个股论点
围绕单一股票的投资逻辑与仓位表态 · 共 2378 条 · 滚到底自动加载更多
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对比CRWV与CIFR/NBIS在Meta交易后的表现差异及估值逻辑。
$CRWV 在 Meta 交易后并没有像 $CIFR 和 $NBIS 那样大幅下跌。 CIFR 与 NBIS 相当可比，因为它们的融资价格均高于当前市值约 40% 以上，且债务较低并拥有超大规模云服务商（Hyperscaler）的交易。 这通常适用于同一行业且相对估值相似的公司。
英文原文
$CRWV didn't really drop after the Meta deal like $CIFR and $NBIS did though CIFR is pretty comparable to NBIS in the sense they raised ~40%+ above current values and low debt + hyperscaler deals This usually applies for companies in the same sector + similar relative valuations
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HIMS 面临政府竞争，但用户粘性强且空头回补预期支撑股价。
是的，我在 $HIMS 60 美元左右减仓了，但政府与其竞争这一因素相当重大。同时我认为其用户粘性高，且下半年有 Zava 收购带来的顺风效应，加上 33% 的做空比例。因此我预计股价将在此区间徘徊，甚至可能因空头回补而上涨。它并非极度低估或高估，但目前有更好的多头标的。
英文原文
Yeah I trimmed $HIMS around $60, but this is pretty material with the government competing with it. At the same time I'd aruge the audience is sticky + they have Zava acqusition tailwind second half + 33% short interest. So I'd just expect the price to hover around these levels or maybe even increase while shorts use this time to cover. It's not extremely undervalued or overvalued but there's better longs at the moment.
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美政府停摆确认，机构已知晓，建议散户利用恐慌建立多头。
美国政府停摆已确认。正如我几小时前所料，Polymarket 几乎以 100% 的概率定价了停摆。机构和交易者早已知晓，但散户看到新闻后会恐慌。利用这个黄金机会建立多头头寸。
英文原文
US government shutdown confirmed. As I expected a few hours ago, Polymarket was pricing in almost 100% confirmation of a shutdown. Institutions and traders already know about it but retail will panic on the news. Use this golden opportunity to build long positions. https://t.co/HCkIqwCtnd
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LTC和BTC看涨，LTC因ETF和新公司有2-3倍潜力。
不太确定你具体问什么，但 LTC 和 BTC 都看涨。Tether 正在印钞购买比特币，BTC 从 12.4 万美元跌至 11.4 万美元是合理的。黄金创历史新高也有帮助。我认为我关于 LTC 的帖子是说，LTC 在 80 亿美元市值下，加上 ETF 决定和新成立的国库公司，有 2-3 倍的潜力。
英文原文
not sure about your question exactly, but ltc + btc are both bullish. Tether is printing money to buy Bitcoin now, BTC dropped from $124k to $114k which is reasonable. Gold ATH helps too. i think my post about LTC was saying LTC at a little 8b marketcap with ETF decision + new treasury companies have a lot more potential to 2-3x.
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RKLB具国家安全战略价值，因发射成功可能暴涨故不卖看涨期权。
@Neat_Lama 最大的催化剂是中程有效载荷的“中子”(Neutron)火箭。对于 $RKLB，我确实不太关心宏观经济，因为我坚信它对国家安全的重要性就像 $TSM 对台湾一样重要，加上太空领域 = 规模巨大。这就是为什么我不对 RKLB 卖出看涨期权(CC)，因为成功的发射新闻可能会让它上涨50% lol。
英文原文
@Neat_Lama biggest catalyst is medium lift payload neutron. don't really care about macro with $RKLB since I believe it's important to national security like $TSM is to Taiwan + Space = grow big. that's why i dont sell CC's on RKLB cause successful launch news could bring it up 50% lol.
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建议分批建仓NBIS，避免单日全仓买入。
@jakub_cyferski 任何时候都是好时机，只要进行成本平均(Cost Average)操作，不要在一天内全仓买入 $NBIS 即可。
英文原文
@jakub_cyferski It's always a good time, just cost average and don't all in $NBIS in a single day.
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博主表示RKLB和NBIS可占其投资组合大部分仓位。
@rknfshgdt $RKLB $NBIS 是我非常乐意让其占据我投资组合大部分仓位的标的。
英文原文
@rknfshgdt $RKLB $NBIS is something I'd be extremely comfortable with comprising majority of my port.
