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Bambam
Bambam
·
10-17
他们的目标是在今年生产5000到10000万台供内部使用 数字都错了
非常抱歉,此主贴已删除
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Bambam
Bambam
·
10-09
Tesla and Google
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Bambam
Bambam
·
09-09
这次美股会不会不一样?
bbg的美股历史估值对比,8个指标的平均值现在又到新高了。过去新高后面都是几年的调整,希望这次打破魔咒,美股牛市延续下去!
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这次美股会不会不一样?
Bambam
Bambam
·
09-04
不看curve纯赌的策略,一看就是期权新手策略对tail risk一无所知 。
非常抱歉,此主贴已删除
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Bambam
Bambam
·
09-03
不能只看一个判决,谷歌ai本身就是第一梯队存在而且有全生态能用。剩下几个一线ai都缺东少西的,只能在特定领域发力。何况ai就是数据,在国外哪个公司能比谷歌有更多数据?
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Bambam
Bambam
·
05-23
周三以前 谁关心过20年国债。这东西2020年才开始的,最没存在感的国债。所以昨天大跌我就加仓了
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Bambam
Bambam
·
05-02
说我像taleb 太荣幸了 他就是我努力方向
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Bambam
Bambam
·
04-07
四月3日安排的,trump关税一宣布就计划了。我觉得不会有啥实质性的,但是确实给了一个很短的notice,不至于紧急吧
非常抱歉,此主贴已删除
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Bambam
Bambam
·
2024-12-18
$NVDA 自定义 241227 130.0P/137.0C$
按照预期走 差不多可以平了
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Bambam
Bambam
·
2024-10-05
这截图截不下来了。1-8,5-7
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