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狗狗祟祟的打工刘
安全投资，量力而行
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
01-06 12:03
$白银ETF-iShares(SLV)$
白银正迈向三位数。货币与宏观经济学。投资需求。供应限制。地缘政治因素。心理层面恐惧和市场机制如倒挂、租赁与交付中断。害怕错过？哈哈。
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-24
$标普500ETF(SPY)$
空头们还在嘴硬，闭市高点居然说不看涨，低量延续到690-693区域还不是分分钟的事
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-23
$CoreWeave, Inc.(CRWV)$
整理到位后继续冲高，百元大关指日可待！
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378
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-22
$三倍做多半导体ETF-Direxion Daily(SOXL)$
咱们还能再探49吗？希望如此
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-19
$CoreWeave, Inc.(CRWV)$
做空的朋友们该收摊了
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271
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-18
$CoreWeave, Inc.(CRWV)$
最新季度调整后息税折旧前利润达到8.38亿美刀，利润率直接飙到61%。这说明这公司不是那种烧钱换增长的愣头青，而是实打实的盈利性扩张。对比下老牌科技厂
$甲骨文(ORCL)$
，现在转型做云和人工智能，市场给了10倍前瞻销售额和18倍前瞻企业价值倍数。
$甲骨文(ORCL)$
增速跟蜗牛爬似的，
$CoreWeave, Inc.(CRWV)$
可是三位数增长，按这个逻辑给类似估值倍数完全说得过去。只要持续转化550亿美刀订单储备，保持云行业罕见的增速，估值溢价只会越来越扎实。
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-18
$标普500ETF(SPY)$
一切未变，前方$700终将抵达。节日气氛渐浓！
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500
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-16
$Circle Internet Corp.(CRCL)$
这波压力主要源自基准利率走低，直接影响其准备金利息收入。增发稳定币可缓解部分收入缺口，不过最终还是要靠ARC和CPN的持续性收益来对冲息差损失。
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-16
$SanDisk Corp(SNDK)$
空头死活压不下205防线，盘整到位蓄势待发
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狗狗祟祟的打工刘
狗狗祟祟的打工刘
·
2025-12-10
巴老的选择也不总是金标准，
$SoFi Technologies Inc.(SOFI)$
自有发光处
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509
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空头们还在嘴硬，闭市高点居然说不看涨，低量延续到690-693区域还不是分分钟的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514122668724656","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513605824614568,"gmtCreate":1766438312000,"gmtModify":1766478689324,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>整理到位后继续冲高，百元大关指日可待！","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>整理到位后继续冲高，百元大关指日可待！","text":"$CoreWeave, Inc.(CRWV)$ 整理到位后继续冲高，百元大关指日可待！","images":[{"img":"https://static.tigerbbs.com/e38f6776a810c0bc361ee60343a35f74","width":"479","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513605824614568","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":513562624147576,"gmtCreate":1766404302000,"gmtModify":1766475698325,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> 咱们还能再探49吗？希望如此","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> 咱们还能再探49吗？希望如此","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 咱们还能再探49吗？希望如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513562624147576","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512382961332400,"gmtCreate":1766102888000,"gmtModify":1766109785014,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空的朋友们该收摊了","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空的朋友们该收摊了","text":"$CoreWeave, Inc.(CRWV)$ 做空的朋友们该收摊了","images":[{"img":"https://static.tigerbbs.com/c0aa813d81d606cf8c8b59c11b418cad","width":"320","height":"233"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512382961332400","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":512070457614392,"gmtCreate":1766016872000,"gmtModify":1766051257382,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>最新季度调整后息税折旧前利润达到8.38亿美刀，利润率直接飙到61%。这说明这公司不是那种烧钱换增长的愣头青，而是实打实的盈利性扩张。对比下老牌科技厂<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>，现在转型做云和人工智能，市场给了10倍前瞻销售额和18倍前瞻企业价值倍数。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>增速跟蜗牛爬似的，<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>可是三位数增长，按这个逻辑给类似估值倍数完全说得过去。只要持续转化550亿美刀订单储备，保持云行业罕见的增速，估值溢价只会越来越扎实。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>最新季度调整后息税折旧前利润达到8.38亿美刀，利润率直接飙到61%。这说明这公司不是那种烧钱换增长的愣头青，而是实打实的盈利性扩张。对比下老牌科技厂<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>，现在转型做云和人工智能，市场给了10倍前瞻销售额和18倍前瞻企业价值倍数。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>增速跟蜗牛爬似的，<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>可是三位数增长，按这个逻辑给类似估值倍数完全说得过去。只要持续转化550亿美刀订单储备，保持云行业罕见的增速，估值溢价只会越来越扎实。","text":"$CoreWeave, Inc.(CRWV)$ 最新季度调整后息税折旧前利润达到8.38亿美刀，利润率直接飙到61%。这说明这公司不是那种烧钱换增长的愣头青，而是实打实的盈利性扩张。对比下老牌科技厂$甲骨文(ORCL)$ ，现在转型做云和人工智能，市场给了10倍前瞻销售额和18倍前瞻企业价值倍数。$甲骨文(ORCL)$ 增速跟蜗牛爬似的，$CoreWeave, Inc.(CRWV)$ 可是三位数增长，按这个逻辑给类似估值倍数完全说得过去。只要持续转化550亿美刀订单储备，保持云行业罕见的增速，估值溢价只会越来越扎实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512070457614392","isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511976040587320,"gmtCreate":1765997898000,"gmtModify":1766060660296,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>一切未变，前方$700终将抵达。节日气氛渐浓！","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>一切未变，前方$700终将抵达。节日气氛渐浓！","text":"$标普500ETF(SPY)$ 一切未变，前方$700终将抵达。节日气氛渐浓！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511976040587320","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511309238972904,"gmtCreate":1765825855000,"gmtModify":1765880482107,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a><v-v data-views=\"1\"></v-v> 这波压力主要源自基准利率走低，直接影响其准备金利息收入。增发稳定币可缓解部分收入缺口，不过最终还是要靠ARC和CPN的持续性收益来对冲息差损失。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a><v-v data-views=\"1\"></v-v> 这波压力主要源自基准利率走低，直接影响其准备金利息收入。增发稳定币可缓解部分收入缺口，不过最终还是要靠ARC和CPN的持续性收益来对冲息差损失。","text":"$Circle Internet Corp.(CRCL)$ 这波压力主要源自基准利率走低，直接影响其准备金利息收入。增发稳定币可缓解部分收入缺口，不过最终还是要靠ARC和CPN的持续性收益来对冲息差损失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511309238972904","isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":9,"crmLevelSwitch":0,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"content":"非利息收入占比能够超20%，股价翻倍","text":"非利息收入占比能够超20%，股价翻倍","html":"非利息收入占比能够超20%，股价翻倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511421153108088,"gmtCreate":1765821554000,"gmtModify":1765880376984,"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"themes":[],"title":"","htmlText":"<a 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