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对比博通与台积电，认为台积电作为底层基础更值得投资。
@turnandburn07 $AVGO 在定制超大规模客户专用集成电路(ASIC)领域复刻了英伟达(NVDA)凭借GPU的崛起轨迹。在高位买入总是很难，但有时股价会持续上涨。无论如何，$TSM 是英伟达、博通(AVGO)等公司的基础，所以我更喜欢这只股票，我可能会选择买入TSM而不是AVGO。
英文原文
@turnandburn07 $AVGO mirrors nvda's ascent with GPUs but for custom hyperscaler ASICs. It's always hard to buy things at the top, but sometimes they keep going up. Either way, $TSM serves as the foundation for NVDA, AVGO, etc, so I like the stock the best and I'd prob buy TSM over AVGO
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建议采用成本平均法，认为标的被低估。
@lunapuma28 @robswainept 成本平均法。我认为它被低估了。
英文原文
@lunapuma28 @robswainept cost averaging. I think it's undervalued
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计划发布以太坊深度分析，指出L2价值回流不足及竞品分流问题。
@robswainept 没问题，我本周末会写一篇关于以太坊(Ethereum)的深度分析。这是一个非常长的论点，主要涉及第二层网络(L2)未能向以太坊主网输送与其交易量相匹配的价值，以及存在过多竞争对手（例如 Solana）或兼容 EVM 的第一层网络(L1)分流了网络活跃度。
英文原文
@robswainept Sure I'll do an Ethereum writeup this weekend. It's a really long thesis, but mainly has to do how L2 don't enough deliver value to ETH mainnet compatible to their tx and how there's too many competitors (eg. Solana) or EVM compatible L1s that siphon off network activity.
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建议直接做多BTC/ETH，MSTR估值偏低有修正空间且或遭国有化。
我在$114k做多比特币，但在$4.2k卖出以太坊。我不认为我在任何地方说过要在$3k以上买入ETH。 $MSTR在比特币行情中历史上通常在净资产值(NAV)的1.6-2倍之间交易。最近市场做空MSTR/做多BTC，因此NAV低于1.5倍，在比特币行情（通常在10月上涨）中可能有修正空间。 长期来看，鉴于其持有的BTC数量，MSTR被国有化纳入美国财政部的可能性最大。我不认为ETH或BMNR对美国政府的战略重要性。 否则，我建议你直接做多底层资产如BTC，或者如果你真的相信它，就做多ETH，而不是购买这些资产。
英文原文
I'm long Bitcoin at $114k, but sell Ethereum at $4.2k. I don't think I said to buy ETH anywhere above $3k+. $MSTR has historically been trading between 1.6-2x NAV during Bitcoin runs. Recently it's been short MSTR/long BTC, so NAV is under 1.5x and there's potential for recorrection on a Bitcoin run (which usually goes up in Oct). Long term, MSTR probably has the highest likelihood of being nationalized into the US treasury given how much BTC they have. I don't see ETH OR BMNR being a strategic importance for the US gov. Otherwise I'd just recommend longing the underlying asset like BTC, or ETH if you really believed in it compared to buying the asset.
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建议像交易COIN那样波段操作RDDT，并关注其纳入标普500后的趋势变化。
@strandedpsgr 呃，我现在对待它更像对待 $COIN，认为在下次回调时可能再次在 $100 多美元买入 $RDDT。或者像 Coinbase 那样进行 $150 到 $350 的数月期波段交易，但这种趋势在纳入标普500指数(SPY)后可能会改变。
英文原文
@strandedpsgr Uh I treat it more like $COIN at this point where you can probably buy $RDDT in the $100's again next drawndown. Or with Coinbase $150 <-> $350 few month trade, but this trend might change after SPY inclusion.
