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搞钱树
搞钱树
·
05-19
$特斯拉(TSLA)$
特斯拉是苦生意，但是SpaceX是好生意，因为没人跟你抢，在IPO之前搞点特斯拉，上市了这俩玩意大概率一起起飞
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·
05-14
$英伟达(NVDA)$
现在H200卡购买的最大门槛是安全后门的问题吧，除非英伟达愿意把产品原理设计双手奉上以示清白
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3,189
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4
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2
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搞钱树
搞钱树
·
05-11
$美光科技(MU)$
AI的快速发展必然会产生泡沫这是无疑的，关键是你怎么理解泡沫，我对泡沫的理解是，市场在面对迫切的需求短缺时，自发形成的给予解决短缺的企业，最大的奖赏，以激励短缺的快速弥合，从这个角度看，存储的泡沫有其合理性
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搞钱树
搞钱树
·
05-08
$纳斯达克(.IXIC)$
油价让标普纳指暂时歇一歇，白天纳指标普期货稳定攀升。目前看清仓杂毛聚焦美股科技是合适的，眼光放长远些。坚持做自己认为正确的事情，无论面对外面何种诱惑都保持住。盈亏同源，投资的确定性是活得久的前提。
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548
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搞钱树
搞钱树
·
05-07
$纳斯达克(.IXIC)$
这段时间，纳斯达克真是涨的头晕目眩，天天活在上涨的恐惧中，纳指+恒生科技的指数组合长期有效。
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1,327
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搞钱树
·
05-05
$Palantir Technologies Inc.(PLTR)$
市值3500亿的公司，一季度总营收只有16亿，Palantir和其他高市盈率AI企业一样，必须连续至少三年持续维持高增长才能消化当前的股价。
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3,335
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2
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搞钱树
·
05-01
$苹果(AAPL)$
又一个起舞的大象！苹果这季度的增长速度应该是过去几年最快的？超预期的表现。 而且它也不搞大量的AI资本开支，专注于回购分红，回报股东。。。夹头老登们应该最爱这种公司。
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1,692
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1
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搞钱树
搞钱树
·
04-29
$谷歌(GOOG)$
拟投资anthropic 400亿美金的 谷歌 股价走势非常强，比英伟达强很多，两条腿走路，自家的Gemini也不放弃，看好谷歌
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搞钱树
·
04-27
$闪迪(SNDK)$
SNDK真的是太夸张，我为什么要把你换成美光，CPU这几个最近蹦跶的欢的该给闪迪让让路了，毕净利润利润率都不如内存股。
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·
04-27
$纳斯达克(.IXIC)$
这周消息会非常多啊，密集的消息，会影响短期走势，在操作上不宜过于激进。我个人会保持现有的纳斯达克仓位，耐心等待。如果能出现意外深跌，则进行少量加仓；没有太大变动，就维持不变。
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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>油价让标普纳指暂时歇一歇，白天纳指标普期货稳定攀升。目前看清仓杂毛聚焦美股科技是合适的，眼光放长远些。坚持做自己认为正确的事情，无论面对外面何种诱惑都保持住。盈亏同源，投资的确定性是活得久的前提。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>油价让标普纳指暂时歇一歇，白天纳指标普期货稳定攀升。目前看清仓杂毛聚焦美股科技是合适的，眼光放长远些。坚持做自己认为正确的事情，无论面对外面何种诱惑都保持住。盈亏同源，投资的确定性是活得久的前提。","text":"$纳斯达克(.IXIC)$油价让标普纳指暂时歇一歇，白天纳指标普期货稳定攀升。目前看清仓杂毛聚焦美股科技是合适的，眼光放长远些。坚持做自己认为正确的事情，无论面对外面何种诱惑都保持住。盈亏同源，投资的确定性是活得久的前提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561939779044200","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561547184460480,"gmtCreate":1778129192233,"gmtModify":1778129194658,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>这段时间，纳斯达克真是涨的头晕目眩，天天活在上涨的恐惧中，纳指+恒生科技的指数组合长期有效。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>这段时间，纳斯达克真是涨的头晕目眩，天天活在上涨的恐惧中，纳指+恒生科技的指数组合长期有效。","text":"$纳斯达克(.IXIC)$这段时间，纳斯达克真是涨的头晕目眩，天天活在上涨的恐惧中，纳指+恒生科技的指数组合长期有效。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561547184460480","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560847499956248,"gmtCreate":1777958365335,"gmtModify":1777958367753,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市值3500亿的公司，一季度总营收只有16亿，Palantir和其他高市盈率AI企业一样，必须连续至少三年持续维持高增长才能消化当前的股价。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市值3500亿的公司，一季度总营收只有16亿，Palantir和其他高市盈率AI企业一样，必须连续至少三年持续维持高增长才能消化当前的股价。","text":"$Palantir Technologies 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