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·
12:27
$CoreWeave, Inc.(CRWV)$
同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。
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·
04-17
$CoreWeave, Inc.(CRWV)$
我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？
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156
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·
04-16
$标普500ETF(SPY)$
历史新高了！我看多头情况不错。
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162
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·
04-16
$标普500ETF(SPY)$
之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？
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137
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·
04-16
$CoreWeave, Inc.(CRWV)$
做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。
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43
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·
04-15
$Lumentum Holdings Inc.(LITE)$
我看他们这个季度会表现很猛。坚持一下。更多升级要来，产能也在扩张。这没什么好犹豫的。
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·
04-15
$Lumentum Holdings Inc.(LITE)$
这更像是下一个牛市前的常规暂停。我们以前见过很多次这种趋势了。
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105
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·
04-14
$CoreWeave, Inc.(CRWV)$
高盛把 nbis 的目标价上调到 205 美元。这对 coreweave 来说是个挺积极的信号。希望 crwv 在未来 6 个月里能顺利推进，别出什么岔子。
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·
04-13
$闪迪(SNDK)$
对我来说，SNDK前面是看涨的走势。能进纳斯达克100指数可不是开玩笑的。这对它的业务潜力来说，是件大事。我看好SandDisk在2026年创造更多历史性时刻。
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·
04-10
$三倍做空半导体ETF-Direxion Daily(SOXS)$
今天半导体板块创下历史新高。
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href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane Street、Citadel这些，对冲和建模工作量增加；社交平台像Meta、TikTok，审核和威胁检测的计算需求也上来了。","text":"$CoreWeave, Inc.(CRWV)$ 同时，伊朗战争实际上推高了CoreWeave客户的需求。这点有点反直觉。冲突期间：国防AI工作负载激增；网络安全需求飙升；情报机构增加GPU消耗；金融公司如Jane 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我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？","text":"$CoreWeave, Inc.(CRWV)$ 我不常这么说，但这个估值似乎低得离谱。我是不是错过了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554464069690248","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554172530049944,"gmtCreate":1776298640000,"gmtModify":1776308259658,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>历史新高了！我看多头情况不错。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>历史新高了！我看多头情况不错。","text":"$标普500ETF(SPY)$ 历史新高了！我看多头情况不错。","images":[{"img":"https://static.tigerbbs.com/3cdca0bc49ef11854990dff2cb2489bc","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554172530049944","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":554229863400312,"gmtCreate":1776284645000,"gmtModify":1776317336845,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","text":"$标普500ETF(SPY)$ 之前大家都觉得市场在战争前被高估了。但战争期间却创下历史新高，这怎么说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554229863400312","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554172932744056,"gmtCreate":1776272063000,"gmtModify":1776306593975,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","text":"$CoreWeave, Inc.(CRWV)$ 做空者这仗看来是打不赢了。股价压不下去，那明天我看要远超过120美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554172932744056","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553932280529800,"gmtCreate":1776223239000,"gmtModify":1776247234436,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>我看他们这个季度会表现很猛。坚持一下。更多升级要来，产能也在扩张。这没什么好犹豫的。","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>我看他们这个季度会表现很猛。坚持一下。更多升级要来，产能也在扩张。这没什么好犹豫的。","text":"$Lumentum Holdings Inc.(LITE)$ 我看他们这个季度会表现很猛。坚持一下。更多升级要来，产能也在扩张。这没什么好犹豫的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553932280529800","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553903116456824,"gmtCreate":1776189234000,"gmtModify":1776238239153,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>这更像是下一个牛市前的常规暂停。我们以前见过很多次这种趋势了。","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>这更像是下一个牛市前的常规暂停。我们以前见过很多次这种趋势了。","text":"$Lumentum Holdings Inc.(LITE)$ 这更像是下一个牛市前的常规暂停。我们以前见过很多次这种趋势了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553903116456824","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553537015107664,"gmtCreate":1776133312000,"gmtModify":1776148798323,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>高盛把 nbis 的目标价上调到 205 美元。这对 coreweave 来说是个挺积极的信号。希望 crwv 在未来 6 个月里能顺利推进，别出什么岔子。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>高盛把 nbis 的目标价上调到 205 美元。这对 coreweave 来说是个挺积极的信号。希望 crwv 在未来 6 个月里能顺利推进，别出什么岔子。","text":"$CoreWeave, Inc.(CRWV)$ 高盛把 nbis 的目标价上调到 205 美元。这对 coreweave 来说是个挺积极的信号。希望 crwv 在未来 6 个月里能顺利推进，别出什么岔子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553537015107664","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553004033622056,"gmtCreate":1776044022000,"gmtModify":1776132803722,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>对我来说，SNDK前面是看涨的走势。能进纳斯达克100指数可不是开玩笑的。这对它的业务潜力来说，是件大事。我看好SandDisk在2026年创造更多历史性时刻。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>对我来说，SNDK前面是看涨的走势。能进纳斯达克100指数可不是开玩笑的。这对它的业务潜力来说，是件大事。我看好SandDisk在2026年创造更多历史性时刻。","text":"$闪迪(SNDK)$ 对我来说，SNDK前面是看涨的走势。能进纳斯达克100指数可不是开玩笑的。这对它的业务潜力来说，是件大事。我看好SandDisk在2026年创造更多历史性时刻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553004033622056","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551858997162144,"gmtCreate":1775758541000,"gmtModify":1775791569042,"author":{"id":"9000000000000150","authorId":"9000000000000150","name":"0孙悟空0","avatar":"https://static.tigerbbs.com/125de50306f11281ed8b506e80cb5976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000150","idStr":"9000000000000150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>今天半导体板块创下历史新高。","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>今天半导体板块创下历史新高。","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 今天半导体板块创下历史新高。","images":[{"img":"https://static.tigerbbs.com/d07e047d5013d04442db4c36213029e7","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551858997162144","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}