獅山巡禮
投資雜談
前天AXTI和昨天TSEM都是在股票已經漲了很多後買進，不過我看好的是今後6個月的potential,不在乎短期的噪音
(0/) 2026-05-21 12:32:02
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今天open了MRVL stock and leaps positions
(0/) 2026-05-21 07:16:18
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One of the cleanest earnings-led rallies in years
(0/) 2026-05-21 05:35:01
8,000 Meta employees are waking up to an email saying they'v
(0/) 2026-05-21 04:09:34
今早寫的：Why Your Risk Models Are Lying to You
(0/) 2026-05-21 03:37:21
SpaceX招股書5000字深度揭秘：Starlink是印鈔機，xAI是吞金獸，馬斯克用衛星養AI
(0/) 2026-05-21 01:34:57
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英偉達業績創下最佳的一次”超預期“，為何華爾街還嫌不“完美”？
(0/) 2026-05-21 01:18:35
英偉達電話會：需求在加速，Vera Rubin全周期供應受限，獨立CPU業務解鎖2000億美元市場
(0/) 2026-05-20 20:52:45
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英偉達Q1 earnings 及Q&A session of the earnings call
(0/) 2026-05-20 16:02:55
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I expect a summer market mini correction
(0/) 2026-05-20 12:59:29
NVDA Still a Reasonable PE at 19
(0/) 2026-05-20 11:33:50
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Intel asking PC makers to use latest chips a sign of margin
(0/) 2026-05-20 07:12:11
(0/) 2026-05-20 05:45:35
Bull markets don't die of old age. They get murdered.
(0/) 2026-05-20 02:52:07
穀歌I/O大會All in AI：Gemini模型上新，搜索框25年來最大改版，AI眼鏡回歸，Spark智能體首秀
(0/) 2026-05-20 02:37:51
FOMO情緒拉滿！華爾街老將：SpaceX IPO這種場麵，隻在泡沫頂部見過
(0/) 2026-05-20 02:34:35
英偉達財報倒計時！超預期基本沒懸念，但華爾街最關心這五個問題
(0/) 2026-05-20 02:28:06
段永平建倉CRCL. 他 Circle 的均價大概95美元，占單個賬戶總資產隻有 0.1%。
(0/) 2026-05-19 17:28:55
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剛寫的：不要神話行業大佬：從 Leopold Aschenbrenner 的最新持倉看 AI 投資的分歧與盲區
(0/) 2026-05-19 10:33:55
30-year Treasury yield tops 5.18%
(0/) 2026-05-19 07:22:37
Blackwell之後看Rubin，英偉達這次財報要回答三個問題
(0/) 2026-05-19 04:51:41
Seagate leads memory sell-off as CEO says it would 'take too
(0/) 2026-05-19 03:56:00
Why Ed Yardeni is expecting an interest rate hike in July
(0/) 2026-05-19 03:12:41
英偉達13F暴露新戰場：AI交易從買GPU，切到買“瓶頸資產”
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橋水聯合CIO警告：算力即將不夠用了，一場全球“搶資源”大戰已打響
(0/) 2026-05-19 02:52:03
CNBC:Intel CEO says foundry business is gaining momentum
(0/) 2026-05-18 16:13:13
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Add AAOI Stock and Open AXTI positions
(0/) 2026-05-18 09:14:35
Ken Griffin: watching Al agents at Citadel do work
(0/) 2026-05-18 08:25:48
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30年美債沒守住5%“生死線”！美銀Hartnett：“地獄之門”已打開，6月初是“賣出窗口”
(0/) 2026-05-18 02:38:43
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SpaceX boost its targets to $2+ trillion IPO valuation
(0/) 2026-05-17 21:10:01
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算力重估下的“斷層式”暴漲：美股常規 ETF 過去10年回報率啟示錄
(0/) 2026-05-17 08:42:17
過去10年美股表現最好的ETF Top 10，原貼數據稍有問題，最新update了
(0/) 2026-05-17 07:37:38
今早寫的： Flipping Rocks for "Outliers"
(0/) 2026-05-17 02:59:12
“落後”咋了？捂了大半年，特斯拉用70ms，給國產電動車上了一課
(0/) 2026-05-17 01:17:05
沒有冰箱彩電大沙發，特斯拉的忠誠度為何這麽高？答案值得所有國產車企學習
(0/) 2026-05-17 00:58:53
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史上最大IPO來了！SpaceX確定上市“目標日期”：6月12日
(0/) 2026-05-16 18:27:55
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