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博主对RJCcapital的推文表示调侃。
@RJCcapital 哈哈
英文原文
@RJCcapital Lol
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市场恐慌中 $SNDK 逆势上涨，建议利用恐惧寻找入场点。
$SNDK 简直不知道什么是“下跌日”。 股市在 $PYPL 今日暴跌 20.7%+ 后已进入“恐惧”区域。 加密市场在 $COIN 和 $MSTR 过去三个月分别暴跌 48% 和 51% 后，现已进入“极度恐惧”状态。 散户看起来正在恐慌。 现金是一种持仓策略，但本应在一周前就采取。 现在可能是寻找入场点的好时机。尤其是当“恐惧”已经压倒了基本面时。
英文原文
$SNDK literally doesn’t know what a red day means. https://t.co/W1SCKBmQLE
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CRDO盘中大跌11%，作者认为属恐慌性抛售并计划买入。
@AndrewP64090323 可能正处于“恐慌性抛售一切，一切都结束了”的阶段。 $CRDO 今天迄今已下跌 11%，这很疯狂，我个人会在这些价位买入。 https://t.co/y96M174lG4
英文原文
@AndrewP64090323 Probably at a “Panic Sell Everything It’s All Over”. Crazy $CRDO is down 11% so far today, I’d be personally buying at these levels. https://t.co/y96M174lG4
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市场恐慌情绪蔓延，建议此时寻找被错杀的入场机会。
在$PYPL今日暴跌20.7%+后，股市已进入恐惧(Fear)区域。 在$COIN暴跌48%且$MSTR在过去3个月暴跌51%后，加密市场(Crypto markets)现已处于极度恐惧(Extreme Fear)状态。 散户似乎正在恐慌。 现金(Cash)是一种仓位，但它本应在一周前就确立。 现在可能是寻找入场点的好时机。尤其是当恐惧已经压倒基本面(Fundamentals)时。
英文原文
Stock markets have entered Fear territory after $PYPL dropped 20.7%+ today. Crypto markets are now in Extreme Fear after $COIN crashed 48% and $MSTR crashed 51% in the last 3 months. It looks like retail is panicking. Cash is a position, but it should have been one a week ago. Now might be a good time to look for entry points. Especially when Fear has overridden fundamentals.
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认为COIN接近4月关税底部$171，决定在此价位买入。
@dexapiko 我们正接近 $COIN 在 4 月关税(Tariff)底部的 $171 价位。此前唯一一次触及该水平是在 2024 年 9 月，当时价格为 $150。我在此价位买入。https://t.co/IMqRE8nii2
英文原文
@dexapiko We’re close to the April Tariff bottom at $171 now for $COIN. Only other time it hit that was September 2024 for $150. I’m a buyer here https://t.co/IMqRE8nii2
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博主视当前市场恐慌为短期流动性冲击，坚持在极度恐惧时买入。
由于白银的强制去杠杆，市场在一天之内就从贪婪转向极度恐惧和“熊市/加密寒冬”了，哈哈。这是过去几年内的第4次了。 作为一个从2016年起经历过每一个加密周期的老手，我会在恐惧达到顶峰时买入。 我认为这只是一次短期的流动性冲击，我正在逢低买入，而非量化紧缩(QT)。 随后将迎来复苏，届时机构将重新配置净多头头寸，这可能发生在未来一两天或几周内。
英文原文
We went from Greed to Extreme Fear and “bear market/crypto winter” in just one day from the silver forced deleveraging lol. This is the 4th period within the last few years. As someone who’s been through every crypto cycle since 2016, I buy when fear is max. I expect this to be a short term liquidity shock which I’m buying into, not quantitative tightening. Then a recovery one institutions reposition net long which could be in another day or two or weeks.
