个股论点
围绕单一股票的投资逻辑与仓位表态 · 共 2504 条 · 滚到底自动加载更多
-
MRVL 依赖 MSFT Maia 放量，看好 2027 长线机会。
@Stefan_Tee8 $MRVL 高度依赖 $MSFT Maia 的放量进程，我可能会将后者作为一个重要的风向标。但我认为它在 2027 年将是极佳的长线标的，关键在于把握合适的入场时机。
英文原文
@Stefan_Tee8 $MRVL is heavily dependent on $MSFT maia ramp and i'd probably use the latter as a large indicator. But I see it being an amazing long for 2027, just need to time it properly.
-
分享$AAOI买入逻辑，看好执行落地后的巨大回报及有限下行风险。
我的首次买入价在20多美元高位到30多美元低位，所以差不多！我只记得超大规模云服务商的认证过程，并预期他们会像$ALAB那样发力。 对于$AAOI来说，关键在于执行落地，但如果他们成功了，投资回报率(ROI)将是巨大的。 即使他们错过预期40%，我认为从50亿美元市值这里下行空间也不大，所以我准备参与接下来一年的行情。
英文原文
My first buy was in the high 20s, low 30's so around the same! I just remember hyperscaler qualifcation and expected them to pull an $ALAB. Yeah name of the game is execution with $AAOI, but if they hit, the ROI is just enormous. I don't really see too much downside from $5B here even if they miss projections by 40%, so I'm in for the ride for the next year.
-
看好$AAOI十倍增长潜力，视其为光子学核心持仓。
$AAOI 对我来说感觉是必须配置的共封装光学(CPO)敞口。 他们的财报简直像黑魔法一样神奇。 $LITE（市值500亿美元）：2026财年预估营收约29.1亿美元 $AAOI（市值56亿美元）2027年下半年：43.5亿美元年度经常性收入(ARR)。 他们的增长预测在2026年实际上已经超越了 $LITE。 我没开玩笑。 $AAOI 的毛利率约为40%，$LITE 凭借光电路交换(OCS)垄断地位可能达到45%。 “长期毛利率目标约为40%。” 别误会，$LITE 是一只极佳的长线股，因为其在 $GOOGL TPU 和 Google 资本支出中占据8-12%的物料清单(BOM)份额... 但 $AAOI 的营收顶层增长接近去年营收的10倍，这简直不可思议。 如果你用草稿纸数学模型计算： “管理层预测，到2027年第二季度，每月光收发器营收潜力达3.78亿美元” ~ 43亿美元目标，40%毛利率（自产），17.2亿美元毛利润，也许~6亿美元资本支出/运营支出： 净利润 ~8.96亿美元。 远期市盈率（基于2027年净利润）：~6.4倍远期市盈率，对应约900%的同比增长。 而且如果你看光子学产能爬坡，预计向2030年呈指数级增长。 从他们的管理层电话会议来看，超大规模云服务商（$GOOGL, $MSFT, $AMZN）很可能买断了所有可用的光收发器产能。 这让我想起早期的 $ALAB 或 $CRDO，所有超大规模云服务商都是他们的客户。 如果你考虑到像 $SNDK 的NAND闪存那样的价格涨幅： +15% 平均售价(ASP)涨幅：14.1亿美元净利润 - （4.1倍远期市盈率） +30% 平均售价(ASP)涨幅：19.2亿美元净利润 - （3.0倍远期市盈率） 这就是为什么我在 $AAOI 财报后如此兴奋。 甚至还没包括 $AAOI “美国制造”的光收发器供应链，这将使他们获得相对于 $FN、中际旭创(Innolight)、易普联(Eptolink)等海外厂商的溢价。 有点像 $INTC 对 $TSM 或 $MU 对 SK海力士的溢价。 如果他们的预测成真，且价格涨幅使光子学板块在800%+增长下达到3倍市盈率，回报率将是天文数字。 再次强调，这些是管理层预测，执行力才是关键。 无论如何，我将 $AAOI 作为我最大的光子学持仓之一，因为这看起来像黑魔法，也是下一个 $SNDK 的开端。 如果他们能实现预测，非零概率是我们在一年半后看到其达到 $LITE 500亿美元的估值。
英文原文
$AAOI feels like must-have photonics exposure to me. Their earnings report is genuinely black magic. $LITE ($50B MC): FY 2026 est. ~$2.91B $AAOI ($5.6B MC) H2 2027: $4.35B ARR. Their growth projections literally leapfrogged $LITE for 2026. Not even kidding. Gross margins are ~40% for $AAOI, maybe 45% for $LITE with OCS monopoly. "-term objective of gross margins to around 40%," Don't