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韭菜ooo
韭菜ooo
·
05-14
$纳斯达克(.IXIC)$
闲聊。 2000年的时候，互联网受到全球热捧。纳斯达克高歌猛进。那段时间巴菲特也被人嘲笑。美国有个大佬，刚开始做空纳斯达克，亏损严重，最后反手做多才把亏损补上。 但最终该一地鸡毛的依旧一地鸡毛。宏大叙事在那个年代一样不缺。那个年代的小登一样在嘲笑老登。就如同现在。那个年代的老登一样不挣钱。就如同现在。
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韭菜ooo
韭菜ooo
·
05-11
$Rocket Lab USA, Inc.(RKLB)$
今晚5万美元CALLRKLB，看他能给我开多少，这末日CALL很有可能一晚上几十倍
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1,781
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2
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韭菜ooo
韭菜ooo
·
05-08
$英伟达(NVDA)$
AI时代，正在从"缺芯片"，变成"缺基础设施"。电力、土地、数据中心——这些才是真正的瓶颈。芯片买到了，但部署不出去，一点用都没有。英伟达还有很长的路要走啊
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韭菜ooo
韭菜ooo
·
05-07
$美国超微公司(AMD)$
AMD最近这几波大涨都有小规模AI做空资金被逼空。AI的A杀可能是要马上到来了。大家小心
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韭菜ooo
韭菜ooo
·
05-06
$美国超微公司(AMD)$
推理和智能体AI正在急剧增加对服务器CPU计算能力的需求，因为这些工作负载除了需要CPU作为GPU和加速器的头节点外，还需要额外的CPU处理能力来进行任务编排，这波半导体行情现在应该是到中场了，毕竟逻辑非常清晰，就看后面能发酵到什么程度了
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韭菜ooo
韭菜ooo
·
05-01
$闪迪(SNDK)$
其实sndk下一财季的指引已经很好了，始终有些人预期太高，况且闪迪一向指引偏保守，想想上个季度它的指引和最终结果。
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韭菜ooo
韭菜ooo
·
04-29
$WTI原油主连 2606(CLmain)$
阿联酋退出欧佩克就是因为伊朗封锁了海峡，它的原油80%产能出不去，沙特通过输油管道红海能出口哪怕只有日产量的一半一样大赚，阿联酋接下来只有修管道一条路了，等修好了看原油跌一波
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韭菜ooo
韭菜ooo
·
04-29
$闪迪(SNDK)$
个人认为买科技股，尤其是半导体类，有三大难点：1.产品能不能做出来，做出来性能有没有竞争力？2.能不能打进供应链，能拿到多大份额的订单？3.拿到订单后能不能拿到足够的产能？这三个问题想要预判出来太难了，一般来说只能走一步看一步，做好仓位管理降低风险。之所以这次敢重仓SDK，主要是基于目前信息，这三大难点都得到了较好的解决。
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韭菜ooo
韭菜ooo
·
04-27
$英特尔(INTC)$
英特尔像当年财报后的英伟达，一柱擎天，后续接着起飞，卖飞的不少，而且既然破100都认为没有悬念，那资金还等个啥，这周直接破100。
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韭菜ooo
韭菜ooo
·
04-24
$甲骨文(ORCL)$
Ai与人类觉醒一定会带来强博弈，欧美政治家过于给Ai站台将失去选票，这个计价即将开始，重点观察甲骨文和微软的走势
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但最终该一地鸡毛的依旧一地鸡毛。宏大叙事在那个年代一样不缺。那个年代的小登一样在嘲笑老登。就如同现在。那个年代的老登一样不挣钱。就如同现在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564170432119016","isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576845431666845","authorId":"3576845431666845","name":"ThomasWong","avatar":"https://static.tigerbbs.com/0296c2d194c9046cee1e65e05cd0f0b7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576845431666845","authorIdStr":"3576845431666845"},"content":"那2000年的互联网对比现在逻辑这辈子也是有了","text":"那2000年的互联网对比现在逻辑这辈子也是有了","html":"那2000年的互联网对比现在逻辑这辈子也是有了"},{"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"content":"就是很难看准崩盘时间","text":"就是很难看准崩盘时间","html":"就是很难看准崩盘时间"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563006559359008,"gmtCreate":1778485482053,"gmtModify":1778485484442,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a 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Inc.