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又踩雷了
又踩雷了
·
04-16 09:33
$NEBIUS(NBIS)$
关掉电脑，一个月后再回来看。到时候$1可能就变成$3了。
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又踩雷了
又踩雷了
·
04-16 09:05
$NEBIUS(NBIS)$
有点东西可以琢磨一下。 Grok提到，一家公司拥有5GW的连接电源，运行Nvidia Blackwell GPU，能产生2000亿美元的年收入。 按数学算… Nebius的30%利润率意味着600亿美元的收益。 科技成长公司通常以30倍市盈率交易。30倍那些收益意味着1.8万亿美元的市值… 今天Nebius的市值只有400亿美元…所以是当前价值的45倍。 45倍当前价格165美元就是7450美元。 执行是关键，而这些人是最优秀的。市场还没有把这两点联系起来，或者他们只是还不信任Nebius。（不过利润率可能会达到40%…所以所有数字乘以1.3！） 恭喜看涨的朋友！我们只需要等待。
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633
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又踩雷了
又踩雷了
·
04-16 03:04
$NEBIUS(NBIS)$
猜猜除了NBIS和CRWV，还有什么准备爆发？如果你猜是NVDA，那就对了。 它已经停滞了6个月，但现在正试图突破它的52周高点212美元。 一旦突破212美元，我相信它会相对较快地达到250美元。
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598
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又踩雷了
又踩雷了
·
03-19
$NEBIUS(NBIS)$
我总觉得，和CrowdStrike的合作关系不该被遗忘。
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847
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又踩雷了
又踩雷了
·
03-18
$NEBIUS(NBIS)$
看起来不少人对债务增加不太满意。我更倾向于债务融资，而不是通过大规模发行股票来稀释股权，为资本投资提供资金。这意味着更高的股本回报率。
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1
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又踩雷了
又踩雷了
·
03-18
$NEBIUS(NBIS)$
我觉得要玩长期游戏，别太在意短期波动。这会是接下来几年的一个大赢家。AI是未来的方向，这股势头停不下来。NBIS的布局很到位，管理团队优秀，有超大规模供应商的支持，资金也充足，能快速扩张产能，而且已经卖掉了。这个配置从长期看，我觉得很难找到更好的了。
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又踩雷了
又踩雷了
·
03-17
$NEBIUS(NBIS)$
我不太在意它会跌到多低。这种争论让人疲惫。当它涨到200-500美元时，几美元的波动就不重要了。
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914
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又踩雷了
又踩雷了
·
03-17
$NEBIUS(NBIS)$
这只股票正在快速填补缺口！显然，它还会涨得更高。
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755
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又踩雷了
又踩雷了
·
03-17
$NEBIUS(NBIS)$
为啥下跌？低于300美元已经很便宜了。他们还在签大合同呢。
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777
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又踩雷了
又踩雷了
·
03-17
$NEBIUS(NBIS)$
NBIS在这些价格区间也会吸引新投资者。
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执行是关键，而这些人是最优秀的。市场还没有把这两点联系起来，或者他们只是还不信任Nebius。（不过利润率可能会达到40%…所以所有数字乘以1.3！） 恭喜看涨的朋友！我们只需要等待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554215802097728","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554286722675576,"gmtCreate":1776279866000,"gmtModify":1776394024285,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>猜猜除了NBIS和CRWV，还有什么准备爆发？如果你猜是NVDA，那就对了。 它已经停滞了6个月，但现在正试图突破它的52周高点212美元。 一旦突破212美元，我相信它会相对较快地达到250美元。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ 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我总觉得，和CrowdStrike的合作关系不该被遗忘。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 我总觉得，和CrowdStrike的合作关系不该被遗忘。","text":"$NEBIUS(NBIS)$ 我总觉得，和CrowdStrike的合作关系不该被遗忘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544121313865848","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543823396516816,"gmtCreate":1773790089000,"gmtModify":1773832313780,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>看起来不少人对债务增加不太满意。我更倾向于债务融资，而不是通过大规模发行股票来稀释股权，为资本投资提供资金。这意味着更高的股本回报率。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>看起来不少人对债务增加不太满意。我更倾向于债务融资，而不是通过大规模发行股票来稀释股权，为资本投资提供资金。这意味着更高的股本回报率。","text":"$NEBIUS(NBIS)$ 看起来不少人对债务增加不太满意。我更倾向于债务融资，而不是通过大规模发行股票来稀释股权，为资本投资提供资金。这意味着更高的股本回报率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543823396516816","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543796486960072,"gmtCreate":1773782335000,"gmtModify":1773803290263,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 我觉得要玩长期游戏，别太在意短期波动。这会是接下来几年的一个大赢家。AI是未来的方向，这股势头停不下来。NBIS的布局很到位，管理团队优秀，有超大规模供应商的支持，资金也充足，能快速扩张产能，而且已经卖掉了。这个配置从长期看，我觉得很难找到更好的了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 我觉得要玩长期游戏，别太在意短期波动。这会是接下来几年的一个大赢家。AI是未来的方向，这股势头停不下来。NBIS的布局很到位，管理团队优秀，有超大规模供应商的支持，资金也充足，能快速扩张产能，而且已经卖掉了。这个配置从长期看，我觉得很难找到更好的了。","text":"$NEBIUS(NBIS)$ 我觉得要玩长期游戏，别太在意短期波动。这会是接下来几年的一个大赢家。AI是未来的方向，这股势头停不下来。NBIS的布局很到位，管理团队优秀，有超大规模供应商的支持，资金也充足，能快速扩张产能，而且已经卖掉了。这个配置从长期看，我觉得很难找到更好的了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/543796486960072","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475457091486997","authorId":"3475457091486997","name":"股神大Mei子","avatar":"https://static.tigerbbs.com/1d666b484e984420345e5836efb79db0","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3475457091486997","idStr":"3475457091486997"},"content":"你真的是Nebius的粉丝啊哈哈","text":"你真的是Nebius的粉丝啊哈哈","html":"你真的是Nebius的粉丝啊哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543781812342904,"gmtCreate":1773761867000,"gmtModify":1773820744836,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>我不太在意它会跌到多低。这种争论让人疲惫。当它涨到200-500美元时，几美元的波动就不重要了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>我不太在意它会跌到多低。这种争论让人疲惫。当它涨到200-500美元时，几美元的波动就不重要了。","text":"$NEBIUS(NBIS)$ 我不太在意它会跌到多低。这种争论让人疲惫。当它涨到200-500美元时，几美元的波动就不重要了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543781812342904","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543743725364176,"gmtCreate":1773758704000,"gmtModify":1773819935439,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>这只股票正在快速填补缺口！显然，它还会涨得更高。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>这只股票正在快速填补缺口！显然，它还会涨得更高。","text":"$NEBIUS(NBIS)$ 这只股票正在快速填补缺口！显然，它还会涨得更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543743725364176","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543675033498680,"gmtCreate":1773754199000,"gmtModify":1773819974085,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>为啥下跌？低于300美元已经很便宜了。他们还在签大合同呢。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>为啥下跌？低于300美元已经很便宜了。他们还在签大合同呢。","text":"$NEBIUS(NBIS)$ 为啥下跌？低于300美元已经很便宜了。他们还在签大合同呢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543675033498680","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543469704241192,"gmtCreate":1773702987000,"gmtModify":1773730295076,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> NBIS在这些价格区间也会吸引新投资者。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> NBIS在这些价格区间也会吸引新投资者。","text":"$NEBIUS(NBIS)$ NBIS在这些价格区间也会吸引新投资者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543469704241192","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}