get me wrong, $LITE is an amazing long due to 8-12% BOM of $GOOGL TPU and Google capex spend... But $AAOI top line growth for revenue is close to 10X revenue growth from last year's revenue, which is just insane. And if you go off napkin math modeling: "By Q2 2027, management forecasts monthly transceiver revenue potential of $378 million" ~ $4.30B target, 40% margin (in-house), $1.72B gross profit, maybe ~$600m capex/opex: Net income ~$896M. Forward P/E (on 2027 NI): ~6.4x forward p/e off ~900%-ish Y/Y growth. And if you look at photonics ramp, it's expected to increase exponentially toward 2030. From their management call hyperscalers likely ( $GOOGL, $MSFT, $AMZN ) are buying out all available capacity for transceivers. Reminds me of a early $ALAB or $CRDO where all the hyperscalers are their customers. And if you get to likely price hikes like NAND for $SNDK: +15% ASP Price Hike: $1.41B net income - (4.1x forward p/e) +30% ASP Price Hike: $1.92B net income - (3.0x forward p/e) This is why I got so excited about $AAOI post-earnings. Not even including $AAOI "Made in America" transceiver supply chains that would give them a premium where $FN, Innolight, Eptolink, and others do theirs abroad. Kinda like $INTC to $TSM or $MU to SK Hynix premiums. The ROI for this is just astronomical if they hit their projections and price hikes give them a 3 p/e rate off 800%+ growth in photonics segments. Again, these are management projections, execution is the biggest the name of the game. Regardless, I'm making $AAOI one of my largest photonics positions because this looks like black magic and the beginning of the next $SNDK. There's a nonzero chance we might see this at a $50B $LITE valuation one and a half year from now if they can execute on their projections.
-
分析IQE债务风险与重组潜力，看好AAOI非对称收益并加仓。
$IQE 因债务问题本质上具有危险性。我只是说，作为 $LITE 的已知供应商以及超大规模云服务商光子学供应链的主要贡献者，他们坐拥产能金矿。如果他们能通过出售台湾业务成功进行债务重组，我不惊讶其估值重估（re-rating）达到 1000%。这取决于你的风险偏好。$AAOI 在当前水平具有纯粹的非对称上行空间，我是重度买家。
英文原文
$IQE is inherently dangerous because of debt. I'm just saying they're sitting on a gold mine of capacity as a known $LITE supplier and large contributor to the hyperscaler photonics supply chain. If they do manage to restructure by selling off their Taiwan business wouldn't be surprised if it got re-rated like 1000%. Depends on your risk appetite. $AAOI is pure asymmetrical upside at these levels, and I'm a heavy buyer.
