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逐鹿纳斯达克
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-15 02:40
$三倍做空半导体ETF-Direxion Daily(SOXS)$
市场回撤个10%，这玩意儿至少翻倍。
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-14
$Applied Optoelectronics Inc.(AAOI)$
我挺看好 AAOI 的未来。它确实带来了不错的收益。
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37
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-13
$三倍做多半导体ETF-Direxion Daily(SOXL)$
有了AI，我们就能在本土生产所有东西了，汽车、家具，一切都能造。大概4-5年时间！
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854
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-12
$标普500ETF(SPY)$
半导体板块真猛...这是SOXX的长期对数坐标图。趋势线快出来了。考虑到所有的AI数据中心需求，它完全有可能突破上去。
看
368
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-12
$Roundhill Memory ETF(DRAM)$
石油价格已经计入了。Meta的资本支出因为芯片价格飙升增加了约300亿美元，主要是RAM、SSD和HDD，最近CPUs也涨了。看起来会先有个短暂停顿，然后我希望，像MUU、SNDX和SNXX那样来一次真正的挤压。
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266
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-12
$IREN Ltd(IREN)$
微软和英伟达这种级别的公司，不会轻易和那些不兑现承诺的公司合作的。多点耐心，我觉得股价有机会到100美元。
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334
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点赞
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-12
$Circle Internet Corp.(CRCL)$
市场好像开始意识到Circle这个现象了。它靠稳健的业务策略，在市场上找到了一个甜点。我看，5年内，甚至更快，股价说不定能到1000美元。
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4,268
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-08
$CoreWeave, Inc.(CRWV)$
我觉得 Weave 大概率会在电话会议开始后启动。AMD 之前也是这么走的，直到他们的电话会议开始，然后就变得非常活跃。
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322
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-08
$诺基亚(NOK)$
但凡关注AI数据中心里光连接需求有多庞大的人，都知道这个势头是实实在在的。这个发展周期预计在未来三到五年内都不会放缓；目前的这些回调，更像是策略性的买入机会。
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2,107
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逐鹿纳斯达克
逐鹿纳斯达克
·
05-07
$CoreWeave, Inc.(CRWV)$
就是今天了！看多的朋友们，感觉如何？
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189
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1
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市场回撤个10%，这玩意儿至少翻倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/564464014774560","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149749193840","authorId":"4203149749193840","name":"琴有独钟Amber","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4203149749193840","authorIdStr":"4203149749193840"},"content":"现在还能买三倍做空半导体吗9.22","text":"现在还能买三倍做空半导体吗9.22","html":"现在还能买三倍做空半导体吗9.22"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564196708127008,"gmtCreate":1778706369000,"gmtModify":1778809114484,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$ </a>我挺看好 AAOI 的未来。它确实带来了不错的收益。","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$ </a>我挺看好 AAOI 的未来。它确实带来了不错的收益。","text":"$Applied Optoelectronics Inc.(AAOI)$ 我挺看好 AAOI 的未来。它确实带来了不错的收益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564196708127008","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563892743397608,"gmtCreate":1778630688000,"gmtModify":1778753549188,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>有了AI，我们就能在本土生产所有东西了，汽车、家具，一切都能造。大概4-5年时间！","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>有了AI，我们就能在本土生产所有东西了，汽车、家具，一切都能造。大概4-5年时间！","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 有了AI，我们就能在本土生产所有东西了，汽车、家具，一切都能造。大概4-5年时间！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563892743397608","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563427459297472,"gmtCreate":1778571378000,"gmtModify":1778753319870,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>半导体板块真猛...这是SOXX的长期对数坐标图。趋势线快出来了。考虑到所有的AI数据中心需求，它完全有可能突破上去。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>半导体板块真猛...这是SOXX的长期对数坐标图。趋势线快出来了。考虑到所有的AI数据中心需求，它完全有可能突破上去。","text":"$标普500ETF(SPY)$ 半导体板块真猛...这是SOXX的长期对数坐标图。