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卖出ASTS获利，看好RKLB全栈发射能力及对标SpaceX的估值潜力。
我是说，我在$ASTS财报后股价跌至约37美元时持有，并在反弹时以26%+的利润卖出？不过我对这只股票了解不够深入，无法给出有依据的观点。就太空股而言，我更偏好$RKLB，因为他们提供类似Starlink的全栈服务，从低轨到中等运力载荷发射，并能在5-10年内规模扩张至SpaceX 3500亿美元的估值。
英文原文
I mean I had $ASTS after the earnings drop to like $37 and sold it for 26%+ or so on recovery? I don't know enough about the stock though to give an informed opinion though. In terms of space stocks, I'd prefer $RKLB just cause they do full stack like starlink type flatelite to medium lift payload launches and can scale to SpaceX's 350B valuation in 5-10 years.
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承认近期波段交易，看好其散户基础，建议长期跟随龙头策略。
@thename1424559 说实话，我最近确实有过从13美元到15美元等区间进行波段交易(swing trading)的“罪过”。我也记得曾在 $BULL 上做过套利(arbitrage)。 但从基本面来看，它们拥有像 $HOOD 那样的散户基础，只是规模较小，因此我认为它可以作为长期投资，采取“跟随龙头”(follow the leader)的策略。 https://t.co/KcUN6mau1j
英文原文
@thename1424559 Honestly I've been guilty of swing trading it from 13 -> 15, etc recently. And I remember doing arbitrage on $BULL too But fundamentally, they have the retail base like $HOOD, but on a smaller scale so I can see it being a good long term investment playing follow the leader. https://t.co/KcUN6mau1j
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警告勿做空PLTR/TSLA等邪教股，建议高位卖出TSLA寻找更好机会。
@LiquidB_B 像 $PLTR、$TSLA 这样的“邪教股”是不做空(Cult Stocks)的。因为普通散户会不看基本面(Fundamentals)就把工资往里投。我在 $150 时持有过 TSLA，但在我看来，在这些价位我绝不会碰，并且会卖出。其他地方有更好的机会。
英文原文
@LiquidB_B There's cult stocks like $PLTR, $TSLA that you don't short. BC regular ppl will put their paychecks into them without looking at fundamentals. I had TSLA at $150 but wouldn't ever touch at these levels and would sell it imo. Better opportunities elsewhere.
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认为ETOR被错估，偏好冷门股，指出市场过度拥挤于BMNR和NBIS。
@MakhmudovAkbar 哈哈，我认为市场完全错误定价了 $ETOR，现在可能正在进行大量的税务收割(tax harvesting)。 我尝试寻找像 ETOR 和 VIRT 这样人们不太关注的标的，它们通常表现不错。感觉 X 上的所有人都在关注 $BMNR 或 $NBIS。
英文原文
@MakhmudovAkbar Yeah lol, I think the market is completely pricing $ETOR wrong and it's probably a lot of tax harvesting going on right now. I try and find stuff people don't really touch much like ETOR and VIRT and they usually play out well. Feels like everyone on X is on $BMNR or $NBIS
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分享CIFR期权盈利并看涨至16美元
@Neat_Lama 我也是！自周五以来，我的一张 $CIFR 期权合约已上涨 $12k。仍然认为它会反弹至 $16。https://t.co/4IbuWFsvaA
英文原文
@Neat_Lama Same here! One of my $CIFR strikes is up $12k since Friday. Still think it rallies to $16. https://t.co/4IbuWFsvaA
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解释持有IREN的逻辑，认为长线持有无需纠结短期择时。
@chickvestor 我的意思是，我周五在 $40 买入的 $IREN 至今仍在持有。我个人不喜欢在单日涨幅 9.72% 后追高，所以这是基于今日的价格。我常尝试抄底，但如果持有一年，现在买入并等待 $70 也无妨。
英文原文
@chickvestor I mean I bought $IREN on Friday at $40 and still have it. Personally not a fan of buying after a 9.72% day so this is based on today's prices I try to time the bottom a lot but if you're holding for a year, doesn't matter if you buy now and wait for $70 https://t.co/ls4L5BDxgq
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看好GAP基本面及假日效应，需进一步研究关税影响。
@camrinneiss 乍一看，我看好 $GAP，因为其基本面良好，且能像 $LULU 一样受益于年底假日季节效应。另外，我喜欢 Banana Republic 的羊绒产品，所以有点偏好。但显然需要更多时间深入研究关税对未来收入的影响。
英文原文