-
能源与国防股涨幅已大，机构或借消息出货，暂不追高。
石油/能源板块上涨25%极为罕见。（1年回报率约25%）因此它在短短两个月内就已实现了全部收益。大型国防股也是如此，因此大多数机构已大幅调整仓位。因此，过去一个月大多数因素已基本被定价，随着散户反应性买入，机构可能会借消息出货。但我确信它们可能还会再涨一点。否则，我不太确定现在是否应该追高。需要先观察打击行动的影响及后续反应。
英文原文
Oil/energy sector going up 25% is extremely rare. (1Y return ~25%) so it already made up the entire return in just two months. Same with large defense stocks, so most institutions have largely repositioned. So most things have already largely been priced in over the last month and institutions might be selling into the news as people reactively buy. But I’m sure they might go up a tad further. Otherwise so I’m not too sure about chasing now. Will need to see impact and response of the strikes first
-
以伊冲突引发市场恐慌，短期避险，若美介入则利好军工石油。
希望你们都用开心果(Pistachios)做了对冲。 以色列现在正在空袭伊朗。 直接受益者： 石油(能源) - $XLE, $CVX, $XOM, 国防 - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV, $LMT, $NOC 避险资产 - 黄金, 白银 航运 - $FRO, $STNG 开心果 这可能只是互相试探(trading blows)的情况： -> 以色列发射一些导弹 -> 伊朗回击一些 -> 被美国击落，以便他们声称进行了报复 然后一切恢复正常。 我的观点是，市场会在周末和隔夜交易时恐慌，但在意识到战争对美国股市有利(bullish)后很快恢复。 但如果美国随后跟进并入侵，那么军事/石油交易逻辑就会回归。
英文原文
Hope you all hedged with Pistachios. Israel is now airstriking Iran. Immediate Beneficiaries: Oil (Energy) - $XLE, $CVX, $XOM, Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV, $LMT, $NOC Save Haven Assets - Gold, Silver Shipping - $FRO, $STNG Pistachios This might just be a case of trading blows -> Israel fires some shows -> Iran fires some back -> they get shot down by the US so they can claim they retaliated Then all is well. My opinion is markets freak out for the weekend and overnight but recover shortly after they realize war is bullish for America. But if US follows-up and invades, then the Military/Oil trade is back.
-
看好AAOI财报及美国优先属性，将其设为核心持仓。
$AAOI 的财报真的非常惊人！或者说，这甚至还是保守的说法！营收预计增长超过 900%，如果实现，市盈率将降至个位数。而且，市场尚未计入其向 2028 年迈进的进一步增长（产能爬坡）。因此，我将该股作为我的核心（主力）持仓！当然，也存在业务执行风险和股权稀释风险，但我认为其上行潜力值得追求。特别是其“美国优先”的企业属性，这一点非常重要。
英文原文
$AAOI の決算は本当に凄かった！というか、それすら控えめな表現だよ！ 売上高は900%以上の増加予測で、もし達成できればPERは1桁台になる。しかも、2028年に向けてのさらなる成長（ランプアップ）はまだ織り込まれていないんだ。 だから、この銘柄を自分のコア（主力）銘柄にしたよ！当然、事業遂行リスクや株式の希薄化リスクもあるけど、それ以上にアップサイドを狙う価値があると思ったんだ。特に米国最優先の企業だっていうのが大きいね。
-
IQE具十倍潜力但债务与稀释风险高，类似比特币矿机产能重构。
谢谢！$IQE 绝对是那种“为什么你早没告诉我”的十倍股潜力标的（moonshots）。 但大幅上涨潜力的背后，是债务和执行层面实质性的更高风险——即向磷化铟（InP）外延晶圆（epiwafers）重构产能。 我只是想把我的投资论点（thesis）抛出来看看市场反应，但由于稀释风险很高，这绝对不是适合每个人的交易。 同意，这确实让我想起比特币矿机厂商，他们拥有所有产能，只需将其投入到正确的用途中。
英文原文
Thanks! $IQE is definitely one of those moonshots “why didn’t you tell me this earlier” if it ends up going 10x type picks. But reason for a lot of upside is materially higher risk from debt and execution -> refactoring capacity toward InP epiwafers. Just wanted to put my thesis out there and see how it goes, but it’s definitely not a trade for everyone due to high risk of dilution. Agreed, it does remind me of Bitcoin miners, they have all the capacity just need to put it toward good use.
-
Siflower盈利源于建设周期，AAOI规模化后必盈利。
@siflower 的业绩是其建设阶段资本支出(capex)周期的结果。他们目前销售的产品已实现盈利。$AAOI 在规模化后肯定会实现盈利。
英文原文
@siflower earnings was a result of their capex cycle from buildout. theyre profitable on the products they sell. $AAOI will most definitely be profitable at scale.
