狮山巡礼
投资杂谈
Micron is now up +5,000% since Jim Simons first disclosed
(0/) 2026-05-31 18:49:01
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女儿高中还剩最后一个星期，看了一下老师和朋友给她的留言，so many wonderful memories!
(0/) 2026-05-31 16:55:41
The next 5-10 years will RETIRE you.
(0/) 2026-05-31 05:49:15
黄仁勋预告“PC新时代”，不想只卖GPU了，神秘芯片即将发布
(0/) 2026-05-31 05:34:23
IPO lull to mega IPO really is a glowing endorsement
(0/) 2026-05-31 05:14:57
The Difference Between a Bubble and a Boom
(0/) 2026-05-31 05:10:23
忘了设限，1家公司1个月在Claude烧掉5亿美元！——当AI已经贵到“用不起”
(0/) 2026-05-31 02:40:17
三星、SK海力士暴涨“撑爆”持仓红线：基金被迫抛售，韩股外资创纪录流出
(0/) 2026-05-31 02:39:34
US 500 Excluding Artificial Intelligence Enablers
(0/) 2026-05-31 02:18:36
好的龙头股如何判断什么是合理价位可以买进，经常有朋友问我这个股票或ETF涨这么多，现在该买吗？
(0/) 2026-05-30 14:27:54
特斯拉 Cybercab 正在德克萨斯州进行全线控转向测试。 没有机械立柱，完全由软件控制。这就是一辆从一开始就围绕自动
(0/) 2026-05-30 13:45:44
今早写的："Run toward the hardest problems." AMD CEO Lisa Su
(0/) 2026-05-30 03:08:05
从英特尔、美光、到戴尔--“白宫股神”名不虚传，“先买再吹”屡试不爽
(0/) 2026-05-30 02:18:21
连涨9周，自3月低点反弹20%！美股这波反弹之凶猛“历史罕见
(0/) 2026-05-30 02:10:58
昨天写的：Huawei’s New "Tao’s Law" Sparking Global Debate
(0/) 2026-05-30 01:43:10
(1/) 2026-05-29 13:07:37
说一下早上选择买入HPE而不是Dell Leaps的决策rational
(0/) 2026-05-29 09:26:31
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HPE本来只想买几千块钱leaps玩玩，很猛呀，马上再砸几万
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今天Senior高中最后一天，女儿早上5点就到学校参加Senior Prank活动
(0/) 2026-05-29 03:33:44
18倍PS？Anthropic最新估值达9650亿美元，首超OpenAI！
(0/) 2026-05-29 00:44:46
调研ASML后，高盛总结了五大要点：产能扩张、CPU崛起、存储订单、新技术场景和中国需求
(0/) 2026-05-29 00:42:29
我们在赢”！戴尔电话会：业绩炸裂，但炸的不只是AI服务器，四大业务全赢麻了
(0/) 2026-05-29 00:39:14
英伟达黄仁勋评价韬定律：对华为来说是突破，但对台积电不是威胁
(0/) 2026-05-28 20:41:44
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SpaceX、OpenAI排队上市：华尔街开始提前“腾仓位”了
(0/) 2026-05-28 11:02:59
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Anthropic营收超越OpenAI至少35%，IPO竞赛格局生变
(0/) 2026-05-28 01:06:24
“ASIC巨头”Marvell季度营收创纪录、连续上调指引，CEO称数据中心业务“燃爆了”
(0/) 2026-05-28 01:05:13
Marvell 27 Q1 earnings and Q&A session of conference总结
(0/) 2026-05-27 16:06:49
每个人投资都想追求高回报，无可厚非. 但自己没时间做研究我建议把大部分仓位放在VGT， SPMO和SMH这种ETF里，
(0/) 2026-05-27 13:06:28
一个股票我看好从来市价买进持有最短3-6个月，很多超过10年，坛子里太多的人
(0/) 2026-05-27 11:41:47
短持账户今年有点Roller Coaster感觉：元月高点涨37%，3月底低点跌30%，到昨天涨166%
(0/) 2026-05-27 05:35:48
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今年短持账户relative performance vs QQQ, 从开年almost always beat
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今天盘后MRVL公布earnings, should be a blowout! 上星期到现在每天加仓
(0/) 2026-05-27 03:55:54
Tesla Stock Is Rising Again. Europe EV Sales Are Helping Thi
(0/) 2026-05-27 03:44:14
RKLB破了我SpaceX上市当天目标阶150，现调整上看200
(0/) 2026-05-27 02:24:54
瑞银、巴克莱大幅上调美光、闪迪目标价，华尔街再燃存储股狂潮，美光市值突破1万亿美元
(0/) 2026-05-27 01:58:31
这份瑞银研报推动美光暴涨19%市值破万亿，提出了“AI供应链估值最大的认知差”
(0/) 2026-05-27 01:55:33
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谷歌、微软、Meta提出“出钱建产线”，海力士“不要钱，要5年长约、更高预付款和最低价格保证”
(0/) 2026-05-27 01:47:38
FOMO vs FEMO( Fabulous Earnings Momentum)
(0/) 2026-05-26 15:34:38
AI ASIC与光互连“双引擎”共振，Q1财报或巩固迈威尔科技强劲涨势
(0/) 2026-05-26 12:16:30
美光告别“周期魔咒”？瑞银给出1600美元天价目标：LTA或撑起1.8万亿美元市值
(0/) 2026-05-26 11:37:05
MU Leaps赚的钱今天第一次超越闪迪，明明多投了一倍的本金，确总是当老二
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