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博主调侃将信任对方推荐的仙股，并提及ABAT回报丰厚。
@LibertadEterno 哈哈，以后我就盲目信任你推荐仙股(penny stocks)了。$ABAT 回报相当丰厚。
英文原文
@LibertadEterno I'll just blindly trust you in the future for penny stocks lol. $ABAT returned quite a bit.
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调侃特朗普持有LAC股权属内幕消息。
@LibertadEterno 我的意思是，除非你有内幕消息，否则很难知道特朗普想要持有 $LAC 的股权。
英文原文
@LibertadEterno I mean it's kind of hard to know Trump wants to take an equity stake in $LAC unless you had insider knowledge.
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记录今日持仓价格，对比一年期美债与佩洛西持仓表现。
今天标记一下，看看美国国债ETF在一年后的表现。 $LAC 锂美洲公司 - $5.29 $INTC 英特尔 - $29.34 $FNMA 联邦国民抵押贷款协会 - $12.82 $MP MP材料 - $74.70 $XUSS 美国钢铁 - $47.55 美国政府会跑赢南希·佩洛西吗？
英文原文
Bookmarking this to see how the US Gov ETF performs in 1 year time today. $LAC Lithium Americas Corp - $5.29 $INTC Intel - $29.34 $FNMA Federal National Mortgage Association - $12.82 $MP MP Materials - $74.70 $XUSS US Steel- $47.55 Would the US Gov outperform Nancy Pelosi?
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承认 $IREN 判断正确，但表示目前坚定看好 $NBIS。
@SCurveCapital 是的，你对 $IREN 的判断是对的，恭喜。当我们在 $12 美元持有 $UPWK 时，我买入了 1 股 $IREN，它的涨幅非常巨大。 不过我现在是坚定的 $NBIS 列车乘客（看好 $NBIS）。
英文原文
@SCurveCapital Yeah you were right about $IREN, congrats. I bought 1 share when we were holding $UPWK back at $12 and it was up an enormous amount. I'm on the $NBIS train though.
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警告股份稀释风险，建议波段交易而非长期持有。
@mikealfred 等着吧，他们又会再次稀释你们的股份。长期持有体验极差，适合做波段交易。
英文原文
@mikealfred Just wait until they dilute you all again. Absolutely terrible long term hold, good to swing trade.
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类比Coinbase与Robinhood，看好NBIS超越CRWV，IREN暂无巨头订单
@NeuralCadence $COIN 就像 $CRWV 的等价物，为该板块的公司设定了市值标杆。 $NBIS 就像 $HOOD，拥有更健康的资产负债表、更多元化的客户群等。 我认为 $NBIS 将在一两年内超越 $CRWV，就像 $HOOD 超越 $COIN 那样。 $IREN 目前还没有与“七大科技巨头(Mag7)”的合作协议。
英文原文
@NeuralCadence $COIN is like the equivalent of $CRWV, setting the mc for companies in the sector. $NBIS is like $HOOD, better balance sheet, more diversified customers, etc. I think NBIS will overtake CRWV in a year or two like how HOOD took over COIN. $IREN doesn't have mag7 deals yet
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NVDA与OpenAI互购资产，凸显AI巨头间深度绑定。
@Michael10011001 @AnaCintra24 这一切正在发生：$NVDA 购买价值 1000 亿美元的 OpenAI 股票，OpenAI 购买价值 1000 亿美元的 $NVDA GPU，并承诺向 $ORCL 投入 3000 亿美元，等等。
英文原文
@Michael10011001 @AnaCintra24 It's happening right now with $NVDA buying $100B OpenAI stock, OpenAI Buying $100B NVDA GPUs, promising $300B to $ORCL and so on.