-
估算AAOI远期市盈率仅6-8倍，认为其估值极具吸引力。
@MarkoTominic 如果 $AAOI 实现约 43 亿美元营收和 40% 毛利率，根据粗略估算，其远期市盈率(Forward P/E) 可能在 6.3-7.8 倍左右。当然，还需要更多时间进行建模验证。这就是为什么我说它看起来极其便宜。
英文原文
@MarkoTominic $AAOI forward p/e might sit around ~6.3-7.8x from some napkin math if they hit ~$4.3B revenue, 40% gross profit. But of course need some more time to do modeling. That's why I'm saying it's looks extremely cheap.
-
看好AAOI估值，计划加仓并预期涨价。
是的，我在这个价位买入，并尽可能增加对 $AAOI 的敞口。如果他们实现 2027 年中 43 亿美元 ARR*（年度经常性收入）的目标，即使考虑到短期 ATM（非稀释性融资），它也被低估了。这还没有计入涨价因素，而在超大规模云服务商试图为分配而建设的情况下，涨价是一个可能的场景。
英文原文
Yes I'm buying at these levels and increasing my exposure as much as possible for $AAOI. If they hit their $4.3B ARR* (ARR should be added to post) 2027 mid-year target. It's undervalued, even factoring in short term ATMs. This is not factoring in price hikes either, which is a likely scenario is hyperscalers are trying to build for allocation.
-
$AAOI获三大超大规模客户订单，营收激增，基本面强劲。
$AAOI 看起来像是早期的 $SNDK。而且在未来一年，其市值很可能远超 55 亿美元。 在他们的财报电话会议上： - 3 家超大规模客户（可能是 $GOOGL、$AMZN、$MSFT） - “他们希望购买我们能生产的所有 800G 和 1.6T 光收发器”——完全售罄，就像内存一样。 - 营收增长预测超过 900%，达到 43 亿美元，而当前市值仅为 55 亿美元。 光子学领域的需求史无前例，$AAOI 刚刚证实了这一点。 而且他们随时可以开始提价，将毛利率从 40% 进一步提高。当然，存在执行风险…… 但这是一个你应该关注基本面而非图表的例子。
英文原文
$AAOI looks like an early $SNDK. And is likely going much higher than a $5.5B MC over the next year. On their earnings call: - 3 hyperscale customers (probably $GOOGL, $AMZN, $MSFT) - "they would like to buy all the transceiver we can make for 800G and 1.6". - completely sold out, like memory. - 900%+ revenue growth forecast to $4.3B off $5.5B MC. There is unprecedented demand for photonics, and $AAOI just confirmed it. And they can always begin price hikes to increase gross margins from 40%. Of course there are execution risks... But this is one example where you look at fundamentals over chart.
-
超大规模客户抢购AAOI光模块，预计营收激增900%。
@xoRachelPitzel $AAOI 的涨幅可能会远超于此。他们有3家超大规模数据中心客户希望购买其能生产的所有800G/1.6T光收发器(transceiver)，预计年化经常性收入(ARR)将超过40亿美元，同比增长900%以上。“他们希望购买我们能为800G和1.6T生产的所有光收发器”。
英文原文
@xoRachelPitzel $AAOI is probably going a lot than this. They have 3 hyperscaler clients looking to buy all the 800G/1.6T transcievers they can produce with $4B+ ARR revenue foretasted off 900%+ y/y growth. "they would like to buy all the transceiver we can make for 800G and 1.6"
-
指出AAOI为最直接标的且营收预期大增，上游亦有受益者。
@PhotonCap 是的！最直接的标的就是 $AAOI，他们刚刚发布了类似 $SNDK 式的财报，预计营收增长10倍。 但当然，正如你提到的，上游也会有其他未被定价的受益者。
英文原文
@PhotonCap Yes! The most direct play is $AAOI, they just dropped a $SNDK-style earnings projecting 10x revenue growth. But of course there's going to be other beneficiaries not priced in too upstream as you mentioned.
