$6

提及 3 次首次 2026-04-20 最近 2026-04-30

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2026-04-30 业绩复盘 $14 $23 $30 $4 $5 $6 $7 $8 $RDDT $SNDK

SNDK 财报远超预期

$SNDK 的业绩实在太强了…… Q3 业绩：营收：59.5 亿美元，对比约 47 亿美元预期（同比增长 252%，超预期 26%） EPS：23.41 美元，对比约 14.5 美元预期（超预期 62%）毛利率：约 78.4%，对比 67.3%（比预期高 1,110 个基点） Q4 2024 指引：营收：77.5 亿至 82.5 亿美元，对比约 65 亿美元预期（高出预期 23%） EPS：30 至 33 美元，对比约 23 美元预期（高出预期 37.0%）存储公司（披露一下，我确实持有 Sandisk）比 $RDDT 这类靠流量数据来预判的公司更容易提前定价。只靠 NAND 涨价之类的第三方数据……所以重估确实发生在前面，而不是财报当天。不管怎样，这正式确认了存储公司正在起飞…… 存储厂商的业绩非常炸裂，而且今年大概率还会继续往上走。

英文原文

$SNDK earnings are just way too good... Q3 earnings: Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat) EPS: $23.41 vs. ~$14.5 (62% beat) Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.) Q4 2024 projections: Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates) EPS: $30-33 vs. ~$23 (37.0% above estimates) Memory companies (disclosure I do own Sandisk) are a bit easier to price in ahead of time vs. names like $RDDT (off of traffic data). Just purely from third party stuff like NAND price hike reports... so all the repricing does happen ahead of time, not on actual earnings. Regardless, this is formal confirmation that memory companies are going brrr... Astronomical earnings from memory players and they'll likely keep marching upward over this year.

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2026-04-28 杂谈 $100 $6 $NVDA

NVIDIA 十年前的招募往事

没错，他们当时确实很幸运。$NVDA 在 2018 年还想招我去带一个 AI 团队……那会儿股价大概才 6 美元左右。当时我没太当回事，因为除了研究以外，商业化 AI 应用还不多。Jensen 还主要在讲游戏和比特币挖矿。如果按时间推算，可能会有 1 亿美元以上的薪酬，但我还是不觉得当时有人真的预料到 AI 会涨得这么猛。那些买游戏显卡的人最后赚到改变人生的回报，确实挺厉害的。

英文原文

Yeah they got super lucky. $NVDA tried recruiting me to lead one of their AI teams in 2018... back at $6 or something. Didn't think too much of it since there wasn't many commercial AI applications aside from research. Jensen was still talking about gaming and Bitcoin mining. Might have been $100m+ comp over time though, still don't think anyone really expected AI to take off this much. Pretty impressive a lot of the gamer GPU investors made life changing returns

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2026-04-20 个股论点 $6 $IREN $MSFT $NBIS $ORCL

IREN 仍是差价

现在还有人继续看多像 $IREN 这种 F 级 neocloud，真是奇怪。在 60 亿美元稀释悬压下？而 $NBIS 现在和 $ORCL、$MSFT 一起看起来都已经去风险了？ https://t.co/vIdzdk4Hqi

英文原文

How are there people still long on an F-tier Neocloud like $IREN. Amid a $6,000,000,000 dilution? When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdzdk4Hqi

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