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建议$220买入AMZN正股，并预测科技巨头市值目标。
如果你做正股，$AMZN 在 $220 是个很好的买入点。 我会等到 $211-216 再入场短期看涨期权。今天的美联储会议没有影响三次降息的概率。 关于科技巨头，我的预测是： $TSM -> $1.8T $META -> $2.3T $AMZN -> $3T https://t.co/5KwV6XZWxK
英文原文
$AMZN is an great buy here at $220 if you're doing shares. I'd wait for $211-216 before entering shorter term calls. Fed meeting today didn't affect odds of 3x rate cut. In terms of tech giants my guess is: $TSM -> $1.8T $META -> $2.3T $AMZN -> $3T https://t.co/5KwV6XZWxK
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Polymarket维持三次降息预期，建议借机买入回调的AMZN。
@mattia030339 @AnaCintra24 这并没有改变 Polymarket（预测市场平台）的定价，仍然在计入 65% 的三次降息概率。我会利用这个机会买入像 $AMZN 这样下跌了 2.7% 的股票。
英文原文
@mattia030339 @AnaCintra24 It didn't change Polymarket, still pricing in 65% chance of triple rate cut. I'd use this to opportunity to buy stuff like $AMZN that dropped 2.7%
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看好NBIS一年期表现，RKLB适合五年长持，除非短期暴涨。
@__visionxry__ $NBIS 是我在1年周期内最高确信度的股票。 我更愿意在5年周期内持有 $RKLB。 除非它像 $CRWV 那样随机在短期内暴涨600%，否则持有一年以获取长期资本利得是明智的。
英文原文
@__visionxry__ $NBIS is highest conviction stock I have for a 1 year timeframe. I'd be more willing to hold $RKLB on a 5Y timeframe. Holding a year for long term capital gains is smart unless it randomly pulls a $CRWV and goes up 600% in a short amount of time
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@AnaCintra24 人工智能资本支出(AI Capex)泡沫可能在2-3年内破裂。随着三次降息，我们至少还能让这场“抢椅子”游戏再持续8-12个月。
英文原文
@AnaCintra24 AI Capex bubble might pop in 2-3 years. With triple rate cut we keep the musical chairs moving for another 8-12 months at least
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看好$NBIS基本面，认为其被低估，目标价200美元。
$NBIS 是十年一遇的标的，能创造代际财富。前瞻营收与基本面极佳，260亿美元市值被严重错杀。低于130美元是极佳的买入机会。5个月内目标价200美元。https://t.co/VvQclYVdFO
英文原文
$NBIS is a once-a-decade stock that can make generational wealth. Incredible forward revenue and fundamentals, mispriced at 26B market cap. Screaming buy under $130. $200 PT, 5 months. https://t.co/VvQclYVdFO
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推测NBIS股价将涨至可转换票据转换价附近。
@babyfolio 我猜测直到可转换票据(Convertible Note)的转换价格触及约 $138.75 左右。$NBIS 今天就值那个估值（虽然通常股价需要一段时间才能涨上去）。
英文原文
@babyfolio I'm guessing until convertible note hits like $138.75-ish. $NBIS is worth that valuation today (thought it normally takes some time to run up).
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建议关注远期营收指标
@stone_maison_ 看看远期营收(Forward Revenue)
英文原文
@stone_maison_ Look at forward revenue
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投资核心在于发现市场错误定价，具体决策需自行研判。
没问题！不过，最大的获利机会在于你认为市场错误定价了某样东西，而你对此持有坚定的相反信念。比如对我来说，当 $UPWK 的市盈率(P/E)仅为7或更低时，市场就低估了它。由于财务报表可能非常复杂，我了解得不够多，无法给你确切答案，这需要你自己决定。
英文原文
No problem! The most money to be made though is if you think the market prices something wrong and you have conviction otherwise. Like for me market was underpricing $UPWK when it was a p/e of 7 or something low. I don't know enough to give you an answer since financials are probably really complicated, that's for you to decide.
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分析 $HPP 受降息影响有限且债务结构不利，虽低于 NAV 但持谨慎态度。
嗯，我进一步研究了一下。虽然“异特龙(Allosaurus)”模式很有前景，但对于 $HPP 来说，三次降息对租赁业务的影响远不如对 $Z 或 $$OPEN 等房屋销售业务那么大。降息通常能鼓励招聘，但我们又遇到了 H1-B 签证风波，这也没带来什么好处。 该公司债务众多，其中 85.4% 为固定利率债务，因此不像使用浮动利率的公司那样能从降息中获益。 不过，其股价低于净资产值(NAV)。通常股价低于 NAV 是有原因的，其他对冲基金可能已经将这些因素计入价格。我不够了解，无法判断哪一方是错误的。 我并不太看好，但也许“恐龙”看到了我没看到的东西。
英文原文
Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either. They have a lot of debt, 85.4% of the debt is fixed so it doesn't really benefit from rate cuts like companies that use floating interest do on top. It is below NAV though, usually there's another reason why it's below NAV that other hedge funds priced in. I don't know enough to say whether one party is wrong or not. I'm not too bullish, but maybe the dinosaur sees something I don't.
