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拿 GME/AMC 作比，认为 IREN 的大幅增发对普通股东很伤。
如果你是 $GME、$AMC 的 CEO，一个逻辑上可行的选择可能就是把 ATM 测试抛给散户股东，让公司受益，因为他们会接住。 但对 $IREN 的套牢者或者 meme 股来说，我个人不会就这样眼睁睁看着自己被稀释到原来 5200 万流通股的两倍左右。 我希望它别通过，因为这太蠢了。他们之前已经从 Northland 融到足够多了，这次就是掠夺性操作。
英文原文
Yes if you were $GME, $AMC CEO’s a logical choice might be to dump ATMs on a retail shareholders to benefit the company because they would take it. However $IREN bagholders or meme stocks, I would not personally just sit there and get diluted from around double the 52m share float. I hope it doesn’t pass since it’s stupid. They already raised enough from Northland and this is predatory
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批评媒体将$RPI误标为散户股，强调其58%增长修正后的基本面价值。
@GeneralMarketx FT和其他新闻媒体那些该死的家伙在用虚假标签制造恐慌。说这是$GME的“散户股领地”而非实际基本面。$RPI在58%的增长预估修正后可能会被大幅重新定价上涨。
英文原文
@GeneralMarketx Actual ****s over at FT, and other news outlets sparking panic with the false labels. Saying it was $GME "Meme stock territory" over actual fundamentals. $RPI is likely going to be repriced upward a lot after the 58% growth estimate revisions.
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对比ENPH高SI增长与GME历史暴涨，探讨HIMS走势。
@EikonDD 是的，目前看来可能性很大。人们曾讨论过 $ENPH 在 14% 的销售收入(SI) 下翻倍，但现在是 40%+。 记得 $GME 那一年从 $3 涨到 $150 真的令人难忘。不认为我们会再看到那样的重演，但好奇 $HIMS 会走向何方。
英文原文
@EikonDD Yeah seems pretty likely at this point. People were talking about $ENPH doubling off 14% SI but this is 40%+ Was really memorable seeing $GME go from $3->$150 that one year. Don’t think we’ll ever see a repeat of that but curious where $HIMS heads.
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AAOI瓶颈在产能而非需求，扩产资金规模合理。
@pablocuellar_3 如果三大超大规模云服务商表示会购买你能生产的所有光收发器(transceivers)，那么$AAOI的问题并非需求不足，而是其产能扩张(capacity buildout)的规模。考虑到资金用途（而非像$GME或$POET那样囤积），2.5亿美元简直是九牛一毛。
英文原文
@pablocuellar_3 If 3 hyperscalers say they will buy any transceivers you can possibly ever make. It's not really a demand problem with $AAOI, just how much they can capacity they can buildout. $250m is pennies considering it's used for that reason (and not just hoarding like $GME or $POET).
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澄清媒体误将$RPI基本面逻辑扭曲为迷因股炒作。
《每日电讯报》今天发布了一篇关于树莓派（$RPI）的新文章。 虽然我很感激被称为“AI极客”…… 但我不理解为什么媒体普遍试图将树莓派框架化为“迷因股（Meme stock）”？ 整个论点（Thesis）的核心是：随着OpenClaw变体成为首选硬件，总可寻址市场（TAM）正在扩张。 在财务方面，论点在于如果囤货持续，营收数字如何能从预期的14%增长提升至温和的48-55%。 我原始论点中的直接引语是：这将是“反转的顺风（tailwind for a reversal）”，且“营收应受益于需求增加”。 这是逐字引用的。 我不理解像《金融时报》这样的媒体机构如何能从上述内容转变为从未说过的虚假评论。 对于《金融时报》：他们插入了关于“可被框架化为对立面的大型空头”的虚假评论。 对于《每日电讯报》：他们插入了诸如“对公司本身的喜爱而非财务表现或潜力”的虚假评论。 我不确定大型媒体机构为何不被要求更高的标准，却能随意捏造评论？ 再次强调，$AAPL Mac Mini作为AI编排（orchestration）硬件的囤货不会对苹果营收造成显著影响（因为它是3.7万亿美元市值的公司）。 然而，这对像$RPI这样的公司是实质性的（material）。 这就是核心论点。 OpenClaw和AI代理/集群（swarms）驱动树莓派销量增加（更重要的是，作为长期催化剂），这可能导致营收预测超预期+重估（re-rating）。 多家媒体机构极其不诚实地进行框架化，包括添加捏造的评论。 这是一个基本面、高度具体的论点，但多家媒体机构决定完全随机地捏造内容，将树莓派描绘成迷因股。
英文原文
The Telegraph put out a new piece today about Raspberry Pi ( $RPI ) While I appreciate being called an "AI Nerd"... I don't understand why they all in common try and frame Raspberry Pi as a "Meme stock?" The whole thesis was around TAM expansion from OpenClaw variants as the hardware of choice. For financials, it was how revenue numbers could increase beyond projected numbers from "14% growth to a modest 48-55% if hoarding continues." Direct quote from my original thesis: this would be a "tailwind for a reversal" and "revenue should benefit from increased demand". This was verbatim. I don't understand how media outlets like Financial Times can go from that -> into fake commentary that was never said. For FT: they inserted false commentary about "big shorts that can be frame as opposition" For The Telegraph: they inserted false commentary like "fondness for the company itself rather than financial performance or potential". I'm not sure how large media outlets aren't held to higher standards and are able to just make up commentary? Once again, $AAPL Mac Mini as AI orchestration hardware hoarding wouldn't make a dent on Apple revenue (as it's a $3.7T company). However, it's material to a company like $RPI. That's the core thesis. OpenClaw and AI agents/swarms drives an increase in sales of Raspberry PI (and better yet, as a long term cataylst), which would likely cause revenue projection beats + re-rating. Extremely disingenuous framing by multiple outlets, including adding made-up commentary. This was a fundamental, highly-specific argument, but multiple media outlets just decided to make up something completely random to paint Raspberry Pi as a Meme Stock.