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博主回复粉丝确认身份
@Kevin60162526 是你
英文原文
@Kevin60162526 It’s you
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资金流出已反映在CRCL股价中
@AI_PowerFlow 我们确实看到资金流出40亿美元，从730亿美元降至690亿美元（因此出现下跌），但这已很大程度上反映在 $CRCL 股价中。 https://t.co/9kAZXxSald
英文原文
@AI_PowerFlow We did see -$4B outflows from $73B -> $69B from last month (hence the drop) but largely priced into $CRCL stock price. https://t.co/9kAZXxSald
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吐槽 $CRCL 高位 FOMO 后无人接盘。
@pepemoonboy 我花了很多时间制作这个代表 $CRCL 上 FinX 社区的 meme。虽然很真实，现在市值 120 亿美元却无人问津。但之前大家都在 $150-200 时 FOMO（错失恐惧症）式买入，声称它会涨到 $400，哈哈。
英文原文
@pepemoonboy I spent a lot of time making this meme representing the FinX community on $CRCL. So true though, $12B MC now nobody buying. But everyone was FOMOing in at $150-200, claiming it would go to $400 lol. https://t.co/gM1OpGAyHY
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简述CRCL的FinX要点。
@Kevin60162526 关于 $CRCL 的 FinX 要点简述。https://t.co/i5NxQFmJ7D
英文原文
@Kevin60162526 FinX with $CRCL in a nutshell. https://t.co/i5NxQFmJ7D
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看好CRCL重置后的估值，预计稳定币需求持续增长。
我非常、非常喜欢 $CRCL 在 54 美元的价格。估值已完全重置回 120 亿美元市值。当价格在 150-200 美元时，大家都在抢购，但在 54 美元时，这里却无人问津。USDC 供应量仍超过 700 亿美元，我预计稳定币的使用将继续增长。https://t.co/R2Habycf7d
英文原文
I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d
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三大巨头转向AI致旧DRAM市场真空，南亚科面临中国供应链竞争威胁。
南亚科(Nanya)受益，因为“三大巨头”向产业链上游转移，并切断了用于HBM3e/HBM4/DDR5的旧式DRAM（如DDR4）供应。 南亚科一直独自享受旧市场。因此，针对中国特定供应链的南亚科现在面临可信的中期威胁。 SK海力士(Sk Hynix)和美光(Micron)并不在意，因为他们已有意放弃该市场，转向利润率更高的AI领域。
英文原文
Nayna benefited because big 3 moved up the food chain and cut off legacy DRAM like DDR4 for HBM3e/HBM4/DDR5. Nayna's just been enjoying the older market by itself. So now there's a credible mid-term threat for Nanya in specific for China specific supply chains. Sk Hynix and Micron don't care since they knowingly abandoned that market for higher margin AI segments already
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驳斥媒体误导，指出中美存储禁令不影响美光等巨头AI业务。
在《日经亚洲》新文章发布后，围绕 $MU、SK海力士和存储芯片领域出现了大量虚假信息。我预料到会发生这种情况，因为这篇文章写得极差且具有误导性，而存储行业其实非常微妙。这对美光和美光以及SK海力士几乎没有实质性影响。长鑫存储(CXMT)和中微半导体(YMTC)已被美国政府列入黑名单，无法进入中国以外的供应链。这纯属国内事务，文章却写成耸人听闻的抨击之作。例如：“中国两大主要存储制造商将全球供应短缺视为机遇……” YMTC被全面禁止（美国实体清单）——国防部1260H条款名单（中国军事公司）。CXMT也在国防部1260H名单中，属于军事关联名单。美国商务部很可能对该企业实施更多出口管制。最大的影响其实是对南亚+Nanya和旺达+Winbond这类“填补空白”的传统存储公司，这才是文章应聚焦的重点。但文章和那些想寻找逢低买入机会的人为了点击量，通过引入美光等公司散布虚假信息。细微差别在于：美光、SK海力士和三星已基本清除了来自中国的市场需求（例如美光约10%，SK海力士约15-18%），并将DRAM产能转向HBM3e和HBM4。只有三星因其在移动/消费设备领域的份额受到轻微影响。这对超大规模AI存储交易没有任何影响。
英文原文
