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五年一个周期
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五年一个周期
五年一个周期
·
05-14
$纳斯达克(.IXIC)$
看看美股，每次买纳指基本上都是赚钱的，哪怕套一段时间马上就能回来，决定了纳指不做波段了，一直拿着
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五年一个周期
五年一个周期
·
05-11
$Rocket Lab USA, Inc.(RKLB)$
rklb一个季度收入只有2亿美元为什么大家都说业绩炸裂，这业绩都不配给光和存储提鞋啊
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五年一个周期
五年一个周期
·
05-08
$IREN Ltd(IREN)$
IREN盘后涨了26%。我不后悔，也不觉得自己卖飞了。因为我从来就没打算长期拿它。IREN在我的组合里，就像活期存款。核心仓是定期，稳稳不动；IREN是活期，灵活进出，放大收益也放大风险。AI行情一来，它反应最快、涨得最猛。AI行情一变，它跌得也最狠。买它不是因为它最核心，而是因为它对AI最敏感。
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五年一个周期
五年一个周期
·
05-07
$ARM Holdings(ARM)$
ARM属实是太凶残了，公司中长期指引2031年估计non gaap eps 9，毛估估给他10 现价220多…… 好公司是好公司，压根没等到过买入机会
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五年一个周期
五年一个周期
·
05-06
$美国超微公司(AMD)$
我感觉美股就是看边际炒，AMD 的财报里竟然还有一大堆个人和游戏业务，一并带着给这么高估值。。。.
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五年一个周期
五年一个周期
·
05-05
$Coinbase Global, Inc.(COIN)$
Coin从这个位置涨上去大概率就是见底了， 感觉下一波下跌可以开始建仓了，目标就先到前高的位置
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五年一个周期
五年一个周期
·
05-01
$谷歌(GOOG)$
7姐妹越涨越便宜，中概越跌越贵；谷歌云是本季报最大的惊喜。营收突破200亿大关，同比增长63%。 还要就是搜索业务营收$604亿，增长19%。AI搜索的加入不仅没影响商业化，其变现效率与传统搜索基本持平。AI威胁谷歌搜索的言论可以终结了
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五年一个周期
五年一个周期
·
04-29
$微软(MSFT)$
微软的纳德拉对于AI的思考似乎始终在分发而不是拥有和创造顶尖模型,有种感觉微软错过了移动互联网时代,将再次错过AI时代! 鲍尔默最出名的话是:我们是软件人,我们在软件上大把赚钱,我们不需要移动互联网;看纳德拉最新的访谈有种重回微软20年前的感觉!
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五年一个周期
五年一个周期
·
04-29
$希捷科技(STX)$
stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了
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五年一个周期
五年一个周期
·
04-27
$闪迪(SNDK)$
sndk目标价base case 是1400-1700。hbf的故事会很快开始 取代hbm的故事也会很快开始。这周财报看点一个是超出预期多少。第二就是hbf原型进度
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target=\"_blank\" href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>rklb一个季度收入只有2亿美元为什么大家都说业绩炸裂，这业绩都不配给光和存储提鞋啊","text":"$Rocket Lab USA, Inc.(RKLB)$rklb一个季度收入只有2亿美元为什么大家都说业绩炸裂，这业绩都不配给光和存储提鞋啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563006086672480","isVote":1,"tweetType":1,"viewCount":3077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561940201336864,"gmtCreate":1778225140739,"gmtModify":1778225143163,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a>IREN盘后涨了26%。我不后悔，也不觉得自己卖飞了。因为我从来就没打算长期拿它。IREN在我的组合里，就像活期存款。核心仓是定期，稳稳不动；IREN是活期，灵活进出，放大收益也放大风险。AI行情一来，它反应最快、涨得最猛。AI行情一变，它跌得也最狠。买它不是因为它最核心，而是因为它对AI最敏感。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a>IREN盘后涨了26%。我不后悔，也不觉得自己卖飞了。因为我从来就没打算长期拿它。IREN在我的组合里，就像活期存款。核心仓是定期，稳稳不动；IREN是活期，灵活进出，放大收益也放大风险。AI行情一来，它反应最快、涨得最猛。AI行情一变，它跌得也最狠。买它不是因为它最核心，而是因为它对AI最敏感。","text":"$IREN Ltd(IREN)$IREN盘后涨了26%。我不后悔，也不觉得自己卖飞了。因为我从来就没打算长期拿它。IREN在我的组合里，就像活期存款。核心仓是定期，稳稳不动；IREN是活期，灵活进出，放大收益也放大风险。AI行情一来，它反应最快、涨得最猛。AI行情一变，它跌得也最狠。买它不是因为它最核心，而是因为它对AI最敏感。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561940201336864","isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561547350818848,"gmtCreate":1778129229968,"gmtModify":1778129232960,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a>ARM属实是太凶残了，公司中长期指引2031年估计non gaap eps 9，毛估估给他10 现价220多…… 好公司是好公司，压根没等到过买入机会","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a>ARM属实是太凶残了，公司中长期指引2031年估计non gaap eps 9，毛估估给他10 现价220多…… 好公司是好公司，压根没等到过买入机会","text":"$ARM Holdings(ARM)$ARM属实是太凶残了，公司中长期指引2031年估计non gaap eps 9，毛估估给他10 现价220多…… 好公司是好公司，压根没等到过买入机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561547350818848","isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457950006728738","authorId":"3457950006728738","name":"做时间朋友","avatar":"https://static.tigerbbs.com/782ed946e792f811268640a22c4b8abd","crmLevel":8,"crmLevelSwitch":1,"idStr":"3457950006728738","authorIdStr":"3457950006728738"},"content":"2月份跌到100块了还没给机会吗！","text":"2月份跌到100块了还没给机会吗！","html":"2月份跌到100块了还没给机会吗！