-
AI光模块板块交易尚不拥挤，$AAOI 仍有上行空间。
@yianisz 同意！但我认为目前交易拥挤度(crowded trade)尚未达到极点。大多数人持有的是 $LITE 和 $COHR 这类标的，而 $AAOI 才刚刚进入他们的视野。我认为仍有很大上行空间，但这当然取决于执行能力(execution)。
英文原文
@yianisz Agreed! But I don’t quite think it’s crowded quite yet. Most people are in names like $LITE and $COHR and $AAOI is just getting out on their radar. I think there’s a lot of room to go but certainly depends on execution.
-
经历超大规模云服务商砍单后，该公司迎来高光时刻。
@labubu_trader 几年前，他们确实经历了超大规模云服务商取消订单的动荡时期。 但我想，在经历了这么多年后，现在正是他们发光发热的时候。
英文原文
@labubu_trader They’ve definitely gone through some wild times with hyperscaler order cancellations years ago. But now’s their time to shine after all these years I guess
-
博主表示虽未操作，但正密切关注 $EOSE 的市场热度。
@gabz_investing 没有，但我确实一直在关注 $EOSE，鉴于它在 X 平台上被讨论得非常活跃。
英文原文
@gabz_investing Nope, but I’ve definitely been watching $EOSE given how actively it’s discussed on X
-
指出AAOI空头比例高达16%，警告做空者将面临剧烈波动。
@CameronBoswell8 太棒了！顺便提一下，做空 $AAOI 的人将面临一场残酷的行情。其空头比例已升至16%的高位。https://t.co/pPmOxjMV6Y
英文原文
@CameronBoswell8 Nice! On a side note, the shorts are going to be in for a brutal ride on $AAOI. It’s really elevated at 16% https://t.co/pPmOxjMV6Y
-
AAOI若达标则极度低估，执行风险是主要障碍。
好吧！如果 $AAOI 达成其目标，该股票被极度低估。话虽如此，需要关注市场如何消化执行风险，这仍是主要障碍。相比之下，与2.5亿美元自动取款机(ATM)发行相关的稀释微不足道。
英文原文
D'accord ! Si $AAOI atteint ses objectifs, l'action est extrêmement sous-évaluée. Cela dit, il faudra surveiller comment les marchés intègrent le risque d'exécution, qui reste le principal frein. La dilution liée à l'ATM de 250 millions de dollars n'est pas grand-chose en comparaison.
-
AAOI具本土制造地缘溢价，长期价值被低估。
是的，$AAOI 是唯一一家在德克萨斯州 Sugar Land 组装 800G 和 1.6T 光收发器（Transceivers）的真正本土玩家。$COHR 的业务在马来西亚/越南，而 $LITE 使用 $FN 等代工厂。 如果其实现 45 亿美元年度经常性收入（ARR）/40% 利润率的预测，美国本土制造还将获得巨大的地缘政治溢价。 话虽如此： -> 执行风险始终存在 -> 2.5 亿美元的定向增发（ATM）悬顶确实影响短期股价定价。 但长期价值创造被低估了。
英文原文
Yeah $AAOI is the only true domestic player assembling in Sugar Texas for 800G and 1.6T transceivers. $COHR does their stuff in Malaysia/Vietnam, and $LITE uses $FN and others. There's likely going to be a huge geopolitical premium for American domestic manufacturing on top if they hit their $4.5B ARR/40% margin projections. That being said: -> execution risk is always present -> $250m ATM overhang does impact short term stock pricing. But long term value creation is understated.