There's a lot of disinformation around $MU, SK Hynix, and Memory after the new Nikkei Asia piece. Expected this to happen, since this is so badly written and misleading when the memory industry is so nuanced. This has close to 0 material impact on Micron and Sk Hynix. CXMT and YMTC are blacklisted by US government and supply chains outside of China. This is domestic only and is written as a sensational hit piece. eg. "China’s two major memory manufacturers view the global supply shortage as an opportunity..." YMTC is fully banned (US Entity List) - DoD Section 1260H list (Chinese Military Companies) CXMT - DoD Section 1260H list. Military-linked list. The U.S. Commerce Department is likely to slap more export controls on this firm. The biggest impact it would have is on "legacy fill in the void" type companies like Nanya + Winbond, which should have been the focus. But the article and people who want a dip-buying opportunity decided to clickbait/spread disinformation by throwing in Micron and others for views. Naunce is Micron, Sk Hynix, and Samsung have largely hollowed out their demand from China (eg. ~10% micron, ~15-18% Sk hynix), and shifted dram capacity to hbm3e and hbm4. Only Samsung is slightly affected given their share with mobile/consumer devices. There is no effect on the hyperscaler AI memory trade.
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CXMT和YMTC被西方供应链禁，对AI内存贸易无影响
@firstadopter 供参考，这两家公司均已被禁。该文章措辞具有误导性。 关于长鑫存储(CXMT)和长江存储(YMTC)的内存生产挑战内存公司的新闻。 新闻措辞有误。 > 它们已被列入西方超大规模数据中心(hyperscaler)供应链的黑名单。 > 这很可能仅限于国内市场。 当标题耸人听闻地称“中国两大内存制造商将全球供应短缺视为机遇……”时，因为它们在西方供应链中没有任何份额。 YMTC 被全面禁止（美国实体清单）- 国防部第 1260H 条清单（中国军事公司） CXMT - 国防部第 1260H 条清单。涉军清单。 美国商务部曾考虑是否将此类 DRAM 制造商等中国科技公司列入出口管制清单。但由于一些非西方供应链（如日本东京电子 Tokyo Electron 等公司）仍在使用或与其合作，因此尚未列入。 简而言之：对超大规模数据中心 AI 内存贸易没有影响。
英文原文
@firstadopter FYI they’re both banned. Article is disingenous with wording https://t.co/SLbweoaNdc
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博主回应网友互动
@doomerzoomer 兄弟，你在点名批评我啊
英文原文
@doomerzoomer bruh calling me out
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美系大厂转向高利润AI内存，中国厂商冲击有限，主要影响传统DRAM厂。
所以关于内存需求的那个说法是对的，但这并非文中所列公司的关注重点。 它们已基本放弃了YMTC/CXMT试图倾销的市场，转而追求利润率更高的超大规模AI基础设施建设，因此对$MU等公司影响甚微。 如果非要说有影响，那应该是打击像$NANYA和$WIN这样的传统型DRAM公司，这原本才是讨论的重点。 简而言之，$MU、$SKHYNIX和$SAMSUNG已基本清除了来自中国的市场需求（例如$MU约10%，$SKHYNIX约15-18%），并将DRAM晶圆产能转向HBM3e和HBM4。也许只有$SAMSUNG因其在移动/消费设备领域的份额而受到轻微影响。
英文原文
So that memory demand statement is true, but it's not the focus of the companies listed in the article. They've largely left the market YMTC/CXMT is trying to flood to go after the higher margin hyperscaler AI buildout, so little to no effect on companies like MIcron. If anything it would hurt legacy void type companies like Nanya + Winbond, which should have been the focus. Naunce is Micron, Sk Hynix, and Samsung have largely hollowed out their demand from China (eg. ~10% micron, ~15-18% Sk hynix), and shifted dram wafers to hbm3e and hbm4. Maybe only Samsung is slightly affected given their share with mobile/consumer devices.
