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韭菜ooo
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韭菜ooo
韭菜ooo
·
11-13 14:38
$瑞幸咖啡(LKNCY)$
$蜜雪集团(02097)$
在饮料细分领域瑞幸和蜜雪拥有一个共同特点，便宜同时不难喝。只要保证这点，这两家都不会死，我更看好瑞幸
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韭菜ooo
韭菜ooo
·
11-13 14:34
$苹果(AAPL)$
如果苹果做不出AI差异化，他们最后就不会推出。这个判断是基于对苹果企业文化的理解，苹果不做AI也很好理解了
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韭菜ooo
韭菜ooo
·
11-13 14:30
$Circle Internet Corp.(CRCL)$
CRCL最关键的三个逻辑：1稳定币中circle的USDC是纯正的绑定美元，USDT虽然份额最大但是资产储备情况并不清楚。2当前日交易额USDT大概1000亿美元，是USDC的10倍，但是USDC速度增长更快。3美国政府需要一个新的参与力量购买美债，或者说制衡传统华尔街金融机构。
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韭菜ooo
韭菜ooo
·
11-12 12:55
$京东(JD)$
京东是生意驱动的企业文化，现在这个味道越来越浓了。你看他们体系内的生意，白条、工业、健康等等，搞的非常复杂。。。拆分、上市，搞钱，你见过哪个好企业在玩这种资本游戏的。。。
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韭菜ooo
韭菜ooo
·
11-12 12:50
$CoreWeave, Inc.(CRWV)$
CRWV声称上季度的RPO扩大了210亿美元，但是实际DR却只有可怜的+6.6亿美元，这意味着预收比例不足4%，这就引出了下面一句话也是CRWV声称的:“我们通过客户预付款来为GPU和数据中心扩张融资”。这导致了严重矛盾。所谓“大单”似乎只是用来营造强劲需求，以便支持高融资高估值的手段。一旦这些“意向合同”被取消，那么风险将立即恶化。
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韭菜ooo
韭菜ooo
·
11-11 16:30
$NEBIUS(NBIS)$
2W股赌NBIS财报！明天是买劳斯莱斯还是继续开旧车就看你了。兄弟别让我失望
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韭菜ooo
韭菜ooo
·
11-11 16:23
$黄金主连 2512(GCmain)$
现在很多新兴国家目前的黄金储备不够，未来这些国家的央行还会持续购金以此来做为战略储备
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韭菜ooo
韭菜ooo
·
11-10
$泡泡玛特(09992)$
我对泡泡玛特的了解只停留在labubu，还是太浅了。我也不喜欢labubu，不影响我喜欢别的
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韭菜ooo
韭菜ooo
·
11-10
$Oklo Inc.(OKLO)$
oklo最近走势就是典型的泡沫股破裂的时候连累到好股票了，这个票真的要高看几眼啊
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韭菜ooo
韭菜ooo
·
11-10
$Rigetti Computing(RGTI)$
量子计算板块的估值已经达到至今为止超过互联网泡沫极值的水平，尤其是这个RGTI。真的很离谱啊
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$蜜雪集团(02097)$在饮料细分领域瑞幸和蜜雪拥有一个共同特点，便宜同时不难喝。只要保证这点，这两家都不会死，我更看好瑞幸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499744124690824","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499743342629112,"gmtCreate":1763015670278,"gmtModify":1763016954971,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>如果苹果做不出AI差异化，他们最后就不会推出。这个判断是基于对苹果企业文化的理解，苹果不做AI也很好理解了","listText":"<a target=\"_blank\" 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Corp.(CRCL)$CRCL最关键的三个逻辑：1稳定币中circle的USDC是纯正的绑定美元，USDT虽然份额最大但是资产储备情况并不清楚。2当前日交易额USDT大概1000亿美元，是USDC的10倍，但是USDC速度增长更快。3美国政府需要一个新的参与力量购买美债，或者说制衡传统华尔街金融机构。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/499741708824840","isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":6,"crmLevelSwitch":1,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"content":"老美的机构、传统支付主要是跟USDc合作，感觉明年USDc会超越USDT规模，现在发展速度是超过USDT的。","text":"老美的机构、传统支付主要是跟USDc合作，感觉明年USDc会超越USDT规模，现在发展速度是超过USDT的。","html":"老美的机构、传统支付主要是跟USDc合作，感觉明年USDc会超越USDT规模，现在发展速度是超过USDT的。"