@camrinneiss First glance, I $GAP since fundamentals are good and it benefits from end of year holiday seasonality like $LULU. Also I like banana republic cashmere stuff so a bit biased. But obviously need more time to delve into tariff impact a bit more on forward revenue
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博主发布周一收盘观点，列出多只美股的买卖评级及具体逻辑。
周一收盘思考： 极强买入 $NBIS $ETOR $LTC $VIRT 买入 $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA 持有 $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO 卖出 $HOOD $TSLA $RDDT $CRCL $PLTR $BMNR 强烈卖出 $OKLO $QBTS $IONQ _ 欢迎持不同意见，但这只是我的个人看法。 极强买入理由 - 买入约7万美元的Virtu看涨期权，隐含波动率28%，远期市盈率仅6.6倍，被低估。 - 在通往200美元的路上，每次回调都定投NBIS。 - ETOR在39美元时严重被低估。我不明白它怎么跌到那的。如果我没记错，市值33亿，现金储备超7亿，复利增长类似IBKR而非HOOD/BULL，但股价却直线跌破IPO价。 - LTC ETF批准在即（3-4天内），概率95%。除非被拒，现在是绝佳买点。 买入理由 - 今天买入5万美元以上Amazon看涨期权，回调至219美元以上后复苏前景看好。受益于10月至1月的年底季节性效应。10月8日Prime Day。可能再次回调，因此适合定投而非极强买入。 - SMCI仍预测55%的远期营收增长，季度营收超50亿，有点被低估。 - TGT下个月分红。有些Target事件，但我觉得不如Amazon Prime Day重要。 - CRM图表上看刚触底，基本面没太大变化。 - TSM在273美元更好，虽然总是好买点，但不像250美元以下那样极具吸引力。 - CRDO/ALAB，两者大幅回调。更像是修正而非崩盘，因此再次成为不错的买点。 - SG，不知道。我只是喜欢他们的沙拉，考虑到不久前交易价40美元，8美元的风险回报比不错。 - CIFR，GOOGL背书，现在看执行。我会逢低买入，但今天大涨了。 - LULU受益于10月至1月的年底季节性假日购物。 - SLNH，据说X上有关于波浪的讨论。市值很小约1亿美元，风险回报比似乎可以。 - ORCL，以140亿美元折扣估值持有TikTok美国大量股份，且来自OpenAI/MSFT的远期营收众多。就像AVGO一样，财报后可能回调，然后一两个月后迎来猛烈反弹。 - MSTR，比特币10月表现良好。被做空，所以溢价率可能在1.4x-1.5x，相比炒作时的2x。 - RIOT/MARA转向HPC，所以我比之前更喜欢它们。 持有股票没什么变化 - Hood，我个人做日内交易，所以如果我认为在单日上涨12.27%的130美元以上卖出是好的，别介意。 - TSLA，脱离基本面的信仰股。 - RDDT，我在100美元时持有大量，现在240美元或450亿市值不会买，所以可能会卖出/三角套利。 - CRCL，直接买Coinbase。 - PLTR，脱离基本面的信仰股，大部分利润只是利息收入。 - BMNR，如果你想买就买ETH，但ETH在4000美元以上也是强烈卖出。 强烈卖出 任何营收极少但市值100-200亿以上的股票我觉得很可笑。如果你从8美元持有OKLO到116美元，向你致敬。
英文原文
Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RDDT $CRCL $PLTR $BMNR Strong Sell $OKLO $QBTS $IONQ _ Feel free to disagree but these are just my thoughts Strong Buy Explanations - Bought ~$70K of Virtu calls, 28% IV and just 6.6 forward p/e is undervalued. - Always DCA NBIS on the road to $200 on every dip. -ETOR is just way too undervalued at $39 imo. I don't even know how it hit that. If I remember correctly $700M+ cash pile on a 3.3B market cap, compounding similar rate to IBKR instead of HOOD/BULL but just straight line down below IPO price. - LTC ETF approval in 3-4 days with 95% odds. Great buy now unless it gets rejected ofc. Buy Explanations - Bought $50k+ Amazon calls today, looks more promising for recovery on the dip to $219+. Benefits from end of year seasonality from Oct - > Jan. Prime Day Oct 8th. Could dip again which is why it's good to DCA and not an extremely strong buy. - SMCI still projecting 55% forward revenue growth and it's kinda undervalued doing 5B+ quarterly revenue lol - TGT dividend in another month. There's some Target event but don't really think it matters as much as Amazon prime day. - CRM just bottoming chart wise, fundamentals not really changed - TSM better at $273, it's always a good buy but not a screaming buy like sub $250 - CRDO/ALAB, both dipped a lot. More of a correction rather than crash, which is why it's a decent buy agian. - SG, idk. I just like their salad and think risk reward at $8 is good considering they were trading $40 not too long ago. - CIFR, GOOGL backstopped now just execution. I'd buy on dips but today was a big rally - LULU benefits from Oct -> Jan end of year seasonality with holiday shopping. - SLNH, apparently waves have been going around X. Pretty small $100m marketcap or so, risk reward seems okay. - ORCL, they're a large shareholder of TikTok US at a discounted 14B valuation and have tons of forward rev from OpenAI/MSFT. It's one of those things where it probably dips after earnings like AVGO then pulls off a face ripping rally a month or two later. - MSTR, Bitcoin does well in Oct. Been shorted so Nav prem is probably around 1.4x-1.5x compared to 2x like during hype waves -RIOT/MARA pivoted to HPC so I like them more than before For hold stocks nothing really changed - Hood, I personally day trade so don't be offended if I think it's a good sell $130+ on a 12.27% increase day. - TSLA, cult stock detached from fundamentals - RDDT, I had a lot back at $100 wouldn't buy at $240 or 45B marketcap now so would probably sell/tri. - CRCL, just buy Coinbase instead - PLTR, cult stock detached from fundamentals, large part of their profit is just interest income - BMNR, just buy ETH if you want but ETH is a strong sell at $4k+ Strong Sell Anything carrying barely any rev with 10-20B+ marketcap I think is amusing . Props to you if you held OKLO from $8 to $116 though.
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UPWK估值极佳，VIRT潜力较小需看期权。
@mattscottcap 是的，$UPWK 在 20 美元时依然具有极佳的估值，但 13 美元时感觉被极度低估。我现在对 $VIRT 也有类似的感觉，但除非你接触期权，否则其上涨潜力要小得多。
英文原文
@mattscottcap Yeah $UPWK is still great value at $20 but $13 just felt extremely undervalued. Feel something similar about $VIRT now, but upside potential is a lot less unless you touch options. https://t.co/ZzF4IlJXdf
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认为NBIS估值偏低，建议当前加仓。
@blankeymonkey $NBIS 相对于远期营收/利润被严重低估。目前是很好的加仓标的。
英文原文
@blankeymonkey $NBIS is incredibly undervalued relative to forward revenue/earnings. Great add currently
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作者因低IV看好$VIRT期权，认为风险收益比佳。
@__visionxry__ 隐含波动率(IV)确实极低，尽管 $VIRT 的期权流动性稍差。价差并非我见过最糟糕的。正股是最稳妥的选择，但不会带来40%的回报，我选择期权是因为我喜欢在低IV股票上操作。深入研究后，我认为风险收益比相当不错。 https://t.co/Y5HqyhHixB
英文原文
@__visionxry__ IV is extremely low though options are a bit more illiquid for $VIRT. Spread isn't the worst I've seen. Shares are safest bet but not going to return a 40%, I'm doing options since I like them on low IV stocks. Risk reward just seems good to me after looking into it more. https://t.co/Y5HqyhHixB
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博主加仓VIRT虚值看涨期权，认为当前IV是良好入场点。
@ManglaniAkshay 谢谢！是的，我将 $VIRT 的仓位增加到了约 6.5 万美元的虚值看涨期权(OTM Calls)。 部分高行权价期权的隐含波动率(IV)为 29%，这是一个非常好的入场点 https://t.co/5tyJJhRF6h
英文原文
@ManglaniAkshay Thanks! Yeah I upped my $VIRT position to $65k or so in OTM calls. 29% IV for some of the higher strikes is such a good entry https://t.co/5tyJJhRF6h
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警示MSTR杠杆风险，看好AMZN/META波段，回避RIVN/TSLA。
呃，我不会建议粉丝在内容提供商(CSP)上使用2倍杠杆ETF，尤其是$MSTR，它本身波动性已经足够大。如果遭遇波动率衰减导致的强制平仓，情况可能会变得很糟，尽管我确实认为MSTR正在触底。 我同意大多数观点，比如AMZN或META，通常我会在$BULL跌至13美元左右时进行波段交易。 由于基本面原因，我不会碰$RIVN或$TSLA。
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Uh I would not tell followers about CSPs on 2x leveraged ETFs especially on $MSTR, which is volatile enough. If they get assigned with volatility decay it might get messy, though I do agree MSTR is bottoming. I'd agree on most though like AMZN or META, usually I swing trade $BULL low $13. I wouldn't touch $RIVN or $TSLA cause of fundamentals.
