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grampus

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- grampusgrampus
  ·05-08 21:57
  ‌$美光科技(MU)$ ‌‌$美光科技(MU)$ ‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快，心理上后悔没全换，现在是觉得为什么当初要换呢？
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- grampusgrampus
  ·03-26
  这个TurboQuant 论文，好像去年就炒过一次。一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份康奈尔大学发表一个标2026年3月份， google 发表。很奇怪，google 有这样的技术，自己偷偷摸摸干出来不就好了，为什么发表出去？
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- grampusgrampus
  ·02-06
  ‌各位能不能分析一下，这只股票为什么跌？四大存储，明明，这股是最好的，有HBM，有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？
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心理上后悔没全换，现在是觉得为什么当初要换呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562040379516552","isVote":1,"tweetType":1,"viewCount":4225,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544073188249485","authorId":"3544073188249485","name":"jius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3544073188249485","idStr":"3544073188249485"},"content":"这没得说的，我本来38买的$Tradr 2X Long SNDK Daily ETF(SNXX)$ ‌，后来想赌美光财报，就全仓买了2倍美光ETF‌$2倍做多MU ETF-Direxion(MUU)$ ‌，结果美光从460跌到320 ，对于我买2倍美光来说是跌了60%，然后就是暴力拉升，闪迪翻一倍的情况下，我才解套，之后我就一直拿着‌$2倍做多MU ETF-Direxion(MUU)$ ‌（228的本），现在涨150%，可如果我不贪心赌美光财报呢？","text":"这没得说的，我本来38买的$Tradr 2X Long SNDK Daily ETF(SNXX)$ ‌，后来想赌美光财报，就全仓买了2倍美光ETF‌$2倍做多MU ETF-Direxion(MUU)$ ‌，结果美光从460跌到320 ，对于我买2倍美光来说是跌了60%，然后就是暴力拉升，闪迪翻一倍的情况下，我才解套，之后我就一直拿着‌$2倍做多MU ETF-Direxion(MUU)$ ‌（228的本），现在涨150%，可如果我不贪心赌美光财报呢？","html":"这没得说的，我本来38买的$Tradr 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自己偷偷摸摸干出来不就好了，为什么发表出去？","text":"这个TurboQuant 论文， 好像去年就炒过一次。 一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份 康奈尔大学发表 一个标2026年3月份， google 发表。 很奇怪，google 有这样的技术， 自己偷偷摸摸干出来不就好了，为什么发表出去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546785750471584","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529889555366160,"gmtCreate":1770388538439,"gmtModify":1770683400070,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548968255975555","idStr":"3548968255975555"},"themes":[],"title":"","htmlText":"‌各位能不能分析一下，这只股票为什么跌？ 四大存储，明明，这股是最好的，有HBM， 有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？","listText":"‌各位能不能分析一下，这只股票为什么跌？ 四大存储，明明，这股是最好的，有HBM， 有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？","text":"‌各位能不能分析一下，这只股票为什么跌？ 四大存储，明明，这股是最好的，有HBM， 有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/529889555366160","isVote":1,"tweetType":1,"viewCount":6981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"不看新闻吗？ 他退出低端的产能联，新增投入到高端产能上. 市场是觉得他下个季度财报不够好","text":"不看新闻吗？ 他退出低端的产能联，新增投入到高端产能上. 市场是觉得他下个季度财报不够好","html":"不看新闻吗？ 他退出低端的产能联，新增投入到高端产能上. 市场是觉得他下个季度财报不够好"},{"author":{"id":"3561625685999176","authorId":"3561625685999176","name":"木雨林","avatar":"https://static.tigerbbs.com/a826fc382a53e593b578a4e0643332f7","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3561625685999176","idStr":"3561625685999176"},"content":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有","text":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有","html":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}