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不做暴富的梦
不做暴富的梦
·
07-02
$甲骨文(ORCL)$
止损了 玩不下去了认亏
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不做暴富的梦
不做暴富的梦
·
07-01
$甲骨文(ORCL)$
期权市场比上周乐观的多 不出利空大概率能稳住这个价位。这个公司的管理层就是一坨 从来不出面维护股价。估计是和财团商量好了就是恶心二级市场散户
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3
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不做暴富的梦
不做暴富的梦
·
06-29
$甲骨文(ORCL)$
oai破产与甲骨文关系都不大,关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心,稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司,哪怕oai倒闭了 也可以把算力卖给anthropic,gemini等等。 今天补最后一次仓位占20%,亏了就当为认知买单了
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不做暴富的梦
不做暴富的梦
·
06-24
$甲骨文(ORCL)$
这周估计要跌倒160以下了
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5
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不做暴富的梦
不做暴富的梦
·
06-22
$甲骨文(ORCL)$
开一仓期权
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不做暴富的梦
不做暴富的梦
·
06-18
$甲骨文(ORCL)$
这周考完 下周就可以炒股了[流泪]
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不做暴富的梦
不做暴富的梦
·
06-18
$甲骨文(ORCL)$
美联储高位放鹰一般问题不大 两到三天就能修复
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不做暴富的梦
不做暴富的梦
·
06-16
$麦当劳(MCD)$
明显在筑底 现在直接反弹不现实 估计还有一轮探底 时间换空间不操作
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不做暴富的梦
不做暴富的梦
·
06-16
$甲骨文(ORCL)$
回本
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不做暴富的梦
不做暴富的梦
·
06-11
$甲骨文(ORCL)$
假设新增融资需求都用股权融资,就是稀释了7%。这么搞的话投资回报率明显被压缩了。
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玩不下去了认亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581534316512320","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4203473475279660","idStr":"4203473475279660"},"content":"甲骨文300左右时曾经有人跟我讲这公司未来两三年都是下坡路,我没信,一路加到仓套牢。","text":"甲骨文300左右时曾经有人跟我讲这公司未来两三年都是下坡路,我没信,一路加到仓套牢。","html":"甲骨文300左右时曾经有人跟我讲这公司未来两三年都是下坡路,我没信,一路加到仓套牢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581173595215384,"gmtCreate":1782918259384,"gmtModify":1782918416383,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136939755042400","idStr":"4136939755042400"},"themes":[],"title":"","htmlText":"<a 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从来不出面维护股价。估计是和财团商量好了就是恶心二级市场散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/581173595215384","isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3470824502609204","idStr":"3470824502609204"},"content":"确实高管不太行,我没有见过低价发股的,起码拉一拉发股呀,这样也免得被稀释的厉害","text":"确实高管不太行,我没有见过低价发股的,起码拉一拉发股呀,这样也免得被稀释的厉害","html":"确实高管不太行,我没有见过低价发股的,起码拉一拉发股呀,这样也免得被稀释的厉害"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"content":"是啊,很无语,这公司都不出来稳股价的,高管还套现","text":"是啊,很无语,这公司都不出来稳股价的,高管还套现","html":"是啊,很无语,这公司都不出来稳股价的,高管还套现"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580354869772856,"gmtCreate":1782718381021,"gmtModify":1782718873177,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136939755042400","idStr":"4136939755042400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> oai破产与甲骨文关系都不大,关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心,稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司,哪怕oai倒闭了 也可以把算力卖给anthropic,gemini等等。 今天补最后一次仓位占20%,亏了就当为认知买单了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> oai破产与甲骨文关系都不大,关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心,稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司,哪怕oai倒闭了 也可以把算力卖给anthropic,gemini等等。 今天补最后一次仓位占20%,亏了就当为认知买单了","text":"$甲骨文(ORCL)$ oai破产与甲骨文关系都不大,关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心,稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司,哪怕oai倒闭了 也可以把算力卖给anthropic,gemini等等。 今天补最后一次仓位占20%,亏了就当为认知买单了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/580354869772856","isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3470824502609204","idStr":"3470824502609204"},"content":"嗯,大局,像微软,giv都跌到位了,甲骨文也是,如果还要打压到135,那需要的成本更多,因为那是承压线,很多人会在哪里补仓,加仓。没有必要了,所以我的判断也是150底,准备拉升了。算力中心本来就没有错。可以耐心等一下","text":"嗯,大局,像微软,giv都跌到位了,甲骨文也是,如果还要打压到135,那需要的成本更多,因为那是承压线,很多人会在哪里补仓,加仓。没有必要了,所以我的判断也是150底,准备拉升了。算力中心本来就没有错。可以耐心等一下","html":"嗯,大局,像微软,giv都跌到位了,甲骨文也是,如果还要打压到135,那需要的成本更多,因为那是承压线,很多人会在哪里补仓,加仓。没有必要了,所以我的判断也是150底,准备拉升了。算力中心本来就没有错。可以耐心等一下"},{"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"周雄131","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3549358877592138","idStr":"3549358877592138"},"content":"我不能在老虎上买卖了","text":"我不能在老虎上买卖了","html":"我不能在老虎上买卖了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578676825641352,"gmtCreate":1782287726021,"gmtModify":1782287982654,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136939755042400","idStr":"4136939755042400"},"themes":[],"title":"","htmlText":"<a 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