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CXMT和YMTC受制裁，不影响西方AI内存供应链。
关于长鑫存储(CXMT)和长江存储(YMTC)的内存生产挑战内存公司的新闻。 媒体的措辞是错误的。 > 它们被列入西方超大规模数据中心(hyperscaler)供应链的黑名单。 > 这很可能仅限于国内市场。 当标题耸人听闻地称“中国两大内存制造商将全球供应短缺视为机遇……”时，因为它们在西方供应链中没有任何份额。 长江存储(YMTC)被全面禁止（美国实体清单）- 国防部1260H条款清单（中国军事公司）。 长鑫存储(CXMT) - 国防部1260H条款清单。涉军清单。 美国商务部曾考虑是否将此类DRAM厂商列入出口管制清单。但尚未执行，因为一些非西方供应链仍在使用并与它们合作，例如日本东京电子(Tokyo Electron)等公司。 简而言之：对超大规模数据中心AI内存贸易没有影响。
英文原文
Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. > They're blacklisted in Western hyperscaler supply chains. > This is likely domestic only. Headlines are sensational when they say "China’s two major memory manufacturers view the global supply shortage as an opportunity..." because they have none in Western supply chains. YMTC is fully banned (US Entity List) - DoD Section 1260H list (Chinese Military Companies) CXMT - DoD Section 1260H list. Military-linked list. The U.S. Commerce Department was weighing whether to slap more Chinese tech firms like this DRAM player to its export restriction list. But haven't yet since some non-Western supply chains still use work with them eg. Japanese companies like Tokyo Electron. TLDR: no effect on the hyperscaler AI memory trade.
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质疑以色列半导体公司估值脱节及持续下跌原因
是的，对于 $VLN，现金加库存占其市值的绝大部分（未包含IP等其他资产）。它是无晶圆厂半导体公司，营收8000万美元，机器人/工业垂直领域毛利率很高。因此当前估值存在极端脱节。 我最近发了一篇帖子，质疑市场为何像对待 $ETOR 那样，如果是以色列公司，即便现在大部分是现金，也基本不给核心业务估值。 所以简而言之：完全不知道发生了什么，以及为什么以色列公司一直在跌。
英文原文
Yes for $VLN, cash + inventory makes up majority of its MC not including other assets like IP. They’re fabless semi, $80m revenue, high gross margin for robotics/industrial vertical. So current valuation has an extreme disconnect. I put out another post recently questioning how markets basically assign no value to the core business like $ETOR if they’re Israeli when they’re majority cash now. So TLDR: no clue what’s going on and why companies from Israel keep dropping.
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确认 $IBKR 交易总量虽非单笔但依然巨大。
@ruth_capital 是的，没错。重点不是单笔交易，而是对于 $IBKR 来说，这个量依然相当大。
英文原文
@ruth_capital Yep this is correct. Not individual trades, but still quite a lot for $IBKR was the point.
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做多AEHR博弈存储与光子机会，MRVL因客户ASIC延期推迟至下半年建仓。
我目前做多 $AEHR，以防三大存储巨头将其用于 HBM DRAM 裸片老化测试，或超大规模云厂商扩大 Sonoma 的使用。此外，硅光子学也是另一个关注领域。因此，这更像是一个投机性的“登月”选择，旨在观察其能否与 Advantest 和 $TER 竞争。至于 $MRVL，我喜欢它，但我认为更适合等到 2026 年下半年再建仓。有报道称 $MSFT Maia 路线图延迟了约半年，而 Marvell 预期的收入增长很大一部分依赖于该超大规模云厂商的特定 ASIC 项目。因此，我将在今年晚些时候重新评估它。
英文原文
I'm actually long $AEHR right now in the event any of the big three memory companies use them for HBM DRAM die burn in or hyperscalers expands Sonoma usage. Then there's silicon photonics, which is another area of interest. So it's more of a speculative moonshot pick to see if it can compete with Advantest and $TER. As for $MRVL, I like it but I find it more of a wait until H2 2026 long. There were reports $MSFT Maia faced roadmap longer delays by like half a year and a large part of marvell's expected revenue growth is tethered to this specific hyperscaler ASIC program. So I'll revisit it later on in the year.
