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回复指出订单为随机生成。
@CostelloRic 兄弟，这是随机订单。
英文原文
@CostelloRic bruh it's random order
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转发推文，无具体信息。
@CostelloRic https://t.co/Ro899H68Au
英文原文
@CostelloRic https://t.co/Ro899H68Au
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WLAC提交Form 425，因市场认知度低且具高回报潜力而买入。
@genZinvest0r 是的，$WLAC 就在大约 20 分钟前提交了 Form 425（招股说明书最终版），这应该是一个很好的催化剂。除了金融圈（finx）的人，几乎没人知道这件事，所以大家都处于极早期的阶段。不过，我确实能看到它实现 200-300% 回报的潜力，这也是我买入的原因。https://t.co/dHsw7Xy1xk
英文原文
@genZinvest0r Yeah $WLAC just filed their form 425 like 20 minutes ago so should be a good catalyst. Almost nobody outside of finx knows about it, so everyone is extremely early. But yeah can definitely see it being a 200-300% return, which is why I bought in. https://t.co/dHsw7Xy1xk
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博主基于宏观利好更新美股AI/半导体/能源等板块的强烈买入、买入及持有名单。
大豆/植物油崩盘，个人思考与解释： 强烈买入 $ALAB $CRDO $NBIS $WLAC $LTC $TSM $BTC （+ 同上次税务收割股） $AMZN $SMCI _ 买入 $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBRK $GLXY $GRAB $SEA $META $TGT $SNAP $MU $RKLB $FLY $UNH 持有 $MP $HOOD $EOSE $NVDA $GOOGL $DFLI $SOFI $VIRT $RR $AVGO $BE $ASTS （已达推文股票代码上限，其余同上次帖子，Quantum或Oklo仍建议卖出） _ 强烈买入 ALAB - 数据中心建设的重要组成部分，拥有类似英伟达(NVDA)的利润率，客户包括Mag7。已有来自博通(AVGO)的竞争者，真的不认为Arista会构成竞争威胁。 CRDO - 与ALAB同样的抛售，之前觉得两者都略有高估，但现在回到修正区间，适合补仓。 NBIS - $400目标价牛市情景。宏观顺风来自政府重新开放+10月底降息预期进入财报季，短期前景看好。利好众多（如Meta x CRWV，因此有更多Mag7客户的潜力），分部表现良好，例如Clickhouse，季度收入从$1亿扩展到$15亿+非常惊人。合同已锁定，只是公司执行的问题。 WLAC - 之前在$13时写过投资逻辑。即使在$14.5也很强，因为它可以轻松重估100%+。 LTC - 受杠杆交易者和政府停摆影响。预计停摆将持续一段时间，主要买入理由是ETF获批。但无论如何，低于$100都是很好的买入点，因为最终会获批（~95%概率）。 TSM - 天哪。如果是美国公司这将是$3万亿市值的公司，利润率惊人，对于其规模而言增长率惊人。每篇关于OpenAI X (**Sydney Sweeney合作)或AMD建设/NVDA建设的帖子中，TSM都是核心，即使以历史高点买入，也轻松成为$2万亿+公司（目前约$1.5万亿）。 BTC - $112K是好的入场点。黄金不断创历史新高，基本面没什么变化，只是最近大量清算。 （+ 同上次税务收割股） AMZN - 我真不知道为什么年初至今还在跌。我觉得亚马逊不需要太多解释，但仍在增长（例如AWS积压订单巨大，仍增长24%，当然不如ORCL、GCP等），但考虑到年底季节性和2月前的上涨，现在可能是抄底的最佳时机。AMZN今天触及$213-215是补仓的好机会，因为短期波段交易通常浮动在$218-$227，但长期我预计它会追赶其他Mag7。 SMCI - 被低估。市场关注短期表现，Charles引用的55%+同比前瞻收入增长无人相信+未实现的积压订单。但现在随着所有数据中心建设，这开始说得通了。因此应在接下来两次财报中重估。 _ 买入 AMD - OpenAI x AMD，Oracle使用AMD建设，这么多交易，如果它确实是$NVDA的强劲竞争对手，将重估为潜在$1万亿+公司。我不认为赢家通吃，可以看到$NVDA $4.5万亿+市值和$AMD $3500亿市值，所以我们可以看到大幅拉升（OpenAI通常是前沿模型领导者，如果Sam说他们可以使用AMD芯片+Elon说它对中小模型有益，可能意味着积极信号） FLNC - AI消耗后能源强劲重估，很好的买入。 SEI - AI消耗后能源强劲重估，很好的买入。 BZAI - 别人做过这家公司的深度研究，仅因板块和向边缘计算转移（例如机器人将很热）。由于低市值和类似公司的上涨可能表现良好。 NKLR - 像$OKLO这样的核能股已经起飞，这只是跟随梯队。 IREN - 无需介绍，巨大的GW算力，只是还没有宣布Mag7交易，但随时可能到来 -> 强劲重估。不是强烈买入的唯一原因是因为不完全确信矿工能像CRWV那样转型并保持高利润率（例如$ORCL打击文章），但我们会看到。 WULF - GOOGL积压订单，另外$3.6+亿左右的资金帮助很大。 CIFR - X上有很多关于未来产能和强劲重估的信息。一直喜欢这家公司，因为它是NBIS-lite。你可以买任何Neocloud，因为板块潜力巨大，Mag7将收入注入。 CRWV - 因为债务不像其他人那样喜欢，但由于植物油修正，$134（低于META交易宣布时）是更好的买入点 BITF - Neocloud类别相同 WYFI - Neocloud类别相同 BITF - Neocloud类别相同 GLXY - Neocloud类别相同，有助于其建设 RBRK - 做过深度研究，中期网络安全板块很好的买入，他们只需缩减营销，然后看起来有更多自由现金流，因为他们将大部分运营支出花在营销上。 GRAB - 基本面很好，-6.56%修正再次买入 SEA - 东南亚的AMZN，很多人使用。仅因客户群+变现潜力就买入。基本面$50亿+收入38% Y/Y增长也很好。 META - 我真的很不喜欢他们在AI上的昂贵资本支出，因为他们并没有像ChatGPT那样推出前沿模型，谁知道Zuck在做什么。但除此之外，一个月下跌7.3%，回到$700支撑位，可能在这里买入以追赶是个好主意。 