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·
04-29 03:15
$POET Technologies Inc(POET)$
如果他们家的光学中介层技术真的能实现，这会是个显著优势，有助于拿下不少设计订单。往前看，光学中介层可能会成为多芯片封装的关键解决方案，尤其是考虑到超大规模数据中心正朝这个方向推进。
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·
04-28 00:09
$安飞士(CAR)$
JP Morgan的一位顶级分析师最近给出了CAR的未来展望价格，为$108。
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97
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·
04-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
只要特朗普别做什么蠢事，而且他们继续建数据中心，导致各种公司对半导体有疯狂需求，这个就可以拿着了。这是个多元化的3倍做多ETF，所以它不太受常规止盈逻辑的影响。
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906
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·
04-27
$三倍做空半导体ETF-Direxion Daily(SOXS)$
目前，多头不会放弃，直到空头投降。
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·
04-22
$三倍做多半导体ETF-Direxion Daily(SOXL)$
看这势头。100点以上。ETF真不错。
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·
04-20
$CoreWeave, Inc.(CRWV)$
同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。
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·
04-17
$CoreWeave, Inc.(CRWV)$
我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？
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·
04-16
$标普500ETF(SPY)$
历史新高了！我看多头情况不错。
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262
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·
04-16
$标普500ETF(SPY)$
之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？
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165
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·
04-16
$CoreWeave, Inc.(CRWV)$
做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。
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101
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href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a>如果他们家的光学中介层技术真的能实现，这会是个显著优势，有助于拿下不少设计订单。往前看，光学中介层可能会成为多芯片封装的关键解决方案，尤其是考虑到超大规模数据中心正朝这个方向推进。","listText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a>如果他们家的光学中介层技术真的能实现，这会是个显著优势，有助于拿下不少设计订单。往前看，光学中介层可能会成为多芯片封装的关键解决方案，尤其是考虑到超大规模数据中心正朝这个方向推进。","text":"$POET Technologies Inc(POET)$ 如果他们家的光学中介层技术真的能实现，这会是个显著优势，有助于拿下不少设计订单。往前看，光学中介层可能会成为多芯片封装的关键解决方案，尤其是考虑到超大规模数据中心正朝这个方向推进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558726647525408","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558402764746784,"gmtCreate":1777306167000,"gmtModify":1777362455966,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$ </a>JP Morgan的一位顶级分析师最近给出了CAR的未来展望价格，为$108。","listText":"<a href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$ </a>JP Morgan的一位顶级分析师最近给出了CAR的未来展望价格，为$108。","text":"$安飞士(CAR)$ JP Morgan的一位顶级分析师最近给出了CAR的未来展望价格，为$108。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558402764746784","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558062302101536,"gmtCreate":1777265653000,"gmtModify":1777358289778,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> 只要特朗普别做什么蠢事，而且他们继续建数据中心，导致各种公司对半导体有疯狂需求，这个就可以拿着了。这是个多元化的3倍做多ETF，所以它不太受常规止盈逻辑的影响。","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> 只要特朗普别做什么蠢事，而且他们继续建数据中心，导致各种公司对半导体有疯狂需求，这个就可以拿着了。这是个多元化的3倍做多ETF，所以它不太受常规止盈逻辑的影响。","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 只要特朗普别做什么蠢事，而且他们继续建数据中心，导致各种公司对半导体有疯狂需求，这个就可以拿着了。这是个多元化的3倍做多ETF，所以它不太受常规止盈逻辑的影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558062302101536","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557963118809952,"gmtCreate":1777252001000,"gmtModify":1777277074237,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>目前，多头不会放弃，直到空头投降。","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>目前，多头不会放弃，直到空头投降。","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 目前，多头不会放弃，直到空头投降。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557963118809952","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556311366341440,"gmtCreate":1776817041000,"gmtModify":1776909535443,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>看这势头。100点以上。ETF真不错。","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>看这势头。100点以上。ETF真不错。","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 看这势头。100点以上。ETF真不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556311366341440","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555632447770664,"gmtCreate":1776659277000,"gmtModify":1776664707724,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。","text":"$CoreWeave, Inc.(CRWV)$ 同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555632447770664","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554464069690248,"gmtCreate":1776355702000,"gmtModify":1776396576371,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a><v-v data-views=\"1\"></v-v> 我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a><v-v data-views=\"1\"></v-v> 我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？","text":"$CoreWeave, Inc.(CRWV)$ 我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554464069690248","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554172530049944,"gmtCreate":1776298640000,"gmtModify":1776308259658,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>历史新高了！我看多头情况不错。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>历史新高了！我看多头情况不错。","text":"$标普500ETF(SPY)$ 历史新高了！我看多头情况不错。","images":[{"img":"https://static.tigerbbs.com/3cdca0bc49ef11854990dff2cb2489bc","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554172530049944","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":554229863400312,"gmtCreate":1776284645000,"gmtModify":1776317336845,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","text":"$标普500ETF(SPY)$ 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554229863400312","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554172932744056,"gmtCreate":1776272063000,"gmtModify":1776306593975,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","text":"$CoreWeave, Inc.(CRWV)$ 做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554172932744056","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}