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转发提及用户，无实质内容。
@KamilPokora1 https://t.co/sZgEHHle53
英文原文
@KamilPokora1 https://t.co/sZgEHHle53
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博主回复将重新查看对方内容。
@adenois 我会再仔细看看，谢谢。
英文原文
@adenois I'll look over it again thanks
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修正对$SSYS看法，转向偏好高BOM价值的$VPG以捕捉机器人量产红利。
之前在 $SSYS 上犯了个错，误以为他们为机器人原型打印框架。 他们更像是机器人领域的 $ASML（阿斯麦）。 关于机器人量产爬坡（每生产一个人形机器人），我发过一篇帖子，将 $SSYS 替换为 $VPG，并引用了 @SigniaCapital 关于 Optimus 应用的分析。 其中提到，每生产一台机器人（$TSLA Optimus），他们预计每台获利约 500-1200 美元。 话虽如此，我确信 $SSYS 是个不错的长线标的，毕竟有位著名的政治家看准了一切，其投资组合中持有 $SSYS。 但我不像以前那样看好了，我更希望直接参与具有高物料清单(BOM)价值的机器人量产环节，而非初期的原型制作。
英文原文
So made the mistake earlier with $SSYS regarding the fact they print the frames for the prototypes of the robotics. They're more like an $ASML for robotics. For the robotics ramp (each humanoid produced), I made a post switching $SSYS with $VPG and quoted @SigniaCapital's analysis regarding applications for Optimus. There was a quote that for each robot ( $TSLA Optimus) produced, they make est. ~$500-$1.2K per robot. That being said, I'm sure it's a good long, there's one famous politician that got everything right and has $SSYS in their portfolio. But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
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InP是AI基建刚需且依赖中国，垂直整合无法解决材料瓶颈。
观点中肯，但有两点误解： - 美国AI基础设施建设必须使用磷化铟(InP)，这是不可妥协的。我们近期看到“交易”案例：$NVDA GPU换取解除关键材料/原料/衬底禁令。美中虽为最大地缘政治对手，却不幸相互依赖。 - 尽管今日小幅回调，7N铟在SMM已创历史新高，而光子学(CPO)产能爬坡甚至尚未开始。你提到硅光(SiPh)替代，但无法替代InP。定制芯片可能采用硅+InP激光器的混合方案，但仍需InP。 - 需求呈指数级增长，$NVDA已锁定外延量子阱激光器(EML)产能，$MSFT Maia预计将占据两位数比例的InP供应链。我高度怀疑库存足以让所有人持续获取。 - 当然，或者他们可以通过涨价来弥补良率损失。 - 这不是垂直整合能解决的。整个供应链是物理/材料问题，因为大部分资源仅在中国可及。 超大规模云厂商可以垂直整合掉$LITE，但无法整合掉原始前驱体或材料。
英文原文
Fair points and two misunderstandings: - US requires InP for AI buildout. This is non-negotiable. And we saw that "trade", $NVDA GPUs for unblocking critical materials/feedstock/substrates bans recently. US and China unfortunately are dependent on one another despite being the biggest geopolitical adversaries. - We're already seeing 7n indium reach ATHs on SMM (depsite recent dip today), and photonics ramp hasn't even started the curve yet. You say SiPh substitution, but you can't substitute away InP. Custom chips might use hybrid w/silicon + InP laser but you still need it. - It scales up exponentially, $NVDA secured EML capacity, $MSFT maia is expected to take up double digits of inp supply chain. Highly doubt there's enough inventory for everyone to keep it accessible. - Sure, or they can price hike to make up for yield - This is not something you can vertically integrate. The entire supply chain is a physics/materials problem because majority is only accessible in China. Hyperscalers can vertically integrate away $LITE but not the raw precursors or materials.
