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半岛T
半岛T
·
05-28
$诺基亚(NOK)$
当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！
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半岛T
半岛T
·
05-28
$闪迪(SNDK)$
美光、希捷、西数都翻绿了，接下来是闪迪吗？
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56
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半岛T
半岛T
·
05-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？
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半岛T
半岛T
·
05-26
$闪迪(SNDK)$
我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？
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半岛T
半岛T
·
05-22
$Cerebras Systems(CBRS)$
Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。
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半岛T
半岛T
·
05-22
$Circle Internet Corp.(CRCL)$
我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。
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1,323
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3
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半岛T
半岛T
·
05-21
$诺基亚(NOK)$
考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。
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半岛T
半岛T
·
05-21
天啊，
$英伟达(NVDA)$
再次爆了，营收和利润都超出20亿美元以上。指引更是达到900亿美元以上。 这进一步证明，AI和高级内存存储已经不再具有周期性。
$美光科技(MU)$
和
$闪迪(SNDK)$
可能会迎来抛物线式上涨。
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半岛T
半岛T
·
05-20
$闪迪(SNDK)$
我倒是挺想看到 SNDK 能在常规交易时段收涨，并且盘后也能保持住。
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419
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半岛T
半岛T
·
05-20
$诺基亚(NOK)$
短期来看，技术面和市场波动会影响股价，不过基本面非常强劲，长期来看，终究没法违背基本面。
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href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","text":"$诺基亚(NOK)$ 当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/568976170684608","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202466087559642","authorId":"4202466087559642","name":"皮克谭","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4202466087559642","idStr":"4202466087559642"},"content":"这吹的16都站不上[开心]","text":"这吹的16都站不上[开心]","html":"这吹的16都站不上[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569154423189672,"gmtCreate":1779897735000,"gmtModify":1779958388699,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>美光、希捷、西数都翻绿了，接下来是闪迪吗？","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>美光、希捷、西数都翻绿了，接下来是闪迪吗？","text":"$闪迪(SNDK)$ 美光、希捷、西数都翻绿了，接下来是闪迪吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569154423189672","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568836461391944,"gmtCreate":1779817074000,"gmtModify":1779933735013,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" 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> AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","listText":"<a target=\"_blank\" 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> AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/568836461391944","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436392217273757","authorId":"3436392217273757","name":"股市大冒险","avatar":"https://static.tigerbbs.com/119066ef913ed9bb35740a557aa65667","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3436392217273757","idStr":"3436392217273757"},"content":"你看对了了，已经到了。然后下一步能到多少？","text":"你看对了了，已经到了。然后下一步能到多少？","html":"你看对了了，已经到了。然后下一步能到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568483315830976,"gmtCreate":1779800006000,"gmtModify":1779847779930,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","text":"$闪迪(SNDK)$ 我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/568483315830976","isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆","text":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆","html":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3444337419887473","idStr":"3444337419887473"},"content":"同看 2000 以上","text":"同看 2000 以上","html":"同看 2000 以上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566940737736992,"gmtCreate":1779401264000,"gmtModify":1779691353828,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a>Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","listText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a>Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","text":"$Cerebras Systems(CBRS)$ Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566940737736992","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566963922244088,"gmtCreate":1779382132000,"gmtModify":1779690622246,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","text":"$Circle Internet Corp.(CRCL)$ 我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566963922244088","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209919208794502","authorId":"4209919208794502","name":"我是倍","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4209919208794502","idStr":"4209919208794502"},"content":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗","text":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗","html":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566547319087336,"gmtCreate":1779309541000,"gmtModify":1779348656546,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。","text":"$诺基亚(NOK)$ 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短期来看，技术面和市场波动会影响股价，不过基本面非常强劲，长期来看，终究没法违背基本面。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566188347208040","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}