· 个股论点
是的，$FLNC、$SEI 和 $TE 都是数据中心建设扩张的受益者。除了其他持仓外，我在 T1 Energy 的看涨期权上目前亏损约 30%，这主要受其 7000 万美元稀释消息的影响，但由于这是一个不错的能源板块一篮子投资，我打算再持有一段时间。 近期许多新闻对能源板块来说也是极度看涨（omega bullish），因此我很乐意中期持有。 特别是考虑到特朗普在 Quantum、关键矿产以及可能是美国本土制造的能源如 $TE 中持有股份。 我个人刚刚将矿工股（miners）的利润转移，进行了向新云（neocloud）板块的轮动，买入 $NBIS，不涉及其他细分领域。
Yeah so $FLNC, $SEI, $TE are beneficiaries of data center buildout. Aside from the others, I'm actually down right now ~30% on T1 Energy calls though after the $70M dilution news, but holding a bit longer since it's a decent segment basket for energy. Lot of the recent news is omega bullish too for energy so happy mid term hold. Especially with Trump taking stakes in Quantum, Critical Minerals, and possibly American made energy like $TE. I personally just moved profits from miners -> neocloud sector rotation into $NBIS, not other segments.