狮山巡礼
投资杂谈
GOOG up 20 today to 353, 涨了12% since buying at 316 营利公布后
(0/) 2026-07-31 11:34:30
玩笑贴：我好像找到了判断股市阶段见底的最好Indicator
(0/) 2026-07-31 04:39:10
Barron: Meta, Microsoft, and the AI Capex Divide
(0/) 2026-07-31 01:18:31
微软市值一日暴增4500亿美元，创全球股市史上单日市值增长纪录
(0/) 2026-07-31 01:04:52
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(0/) 2026-07-31 00:56:38
从2000%到爆仓，“AI股神”被击溃，本轮牛市“最大神话”落幕！
(0/) 2026-07-30 19:10:48
Here's a great post on Situation Awareness
(0/) 2026-07-30 09:17:53
(0/) 2026-07-30 07:36:18
存储和半导体今天大举反弹，昨天加仓看起来catch falling knife其实有fundamental 支撑
(0/) 2026-07-30 06:54:52
(0/) 2026-07-30 04:31:04
Treasury sell-off continues after divided Fed holds interest
(0/) 2026-07-30 03:10:28
把“什么也不做”执行过了头！“英国巴菲特”特里·史密斯坦诚反思，半年换仓一半，但要买英伟达海力士们，要等“废墟”到来的机
(0/) 2026-07-30 02:36:55
Jeffrey Gundlach says the bond market is telling Warsh
(0/) 2026-07-30 01:56:30
Doubleline’s Gundlach on the Fed’s Rate Path
(0/) 2026-07-30 01:53:05
Meta电话会：AI变现见成效，出售算力是愚蠢的，开源模型不如前沿模型强大
(0/) 2026-07-30 01:44:56
三星电话会：存储供不应求“明年比今年更紧张”，60-70%产能已分给长期协议，HBM4收入将占六成
(0/) 2026-07-30 01:41:16
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(0/) 2026-07-29 17:34:14
黄仁勋否认半导体衰退： 芯片荒不受消费端影响 未来10年行业规模再翻10倍
(0/) 2026-07-29 16:52:06
Hyperscaler 27 Capex Estimates
(0/) 2026-07-29 15:49:34
谷歌我的watchlist唯一正的，今天涨了3块到336，营利报告第二天316买进涨了20块
(0/) 2026-07-29 14:24:43
META crashes over - 9% after reporting weaker than expected
(0/) 2026-07-29 13:17:03
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30-year Treasury yield nears 2026 high after Fed keeps rates
(0/) 2026-07-29 13:00:40
Divided Fed holds interest rates steady, but three members
(0/) 2026-07-29 11:55:31
(0/) 2026-07-29 07:08:47
Nvidia Is at the Center of Circular AI Deals
(0/) 2026-07-29 03:50:36
Elon Musk is the King and GOAT of creating hysterical FOMO
(0/) 2026-07-29 03:45:48
July has been nothing but brutal to chip and memory stocks
(0/) 2026-07-29 03:29:17
今早写的："Others might be faster, you might be slower
(0/) 2026-07-29 03:12:54
Barron: Investors May Pay a Price for the Fed’s Zipped Lip
(0/) 2026-07-29 02:01:36
(0/) 2026-07-29 01:25:36
闪迪单月暴跌超50%！市值蒸发2000亿美元：AI资本开支持续性存疑与中国厂商竞争力提升
(0/) 2026-07-29 01:21:57
希捷电话会：全年每季毛利率都会涨，近线产能锁至2028、客户还在抢2029，存储需求“不是单季爆发”
(0/) 2026-07-29 01:19:48
SK海力士电话会：未见AI投资放缓迹象，HBM4E 2027年量产，长协不会导致供应过剩
(0/) 2026-07-29 01:18:01
Altman复盘OpenAI最艰难一年：蒸馏不在我的十大担忧，AGI近在咫尺，机器人2-3年将迎来ChatGPT时刻
(0/) 2026-07-29 01:16:31
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SK海力士26年Q2营利报告及Q&A Session of the Earnings Call
(0/) 2026-07-28 17:03:30
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Morgan Stanley just mapped out the entire Al infrastructure
(0/) 2026-07-28 14:53:19
(1/) 2026-07-28 09:20:12
说实话：这轮涨回去以后，没法忍受个股volatility的可以把所有钱放到VGT和SPMO，波动小一点，回报也不错
(0/) 2026-07-28 07:43:25
(0/) 2026-07-28 06:19:23
World's Best Index Falls Into Bear Market In Another Bad Sig
(0/) 2026-07-28 04:50:17
(0/) 2026-07-28 02:05:21
英伟达循环融资引发忧虑：CDS价差创纪录飙升，股价大跌5%，苹果重夺市值第一
(0/) 2026-07-28 02:03:09
Barron: Tesla Stock Just Erased a Year of Gains.
(0/) 2026-07-28 02:00:14
Barron: Sandisk and More Chip Stocks Hit China Roadblocks
(0/) 2026-07-28 01:55:12
老黄版「曼哈顿计划」来了！砸50亿给Ilya，又批2500亿天价担保OpenAI
(0/) 2026-07-28 01:49:39
刚写的： The Power Law of Wealth Creation
(0/) 2026-07-27 16:43:10
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SNDK跌回5月初的价格但1300附近strong support
(0/) 2026-07-27 07:18:18
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今早写的：免费的毒药与抢饭碗的AI：大模型时代的企业安全防御战
(0/) 2026-07-27 04:21:19
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Carnage in hyperscaler bond land
(0/) 2026-07-27 02:23:01