狮山巡礼
投资杂谈
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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参观当天买入这家公司！特朗普一季度做了3711笔交易，“先买后吹”引争议
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上两个星期买进的新4驾马车MRVL, AXTI, TSEM和EUV夜盘都创历史新高
(0/) 2026-05-25 17:32:15
大摩报告，看一下英伟达从Blackwell到 Vera Rubin, 翻倍的成本主要来自那？
(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
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Index Future trading at the high Nasdaq futures up over 400
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Gavin Baker: What it takes to succeed in investing
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今天写的：Where is the "Scarcity" in the Age of AI?
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Index Futures All Up Quite A lot!
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Deedy Das: The vibes in SF feel pretty frenetic right now.
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Trump says Iran deal reopening Strait of Hormuz ‘largely neg
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美银Hartnett：这是自铁路泡沫以来最大的泡沫，但在抛售之前，请等待两件事发生
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One usually doesn't see the terms "Doomsday Argument"
(0/) 2026-05-23 04:07:44
RKLB leaps走势基本符合我的预期：元月12日28买进27Jan 100call3月30日跌到12昨天收盘接近60
(0/) 2026-05-23 03:07:30
GPU占比下降，内存成新主角：Rubin机架涨价背后的新机会
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美联储理事沃勒放鹰，称未来加息与降息“五五开”，市场预计年底加息
(0/) 2026-05-23 02:17:09
美联储新主席宣誓！特朗普呼吁“要遏制通胀，不要遏制伟大”，沃什表态要做格林斯潘
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Tom Lee: 11 of the Last 13 Fed Chairs have seen a drawdown
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Elon Musk in New Interview: Robotaxis Widespread by Year-End
(0/) 2026-05-22 05:16:19
大摩拆解英伟达Rubin：GPU不再独占蛋糕，PCB、MLCC、ABF价值集体起飞
(0/) 2026-05-22 03:50:57
野村重磅报告：从硅到玻璃，从GPU到光通信，AI正在重塑整个半导体产业链！
(0/) 2026-05-22 03:45:02
昨天建仓的MRVL以及前两天建仓的TSEM和AXTI今天均创历史新高
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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！
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S&P 500 Performance around the Largest IPOs
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前天AXTI和昨天TSEM都是在股票已经涨了很多后买进，不过我看好的是今后6个月的potential,不在乎短期的噪音
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今天open了MRVL stock and leaps positions
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One of the cleanest earnings-led rallies in years
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8,000 Meta employees are waking up to an email saying they'v
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今早写的：Why Your Risk Models Are Lying to You
(0/) 2026-05-21 03:37:21
SpaceX招股书5000字深度揭秘：Starlink是印钞机，xAI是吞金兽，马斯克用卫星养AI
(0/) 2026-05-21 01:34:57