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Bambam
Bambam
·
02-04
上周二数据没什么参考意义了。看看这周二的吧
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Bambam
Bambam
·
01-07
现在还在tsla车上的都是因为机器人和robotaxi了吧。nvda的自动驾驶框架让更多技术能力差点的车厂也可以来玩自动驾驶了。那么就看你判断是否这些车厂对tesla有威胁?我觉得如果这些车厂对fsd有威胁,那么有没有nvda自己早下场了,把cheatsheet交到这些差生手上我觉得也不会翻天的,反而衬托出优等生好在哪。 月底财报我觉得是最关键的,如果tsla大跌就可以加仓了。现在这个不高不低的时候,还有一大堆数据马上出来,没必要这时候冒险
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Bambam
Bambam
·
01-06
都是什么垃圾策略。这时候short期权都是送钱的。挤兑行情用call spread,还没到期行情走完了😆
非常抱歉,此主贴已删除
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Bambam
Bambam
·
2025-12-18
基本面没变 每次下跌都是加仓机会啊。
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Bambam
Bambam
·
2025-10-17
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
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Bambam
Bambam
·
2025-10-09
Tesla and Google
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Bambam
Bambam
·
2025-09-09
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
·
2025-09-04
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 。
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Bambam
Bambam
·
2025-09-03
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
·
2025-05-23
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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commercial空头增加,这些都是没法交割的,多头也增加等于加大了逼仓的力度。cme和上海库存每天都在新低,二月底三月初说不定银子又新高了","text":"这周二数据利好多头。哪怕经历了上周五和这周一两天暴跌,non commercial空头增加,这些都是没法交割的,多头也增加等于加大了逼仓的力度。cme和上海库存每天都在新低,二月底三月初说不定银子又新高了","html":"这周二数据利好多头。哪怕经历了上周五和这周一两天暴跌,non commercial空头增加,这些都是没法交割的,多头也增加等于加大了逼仓的力度。cme和上海库存每天都在新低,二月底三月初说不定银子又新高了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519414528417960,"gmtCreate":1767785775899,"gmtModify":1767785778962,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4133986523526472","idStr":"4133986523526472"},"themes":[],"htmlText":"现在还在tsla车上的都是因为机器人和robotaxi了吧。nvda的自动驾驶框架让更多技术能力差点的车厂也可以来玩自动驾驶了。那么就看你判断是否这些车厂对tesla有威胁?我觉得如果这些车厂对fsd有威胁,那么有没有nvda自己早下场了,把cheatsheet交到这些差生手上我觉得也不会翻天的,反而衬托出优等生好在哪。 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