趋势线快出来了。考虑到所有的AI数据中心需求，它完全有可能突破上去。","images":[{"img":"https://static.tigerbbs.com/4985f649bafc200fdf4321005452a22a","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563427459297472","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":563470955270168,"gmtCreate":1778547196000,"gmtModify":1778753319746,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a><v-v data-views=\"1\"></v-v> 石油价格已经计入了。Meta的资本支出因为芯片价格飙升增加了约300亿美元，主要是RAM、SSD和HDD，最近CPUs也涨了。看起来会先有个短暂停顿，然后我希望，像MUU、SNDX和SNXX那样来一次真正的挤压。","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a><v-v data-views=\"1\"></v-v> 石油价格已经计入了。Meta的资本支出因为芯片价格飙升增加了约300亿美元，主要是RAM、SSD和HDD，最近CPUs也涨了。看起来会先有个短暂停顿，然后我希望，像MUU、SNDX和SNXX那样来一次真正的挤压。","text":"$Roundhill Memory ETF(DRAM)$ 石油价格已经计入了。Meta的资本支出因为芯片价格飙升增加了约300亿美元，主要是RAM、SSD和HDD，最近CPUs也涨了。看起来会先有个短暂停顿，然后我希望，像MUU、SNDX和SNXX那样来一次真正的挤压。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563470955270168","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563328231629664,"gmtCreate":1778529313000,"gmtModify":1778753279248,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a><v-v data-views=\"1\"></v-v> 微软和英伟达这种级别的公司，不会轻易和那些不兑现承诺的公司合作的。多点耐心，我觉得股价有机会到100美元。","listText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a><v-v data-views=\"1\"></v-v> 微软和英伟达这种级别的公司，不会轻易和那些不兑现承诺的公司合作的。多点耐心，我觉得股价有机会到100美元。","text":"$IREN Ltd(IREN)$ 微软和英伟达这种级别的公司，不会轻易和那些不兑现承诺的公司合作的。多点耐心，我觉得股价有机会到100美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563328231629664","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563328220619624,"gmtCreate":1778522812000,"gmtModify":1778753240844,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>市场好像开始意识到Circle这个现象了。它靠稳健的业务策略，在市场上找到了一个甜点。我看，5年内，甚至更快，股价说不定能到1000美元。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>市场好像开始意识到Circle这个现象了。它靠稳健的业务策略，在市场上找到了一个甜点。我看，5年内，甚至更快，股价说不定能到1000美元。","text":"$Circle Internet Corp.(CRCL)$ 市场好像开始意识到Circle这个现象了。它靠稳健的业务策略，在市场上找到了一个甜点。我看，5年内，甚至更快，股价说不定能到1000美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563328220619624","isVote":1,"tweetType":1,"viewCount":4268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561798504571752,"gmtCreate":1778185195000,"gmtModify":1778207808723,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>我觉得 Weave 大概率会在电话会议开始后启动。AMD 之前也是这么走的，直到他们的电话会议开始，然后就变得非常活跃。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>我觉得 Weave 大概率会在电话会议开始后启动。AMD 之前也是这么走的，直到他们的电话会议开始，然后就变得非常活跃。","text":"$CoreWeave, Inc.(CRWV)$ 我觉得 Weave 大概率会在电话会议开始后启动。AMD 之前也是这么走的，直到他们的电话会议开始，然后就变得非常活跃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561798504571752","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561783855928000,"gmtCreate":1778181040000,"gmtModify":1778207630962,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a><v-v data-views=\"1\"></v-v> 但凡关注AI数据中心里光连接需求有多庞大的人，都知道这个势头是实实在在的。这个发展周期预计在未来三到五年内都不会放缓；目前的这些回调，更像是策略性的买入机会。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a><v-v data-views=\"1\"></v-v> 但凡关注AI数据中心里光连接需求有多庞大的人，都知道这个势头是实实在在的。这个发展周期预计在未来三到五年内都不会放缓；目前的这些回调，更像是策略性的买入机会。","text":"$诺基亚(NOK)$ 但凡关注AI数据中心里光连接需求有多庞大的人，都知道这个势头是实实在在的。这个发展周期预计在未来三到五年内都不会放缓；目前的这些回调，更像是策略性的买入机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561783855928000","isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561705839398944,"gmtCreate":1778156484000,"gmtModify":1778217681287,"author":{"id":"9000000000000152","authorId":"9000000000000152","name":"逐鹿纳斯达克","avatar":"https://static.tigerbbs.com/4f8fa19b0ab30ea7e9794690c93ce3fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000152","authorIdStr":"9000000000000152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>就是今天了！看多的朋友们，感觉如何？","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>就是今天了！看多的朋友们，感觉如何？","text":"$CoreWeave, Inc.(CRWV)$ 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