TGT - 下个月股息是好的催化剂。 SNAP - Jenners回来了（有助于人气），他们将前记忆运营支出转为收入，这可能会导致明年巨大的重估。只是受税务收割影响，否则现在会是强烈买入。通常税务收割事件在12月完成。 MU - 现在中国恐惧稍微减弱，MU因为建设中的内存使用而成为更强的买入。 RKLB - 中子，金色穹顶合同，很多催化剂 FLY - 中等提升 UNH - 不受大豆影响的医疗保健股，但有修正。机构发布持仓后可能会上涨（例如Warren可能买了更多） 随机想法 基本上任何不是Oklo的成长/风险股都很好，因为我们有 -> 10月底降息 -> 政府重新开放（可能在10月底或11月初） 进入 -> 12月降息。 -> 中期选举（对股票看涨） 通常市场崩盘发生在紧缩而非宽松时。你的愚蠢量子泡沫可能会再持续3-12个月。如果你做空，可能等到明年2月。 无论如何，这是风险偏好的好时机，特别是搭乘Neoclouds -> 相关板块（例如能源）-> 相关公司（例如smci, tsm等）的趋势。 我半开玩笑地说大豆，因为它可能签署了升级紧张局势，但我可能会看到明年前的上涨。另外我可以写很多关于每一个的内容，但这很耗时，但我会不时发布关于随机股票如$RBRK的投资逻辑帖子。 太空/机器人/能源/量子/AI/半导体/关键垂直领域是目前最顶级的，不要对抗动量。我可以认为某些东西被高估了（例如一些关键材料，因为与Neoclouds相比仍然具有投机性，后者基于Mag7的执行有保证的收入），但我不会在降息时做空它。 只是个人想法，非财务建议
英文原文
The Great Soybean/Seed Oil Crash, personal thoughts and explanations: Strong Buy $ALAB $CRDO $NBIS $WLAC $LTC $TSM $BTC (+ same as tax harvest stocks last time) $AMZN $SMCI _ Buy $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBRK $GLXY $GRAB $SEA $META $TGT $SNAP $MU $RKLB $FLY $UNH Hold $MP $HOOD $EOSE $NVDA $GOOGL $DFLI $SOFI $VIRT $RR $AVGO $BE $ASTS (Hit the ticker maximum but everything else from last post, still sell on Quantum or Oklo) _ Strong Buys ALAB - Huge part of datacenter buildout, NVDA like margins, Mag7 customers. Already had competitors from AVGO, really don't think Arista would be a competitive threat. CRDO - Same sell-off as ALAB, thought they were both kind of overvalued before, but now they're back in correction territory so good to stock up. NBIS - $400 PT bull case. We have macro tailwind from government re-opening + rate cut EOM october into earnings, so short term looks promising. Lot of things going for it (eg. meta x crwv, so there's potential for more mag7 clients), sum of parts doing well, eg. clickhouse, and scaling rev from $100m to $1.5B+ a quarter is insane. there's already contracts locked in its just a matter of company execution. WLAC - Wrote a thesis about this earlier at $13. Even at $14.5 strong because it can re-rate 100%+ easily. LTC - Affected by leverage traders and government shutdown. The shutdown is predicted to last awhile and the main reason to buy was the ETF getting approved. But a great buy sub <$100 anyway, because it will get approved in due time (~95% chance). TSM - Holy crap. This would be a $3T company if this were a US company, insane profit margins, insane growth rate for their size. And every post you see about OpenAi X (**sydney sweeney partnership) or AMD buildout/NVDA buildout. TSM is the center of it all and would easily be a $2T+ company (from here at ~$1.5T), even if buying at ATHs. BTC - $112K good entry point. Goldt keeps hitting ATH, nothing really changed fundamentally, just lot of liquidations recently (+ same as tax harvest stocks last time) AMZN - I really don't know how it's still down YTD. I don't think Amazon needs much explaining but still growing (eg. AWS backlog massive, still going like 24% but not as much as ORCL, GCP and others obviously), but with EOY seasonality and runup to Feb, now is probably the best chance to catch the bottom. AMZN hitting $213-215 today was a