(0/) 2026-05-10 03:43:26
(0/) 2026-05-10 03:40:37
(0/) 2026-05-09 22:05:56
Funny:灣區風向是真的變了。 當年大家搶著去 FLAG脫單局,現在變成 ANIMALS
(0/) 2026-05-09 20:22:12
大空頭:當前AI熱潮酷似2000年互聯網泡沫“破滅前幾個月”
(0/) 2026-05-09 19:41:16
(0/) 2026-05-09 19:40:00
(0/) 2026-05-09 19:37:40
當OpenAI和Anthropic下場“搶生意”,Palantir的真對手來了
(0/) 2026-05-09 19:33:49
CNN Fear and Greed Index 67, 7 Year High
(0/) 2026-05-09 08:49:37
Creative Destruction In The Job Market
(0/) 2026-05-09 05:51:14
剛寫的:Why Today’s Market Isn’t the 1999 Dot-Com Bubble
(0/) 2026-05-09 05:29:04
99年元月到2000年3月納指漲了接近120%今年元月份到現在漲了16%隻是存儲和芯片漲得相對多一點,大盤不算crazy
(0/) 2026-05-09 04:48:07
xAI工程師曬離職!11位聯創全走,馬斯克600億拉來Cursor重建
(0/) 2026-05-09 03:23:32
(0/) 2026-05-09 01:39:44
(0/) 2026-05-09 01:22:03
英特爾一夜暴漲14%!與蘋果時隔多年重建芯片合作,特朗普牽線
(0/) 2026-05-09 01:17:40
同意arewethereyet, The VIX Term Structure suggests higher price
(0/) 2026-05-08 22:13:29
(0/) 2026-05-08 21:35:27
剛寫的:Conviction in the "Machine Economy"
(0/) 2026-05-08 15:48:26
看一下我的RKLB leaps, 投了8萬5,一直賠,28買進最低跌到7.5賠73%今天才開始賺
(0/) 2026-05-08 15:21:16
元月買的leaps上星期才賺45萬,今天已經賺87萬了,what a difference
(0/) 2026-05-08 14:06:06
(0/) 2026-05-08 13:28:01
瘋人院6大瘋子齊上陣SNDK,MU,DRAM,RKLB,INTC,SMH短持賬戶破了2001年以來單天記錄20.95%
(0/) 2026-05-08 13:08:33
Perfect Timing on INTC Leaps,隻買了7天
(0/) 2026-05-08 10:11:14
2500億獨角獸一夜歸零,全球AI格局徹底變天 一場關乎未來十年科技話語權的全球AI大洗牌,已經正式拉開帷幕。
(0/) 2026-05-08 08:18:06
今天也推薦一下挑隻在投壇推薦的CHAT ETF,今年回報41%
(0/) 2026-05-08 08:03:09
(0/) 2026-05-08 07:18:22
今早一位朋友跟我說,前天清倉,昨天還在感慨英明決定今天立馬被打臉
(0/) 2026-05-08 06:57:22
(0/) 2026-05-08 05:56:07
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(0/) 2026-05-08 02:24:53
GPU 配角到算力中樞:AMD 如何吃下 AI 基礎設施第二曲線
(0/) 2026-05-08 01:43:15
Anthropic瘋狂掃貨算力:AI行業開始拚電力和現金流了
(0/) 2026-05-08 01:40:27
(0/) 2026-05-08 01:34:22
訂單排到2028,股價先跌為敬——Coherent:光通信最甜蜜的煩惱
(0/) 2026-05-07 22:32:30
(0/) 2026-05-07 16:40:12
(0/) 2026-05-07 16:35:18
80倍收入狂飆背後,Anthropic與OpenAI同日上演算力攻防戰
(0/) 2026-05-07 11:41:39
剛寫的:科技投資新變局:從軟件到硬件的“實力跨越” 在最近的科技投資市場中,一場深刻的資金輪換正在悄然發生。
(0/) 2026-05-07 10:27:29
Paul Tudor Jones on AI Risk, Market Bubbles, and the Lessons
(0/) 2026-05-07 10:03:55
(0/) 2026-05-07 06:25:49
加上昨天的狂飆,短持賬戶 year to date return 96%, 得考慮保護profit 了
(0/) 2026-05-07 05:10:54
乘聯分會:4月特斯拉中國批發銷量79478輛,創曆年4月曆史新高
(0/) 2026-05-07 03:42:24
Anthropic大手筆租下SpaceX頂級數據中心!深扒協議細節:22萬塊GPU是個什麽水平?
(0/) 2026-05-07 03:40:07
GPU 配角到算力中樞:AMD 如何吃下 AI 基礎設施第二曲線
(0/) 2026-05-07 00:02:55
(0/) 2026-05-06 23:57:15
英偉達康寧簽長期協議:康寧光學連接產能將提升10倍,英偉達獲至多1800萬股認購權
(0/) 2026-05-06 23:52:05
ARM電話會:數據中心將成最大業務,“2030年CPU市場最大份額屬於Arm”
(0/) 2026-05-06 23:49:27
光通信巨頭"Coherent電話會:訂單已排到2028年,6英寸磷化銦產能提前翻倍
(0/) 2026-05-06 23:48:16
(0/) 2026-05-06 23:45:01
Rare that earnings are revised up this time of the year
(0/) 2026-05-06 19:07:15
Tom Lee on Semiconductor Index
(0/) 2026-05-06 18:49:55
突發,馬斯克xAI解散了!22萬張GPU忍痛全給Claude
(0/) 2026-05-06 18:26:14
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(0/) 2026-05-06 13:14:37
全球芯片巨頭集體暴漲背後:曆史級景氣周期將持續多久 5月6日,亞太股市爆發,芯片股漲幅居前
(0/) 2026-05-06 10:03:44
今年短持賬戶year to date return 80% vs 標普500 6%, 超出我的預期
(0/) 2026-05-06 06:45:59
(0/) 2026-05-06 04:38:16
強力推薦存儲ETF DRAM, 它把世界上所有存儲巨頭都收入了包括三星和Sk海力士,我今天開盤買入leaps
(0/) 2026-05-06 02:37:56