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苹果新品发布后先跌后涨，借回购扭转市场叙事。
在这个世界上，除了死亡、税收……和 $APPL 在新品发布后股价暴跌，人们恐慌性抛售，随后苹果通过股票回购(buybacks)来说服市场大家都喜欢该产品之外，没有任何事情是确定的。 （两周内从 $227 涨至 $256） https://t.co/Jy4SRAJFda
英文原文
In this world, nothing can be said for certain, except death, taxes... and $APPL stock crashing after product launch, people panic selling, then Apple using buybacks to convince market that everyone likes the product. ($227 -> $256 in 2 weeks) https://t.co/Jy4SRAJFda
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HIMS受降息预期及基本面驱动，空头平仓推升市值至2000亿。
顺风因素将是三次降息。我原以为睾酮产品发布+PPI会是主要催化剂，但SI从36升至42。尽管我发帖时股价为$48，随后涨至$57。$HIMS只需通过Zava收购持续增加营收，基本面将导致空头在每次回调时平仓。意外的150%SS可能是收购等事件，否则看起来像是随着空头逐步平仓，市值缓慢升至$200B+。
英文原文
Tailwind would be triple rate cut. I thought testosterone product launch + PPI would be the main trigger but SI increased from 36 -> 42. Stock still went up when I posted at $48 to $57 though. $HIMS just need to keep increasing revenue with Zava acquisition and fundamentals will cause shorts to cover on every dip. A surprise 150% SS would be an acquisition or something but otherwise looks like one of the gradual ones with short positions covering over time to $20B+ mc.
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看好GAP季节性机会，关注宏观关税对价值持仓的影响。
@AndyA143597 对于 $GAP，我确实看好它，我个人也喜欢 Banana Republic。此时正值季节性利好期，该股也会从中受益。 $UPWK、$TGT、$UNH、$LULU 是我价值投资组合中的持仓，但我需要进一步观察，看看宏观环境或关税是否会产生实质性影响。
英文原文
@AndyA143597 For $GAP, I do like it and I like Banana Republic personally. It's a stock that benefits from seasonality around this time too. $UPWK, $TGT, $UNH, $LULU were value investing port holders but I'll need to look more to see if there's any material impact from macro/tarrifs.
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祝贺早期买入NBIS，本人微软合作后建仓，看好其千亿美元市值潜力。
@mvcinvesting 恭喜你在早期就买入了 $NBIS，发现正确的投机性标的从来都不容易。我介入得稍晚一些，在 $MSFT 的交易公布后建立了仓位。我认为该公司有潜力成为一家市值 1000 亿美元的公司。
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@mvcinvesting Congrats on getting into $NBIS early, it’s never easy to spot the right speculative plays. I joined a bit later and built a position after the $MSFT deal. I see the potential for it to be a $100B company.
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对比HIMS逼空潜力与NBIS基本面涨幅，供投资者选择。
@GrassKaniKani $HIMS 的空头持仓率(short interest)为42%，随时可能引发150%的逼空(short squeeze)行情。 $NBIS 仅凭基本面就很可能再涨100%。 在逼空情景下，HIMS 的上涨潜力最大；而 NBIS 则可能仅凭惊人的增长就实现反弹。 请自行选择风险。
英文原文
@GrassKaniKani $HIMS has 42% short interest and can short squeeze 150% any moment. $NBIS is likely to rise another 100% just based on fundamentals. HIMS has highest upside potential under a short squeeze scenario, NBIS likely rallies just based on staggering growth. Pick your poison.
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质疑对方为何向随机用户咨询微软与英伟达的巨额合同事宜。
@IlanG05512373 你是在问一个随机的 X 用户关于 $MSFT 的事情吗？该用户做了尽职调查并给 $NBIS 签下了 170 亿美元的合同？
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@IlanG05512373 You're asking a random X user over $MSFT that did their due diligence and handed $NBIS a 17B contract?