good chance to stock up since it usually floats between $218-$227 if you're short term swing trading but long term I'd expect it to catchup to other mag7. SMCI - Underrated. Markets were looking short term performance, and Charles was quoting like 55%+ Y/Y forward revenue growth which nobody believed + backlog that didnt get realized yet. But now with all the data center buildouts, now it's kinda making sense. So should re-rate in the next two earnings. _ Buy AMD - So many deals from OpenAI x AMD, oracle building out with AMD, this is going to re-rate to a potential $1T+ company if it's actually a strong competitive to $NVDA. I don't think it's winner takes all and you can see a $4.5T+ market cap size with NVDA and some $350B marketcap size with AMD, so we can see a large ramp up (OpenAI is usually the leader in frontier models and if Sam says they can use AMD chips + elon said its' good for small-medium weight models, prboably means something positive) FLNC - Strong re-rate on energy after AI consumption, great buy. SEI - Strong re-rate on energy after AI consumption, great buy. BZAI - Someone else did a DD on this company, just cause of sector and shift to edge compute (eg. Robotics goign to be hot). Because of low MC and runup of similar companies could turn out well. NKLR - Nuclear stocks like $OKLO have been taking off, this is just follow the lader. IREN - Needs no introduction, huge GW compute capacity just no announced mag7 deals yet but could come anytime -> strong re-rate. Only reason not a strong buy is because not fully convinced miners can pivot like CRWV and maintain great margins (eg. $ORCL hit piece) but we'll see. WULF - GOOGL backlog, another $3.6+ or so in funding helps a lot. CIFR - Lot of info on X about future capacity and strong re-rating. Always liked this company because it was NBIS-lite. You can probably buy any Neocloud and it will go up because the sector is incredibly high potential with Mag7 funneling revenue. CRWV - Didn't like this as much as others because of debt but because of the seed oil correction much better buy point at $134 (below when META deal was announced) BITF - Same in Neocloud category WYFI - Same in Neocloud category BITF - Same in Neocloud category GLXY - Same in Neocloud category, helps with their buildout RBRK - Did a DD on this, great buy for cybersecurity sector in mid term, they just need to scale back marketing and then it looks like they have a lot more FCF because they're spending most OPEX on marketing. GRAB - Great fundamentally, -6.56% correction good to buy again SEA - AMZN in SEA, tons of people use them. Just a buy just because of costumer base + monetization potenetial. Fundamentally growing $5B+ rev 38% Y/Y is also great. META - I really don't like all their expensive capex on AI since they're not really putting out fronteir models like ChatGPT with it, who knows what Zuck is doing. But that aside, down 7.3% over the month, going to $700 support, probably a good buy around here to play catchup. TGT - Dividend next month good catalyst. SNAP - The Jenners are