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反驳FT将$RPI归为迷因股，强调其基本面驱动及OpenClaw需求带来的实质影响。
《金融时报》关于 $RPI 的报道似乎别有用心。特别是将“树莓派(Raspberry Pi)”框定为“迷因股(Meme stock)”的做法。 1. 文中对空头(shorts)只字未提。 2. 这与 $GME 的逼空+持有“迷因股”叙事完全无关。 这是由实质性营收变化驱动的资金流入(informed flow)。 尤其是当树莓派已经是一家盈利公司时。 我原话如下： “ - 营收约 2.8 亿 -3 亿美元 - 毛利润(Gross Profit)约 7500 万美元以上 - 毛利率(Gross Margin)约 25% - 净利润(Net income)：约 1000 万 -1500 万美元 - 净现金(Net Cash)：2800 万美元” 分析师目前预测营收增长接近 14-17%。 但如果需求涌入持续，随着囤货行为继续，营收增速可能从 14% 跃升至温和的 48-55%。 ” $AAPL Mac mini 已知被囤积用于 OpenClaw 部署。但苹果设备采购对这家 3.7 万亿美元市值的公司影响微乎其微。 $RPI 是 OpenClaw 智能体编排(agentic orchestration)的另一款首选硬件，导致需求激增。 但由于市值较小，需求激增确实会产生实质性影响。 这纯粹是基本面营收增长和新可寻址市场(new addressable market)。 在完全未提及空头的情况下，将其框定为围绕挤压对手空头的 $GME 式反弹，是别有用心的。
英文原文
The Financial Times piece on $RPI seems disingenuous. Especially the framing of "Raspberry Pi" as a Meme stock. 1. There's been 0 mentions about shorts 2. It's completely unrelated to $GME's short squeeze + hold "meme-stock" narratives. This is informed flow from material revenue changes. Especially when Raspberry Pi is an already profitable company. My exact quote verbatim: " - ~$280M- $300M revenue - ~$75M+ Gross Profit - ~25% Gross Margin - Net income: ~$10M - $15M - Net Cash: $28M" Analysts currently project revenue growth closer to 14–17%. But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues. " $AAPL mac minis has been known to be hoarded for OpenClaw deployments. But Apple devices purchases have little material impact on a $3.7T company. $RPI is the other leading hardware of choice for OpenClaw agentic orchestration, causing a surge of demand. But due to the market cap, a surge in demand increase does have a material impact. This is purely fundamental revenue increases and a new addressable market. Framing it as $GME-type rally around squeezing opposition shorts, when there's been 0 mentions of shorts whatsoever is disingenuous.
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批评RKLB大规模减持，类比GME/AMC泡沫。
@beavinvests 抱歉，自 $GME 或 $AMC 持有者为公司向市场抛售股票而欢呼以来，我还没见过如此多的妄想。$RKLB 在公开市场上抛售 7.5 亿美元，对抗任何买盘压力，这并不是一件值得兴奋的事。
英文原文
@beavinvests Sorry but I haven't seen this much delusion since $GME or $AMC holders cheered that the company is dumping stock on them. Having $RKLB sell $750m on open market against any buying pressure is not something to be excited about.