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ALAB因覆盖五大科技巨头且高增长，有望复制英伟达路径实现千倍涨幅。
@regard_capital 我在这里写了一点关于 $ALAB 的内容 https://t.co/T28ztuSkgY $ALAB 之所以起飞，是因为 Astera 是唯一一家系统性暴露于五大科技巨头(Mag7)中5家的小盘股。 1. ALAB 的客户群字面意义上就是 Mag7：$GOOGL、$MSFT、$NVDA、$META 和 $AMZN。 2. 他们的增长率惊人，同比增长约 150%+，毛利率为 76%（高于 NVDA，是半导体市场中最高的之一）。 3. 正如 $GOOGL 财报所示，AI 支出的资本支出(Capex)仍在增加。 NVDA 从 1500 亿市值起步 -> 4 万亿+，因为超大规模数据中心需要 GPU。我们正处于 ALAB 在 AI 供应链中产生这种效应的起点，而其市值仅为 200 亿。 如果他们执行得当且 AI 基础设施建设继续，我们可能会看到下一个 1000% 的涨幅。
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@regard_capital I wrote a tiny bit about $ALAB here https://t.co/T28ztuSkgY
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对比持有与期权策略，建议NBIS跌至96美元时买入LEAPS。
提醒一下，这全都是短期资本利得税！因此，持有股票获得的利润可能高于这种期权卖出策略。有时直接逢低买入 Weebius/$NBIS 更好，因为如果它单日下跌 6% 然后恢复至平盘，6% 的利润优于看跌期权(Put)的权利金。不过 $96 的行权价确实很安全，如果 $NBIS 再次跌至该水平，我会大量买入长期期权(LEAPS)。
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Just a reminder that this is all short term capital gains tax! So profits holding a stock might be more than this option selling style. Sometimes it's better to just buy the dip on Weebius/ $NBIS because if it drops 6% in a day then recovers to flat, cause 6% profit is better than premiums from puts. But yeah $96 strike is pretty safe, I'd switch buy a ton of leaps if they ever dropped to that level again on $NBIS.
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建议利用NBIS或CIFR等高增长标的实现资产复利，而非止步于FIRE。
@wallstreetbets 太多人盯着财务独立与提早退休(FIRE)，却没意识到他们仍可以像南希·佩洛西那样，通过 $NBIS 或 $CIFR 这类标的，将 $5M 的投资组合复利增长至 $50m。
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@wallstreetbets Too many people looking at FIRE and not realizing they can still compound their $5M portfolio to $50m like Nancy Pelosi with stuff like $NBIS or $CIFR
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建议全仓押注NBIS，认为其股价大概率从当前水平上涨。
@12345tgrf 我的意思是，如果必须全仓押注某只股票，我会选择 $NBIS。这取决于你的风险承受能力，但从股价走势来看，很难想象它不会从当前水平继续上涨。
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@12345tgrf I mean if I had to full port something it would be $NBIS. Depends on your risk tolerance, but share wise it's hard to see it ever not rising from these levels.
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长期仅投RKLB，短期看好NBIS和CIFR的超大规模扩张。
@Melissa09744266 除非是 $RKLB，否则我不做长期投资，因为太空领域关乎国家安全，拥有巨大的护城河，且仅次于 SpaceX。不过，我预计 4-5 年后 AWS 和 GOOGL 的超大规模云服务商芯片可能会准备好。在那之前，我们仍处于以 $NBIS 和 $CIFR 为代表的超大规模扩张模式。
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@Melissa09744266 I don't long term invest unless it's $RKLB since space is a national security issue, huge moat m, and #2 second to SpaceX. But yeah I'd expect in 4-5 years AWS, GOOGL hyperscaler chips might be ready around then. Until then, we're in hyperscaling mode with $NBIS and $CIFR.