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推荐全仓NBIS，因其风险低、估值优且增长潜力大。
@soulbiri1 说实话，$NBIS 是少数几只我会放心建议朋友全仓买入的股票之一。相比 $IREN 投机性更低，估值优于 $CRWV，未来增长潜力高于 $ALAB。
英文原文
@soulbiri1 Honestly $NBIS this is one of the only stocks I'd be fine telling a friend to full port. Less speculative than $IREN, better valuation than $CRWV, future growth higher than $ALAB.
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博主因NBIS无回调而错失加仓至百万美元的机会。
@L1m05_ 确实哈哈，$NBIS 一直没有回调买入的机会，它只是直线上涨。我本想再追加 30 万美元使其达到 100 万美元，但没有等到好的机会。
英文原文
@L1m05_ True lol, there's been no dip to buy with $NBIS, it just goes straight up. I wanted to add another $300k worth to make $1m but didn't get a good opportunity.
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博主表示NBIS目前表现良好。
@pepemoonboy 目前为止 $NBIS 的表现还不错 https://t.co/RsqZ8n0uh4
英文原文
@pepemoonboy So far so good with $NBIS https://t.co/RsqZ8n0uh4
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卖出TSM看涨期权获利，减仓小盘股并轮动至NBIS。
@foogleman1234 我今天卖出了所有 $TSM 看涨期权，行权价 $175，获利超过 100%。我减仓了涨幅在 20-40%+ 的小盘股。将资金轮动配置到 1 个月期限的 $NBIS 虚值看涨期权和正股中。
英文原文
@foogleman1234 I sold all my $TSM calls today $175 for 100%+ profit. I trimmed small caps that were up 20-40%+ Rotating into it into 1 month $NBIS out of money calls and shares
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博主重申 $NBIS 为高确信度标的，认为其基本面强劲且极具买入价值。
我很少重复发帖推荐某只股票……但 $NBIS 很特别。即便今天已上涨 5.75%，在市值低于 300 亿美元的情况下，每次回调都是极具吸引力的买入机会。这是一家十年一遇的公司，其基本面和未来营收远超当前市值。轻松的高确信度持仓目标价 $175+。
英文原文
I rarely repeat-post a stock… but $NBIS is special. Even up 5.75% today, at <$30B market cap, it’s a screaming buy on every dip. This is a once-in-a-decade company with fundamentals and forward revenue far outpacing marketcap. Easy high conviction hold to $175+ https://t.co/MzjEuxSAkD
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Polymarket显示ETF获批概率升至95%，视为买入机会。
@junyongisusing1 我刚看到一个不错的买入机会。Polymarket 实际上已将 ETF 获批概率提升至 95%。这是需要关注的主要事件。https://t.co/QB0FIMrUIq
英文原文
@junyongisusing1 I just see a good buying opportunity. Polymarket actually increased etf approval to 95%. This was the main event to be looking out for. https://t.co/QB0FIMrUIq
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博主感谢早期粉丝，表示起步不久但很高兴能提供帮助。
@babyfolio 感谢你是最早关注的人之一！是的，我刚开始做才2-3个月，现在只有很少的粉丝。很高兴其他人觉得我有帮助。
英文原文
@babyfolio Thanks for being one of the first ones! Yep, just started out 2-3 months ago and now I have a tiny following. Glad other people think I'm helpful
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ALAB大涨验证逻辑，NBIS获巨头支持，作者建仓100万押注其市值翻倍。
$ALAB 从我两个月前推荐时的 $96 涨至 $244，涨幅 154%（尽管现在略显高估）。 $NBIS 正在重演类似的逻辑，且获得了 $MSFT 和 $NVDA 的支持。 $NBIS 从 $240 亿市值增长至 $600 亿+ 的路径清晰，这也是我建立 $100 万头寸的原因。
英文原文
$ALAB went from $96 to $244, a 154% increase since I called it out 2 months ago (though a tad overvalued now) Similar thesis with $NBIS is happening now with backing from $MSFT + $NVDA. NBIS has a clear path to $60b+ marketcap from $24b and why I’m taking a $1M position.