-
$AAOI若达预期市值或达250-300亿，核心持仓但存执行风险。
财报后，如果$AAOI 达成预期，明年市值有望从$50亿轻松跃升至$250亿-$300亿。它是少数“美国制造”（德克萨斯州Sugarland）的公司，对比竞争对手：$LITE（全球）、$COHR（全球）、$FN（泰国）、$AVGO（全球）、中际旭创（中国）和易飞扬（中国）。因此它可能像$INTC对比$TSM、$MU对比SK海力士那样获得“美国溢价”。但看营收：FY营收4.56亿美元，2027年ARR预计45.36亿美元（~900%+增长）。加上30%-40%的低端利润率预期及超大规模云厂商认证，这太疯狂了。虽有$2.5亿ATM增发，但相比预期只是九牛一毛。这部分极有趣：管理层称800G、1.6T模块的需求和产能到2027年中可能激增近10倍。这对$IQE、Landmark等外延晶圆(epiwafer)公司及更上游的$AXTI也是巨大顺风。$AAOI是2026-2027年的核心持仓，但始终存在交付执行的風險。$250-300亿市值预期听起来超现实，但如果达成$43.5亿ARR（900%+增长），光电子规模化在2028-2029年可能继续扩大，财报确实惊人。
英文原文
After earnings, $AAOI could easily be a $25B-$30B company next year from $5B if they hit their projections. And they're one of the only "Made in America" (Sugarland, Texas) companies out of - $LITE (global) - $COHR (global) - $FN (Thai) - $AVGO (global) - Innolight (China), and Eoptolink (China). So they likely get that "America" premium like $INTC compared to $TSM and $MU compared to Sk Hynix. But from revenue: FY Revenue: $456 million 2027 ARR by : $4.536B (~900%+ growth). Off high 30's - low 40% projected margins + hyperscaler qualifications. This is wild. But there was a $250M ATM, but that's typically pennies compared to the projection. This part is extremely interesting: -> Management stated that demand and capacity for 800G, 1.6T modules could surge nearly 10x by mid-2027. This is also a large tailwind for epiwafer companies too like $IQE and Landmark and more upstream like $AXTI. $AAOI is a core hold over 2026-2027, but there's always execution risks if they can deliver. $25-30B MC projections sound surreal but that's how wild the earnings was if they hit $4.35B ARR, off 900%+ growth (and photonics scale up is likely to continue even further into 2028-2029)
-
AAOI因纯美国制造获溢价，对比其他光模块厂商。
@Investmnt_Eagle $LITE, $COHR, 中际旭创(Innolight), $AVGO, 和 新易盛(Eoptolink)。 $AAOI 是少数纯“美国制造”的德州晶圆厂之一。因此它将获得溢价。
英文原文
@Investmnt_Eagle $LITE, $COHR, Innolight, $AVGO, and Eoptolink. $AAOI is one of the only pure "Made in America" texas fab. So it will get the premium.
-
计划大幅加仓AAOI，看好其光电子业务高增长与低估值。
@Pacheca12345 财报发布后，我可能会将 $AAOI 的持仓规模增加两倍。光电子业务年经常性收入(ARR)达45亿美元（通常享有类似 $LITE 的估值溢价），利润率约40%，市值55亿美元。再次强调，这只是前所未有的指引上调规模。
英文原文
@Pacheca12345 Probably tripling my $AAOI position size after earnings. 4.5B ARR for photonics(which usually has a premium like $LITE ), ~40% margins, $5.5B MC. Again idk, this is just unheard of guidance scale up.
-
盛赞AAOI光子学规模化进展，看好股价大幅上涨。
@crux_capital_ 我以前从未对财报如此印象深刻。 $AAOI 在光子学(Photonics)领域的规模化扩张简直令人难以置信。 股价可能会大幅走高。
英文原文
@crux_capital_ I don’t think I’ve been this impressed by earnings before. That photonics scale up on $AAOI is just crazy. Probably going much higher.