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561198733878112,"gmtCreate":1778044184278,"gmtModify":1778044186676,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>我感觉美股就是看边际炒，AMD 的财报里竟然还有一大堆个人和游戏业务，一并带着给这么高估值。。。.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>我感觉美股就是看边际炒，AMD 的财报里竟然还有一大堆个人和游戏业务，一并带着给这么高估值。。。.","text":"$美国超微公司(AMD)$我感觉美股就是看边际炒，AMD 的财报里竟然还有一大堆个人和游戏业务，一并带着给这么高估值。。。.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561198733878112","isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560847624912928,"gmtCreate":1777958398449,"gmtModify":1777958401071,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>Coin从这个位置涨上去大概率就是见底了， 感觉下一波下跌可以开始建仓了，目标就先到前高的位置","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>Coin从这个位置涨上去大概率就是见底了， 感觉下一波下跌可以开始建仓了，目标就先到前高的位置","text":"$Coinbase Global, Inc.(COIN)$Coin从这个位置涨上去大概率就是见底了， 感觉下一波下跌可以开始建仓了，目标就先到前高的位置","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/560847624912928","isVote":1,"tweetType":1,"viewCount":3047,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"271615676867712","authorId":"271615676867712","name":"乘风破浪_2445","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"271615676867712","authorIdStr":"271615676867712"},"content":"利空出去了，黄金坑估计是没有了","text":"利空出去了，黄金坑估计是没有了","html":"利空出去了，黄金坑估计是没有了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559391692296224,"gmtCreate":1777602946149,"gmtModify":1777602949179,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>7姐妹越涨越便宜，中概越跌越贵；谷歌云是本季报最大的惊喜。营收突破200亿大关，同比增长63%。 还要就是搜索业务营收$604亿，增长19%。AI搜索的加入不仅没影响商业化，其变现效率与传统搜索基本持平。AI威胁谷歌搜索的言论可以终结了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>7姐妹越涨越便宜，中概越跌越贵；谷歌云是本季报最大的惊喜。营收突破200亿大关，同比增长63%。 还要就是搜索业务营收$604亿，增长19%。AI搜索的加入不仅没影响商业化，其变现效率与传统搜索基本持平。AI威胁谷歌搜索的言论可以终结了","text":"$谷歌(GOOG)$7姐妹越涨越便宜，中概越跌越贵；谷歌云是本季报最大的惊喜。营收突破200亿大关，同比增长63%。 还要就是搜索业务营收$604亿，增长19%。AI搜索的加入不仅没影响商业化，其变现效率与传统搜索基本持平。AI威胁谷歌搜索的言论可以终结了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559391692296224","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558732570112024,"gmtCreate":1777442025041,"gmtModify":1777442027822,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>微软的纳德拉对于AI的思考似乎始终在分发而不是拥有和创造顶尖模型,有种感觉微软错过了移动互联网时代,将再次错过AI时代! 鲍尔默最出名的话是:我们是软件人,我们在软件上大把赚钱,我们不需要移动互联网;看纳德拉最新的访谈有种重回微软20年前的感觉!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>微软的纳德拉对于AI的思考似乎始终在分发而不是拥有和创造顶尖模型,有种感觉微软错过了移动互联网时代,将再次错过AI时代! 鲍尔默最出名的话是:我们是软件人,我们在软件上大把赚钱,我们不需要移动互联网;看纳德拉最新的访谈有种重回微软20年前的感觉!","text":"$微软(MSFT)$微软的纳德拉对于AI的思考似乎始终在分发而不是拥有和创造顶尖模型,有种感觉微软错过了移动互联网时代,将再次错过AI时代! 鲍尔默最出名的话是:我们是软件人,我们在软件上大把赚钱,我们不需要移动互联网;看纳德拉最新的访谈有种重回微软20年前的感觉!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558732570112024","isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558731392364576,"gmtCreate":1777441740111,"gmtModify":1777441753003,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a>stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a>stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了","text":"$希捷科技(STX)$stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558731392364576","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558064278594408,"gmtCreate":1777278938450,"gmtModify":1777278940802,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>sndk目标价base case 是1400-1700。hbf的故事会很快开始 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