coming back (helps with popularity), they're shifting former memory opex to revenue, and this will probably cause a HUGE rerating next year. Just suffers from tax harvesting otherwise would be a strong buy rn. Usually tax harvesting events are kinda done in December. MU - Now that China fears are kinda less intense, MU is a lot stronger buy just cause of memory use on buildout. RKLB - Neutron, golden dome contracts, lot of cataylsts FLY - Medium lift UNH - Healthcare stock not affected by soybeans but had a correction. Would likely go up one instituions post their ports (eg. warren likely bought more) Random thoughts Basically any growth/risk stock that's not named Oklo is great because we have -> Rate Cut end of month October -> Government re-opening sometime (likely around end of Oct or early Nov) Into -> Rate Cut December. -> Midterms (Bullish for stocks) Usually market crashes happen when there's tightening not easing. And your stupid quantum bubbles would likely continue for another 3-12 months afterward. If you're short, then probably wait till next Feb. Anyway, this is a great time for risk-on, and specially riding trends with neoclouds -> affiliated sectors (eg. energy) -> affiliated companies (eg. smci, tsm, etc). I half joke-about soybeans because it likely signed escalating tensions, but I'd probably see a run-up into next year. Also I could write up a lot about each one but it's pretty time consuming but I'll put on a thesis post about random ones eg. $RBRK, from time to time. Space/robotics/energy/quantum/ai/semi/critical top verticals right now, don't fight against momentum. I can think something is overvalued (eg. some critical materials bc. it's still spectulative compared to neoclouds that kinda have guaranteed rev based on execution from mag7) but I wouldn't short it into rate cuts. Just personal thoughts, NFA
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博主调侃凯西·伍德，表达想逃离DKNG的急切心情
@mrazqkuki 天哪，凯西·伍德（Cathie Wood），快让我从 $DKNG 里逃出来
英文原文
@mrazqkuki oh god Cathie Wood, get me out of $DKNG
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调侃大豆崩盘与台积电产能的荒谬关联。
@alifarhat79 大豆和植物油的大崩盘肯定会被载入史册。抛售是合理的，因为如果美国自己生产食用油，像 $TSM 这样的台湾公司可能就无法生产足够的半导体芯片。
英文原文
@alifarhat79 The great Soybean and Seed Oil crash will definitely be in the history books. The selloff made sense because Taiwanese companies like $TSM probably couldn't produce enough semiconductor chips if America made their own cooking oil.
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宏观降息与基本面改善将推动NBIS估值重估。
至少对于2025年的$NBIS而言： 宏观层面 -> 政府重新开放至月底降息，进而进入财报季（这对大多数成长股是巨大的催化剂） -> 12月进行第二次降息。 基本面 -> Nebius或相关公司（如Coreweave）获得更多“七巨头(Mag7)”的合同。 -> 财报发布（基于前瞻指引，其估值应大幅重估） -> 分部投资正走向IPO。
英文原文
At least for 2025 on $NBIS Macro wise -> Gov re-open into rate cut end of month into earnings (huge huge catalyst for most growth stocks) -> Second rate cut in December. Fundamentals -> More Mag7 contracts for Nebius or related companies like Coreweave. -> Earnings report (they should re-rate really hard on this with forward projections) -> Sum of parts investments moving toward IPO.