-
若纳入AAOI指引，股价将大幅上涨
@Meatusmax 呃，如果市场将 $AAOI 的预测纳入定价，股价肯定会大幅上涨。那份指引简直不可思议。
英文原文
@Meatusmax Uh if they price in $AAOI projections, definitely getting sent a lot higher. That guidance is insanity
-
$AAOI光模块收入预测惊人，规模扩张幅度远超同行。
天哪，$AAOI … 我只是把话说在前面，他们预计光模块(transceivers)的月收入将达到3.78亿美元。 而其市值(MC)仅为55亿美元。 这简直就是极端规模扩张(extreme scale up)的定义。 虽然利润率不同，但$AAOI的预测实际上将比$LITE下季度的指引高出40%： “鉴于近期客户咨询激增以及需求明显上升，我们认为到2027年年中，100G和400G收入约为9000万美元。800G收入约为2.17亿美元，1.6T收入约为7100万美元。总计，这代表了光模块产品3.78亿美元的月收入。” 这种预测简直荒谬绝伦，自$SNDK财报以来从未见过。
英文原文
Holy $AAOI … Just putting it out there they’re projecting $378 million in monthly revenue for transceivers. At a $5.5B MC. This is the definition of extreme scale up. Although margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by 40%: "Given the recent surge in customer inquiries and apparent rising demand, we believe that by mid-2027, 100G and 400G revenue will be approximately $90 million. 800G revenue will be approximately $217 million and 1.6 terabit revenue will be approximately $71 million monthly. Altogether, this represents $378 million in monthly revenue for transceiver products." Absolutely unholy projections unseen since $SNDK earnings.
-
Suno虽好，但音乐发行仍依赖Spotify。
@EnDwiGastX 作为 Suno 用户（我用它制作了引用中的这首歌），它确实很棒。但尽管如此，人们仍会使用 $SPOT 来听音乐。我相信艺术家们会用它创作内容，但会通过 Spotify（获得授权后）发布。
英文原文
@EnDwiGastX As a Suno user myself (I used it to make this song in the quote), it's really good. But despite that, people will still use $SPOT to listen to music. I'm sure artists will make stuff with but they'll release it through Spotify (with the licenses). https://t.co/6TScpgFisl
-
Circle 估值具吸引力，看好 USDC 印钞能力并长期持有。
$CRCL 不属于软件板块。由于监管严格，你无法通过“氛围编程”(vibe code) 来开发基于美国的稳定币。此次抛售主要源于更广泛的数字资产情绪、《清晰法案》(Clarity Act) 对利率的影响（这类似于交易所如 $COIN 中人们存放 USDC 存款的情况），以及潜在的降息预期。我发现尽管股价下跌超过 50%，流通供应量仍保持在约 700 亿美元以上，因此认为 $54 的 $CRCL 极具吸引力。话虽如此，我长期持有 Circle，因为我确实认为 USDC 是一台印钞机。
英文原文
$CRCL is not put in the software bucket. You can't vibe code US based stablecoins because it's highly regulated. The selloff was mainly do to broader digital asset sentiment, clarity act interest rate (proxies to exchanges like $COIN where ppl keep USDC deposits), and potential rate cuts. I just found circulating supply was the same above ~$70B despite the stock selling off 50%+ and found $CRCL at $54 to be highly attractive. That being said I am long Circle for the long run because I do think USDC is a money printer.
-
特斯拉当时受监管影响大，与特朗普关系利于加速FSD等立法。
@k_a_y_b_e_e_ @yuntungshieh 当时 $TSLA 的情况更多是与监管(regulatory)相关。而且埃隆与特朗普的关系将允许他的公司加速许多围绕全自动驾驶(FSD)、SpaceX发射以及或许有利的税收优惠或抵免的立法。
英文原文
@k_a_y_b_e_e_ @yuntungshieh $TSLA at the time was moreso regulatory related. And that Elon's ties with Trump would allow his companies to speed up a lot of legislation around FSD, SpaceX launches, and perhaps beneficial tax benefits or credits.
-
质疑伯瑞对PLTR看空论据的合理性。
@Benbburman @yuntungshieh 是的，我不明白为什么伯瑞(Burry)在他的$PLTR看空论点中没有使用这一点。所谓的“头肩顶(TA)”技术形态以及与Hubspot（一家小型企业营销+博客公司）的估值比较也毫无道理。
英文原文
@Benbburman @yuntungshieh Yeah not sure why Burry didn't use this for his $PLTR short thesis instead. "Head and Shoulders TA" and valuation comparison to Hubspot, a small business marketing + blogging too made 0 sense.