獅山巡禮
投資雜談
上兩個星期買進的新4駕馬車MRVL, AXTI, TSEM和EUV夜盤都創曆史新高
(0/) 2026-05-25 17:32:15
大摩報告，看一下英偉達從Blackwell到 Vera Rubin, 翻倍的成本主要來自那？
(0/) 2026-05-25 05:57:06
Hedge funds are shorting the US stock market at the highest
(0/) 2026-05-25 04:38:20
Stock valuations have drifted beyond the edge of the financi
(0/) 2026-05-25 03:39:01
Index Future trading at the high Nasdaq futures up over 400
(0/) 2026-05-25 03:01:46
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(0/) 2026-05-25 02:34:53
Gavin Baker: What it takes to succeed in investing
(0/) 2026-05-24 19:46:03
今天寫的：Where is the "Scarcity" in the Age of AI?
(0/) 2026-05-24 19:23:14
Index Futures All Up Quite A lot!
(0/) 2026-05-24 15:49:10
(0/) 2026-05-24 04:36:42
Deedy Das: The vibes in SF feel pretty frenetic right now.
(0/) 2026-05-24 03:52:33
Trump says Iran deal reopening Strait of Hormuz ‘largely neg
(0/) 2026-05-24 02:46:16
美銀Hartnett：這是自鐵路泡沫以來最大的泡沫，但在拋售之前，請等待兩件事發生
(0/) 2026-05-23 20:10:13
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One usually doesn't see the terms "Doomsday Argument"
(0/) 2026-05-23 04:07:44
RKLB leaps走勢基本符合我的預期：元月12日28買進27Jan 100call3月30日跌到12昨天收盤接近60
(0/) 2026-05-23 03:07:30
GPU占比下降，內存成新主角：Rubin機架漲價背後的新機會
(0/) 2026-05-23 02:29:11
(0/) 2026-05-23 02:26:25
美聯儲理事沃勒放鷹，稱未來加息與降息“五五開”，市場預計年底加息
(0/) 2026-05-23 02:17:09
美聯儲新主席宣誓！特朗普呼籲“要遏製通脹，不要遏製偉大”，沃什表態要做格林斯潘
(0/) 2026-05-23 02:15:33
Tom Lee: 11 of the Last 13 Fed Chairs have seen a drawdown
(0/) 2026-05-23 02:05:58
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(0/) 2026-05-22 08:28:20
Elon Musk in New Interview: Robotaxis Widespread by Year-End
(0/) 2026-05-22 05:16:19
大摩拆解英偉達Rubin：GPU不再獨占蛋糕，PCB、MLCC、ABF價值集體起飛
(0/) 2026-05-22 03:50:57
野村重磅報告：從矽到玻璃，從GPU到光通信，AI正在重塑整個半導體產業鏈！
(0/) 2026-05-22 03:45:02
昨天建倉的MRVL以及前兩天建倉的TSEM和AXTI今天均創曆史新高
(0/) 2026-05-22 02:07:31
AI時代不僅要住進芯裏，還要站在光裏？一文帶你快速了解「ETF界的追光者」——EUV！
(0/) 2026-05-22 01:45:21
(0/) 2026-05-21 15:36:45
S&P 500 Performance around the Largest IPOs
(0/) 2026-05-21 13:56:45
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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(0/) 2026-05-21 10:56:52
今天open了MRVL stock and leaps positions
(0/) 2026-05-21 07:16:18
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(0/) 2026-05-21 05:54:07
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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(0/) 2026-05-21 01:20:27
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
(0/) 2026-05-20 20:31:09
英偉達Q1 earnings 及Q&A session of the earnings call
(0/) 2026-05-20 16:02:55
(0/) 2026-05-20 13:24:30
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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(0/) 2026-05-20 07:31:09
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