Replying to @北极篂:说得好👏🏼👏🏼👏🏼//@北极篂:詹森这次GTC演讲，真的是再次把市场“点燃”了。英伟达股价一夜飙升5%，市值直逼5万亿美元，不只是因为炫目的技术图表，更因为他用数据再次证明：AI不是泡沫，而是正在形成的“新工业革命”。 Blackwell/Rubin架构的收入预期高达5000亿美元，是上一代的5倍，而且黄仁勋那句“到目前为止”简直像暗示——真正的增长才刚开始。再看看出货量，600万台GPU已经交付，到2026年预计达到2000万台，比市场原本的预测高出30%，这在半导体行业几乎是史无前例的成长速度。 更夸张的是利润。最新预估英伟达2026财年EPS接近8美元，远超此前预测，意味着公司不仅规模扩大，盈利能力也在质变。这也是为什么整个AI供应链——从微软到SK海力士——都在“躺赢”。微软拿到2500亿美元的算力订单、SK海力士明年产能被订满，都证明AI热潮已不是一时兴奋，而是长线结构性趋势。 有人说：“感谢英伟达，我赚到人生第一个百万。”我完全能理解。或许，在AI这场变革中，真正的机会不只是拥有一只NVDA股票，而是理解它代表的时代转折——属于AI与算力的新财富浪潮，才刚刚开始。

Finally some rebound... but still long way to go in order to recoup losses... 😪😪😪 bloody tariffs and recession fears totally wrecked my calls... 

Boring... another red day. Time to close the app and sleep. 😴 😴 😴 

What da fug? Woke up to this disaster. Time to delete app and reinstall 1 year later when the dust settles. 

Got win any prize?? 🫠

lol wtf. What a roller coaster ride... one day up, next day down. 🤦🏻‍♂️ wrecking all my calls. God damn... 

Finally recoup back yesterday's loss. Hopefully it stays that way and not a dead cat bounce. 

Weeee free falling for the past two days. 💔💔💔🥲🥲🥲

$NVIDIA(NVDA)$   $CRWD 20250417 270.0 CALL$ Finally, it's about time!!! 

$CRWD 20250417 270.0 CALL$ oh yeah 200%!!! $CrowdStrike Holdings, Inc.(CRWD)$  

$CRWD 20250417 270.0 CALL$ thank you crowdstrike! $CrowdStrike Holdings, Inc.(CRWD)$  

Of course I will add more. In fact I bought the dip by buying calls $NVDA 20250815 145.0 CALL$ $NVIDIA(NVDA)$ $CRWD 20250417 270.0 CALL$ buy and hold and you will be rewarded. 🙏🏼🙏🏼🙏🏼 

Freaking insane.... My biggest loss on a single day thus far since I started investing few years ago... anyhow I have faith and still believe in $NVIDIA(NVDA)$ as well as Mr Jensen Huang and therefore have bought August calls. $NVDA 20250815 145.0 CALL$ 

$NVIDIA(NVDA)$   $CRWD 20250417 270.0 CALL$ Happy CNY! Angbao Lai liao! 

Thank you Jensen Huang. $NVIDIA(NVDA)$ $CRWD 20250417 270.0 CALL$  

Finally see green... 🙏🏼🙏🏼🙏🏼✅✅✅🟢🟢🟢

My covered calls are getting wrecked! 🤣 good and bad! $NVDA 20250207 157.5 CALL$ 

$NVIDIA(NVDA)$  definitely will rocket past $150. All Jensen Huang has to do is to put on his cool leather jacket and keep repeating the words "AI AI AI". 🚀🚀🚀🌙🌙🌙$NVIDIA(NVDA)$  

Didn't win the $8.2m TOTO but this is still something! 😍😍😍 thank you Jensen Huang. Time for you to shine $NVIDIA(NVDA)$  $NVIDIA(NVDA)$  $CRWD 20250417 270.0 CALL$  

Thank you MR Jensen Huang. Time for you to shine! $NVIDIA(NVDA)$  $GOOG 20250117 140.0 CALL$