗暴政。

最後奉勸小粉紅們，不要再以為抵毀我作越南人會有甚麼作用了，這只是說明從牆來出征的網民，只是在玩弄種族主義，反映質素何其低劣 :)

-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-

Although I am a #Hongkonger, Chinese netizens often call me Vietnamese monkey. I am sorry that my friends in #Vietnam feel uncomfortable when I used the term to mock myself. So I delete it and apologize for your frustration.

But what is more worrying is that #China’s netizens more and more often use these racist terms to describe people in #Vietnam, #Japan, #Taiwan, #Uyghurs, #Thailand in recent #nnevvy incident, and even African workers in #Guangzhou and #Beijing.

That is a kind of extreme nationalist bullying, warranted by an authoritarian #China and reaching out every corner of the world. With its swelling economic clout, #Chinese pay no respect to other people’s liberties and dignity.

In defence of our freedoms and human dignity, I invite people in all Asian and African countries to fight against #China’s authoritarian expansion. Our life should not be trampled on by extreme nationalists from #China.

https://twitter.com/joshuawongcf/status/1249259287488139271

The Vietnamese people — having endured decades of racism, imperialism and geopolitical oppression from China — have likewise long been standing up for Hong Kong, even as the Vietnamese government is reluctant to say anything pro-democracy.

W: 搞了老半天，原來我家沒有大火把
M: 那就用隕石 K 怪吧

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【模組使用列表 & 說明】（過期資料，不再更新）
http://bit.ly/AlanOMLList

【模組包、伺服器安裝教學】（過期資料）
Minecraft｜Legend 模組傳奇｜ep0 模組包介紹｜悟訢
https://youtu.be/YY69I-BfTaU

～＊～＊～＊～＊～＊～＊～＊～＊～＊～＊～

【BGM】
曲：White All Around Us
作：光田康典
源：ゼノブレイド2 オリジナル・サウンドトラック

曲：繭を解く
作：keeno
源：White Luminescence Feat. 初音ミク

曲：帰ろ 帰ろ
作：ぺのれり
源：https://www.nicovideo.jp/watch/sm21713410

～＊～＊～＊～＊～＊～＊～＊～＊～＊～＊～

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＊中文＊
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＊English＊
P.O.BOX 135-34 TAIPEI
POST
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【關鍵字】
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Raw01
Raw01 is the ultimate 1st version of Vince Way's original song, recorded exactly the moment it was born. A demo is a final version in its own way - perfectly raw as it should be. May whatever blossoms from it later on, its essence remains only in version Raw01.

Raw01是弘正原創歌曲的終極第一版，準確記錄了它誕生的一刻。這些DEMO以後會不斷的進化，但此版本依然是完的最初。

詞 Lyrics:
Shoot Aim Fire
knocking down your desire
Lock and reload
what do we know
Kill in style
lipstick in red
Heels high
Trophies of gold
could it be all
Pushing for power with all of our means
Still seeing these faces as lost as they seem
When buildings are crumbling down what do you really see
The fight goes on so

Fold up the heartache
March as we go
Long as you know its
Worth fighting for
When Home is a matchstick
Love is the stove
With all that is worth it
I'm fighting for
I'm fighting for you

2 steps back
Elbows up on defence
Watch the attack
There's pride to protect

Punching in punching out chasing the dream
Still up in those nights I can barely breathe
Fighting the good fight is that all there really is
The gloves stay on so

Fold up the heartache
March as we go
As long as you know its
Worth fighting for
Keep fighting for
When Home is a matchstick
Love is the stove
With all that is worth it
I'm fighting for
fighting for
you ohh fighting for you ohh

Embrace all the heartbreaks
Laugh as we go
We ll land on the surface of evernew

Let home be the match stick
Love be the stove
With all that is worth it keep fighting for
I'm fighting for you

Lyrics by Vince Way

EDF5是做爛，是資源再用
但依然是EDF，作為合作遊戲還是有一玩的價值
沒想到Iron Rain，可以比EDF5更嚴重
令我開始懷念EDF5的美好