新叶投旅笔记

3 C's of life: choice, chance, and change.
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除了“大空头”(TheBigShort)还有几部电影值得一看: 以下是几部基于华尔街真实故事改编的优秀电影推荐(排除《大空头》),这些影片聚焦金融市场、危机或人物传记,剧情引人入胜且具有现实意义: 1.**《利益风暴》(MarginCall,2011)**
-**豆瓣评分**:7.7
-**简介**:改编自2008年金融危机前夕的真实事件,讲述一家投资银行的风险管理团队发现公司资产估值[阅读全文]
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是要保持独立思考的习惯。这个的前提是,认识自己,这一生,这一程,除了你自己,没有人比你更了解你是谁,去哪里,想要什么,甚至你自己很可能在很多时都并不清楚自己真的想要什么,尽管我们通常知道自己不想要什么。世界上,本质上能为你的选择买单的,只有你自己。无他,包括亲人。 尤其在社交媒体杂音漫天的今天,要有意识的保护/保持心静,Stillnessisthehome[阅读全文]
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(2025-05-23 08:54:54)
TrumpNuclearEONewsSendsSMRsHigher https://www.investors.com/news/trump-nuclear-executive-order-nuclear-sp-500-stocks-oklo-surge/ 虽然昨天SMRs盘后逆势暴涨8-18%左右,但是从之前观察投资VST到DD其他如成熟如CCJ等过去20年的情况,在基本面上同意下面这个观点: Nukehypejusthittheheadlines(again) NuclearstockslikeOkloandNuScalearesurgingonreportsthatUSPresidentDonaldTrumpmayinvoketheDefensePro...[阅读全文]
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PS:发帖后听到这个对MetaplanateCEOInterview: IMPORTANT https://www.youtube.com/watch?v=VBrJ0ShzRIY - ByCEO https://x.com/BitcoinForCorps/status/1930215313565479013 ByStrategyDirectorDylanLeClairl https://x.com/BitcoinForCorps/status/1929946903204041041 ByGrok AsofJune4,2025, Coinbaseowns9267BTCforitself. Metaplanetholds8,888Bitcoins(BTC)foritself. ...[阅读全文]
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https://www.youtube.com/watch?v=GHu4p0-WnT8 Lotsoftruewisdomworthlisteningtomorethanonce. Afewtakeaways: Thelast15yearswereeasymoney,rosytimes.Thefuture:riskconsciousness.Beawareofthenoisevssignals,Lookatharddata,notsoftdata. TheUShasbeenthebestplacefortherestoftheworldtoinvest.Thequestionis,isitstillasbestasitwas? 他们都提到被动投资(Passive)与主动(ACTIVE)投资的趋势改变。认为act...[阅读全文]
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2025-05-21 2025-05-27 [阅读全文]
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(2025-05-21 09:40:27)

Understandtheworld,history,politics,andpower(aswellasthechangingtrendsinthemarket)fromtheangleandthroughthelensofenergy. [阅读全文]
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(2025-05-20 16:02:15)
https://blog.wenxuecity.com/myblog/82610/202505/14051.htmlPLTRanditshighP/Ehttps://blog.wenxuecity.com/myblog/82610/202505/15007.html[阅读全文]
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(2025-05-20 13:02:26)
Yes,NVIDIAisbuildingfacilitiesinTaiwan,includinganewofficeandAI-relatedinfrastructure.Belowisadetailedbreakdownbasedonavailableinformation:###1.**NVIDIA'sFacilitiesinTaiwan**
-**NewTaiwanOffice(NVIDIAConstellation)**:
-NVIDIACEOJensenHuangannouncedonMay19,2025,thatthecompanyhasselected**Beitou-ShilinTechnologyPark**inTaipeiforanewofficecalled**NVIDIAConstellation**.Thisofficeisintended...[阅读全文]
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(2025-05-20 11:37:49)

今天看到HIMShouse在X上的一个“挑战”HOOD贴,闲来无事,自己来比较一下:Here'sacomparisonofRobinhoodMarkets,Inc.(HOOD)andHims&HersHealth,Inc.(HIMS)basedonaveragevolume,beta,marketcapitalization,andP/Eratio,usingthemostreliabledataavailable:-**AverageVolume**:(编注:PerWebull,3个月,AVGVol:Hood48.2M,HIMS38.02M)
-**HOOD**:Approximately47.74millionsharesperday.[](https://ca.fina...[阅读全文]
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