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看好AXTI作为光子学InP材料瓶颈，预计2026下半年因需求激增出现短缺。
我持有 $AXTI 的多头头寸。 今天我们正目睹 $SNDK、$MU、SK 海力士和三星带来的 HBM/NAND 超级周期，由于需求极度旺盛，价格持续上涨。 下一个是什么？-> 光子学 | 共封装光学(CPO) | 光互连。 需求规模呈现抛物线式增长。（Lightcounting 数据） 我对 AXT 的投资逻辑是：它是从磷化铟(InP)衬底到前驱体供应链的材料瓶颈。而 LightCounting 在过去几个月将需求预测翻了三倍。 这是一个物理/材料问题。 未来，西方供应链可以通过硅光子(SiPh)或 $POET 中介层来减少 InP 衬底/原料的使用。但超大规模云服务商无法绕过这一限制。 目前，中游瓶颈如 $LITE、$COHR、$AVGO 等依赖住友 | JX（日本）等西方供应链。 但这些公司使用的许多前驱体源自中国。在中国最近的出口管制后，日本公司虽有部分产能，但缺乏原料前驱体，他们可能正在消耗库存（约1年，无公开信息）。 但随着超大规模云服务商需求激增，库存将耗尽，使 $AXTI 掌握更多供应链控制权。 我们已经看到 $NVDA 确保了 EML 产能（使用 InP）。CPO CW 激光器、SOA 和其他组件也使用 InP。 “短缺”瓶颈正是 $AXTI 卡脖子的 InP 晶圆产线。 根据预测，我预计超大规模云服务商将在 2026 年开始为 2028 年的扩张储备库存，导致 2026 年下半年供应短缺。 $AXTI 的主要问题在于出口管制 + 60 天行政延迟。中国可能正通过 $AXTI 出牌，迫使美国超大规模云服务商依赖其供应链而非日本。 这在财报前的延迟收入确认中体现为双刃剑。但这些出口管制对住友等竞争对手伤害最大。 即使上游没有看到 100% 的月度涨价，基准情形下 InP 衬底和前驱体需求的增加也将提升 AXT 的营收底线。 AXT 仍是我对 2027 年及以后即将到来的超大规模光子学扩张最看多的材料瓶颈标的。 起初我认为这只是一个短期的风险对冲交易，但在研究了涉及光子学的新数据和架构后，我认为 $AXTI 将是未来 AI 建设的关键参与者。 我的逻辑可能过早，或者这恰恰是拐点。
英文原文
I'm long shares on $AXTI. We're seeing the HBM/NAND supercycle with $SNDK, $MU, Sk Hynix, and Samsung today. With constant price hikes due to extreme demand. The next? -> Photonics | CPO | Optical Interconnects. Demand scale up looks parabolic. (Lightcounting) My thesis was on on AXT was that they're the material bottleneck from InP Substrates to the precursor supply chain. And LightCounting's projections tripled the demand forecast in the past few months. This is a physics/material problem. In the future, Western supply chains can engineer away less InP substrates/feedstock usage with SiPh or $POET interposers. But hyperscalers can't get around it. Currently, midstream bottlenecks like $LITE, $COHR, $AVGO, and others rely on Western supply chains like Sumitomo | JX (Japan). But many precursors that companies these companies originated from China. After China's most recent export controls, the Japanese companies have some production, but without raw precursors, they are likely using inventory (maybe 1 year, there is no public information). But as hyperscaler demand ramps up, the inventory will disappear, leaving more control of the supply chain to $AXTI. We've already see $NVDA secure EML capacity (which uses InP). CPO CW lasers, SOA, and other components also use InP. The "shortage" bottleneck is the same InP wafer lines that $AXTI chokepoints. Judging from the projections, I expect hyperscalers to start securing inventory for the 2028 ramp in 2026, leading to supply shortages H2 2026. $AXTI's main issue is export controls + 60D administrative delays. China is likely playing their hand with $AXTI to force American hyperscalers to become dependent on their supply chain over Japan. This has been a double edged sword as seen with their pre-earnings release with delayed revenue recognition. But these export controls hurt their competitors in Sumitomo the most. Even if we don't see 100% monthly price hikes upstream, the base-case is ramped up demand for InP substrates and precursors increasing AXT's bottom line revenue. AXT remains my most bullish material chokepoint play for the impending hyperscale photonics ramp in 2027 -> onward. Before I expected this to be a short few month play for risk management, but after looking new data and architectures involving photonics, I think $AXTI will likely be a critical player for the AI buildout moving forward. My thesis might be early, or perhaps this may very well be the inflection point.