},{"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":6,"crmLevelSwitch":1,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"content":"貌似USDC目前是老美唯一合规的稳定币吧。","text":"貌似USDC目前是老美唯一合规的稳定币吧。","html":"貌似USDC目前是老美唯一合规的稳定币吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499364452081928,"gmtCreate":1762923320878,"gmtModify":1762924290641,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>京东是生意驱动的企业文化，现在这个味道越来越浓了。你看他们体系内的生意，白条、工业、健康等等，搞的非常复杂。。。拆分、上市，搞钱，你见过哪个好企业在玩这种资本游戏的。。。","text":"$京东(JD)$京东是生意驱动的企业文化，现在这个味道越来越浓了。你看他们体系内的生意，白条、工业、健康等等，搞的非常复杂。。。拆分、上市，搞钱，你见过哪个好企业在玩这种资本游戏的。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499364452081928","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499363692167560,"gmtCreate":1762923055259,"gmtModify":1762923060367,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>CRWV声称上季度的RPO扩大了210亿美元，但是实际DR却只有可怜的+6.6亿美元，这意味着预收比例不足4%，这就引出了下面一句话也是CRWV声称的:“我们通过客户预付款来为GPU和数据中心扩张融资”。这导致了严重矛盾。所谓“大单”似乎只是用来营造强劲需求，以便支持高融资高估值的手段。一旦这些“意向合同”被取消，那么风险将立即恶化。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>CRWV声称上季度的RPO扩大了210亿美元，但是实际DR却只有可怜的+6.6亿美元，这意味着预收比例不足4%，这就引出了下面一句话也是CRWV声称的:“我们通过客户预付款来为GPU和数据中心扩张融资”。这导致了严重矛盾。所谓“大单”似乎只是用来营造强劲需求，以便支持高融资高估值的手段。一旦这些“意向合同”被取消，那么风险将立即恶化。","text":"$CoreWeave, Inc.(CRWV)$CRWV声称上季度的RPO扩大了210亿美元，但是实际DR却只有可怜的+6.6亿美元，这意味着预收比例不足4%，这就引出了下面一句话也是CRWV声称的:“我们通过客户预付款来为GPU和数据中心扩张融资”。这导致了严重矛盾。所谓“大单”似乎只是用来营造强劲需求，以便支持高融资高估值的手段。一旦这些“意向合同”被取消，那么风险将立即恶化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499363692167560","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499063334695176,"gmtCreate":1762849805891,"gmtModify":1762849808215,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>2W股赌NBIS财报！明天是买劳斯莱斯还是继续开旧车就看你了。兄弟别让我失望","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$</a>现在很多新兴国家目前的黄金储备不够，未来这些国家的央行还会持续购金以此来做为战略储备","text":"$黄金主连 2512(GCmain)$现在很多新兴国家目前的黄金储备不够，未来这些国家的央行还会持续购金以此来做为战略储备","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499062457737464","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498705514512648,"gmtCreate":1762762447449,"gmtModify":1762762449736,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>我对泡泡玛特的了解只停留在labubu，还是太浅了。我也不喜欢labubu，不影响我喜欢别的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>我对泡泡玛特的了解只停留在labubu，还是太浅了。我也不喜欢labubu，不影响我喜欢别的","text":"$泡泡玛特(09992)$我对泡泡玛特的了解只停留在labubu，还是太浅了。我也不喜欢labubu，不影响我喜欢别的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498705514512648","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498704239489288,"gmtCreate":1762762136163,"gmtModify":1762762138355,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a>oklo最近走势就是典型的泡沫股破裂的时候连累到好股票了，这个票真的要高看几眼啊","listText":"<a target=\"_blank\" 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