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省心省力
省心省力
·
04-30 06:26
$英伟达(NVDA)$
近期的波动其实没什么意义。我们又一次听到了需要知道的关键信息。谷歌这次更明确了：AI支出在2027年将增加超过20%，而不是之前提到的10%。这个提升幅度很明显。
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省心省力
省心省力
·
04-27
$美国超微公司(AMD)$
我之前的预测正在应验，价格在350见顶。预计会先盘整，然后继续上涨。Q1财报应该会很亮眼。
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363
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省心省力
省心省力
·
04-24
我倒是觉得，大家可能都没看到
$Palantir Technologies Inc.(PLTR)$
真正的价值所在。它本质上是一家AI公司，但不需要承担那么巨大的基础设施成本。现在看下来，钱是实打实地从正门流进来了。
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1,430
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2
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省心省力
·
04-23
$美国超微公司(AMD)$
AMD在16个交易日内涨了107美元，涨幅超过55%。
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236
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省心省力
省心省力
·
04-17
$Palantir Technologies Inc.(PLTR)$
说实话，我更希望它明天能攀升并突破145，然后向150前进。
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914
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1
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1
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省心省力
省心省力
·
04-17
$Palantir Technologies Inc.(PLTR)$
这家公司每季度收入能到50亿，没有债务，手头现金更充裕。这股票我看是个三重威胁、三层粉碎机。明年这个时候，股价估计能到750美元。
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2,523
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2
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1
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省心省力
省心省力
·
04-16
$美国超微公司(AMD)$
很快就要到1000美元了，我们现在就像Nvidia四年前的位置。
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1,397
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1
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省心省力
省心省力
·
04-16
$美国超微公司(AMD)$
这里有点精神分裂般的拉锯战，AMD多头在发力。
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411
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省心省力
省心省力
·
04-16
$Palantir Technologies Inc.(PLTR)$
空头们被挤压得够呛！裤子裆部都勒紧了，Burry！看来得吞回自己的话了！哈哈！
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1,069
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1
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省心省力
·
04-16
$英伟达(NVDA)$
了解NVDA的人都知道，它总喜欢在突破前反复敲门试探。NVDA就是这么个脾气。200美元这个价位，很可能要被测试好几次。
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615
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>近期的波动其实没什么意义。我们又一次听到了需要知道的关键信息。谷歌这次更明确了：AI支出在2027年将增加超过20%，而不是之前提到的10%。这个提升幅度很明显。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>近期的波动其实没什么意义。我们又一次听到了需要知道的关键信息。谷歌这次更明确了：AI支出在2027年将增加超过20%，而不是之前提到的10%。这个提升幅度很明显。","text":"$英伟达(NVDA)$ 近期的波动其实没什么意义。我们又一次听到了需要知道的关键信息。谷歌这次更明确了：AI支出在2027年将增加超过20%，而不是之前提到的10%。这个提升幅度很明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559063307735072","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558213547528216,"gmtCreate":1777303338000,"gmtModify":1777347936660,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我之前的预测正在应验，价格在350见顶。预计会先盘整，然后继续上涨。Q1财报应该会很亮眼。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我之前的预测正在应验，价格在350见顶。预计会先盘整，然后继续上涨。Q1财报应该会很亮眼。","text":"$美国超微公司(AMD)$ 我之前的预测正在应验，价格在350见顶。预计会先盘整，然后继续上涨。Q1财报应该会很亮眼。","images":[{"img":"https://static.tigerbbs.com/fee10084b16fa2817324bb91583290d4","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558213547528216","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":556839325508456,"gmtCreate":1776962719000,"gmtModify":1777010486334,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"我倒是觉得，大家可能都没看到 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 真正的价值所在。它本质上是一家AI公司，但不需要承担那么巨大的基础设施成本。现在看下来，钱是实打实地从正门流进来了。","listText":"我倒是觉得，大家可能都没看到 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 真正的价值所在。它本质上是一家AI公司，但不需要承担那么巨大的基础设施成本。现在看下来，钱是实打实地从正门流进来了。","text":"我倒是觉得，大家可能都没看到 $Palantir Technologies Inc.(PLTR)$ 真正的价值所在。它本质上是一家AI公司，但不需要承担那么巨大的基础设施成本。