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博主因行业因素考虑明日加仓，并提及个人游戏偏好。
@mysticall3g3nd 这让我想起我最喜欢的英雄联盟战队，可能会因为行业原因明天加仓。
英文原文
@mysticall3g3nd Reminds me of my favorite league of legends team, probably will add tomorrow cause industry
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认为ALAB超卖，CRDO随Astera抛售，大豆是佳选
@DanielTan64198 另一家与 $ALAB 竞争的公司（我认为它被超卖了，因为尽管已有 $AVGO 这样的大竞争对手，但大型科技公司仍在采购其产品），$CRDO 随 Astera 一同抛售。另外，大豆也是很好的加仓标的。
英文原文
@DanielTan64198 Another company competing vs $ALAB (think it’s oversold bc they already have big competitors like $AVGO but big tech uses them anyway), $CRDO just sold off with Astera. Also soybeans, both great adds
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机构低位增持 $NBIS，认为其将赋能 Azure，建议勿因噪音卖出。
机构在低位进行了一些有趣的操作，以积累 $NBIS 流通盘的另外 20%。 机构持股比例为 38%（极低）（优质公司通常在 60-80%），而对冲基金开始终于意识到 Nebius 未来将为 MSFT Azure 和许多其他前沿模型提供动力。 所以，在“大豆籽油”新闻上卖出并不是个好主意，但这可能像 Oracle 的抹黑文章一样甩掉了一些散户。
英文原文
Institutions do some fun stuff to accumulate another 20% of the float of $NBIS at lower levels. Institutional ownership is 38% (extremely low) (60-80% usually on great companies), and hedge funds are starting to finally realize Nebius will power MSFT Azure and many other frontier models in the future. So yeah, not a good idea to sell on the Soybean Seed Oil news, but probably shook off some retail like the Oracle hit piece.
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NBIS作为AI核心基建营收激增，却因农产品因素下跌。
人工智能是历史上最大的国家安全问题与竞赛。 AI 可以基于算力设计核武器或创造改变生活的发现。 $NBIS 是 AI 和 Mag7（七大科技巨头）的新基础设施，其远期营收同比增长 1400%。 🥭然而，因为种子油和豆类（农产品）的影响，它跌了 5.4%。 https://t.co/VRd8RoLB4a
英文原文
AI is the largest national security issue and race in history. AI can design nuclear weapons or create life changing discoveries based on compute. $NBIS is the new infra of AI and Mag7 with 1400% Y/Y forward revenue. 🥭And it sold off 5.4% because of Seed Oils and Soybeans. https://t.co/VRd8RoLB4a
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博主调侃某只股票表现糟糕。
@soulbiri1 那 Black MagicIREN 女孩呢？（好吧，这确实挺糟糕的） https://t.co/LSVuNrp9gF
英文原文
@soulbiri1 What about Black MagicIREN girl? (okay this was pretty bad) https://t.co/LSVuNrp9gF
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通过分仓隔离长期持仓与短线交易，避免冲动操作。
@ManglaniAkshay @StockMarketNerd 不，我只是在不同的券商开设不同的账户，这样我就不会受诱惑去对我长期持有的头寸进行波段交易(swing trade)。
英文原文
@ManglaniAkshay @StockMarketNerd nah I just open different accounts across brokerages so I'm not tempted to swing trade my long term holdings.