(RKLB)$今晚5万美元CALLRKLB，看他能给我开多少，这末日CALL很有可能一晚上几十倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/563006559359008","isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561940065923936,"gmtCreate":1778225173547,"gmtModify":1778225175846,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>AI时代，正在从\"缺芯片\"，变成\"缺基础设施\"。电力、土地、数据中心——这些才是真正的瓶颈。芯片买到了，但部署不出去，一点用都没有。英伟达还有很长的路要走啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>AI时代，正在从\"缺芯片\"，变成\"缺基础设施\"。电力、土地、数据中心——这些才是真正的瓶颈。芯片买到了，但部署不出去，一点用都没有。英伟达还有很长的路要走啊","text":"$英伟达(NVDA)$AI时代，正在从\"缺芯片\"，变成\"缺基础设施\"。电力、土地、数据中心——这些才是真正的瓶颈。芯片买到了，但部署不出去，一点用都没有。英伟达还有很长的路要走啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561940065923936","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561547475587776,"gmtCreate":1778129263309,"gmtModify":1778131940468,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD最近这几波大涨都有小规模AI做空资金被逼空。AI的A杀可能是要马上到来了。大家小心","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD最近这几波大涨都有小规模AI做空资金被逼空。AI的A杀可能是要马上到来了。大家小心","text":"$美国超微公司(AMD)$AMD最近这几波大涨都有小规模AI做空资金被逼空。AI的A杀可能是要马上到来了。大家小心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561547475587776","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561198862332000,"gmtCreate":1778044227640,"gmtModify":1778044230707,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>推理和智能体AI正在急剧增加对服务器CPU计算能力的需求，因为这些工作负载除了需要CPU作为GPU和加速器的头节点外，还需要额外的CPU处理能力来进行任务编排，这波半导体行情现在应该是到中场了，毕竟逻辑非常清晰，就看后面能发酵到什么程度了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>推理和智能体AI正在急剧增加对服务器CPU计算能力的需求，因为这些工作负载除了需要CPU作为GPU和加速器的头节点外，还需要额外的CPU处理能力来进行任务编排，这波半导体行情现在应该是到中场了，毕竟逻辑非常清晰，就看后面能发酵到什么程度了","text":"$美国超微公司(AMD)$推理和智能体AI正在急剧增加对服务器CPU计算能力的需求，因为这些工作负载除了需要CPU作为GPU和加速器的头节点外，还需要额外的CPU处理能力来进行任务编排，这波半导体行情现在应该是到中场了，毕竟逻辑非常清晰，就看后面能发酵到什么程度了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561198862332000","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559391820579520,"gmtCreate":1777602980348,"gmtModify":1777602983154,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>其实sndk下一财季的指引已经很好了，始终有些人预期太高，况且闪迪一向指引偏保守，想想上个季度它的指引和最终结果。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>其实sndk下一财季的指引已经很好了，始终有些人预期太高，况且闪迪一向指引偏保守，想想上个季度它的指引和最终结果。","text":"$闪迪(SNDK)$其实sndk下一财季的指引已经很好了，始终有些人预期太高，况且闪迪一向指引偏保守，想想上个季度它的指引和最终结果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559391820579520","isVote":1,"tweetType":1,"viewCount":3725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558732443542376,"gmtCreate":1777442064658,"gmtModify":1777442067750,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2606(CLmain)$</a> 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阿联酋退出欧佩克就是因为伊朗封锁了海峡，它的原油80%产能出不去，沙特通过输油管道红海能出口哪怕只有日产量的一半一样大赚，阿联酋接下来只有修管道一条路了，等修好了看原油跌一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558732443542376","isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558731296772960,"gmtCreate":1777441782641,"gmtModify":1777441785258,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" 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