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Changjieming
Changjieming
·
10-29
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。
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Changjieming
Changjieming
·
03-13
Finally some rebound... but still long way to go in order to recoup losses... 😪😪😪 bloody tariffs and recession fears totally wrecked my calls...
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Changjieming
Changjieming
·
03-07
Boring... another red day. Time to close the app and sleep. 😴 😴 😴
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Changjieming
Changjieming
·
03-04
What da fug? Woke up to this disaster. Time to delete app and reinstall 1 year later when the dust settles.
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Changjieming
Changjieming
·
02-28
Got win any prize?? 🫠
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Changjieming
Changjieming
·
02-28
lol wtf. What a roller coaster ride... one day up, next day down. 🤦🏻♂️ wrecking all my calls. God damn...
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Changjieming
Changjieming
·
02-27
Finally recoup back yesterday's loss. Hopefully it stays that way and not a dead cat bounce.
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Changjieming
Changjieming
·
02-25
Weeee free falling for the past two days. 💔💔💔🥲🥲🥲
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Changjieming
Changjieming
·
02-10
$NVIDIA(NVDA)$
$CRWD 20250417 270.0 CALL$
Finally, it's about time!!!
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Changjieming
Changjieming
·
02-07
$CRWD 20250417 270.0 CALL$
oh yeah 200%!!!
$CrowdStrike Holdings, Inc.(CRWD)$
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to <a href=\"https://ttm.financial/U/4175237419056872\">@北极篂</a>:说得好👏🏼👏🏼👏🏼//<a href=\"https://ttm.financial/U/4175237419056872\">@北极篂</a>: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。","listText":"Replying to <a href=\"https://ttm.financial/U/4175237419056872\">@北极篂</a>:说得好👏🏼👏🏼👏🏼//<a href=\"https://ttm.financial/U/4175237419056872\">@北极篂</a>: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”。 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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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494313287062432","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412774511723088,"gmtCreate":1741795601658,"gmtModify":1741795949488,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"Finally some rebound... but still long way to go in order to recoup losses... 😪😪😪 bloody tariffs and recession fears totally wrecked my calls... ","listText":"Finally some rebound... but still long way to go in order to recoup losses... 😪😪😪 bloody tariffs and recession fears totally wrecked my calls... ","text":"Finally some rebound... but still long way to go in order to recoup losses... 😪😪😪 bloody tariffs and recession fears totally wrecked my calls...","images":[{"img":"https://community-static.tradeup.com/news/2aedda777ba42771d5d5f5196509d83a","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412774511723088","isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":410649750798568,"gmtCreate":1741282332534,"gmtModify":1741282338907,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"Boring... another red day. Time to close the app and sleep. 😴 😴 😴 ","listText":"Boring... another red day. Time to close the app and sleep. 😴 😴 😴 ","text":"Boring... another red day. Time to close the app and sleep. 😴 😴 😴","images":[{"img":"https://community-static.tradeup.com/news/d8f5e56e33c18b3a3f233d60fde551ac","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410649750798568","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409866438893928,"gmtCreate":1741045102141,"gmtModify":1741045109042,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"What da fug? Woke up to this disaster. Time to delete app and reinstall 1 year later when the dust settles. ","listText":"What da fug? Woke up to this disaster. Time to delete app and reinstall 1 year later when the dust settles. ","text":"What da fug? Woke up to this disaster. Time to delete app and reinstall 1 year later when the dust settles.","images":[{"img":"https://community-static.tradeup.com/news/dd168e45fbc99a02dc0af6bbd5accd28","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409866438893928","isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408428232221160,"gmtCreate":1740730651046,"gmtModify":1740730657650,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"Got win any prize?? 🫠","listText":"Got win any prize?? 🫠","text":"Got win any prize?? 🫠","images":[{"img":"https://community-static.tradeup.com/news/1f8d0d502c846421d6e5e441c7a0ddd2","width":"750","height":"984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408428232221160","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408303363162280,"gmtCreate":1740704348237,"gmtModify":1740705946274,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"lol wtf. What a roller coaster ride... one day up, next day down. 🤦🏻♂️ wrecking all my calls. God damn... ","listText":"lol wtf. What a roller coaster ride... one day up, next day down. 🤦🏻♂️ wrecking all my calls. God damn... ","text":"lol wtf. What a roller coaster ride... one day up, next day down. 🤦🏻♂️ wrecking all my calls. God damn...","images":[{"img":"https://community-static.tradeup.com/news/2214cd406f399f07d929cf77b0e66d82","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/408303363162280","isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407807922454600,"gmtCreate":1740585646704,"gmtModify":1740585653097,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"Finally recoup back yesterday's loss. Hopefully it stays that way and not a dead cat bounce. ","listText":"Finally recoup back yesterday's loss. Hopefully it stays that way and not a dead cat bounce. ","text":"Finally recoup back yesterday's loss. Hopefully it stays that way and not a dead cat bounce.","images":[{"img":"https://community-static.tradeup.com/news/1711cb1c22cc3dc0d0e10589a8cc38af","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407807922454600","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407400815849728,"gmtCreate":1740496172995,"gmtModify":1740496180733,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"Weeee free falling for the past two days. 💔💔💔🥲🥲🥲","listText":"Weeee free falling for the past two days. 💔💔💔🥲🥲🥲","text":"Weeee free falling for the past two days. 💔💔💔🥲🥲🥲","images":[{"img":"https://community-static.tradeup.com/news/66cedd33df20c6a322c6afac1aecbe42","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407400815849728","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":402124893040968,"gmtCreate":1739202722800,"gmtModify":1739202729988,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/OPT/CRWD 20250417 270.0 CALL\">$CRWD 20250417 270.0 CALL$</a> Finally, it's about time!!! ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/OPT/CRWD 20250417 270.0 CALL\">$CRWD 20250417 270.0 CALL$</a> Finally, it's about time!!! ","text":"$NVIDIA(NVDA)$ $CRWD 20250417 270.0 CALL$ Finally, it's about time!!!","images":[{"img":"https://community-static.tradeup.com/news/17b8c11f6553c235b7375dc095438a43","width":"618","height":"1026"},{"img":"https://community-static.tradeup.com/news/56bdab64a35a1b1135a382906d789cea","width":"309","height":"533"},{"img":"https://community-static.tradeup.com/news/833a4eccd03ec40003be085a695628c7","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/402124893040968","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":401044755370352,"gmtCreate":1738939087812,"gmtModify":1738939093450,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574136058061437","authorIdStr":"3574136058061437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/CRWD 20250417 270.0 CALL\">$CRWD 20250417 270.0 CALL$</a> oh yeah 200%!!! <a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> ","listText":"<a href=\"https://ttm.financial/OPT/CRWD 20250417 270.0 CALL\">$CRWD 20250417 270.0 CALL$</a> oh yeah 200%!!! <a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> ","text":"$CRWD 20250417 270.0 CALL$ oh yeah 200%!!! $CrowdStrike Holdings, Inc.(CRWD)$","images":[{"img":"https://community-static.tradeup.com/news/afcb9363685f14e0caec4d90f242dddf","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401044755370352","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}