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回忆嘉信理财开户时的祝贺电话，调侃其类似电影情节但表示感激。
@StockMarketNerd 当我第一次开设嘉信理财(Schwab)账户时，他们有人打电话祝贺我开户。那位先生住在隔壁城市，说我可以随时给他打电话。这让我想起了《华尔街之狼》电影中的 Aerotyne International。但我确实很感激那通电话。
英文原文
@StockMarketNerd When I first opened my Schwab account they had someone to call me congratulating me on an account. The guy lived in the city next door and said I could call him anytime. Reminded me of then Wolf of Wall Street movie with Aerotyne International. But I did appreciate the call
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博主回忆小学倒卖游戏王卡片被停学的经历。
@Neat_Lama 以前曾以125美元的价格向其他孩子出售价值5美元的《游戏王》卡片，因为那些孩子的父母不允许他们自己购买。我在小学时赚了几千美元，但当那些家长投诉后，学校制定了禁止在校内出售玩具的新规定，导致我被停学。
英文原文
@Neat_Lama used to sell $5 Yugioh cards for $125 to other kids when their parents didn’t allow them to buy it themselves. I made a few thousand in elementary school, but I got suspended when their parents complained and they made a new rule banning toys from being sold on school grounds
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指出某东南亚14亿美元交易比美国Mag7更可疑，故未纳入分析
@realbaggyboy 艾克佐迪亚(Exodia)还有其他不太适合工作场所(SFW)的身体部位。 （玩笑归玩笑，他们在东南亚的“14亿美元交易”比美国Mag7的交易更可疑，所以没有将其纳入）
英文原文
@realbaggyboy There are other possible body parts of Exodia too that are less SFW. (Jokes aside their “$1.4B deal” in SEA is a bit more sketchy than Mag7 ones in US so didn’t include it)
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用游戏卡组比喻构建新云AI基础设施投资组合。
🧙♂️ 召唤艾克佐迪亚，理想的“新云”卡组 艾克佐迪亚卡组： 🧩 $NBIS – 头部 🧩 $WLAC – 左臂 🧩 $IREN – 右臂 🧩 $CIFR – 左腿 🧩 $WULF – 右腿 贪婪壶配置： 🏭 $TSM ⚡ $FLNC 🏡 $GLXY 当这五张牌全部进入你的投资组合时，Sydney Sweeney 将从“新云”降临 https://t.co/dlnjgCAIxl
英文原文
🧙♂️ Summoning Exodia, the ideal Neocloud Deck Exodia Deck: 🧩 $NBIS – Head 🧩 $WLAC – Left Arm 🧩 $IREN – Right Arm 🧩 $CIFR – Left Leg 🧩 $WULF – Right Leg Pot of Greed Setup: 🏭 $TSM ⚡ $FLNC 🏡 $GLXY When all five are in your port, Sydney Sweeney descends from the Neocloud https://t.co/dlnjgCAIxl
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博主提醒粉丝勿盲目跟单，承认自己有时操作盲目。
@adenois 是的，不要跟随这些操作，我只是有时盲目地发布我所做的交易。
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@adenois yeah don't follow these ones, I'm just posting what I do blind sometimes.
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博主惊讶于某标的单日涨幅达13.21%。
@Vinnakin 哈哈，它涨了 13.21%，我简直不敢相信我的眼睛。
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@Vinnakin lol it's up 13.21% percent, i can't believe my eyes
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博主感谢粉丝并分享收益增长7.5%
@soulbiri1 谢谢，结果涨了 7.5% 哈哈
英文原文
@soulbiri1 Thx turned out to be +7.5% lol
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博主自嘲亏损，反思不应在历史高位盲目追高。
@soulbiri1 哈哈我已经亏损-5.29%了，我想这算是提醒我不要在历史最高价(ATH)时盲目追高(ape in)。
英文原文
@soulbiri1 haha im already down -5.29%, this is a reminder for me i guess to not ape in ATHs
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博主调侃买入即跌，重申逢低买入策略。
@soulbiri1 哈哈，现在我一买入，股价就隔夜下跌 😢，这就是为什么我逢低买入而不是盲目追高！
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@soulbiri1 lol, now that i bought the stock drops overnight 😢, this is why I buy on dips and not ape in!
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指出当前入场时机不佳，因降息预期已充分定价且特朗普有推高市场动机。
@commonsenseplay 你入场的时间点不对，目前市场已定价71%的概率会有两次降息。特朗普有充分动机通过推高市场并影响美联储，以助力明年的中期选举。此前的几次崩盘部分原因是因为利率处于加息周期。
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@commonsenseplay You’re doing it at the wrong time though, there’s two rate cuts incoming priced in at 71%. Trump has every incentive to inflate markets and influence fed for midterms next year. The other crashes were partly because interest rates were hiked.