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博主质疑阿尔特曼指责英伟达的动机。
@michaeljburry 这基本上就是山姆·阿尔特曼(Sam Altman)，不知道他为什么指责 $NVDA https://t.co/GPAPcIg5iI
英文原文
@michaeljburry This is basically Sam Altman, don’t know why he’s blaming $NVDA https://t.co/GPAPcIg5iI
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探讨PLTR高估值是否已反映增长预期及政府合同风险。
我很欣赏对 $PLTR 的坚定信念！可能之前错过了，但你对它的投资逻辑是什么？ 他们同比增长 70%，这太疯狂了，但我好奇你是否认为随着市值（MC）的扩大，增长预期已经像 $HOOD 因加密货币收入担忧从 140 美元下跌那样被完美定价了？ 据我所见，远期市盈率（Forward P/E）仍在 ~128-132 倍左右。 如果他们能像其他承包商那样保持复利增长，我认为论点成立（例如 40 法则），但我看到的最大风险可能是下一届政府更迭带来的合同变化（因此友好政府的顺风可能消失，因为政府合同约占收入的 66%）。 许多进步派民主党人似乎都在批评 Palantir。
英文原文
I love the conviction on $PLTR! Probably missed it before but what's your thesis on it? They're growing 70% Y/Y, which is insane, but curious if you think growth is already priced into perfection with the MC (as seen with $HOOD's drop from $140 off crypto rev concerns). Forward P/E from what I've seen is still around ~128-132x. If they could keep compounding like other contractors, I see the argument would make sense eg. rule of 40, but biggest risk I see might be next administration change w/contracts (so tailwind from friendly Admin might disappear and since gov contracts was ~66% of rev). Lot of progressive democrats seem to criticize Palantir.
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若达摩根士丹利EPS预测且存储周期持续，上行空间巨大。
@Alisvolatprop12 哇，那是一笔惊人的数量，且上行空间巨大！ 如果他们在2027年达到摩根士丹利(Morgan Stanley)预测的每股收益(EPS)，且存储超级周期(memory supercycle)持续，我可以看到这种情况发生。
英文原文
@Alisvolatprop12 Wow that’s an incredible amount and a lot of upside! I can see that happening if they hit Morgan Stanley’s projected EPS in 2027 and memory supercycle continues
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SK海力士拟赴美上市，韩股高净利引美资关注
@Alisvolatprop12 三星电子(Samsung Electronics)和SK海力士(SK Hynix)在2026~2027年预计获得的净利润真的非常惊人。我听说SK海力士计划在美国股市上市，我确信许多美国投资者渴望获得韩国股票的投资敞口(Exposure)。
英文原文
@Alisvolatprop12 삼성전자와 SK하이닉스가 2026~2027년에 거둘 것으로 예상되는 순이익은 정말 엄청난 수준입니다. SK하이닉스가 미국 증시에도 상장될 예정이라고 들었는데, 많은 미국 투자자들이 한국 주식에 대한 투자 기회(익스포저)를 원하고 있을 것이라 확신합니다.
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关注WIX以佐证前述观点
@DaSteeringWheel 我正在关注 $WIX，这进一步佐证了我上述的观点 https://t.co/PVLmLStSoG
英文原文
@DaSteeringWheel I'm watching $WIX, it just adds to my case above https://t.co/PVLmLStSoG