现在看下来，钱是实打实地从正门流进来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/556839325508456","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"担心的是增速，公司没问题，就是要工程师上门有点费劲","text":"担心的是增速，公司没问题，就是要工程师上门有点费劲","html":"担心的是增速，公司没问题，就是要工程师上门有点费劲"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556549852749848,"gmtCreate":1776896454000,"gmtModify":1776925903738,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD在16个交易日内涨了107美元，涨幅超过55%。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD在16个交易日内涨了107美元，涨幅超过55%。","text":"$美国超微公司(AMD)$ AMD在16个交易日内涨了107美元，涨幅超过55%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556549852749848","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554617284187016,"gmtCreate":1776392401000,"gmtModify":1776415477805,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>说实话，我更希望它明天能攀升并突破145，然后向150前进。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>说实话，我更希望它明天能攀升并突破145，然后向150前进。","text":"$Palantir Technologies Inc.(PLTR)$ 说实话，我更希望它明天能攀升并突破145，然后向150前进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554617284187016","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554507976175680,"gmtCreate":1776368392000,"gmtModify":1776397321593,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>这家公司每季度收入能到50亿，没有债务，手头现金更充裕。这股票我看是个三重威胁、三层粉碎机。明年这个时候，股价估计能到750美元。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>这家公司每季度收入能到50亿，没有债务，手头现金更充裕。这股票我看是个三重威胁、三层粉碎机。明年这个时候，股价估计能到750美元。","text":"$Palantir Technologies Inc.(PLTR)$ 这家公司每季度收入能到50亿，没有债务，手头现金更充裕。这股票我看是个三重威胁、三层粉碎机。明年这个时候，股价估计能到750美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/554507976175680","isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"269619521079854","authorId":"269619521079854","name":"26年好运连连","avatar":"https://static.tigerbbs.com/1b83b0c03259bb7d32d2951f7a7361f3","crmLevel":5,"crmLevelSwitch":0,"idStr":"269619521079854","authorIdStr":"269619521079854"},"content":"没有用 成本根本说不清楚，FTE这种资源也很稀有很难扩张。","text":"没有用 成本根本说不清楚，FTE这种资源也很稀有很难扩张。","html":"没有用 成本根本说不清楚，FTE这种资源也很稀有很难扩张。"},{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579592247575705","authorIdStr":"3579592247575705"},"content":"750 你自己觉得好笑么 这公司有什么价值？ 制造战争？","text":"750 你自己觉得好笑么 这公司有什么价值？ 制造战争？","html":"750 你自己觉得好笑么 这公司有什么价值？ 制造战争？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554200892515136,"gmtCreate":1776282989000,"gmtModify":1776310147923,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>很快就要到1000美元了，我们现在就像Nvidia四年前的位置。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>很快就要到1000美元了，我们现在就像Nvidia四年前的位置。","text":"$美国超微公司(AMD)$ 很快就要到1000美元了，我们现在就像Nvidia四年前的位置。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554200892515136","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554200882762632,"gmtCreate":1776279551000,"gmtModify":1776310140389,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这里有点精神分裂般的拉锯战，AMD多头在发力。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这里有点精神分裂般的拉锯战，AMD多头在发力。","text":"$美国超微公司(AMD)$ 这里有点精神分裂般的拉锯战，AMD多头在发力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554200882762632","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554159815619392,"gmtCreate":1776275684000,"gmtModify":1776309288369,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>空头们被挤压得够呛！裤子裆部都勒紧了，Burry！看来得吞回自己的话了！哈哈！","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>空头们被挤压得够呛！裤子裆部都勒紧了，Burry！看来得吞回自己的话了！哈哈！","text":"$Palantir Technologies Inc.(PLTR)$ 空头们被挤压得够呛！裤子裆部都勒紧了，Burry！看来得吞回自己的话了！哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554159815619392","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554106510118976,"gmtCreate":1776273359000,"gmtModify":1776306600303,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 了解NVDA的人都知道，它总喜欢在突破前反复敲门试探。NVDA就是这么个脾气。200美元这个价位，很可能要被测试好几次。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 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