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预测NBIS股价将突破400美元。
@nateschanker @mvcinvesting @EndicottInvests @investwithsheng @TradeSignalHQ $NBIS 涨至 $400+！
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@nateschanker @mvcinvesting @EndicottInvests @investwithsheng @TradeSignalHQ $NBIS to $400+!
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@Rexxig $NBIS 牛市情景下目标价$400。目前股价为$135。 绝对值得至少建仓 Nebius。虽然不能对其他标的说同样的话（指同样安全），但随着 Mag7 将收入向下漏斗式转移，所有新云厂商都应上涨。
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@Rexxig $NBIS $400 PT on a bull case. It's sitting at $135. Definitely worth dropping into Nebius at least. Can't really say the same as safely for the rest, but all neoclouds should go up with mag7 funneling revenue down to them.
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NBIS凭借全栈软件及多元客户，长期潜力优于IREN。
IREN 短期内可能因原始算力(GW)优势而表现优异，但 $NBIS 具备在市场修正/崩盘中存活并最终成为下一个市值超1000亿美元的 $MSFT 的潜力，其价值源于各部分投资之和。此外，他们拥有多元化的客户群（从 $ORCL 财报中我们已看到其重要性）。同时具备全栈+软件编排能力（从 $ORCL 财报及 $CRWV 收购软件公司中可见其重要性）。市场正在定价矿工转型的能力，但正如甲骨文案例所示，始终存在盈利风险，因此 NBIS 已具备这一优势。
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IREN might outperform near term just because of raw GW but $NBIS has the potential to outlast any market correction/crash and become the next $100B+ $MSFT with sum of parts investments. Also they have diversified client base (we've seen why that's important with the $ORCL report) Also full stack + software orchestration (we've seen why that's important with the $ORCL report and why $CRWV has been buying up software companies). People are pricing in miners being able to pivot but there's always profitability risk as seen with oracle, hence why NBIS already has that down.
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博主完全赞同关于NBIS的观点。
@arpit_sidana $NBIS 100%（完全同意）
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@arpit_sidana $NBIS 100%
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因CIFR大涨跟风买入，未做深入调研。
@soulbiri1 我这么做只是因为我的 $CIFR 持仓今天涨了 29%，而且我看到 Wolf 的图表在那里显得很沮丧。除了知道 $GOOGL 的交易以及它与 CIFR 的相似性外，我没做太多尽职调查(DD)，但还是买了。看看结果如何！
英文原文
@soulbiri1 I'm just doing this because my $CIFR positions went up 29% today and I just saw Wolf's chart sitting there all sad. Didn't do much DD aside from knowing about the $GOOGL deal + similarity with CIFR but bought anyway. Will see how it goes!
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博主因补涨逻辑买入$WULF，以集齐新型云服务商投资组合。
今天，我内心那个WSB（华尔街赌徒）的声音说话了…… 所以今天冲进了 $WULF，在发现它涨幅不大（3.6%）而 $CIFR 和 $WYFI 都涨了28%之后，以此凑齐“Neoclouds”（新型云服务商）的“艾克佐迪亚”（游戏王卡片组合，意指集齐关键组件）。（之前已经少量买入了一些 $WYFI、$WLAC 和 $BITF） $WULF 拥有与 $CIFR 类似的 $GOOGL 合同。https://t.co/0oYU9TtaxV
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Today the WSB degen inside me spoke... So aped into $WULF today to complete exodia of the Neoclouds after seeing it not go up much (3.6%) while $CIFR, $WYFI both went up 28%. (bought $WYFI, $WLAC and $BITF a little earlier on) Similar $GOOGL contract as $CIFR. https://t.co/0oYU9TtaxV
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博主表示更看好 $WLAC
@LibertadEterno 我更喜欢 $WLAC
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@LibertadEterno i prefer $WLAC