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强调$HIMS高做空比例带来的逼空潜力，认为风险收益比值得。
我不知道该强调多少次了，关于 $HIMS 一家市值110亿美元、盈利且快速增长的公司，做空比例(short interest)高达42%……有潜力像 $OPEN 或 $GME 那样，在逼空(short squeeze)行情中创造历史。 风险收益比(risk reward)值得博取。
英文原文
I don’t know how to reiterate this enough for $HIMS 42% short interest on a 11B, profitable, and fast growing company… has the potential to make history on a short squeeze like $OPEN or $GME. The risk reward is worth it. https://t.co/xoCKXMzdqu
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NBIS稀释利空已消化，股价获买盘支撑。
我说过，$NBIS 的稀释性回调已被完全买盘消化，因为市场早已将其定价。免费分享 6% 的回报 https://t.co/yo7W0HktdR
英文原文
Told you, $NBIS dilution dip completely bought out since it was already priced in. Free 6% https://t.co/yo7W0HktdR
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NBIS稀释已定价，资金用于微软合同是利好，类比ASTS融资后股价大涨。
如果你担心 $NBIS，请记住**稀释效应已被市场定价**。$MSFT 的合同价值超过 170 亿美元，未来 7 年多将增加 300%+ 的营收。$NBIS 当天仅上涨 45%，而非 250%+。如果他们将资金用于 $MSFT 合同而非像 $GME 或 $AMC 那样持有，这是积极的。$ASTS 也启动了用于产品部署的融资，股价从 22 美元 -> 18 美元 -> 50 美元。
英文原文
If you're scared about $NBIS remember **DILUTION WAS ALREADY PRICED IN** The $MSFT contract was 17B+, increasing forward rev by 300%+ for over 7 years. $NBIS gained 45% on the day not 250%+. It's positive if they're using it for the MSFT contract instead of just holding it like $GME or $AMC. $ASTS also launched a capital raise for product deployment and their stock went from $22 -> $18 -> $50.
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建议现价持有GME或卖put，未来取决于CEO对现金的运用。
@LibertadEterno 在当前价格附近卖出看跌期权(puts)或持有 $GME 股票，我会感到比较安心。建议忽略分析师对此的看法，似乎具有不错的价值。此外，未来的走势很大程度上取决于 CEO 打算如何处理其庞大的现金储备。
英文原文
@LibertadEterno I'd be comfortable selling puts or holding GME stock around current prices. Probably ignore the analysts on this one, seems like good value. Otherwise, future really depends on what the CEO wants to do with the massive cash pile.
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分享波段交易中摊低成本的具体价位策略及杠杆使用原则。
我通常在波段交易中进行摊低成本操作。以下是一些我关注的示例价位（除非标的极度超卖，否则我不使用杠杆） $GME（低于$20 - 买入看涨期权），$21-$22 买入，$23 累积建仓 $SG（$13 高位）买入，（约 $12.8）强烈买入，低于 $11 买入看涨期权。
英文原文
I typically cost average down for swing trading. Some levels I look out for as examples (i don't leverage unless something is extremely oversold) $GME (sub $20 - buy calls), $21-$22 buy, $23 accumulate $SG (High $13) buy, (~ $12.8) very strong buy, sub $11 calls.
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博主分享今日在BULL、SG、GME和HIMS大跌时的买入操作。
🔥今天股市大幅抛售。在$BULL下跌15%至12.28时买入了一定数量。在$SG下跌6%至$13.8时买入（有时跌至13美元低位/12.8美元高位，因此暂缓建立主要仓位）。在$GME下跌3%至$23.00时买入。在$HIMS下跌5.6%至$45.26时买入。
英文原文
🔥Fire sale today for stocks. Bought a decent amount of $BULL on the 15% drop 12.28. Bought $SG $13.8 on the 6% drop (sometimes drops to low $13/high $12.8, so hold off on major positions). Bought $GME $23.00 on the 3% drop. Bought $HIMS $45.26 on the 5.6% drop.
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列出GME、SG、UNH、GOOGL的波段交易机会及SRPT研究。
目前的中/长期波段交易机会是： 1. $GME 在下跌 30% 之后 2. $SG 在下跌 49% 之后 3. $UNH 在下跌 45% 之后。 4. $GOOGL 再次跌至 $164 之后。为我的 WSB DD（深度研究）在 ~$150 买入看涨期权，在 $175 卖出，在 $164 重新买入，现在持有至 $185。 正在对 $SRPT 进行更多研究。
英文原文
Med/Long term swing trades right now are 1. $GME after the 30% drop 2. $SG after the 49% drop 3. $UNH after the 45% drop. 4. $GOOGL after the drop to $164 again. Bought calls ~$150 for my WSB DD, sold $175, rebought $164, now holding to $185. Doing more research on $SRPT.