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赚认知的米
赚认知的米
·
01-12
$SanDisk Corp(SNDK)$
$花旗(C)$
估计，每个Vera Rubin服务器系统需要额外的1,152TB SSD NAND来支持
$英伟达(NVDA)$
的ICMS操作。假设Vera Rubin服务器出货量，ICMS驱动的NAND需求预计达到34.6百万TB和115.2百万TB。这占全球NAND需求的2.8%和9.3%，规模显著，可能创造需求上升潜力。因此，全球NAND供应短缺预计加剧。
看
565
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点赞
编组 21备份 2
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赚认知的米
赚认知的米
·
01-07
$CoreWeave, Inc.(CRWV)$
新的Vera Rubin
$英伟达(NVDA)$
芯片应能显著提升
$CrowdStrike Holdings, Inc.(CRWD)$
的利润，无需水冷却器，降低运营成本，提高利润率。其能效提升5倍，训练模型所需人员减少4倍。
看
585
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点赞
点赞
编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-12
$SoFi Technologies Inc.(SOFI)$
撑过27美元大关后，现在该往上冲了，目标看到33美元。
看
398
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点赞
点赞
编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-12
$CoreWeave, Inc.(CRWV)$
这波走势看来收盘前要翻绿了，要是真成了可算扬眉吐气
看
595
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1
编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-11
降息预期叠加美联储鸽派立场，加上
$SoFi Technologies Inc.(SOFI)$
手握数十亿现金储备可用于放贷！
看
1,013
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点赞
编组 21备份 2
分享
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赚认知的米
赚认知的米
·
2025-12-11
$博通(AVGO)$
财报即将登场，
$三倍做多半导体ETF-Direxion Daily(SOXL)$
可能借机蹦跶两下
看
781
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点赞
编组 21备份 2
分享
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赚认知的米
赚认知的米
·
2025-12-08
$三倍做多半导体ETF-Direxion Daily(SOXL)$
根据预测，价格将呈现上升趋势。
看
711
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编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-08
$SoFi Technologies Inc.(SOFI)$
完成15亿美元股票发行定价在27.50美元，这些机构投资者显然不是奔着破产预期来的。大额资金进场必然期待可观回报，当前市场定价显然存在预期差。专业投资者的成本线就是最好的价值锚定点。
看
1,419
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点赞
编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-07
$CoreWeave, Inc.(CRWV)$
各位对市场走向有啥看法？不妨畅所欲言
看
892
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编组 21备份 2
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赚认知的米
赚认知的米
·
2025-12-05
$CoreWeave, Inc.(CRWV)$
这家公司成立还不到十年，想想这支股票的发展空间。
$英伟达(NVDA)$
和Jensen的投资绝非偶然
看
2,037
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1
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1
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Rubin服务器出货量，ICMS驱动的NAND需求预计达到34.6百万TB和115.2百万TB。这占全球NAND需求的2.8%和9.3%，规模显著，可能创造需求上升潜力。因此，全球NAND供应短缺预计加剧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520793532874896","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519128784290264,"gmtCreate":1767721263000,"gmtModify":1767872660096,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>新的Vera Rubin <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>芯片应能显著提升<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a>的利润，无需水冷却器，降低运营成本，提高利润率。其能效提升5倍，训练模型所需人员减少4倍。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>新的Vera Rubin <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>芯片应能显著提升<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a>的利润，无需水冷却器，降低运营成本，提高利润率。其能效提升5倍，训练模型所需人员减少4倍。","text":"$CoreWeave, Inc.(CRWV)$ 新的Vera Rubin $英伟达(NVDA)$ 芯片应能显著提升$CrowdStrike Holdings, Inc.(CRWD)$ 的利润，无需水冷却器，降低运营成本，提高利润率。其能效提升5倍，训练模型所需人员减少4倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519128784290264","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509895801544808,"gmtCreate":1765505177000,"gmtModify":1765531414434,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>撑过27美元大关后，现在该往上冲了，目标看到33美元。","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>撑过27美元大关后，现在该往上冲了，目标看到33美元。","text":"$SoFi Technologies Inc.(SOFI)$ 撑过27美元大关后，现在该往上冲了，目标看到33美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509895801544808","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509910513455208,"gmtCreate":1765482017000,"gmtModify":1765537840714,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a><v-v data-views=\"1\"></v-v> 这波走势看来收盘前要翻绿了，要是真成了可算扬眉吐气","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a><v-v data-views=\"1\"></v-v> 这波走势看来收盘前要翻绿了，要是真成了可算扬眉吐气","text":"$CoreWeave, Inc.(CRWV)$ 这波走势看来收盘前要翻绿了，要是真成了可算扬眉吐气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509910513455208","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509471058485376,"gmtCreate":1765398691000,"gmtModify":1765445063039,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"降息预期叠加美联储鸽派立场，加上<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>手握数十亿现金储备可用于放贷！","listText":"降息预期叠加美联储鸽派立场，加上<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>手握数十亿现金储备可用于放贷！","text":"降息预期叠加美联储鸽派立场，加上$SoFi Technologies Inc.(SOFI)$ 手握数十亿现金储备可用于放贷！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509471058485376","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509572154429568,"gmtCreate":1765396928000,"gmtModify":1765442458620,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>财报即将登场，<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>可能借机蹦跶两下","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>财报即将登场，<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>可能借机蹦跶两下","text":"$博通(AVGO)$ 财报即将登场，$三倍做多半导体ETF-Direxion Daily(SOXL)$ 可能借机蹦跶两下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509572154429568","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508613411450984,"gmtCreate":1765203403000,"gmtModify":1765263373222,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>根据预测，价格将呈现上升趋势。","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>根据预测，价格将呈现上升趋势。","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 根据预测，价格将呈现上升趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508613411450984","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508319440588928,"gmtCreate":1765133533000,"gmtModify":1765192896137,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>完成15亿美元股票发行定价在27.50美元，这些机构投资者显然不是奔着破产预期来的。大额资金进场必然期待可观回报，当前市场定价显然存在预期差。专业投资者的成本线就是最好的价值锚定点。","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>完成15亿美元股票发行定价在27.50美元，这些机构投资者显然不是奔着破产预期来的。大额资金进场必然期待可观回报，当前市场定价显然存在预期差。专业投资者的成本线就是最好的价值锚定点。","text":"$SoFi Technologies Inc.(SOFI)$ 完成15亿美元股票发行定价在27.50美元，这些机构投资者显然不是奔着破产预期来的。大额资金进场必然期待可观回报，当前市场定价显然存在预期差。专业投资者的成本线就是最好的价值锚定点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508319440588928","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508319435325568,"gmtCreate":1765120317000,"gmtModify":1765188597297,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>各位对市场走向有啥看法？不妨畅所欲言","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>各位对市场走向有啥看法？不妨畅所欲言","text":"$CoreWeave, Inc.(CRWV)$ 各位对市场走向有啥看法？不妨畅所欲言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508319435325568","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507318517674112,"gmtCreate":1764873466000,"gmtModify":1764918104964,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>这家公司成立还不到十年，想想这支股票的发展空间。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>和Jensen的投资绝非偶然","listText":"<a 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