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我不在那儿

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- 我不在那儿我不在那儿
  ·09:06
  $MP Materials Corp.(MP)$ #MP Materials# 是稀土龙头股也是spacex概念股。今年有两个明确的机会，一个是AI算力超级周期，代表炒作芯片、内存、光模块、AI供电、工业气体、液冷。另一个是spacex概念。下半年开始炒。我会提前布局，否则到时候只能眼馋了。#USAR# 和#MP# 就是其中的一部分。
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- 我不在那儿我不在那儿
  ·02-20
  $CoreWeave, Inc.(CRWV)$ CRWV是一家专注于AI与高性能计算的专用云服务商，在纳斯达克上市，该公司同英伟达深度绑定，主营业务是出租英伟达高端GPU算力，服务AI训练/推理、高性能计算、渲染等
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- 我不在那儿我不在那儿
  ·2025-07-24
  嚯，一身冷汗
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- 我不在那儿我不在那儿
  ·2023-07-27
  运气不错
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