Notes

2026年值得关注的顶级增长主题 • 加密货币 | $HOOD $COIN $BMNR • 量子 | $IONQ $RGTI $QBTS • 机器人 | $TSLA $SYM $ISRG $RR • 核能 | $OKLO $LEU $GEV $UUUU • AI 公用设施 | $CRWV $NBIS $IREN $CIFR • AI 芯片 | $NVDA $TSM $ASML $AMD • 电网与电力 | $CEG $NEE $VST $EOSE • 无人机 | $ONDS $UMAC $DPRO $AVAV • AI 数据平台 | $PLTR $SNOW $MDB • AI 安全 | $CRWD $ZS $PANW $RBRK • 太空经济 | $RKLB $ASTS $PL $RDW • AI 网络 | $AVGO $ALAB $MRVL $CRDO • AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL cc @BTCBruce1
$HOOD
-3.93%
$COIN
-10.98%
$BMNR $IONQ $RGTI $QBTS $TSLA
+2.97%
$SYM $ISRG $RR $OKLO $LEU $GEV $UUUU $CRWV
-1.39%
$NBIS $IREN $CIFR $NVDA
+5.46%
$TSM
-8.8%
$ASML $AMD
-11.15%
$CEG $NEE $VST $EOSE $ONDS $UMAC $DPRO $AVAV $PLTR
-4.73%
$SNOW $MDB $CRWD $ZS $PANW $RBRK $RKLB $ASTS $PL $RDW $AVGO $ALAB $MRVL $CRDO $MSFT
-12.08%
$AMZN
-1.96%
$GOOGL
-1.47%
$DOCN $ORCL
+2.77%
22
2025年表现最好的15个美股,看看你曾经在哪个车上,说说ticker 买价和卖价 我先来,iren,35到70,open,7到10,nbis记不清了,很快下车,看到就涨了很多了,mp,60到80。 这15个之外的就很多了,收益率甚至更高。 1. $IREN +535% 2. $OKLO +431% 3. $CIFR +346% 4. $OPEN +310% 5. $NBIS +302% 6. $EOSE +276% 7. $MP +276% 8. $QBTS +251% 9. $HOOD +250% 10. $ASTS +228% 11. $QS +220% 12. $PL +217% 13. $SYM +194% 14. $JMIA +185% 15. $MU +183%
$IREN $OKLO $CIFR $OPEN
-8.8%
$NBIS $EOSE $MP $QBTS $HOOD
-3.93%
$ASTS $QS
+6.82%
$PL $SYM $JMIA $MU
-18.09%
10
收藏一下,人形机器人相关股票是未来3-5年重要机会
$TSLA
+2.97%
$HON $TER $LECO $FANUY $MDT
-7.16%
$SYK
-0.45%
$ARAY $ISRG $AMZN
-1.96%
$SYM $SERV
-8.82%
$AUTO
+19.75%
$GXO $AVAV $KTOS $LMT
+20.38%
$NOC
+2.74%
$BA $GD $ACHR $JOBY $ONDS $ROK
-16.4%
$ABBN $ZBRA $CGNX $PATH $PEGA
+6.45%
$NVDA
+5.46%
$PTC
+6.71%
$AMD
-11.15%
$IRBT $RR $OII $DE
10
I can’t believe you missed the biggest one…
$NVDA
+5.46%
$TDY $OUST $BE $RR $GOOGL
-1.47%
$ANSS $INOD $AMZN
-1.96%
$QCOM $INTC
-1.69%
$SYM $ISRG $KTOS $DE $TER $MDT
-7.16%
$AVAV
6
MORNING RECAP • $LOW Q3: EPS $2.89 (beat consensus $2.81), sales $20.2B (beat consensus $19.92B); Q3 comp sales -1.1% due to weak DIY demand, offset by storm sales and growth in Pro and online. Revised full-year outlook: sales $83B-$83.5B, EPS $11.80-$11.90. • $ADM: Q3 profit fell due to weak North American crush margins; Nutrition segment expects better Q4 but not as high as Q3 2024. • $CTRN: Appointed Ken Seipel as CEO; Q3 sales $179.1M, comp sales up 5.7%. • $WEN: Ken Cook appointed as CFO, effective December 2, 2024. • $XPEV: Q3 revenue $1.39B, above estimates; EPS loss of $1.90, worse than expected $1.71 loss. Q4 revenue forecast at $2.09B-$2.21B; launched P7+ sedan. • $ACM increases buyback to $1B; Q4 EPS $1.27, revenue $4.11B, slightly below consensus. FY25 EPS forecast $5.00-$5.20. • $AMCR to acquire $BERY in $8.4B stock deal at a 10% premium. • $AVAV acquiring BlueHalo in $4.1B stock deal. Oil prices dip as Johan Sverdrup field restarts post-outage. • $ERII launches $50M stock repurchase. • $NPSCY engages with $X stakeholders to push for $15B acquisition. • $SYAXF to merge with $PLL in an all-stock deal, valuing the new entity at $623M. • $SYM Q4 operating income exceeds expectations; sets Q1 revenue guidance at $495-515M. U.S. defense stocks rise following Russia's updated nuclear policy and threats. • $DOC ups 2024 FFO guidance to $1.80-$1.82, citing strong portfolio performance. • $INCY stock drops after pausing a phase 2 study due to preclinical findings. • $MDT Q2 revenue up 5.2% to $8.4B, raises FY25 EPS outlook slightly. • $OMCL issues $150M in convertible senior notes. • $SYRE plans to offer $200M in common stock and warrants. • $AMD: Darla Smith resigns as Chief Accounting Officer on November 15. • $GOOGL stock declines as DOJ plans to demand the sale of Chrome browser. • $INTC: Efforts to distribute manufacturing grants under the Chips Act are stalled, with most of the $39B yet to be disbursed. • $MSTR aims to raise $1.75B through convertible senior notes. • $MCHP: Ganesh Moorthy retires; Steve Sanghi appointed as interim CEO. • $SMCI stock rises after appointing BDO USA as auditor and seeking Nasdaq compliance extension
$LOW $ADM
+86.78%
$CTRN $WEN
-3.25%
$XPEV $ACM
-12.77%
$AMCR $BERY $AVAV $ERII $NPSCY $X
-4.27%
$SYAXF $PLL $SYM $DOC $INCY $MDT
-7.16%
$OMCL $SYRE $AMD
-11.15%
$GOOGL
-1.47%
$INTC
-1.69%
$MSTR
+274.5%
$MCHP $SMCI
8
來用我抓聰明錢的 fomo call 吧 (≧ω≦)/
$FWOG
-2.62%
$Wdog
-11.7%
$SCF
-12.17%
$PUCCA
+3.52%
$UFO
-4.77%
$SYM
8
Ive heard @symmetrydog has a strong community 👀 If this tweet hits 125 likes ill buy a bag Lets see how yall do $SYM
$SYM
8
the last dog coin $SYM / @symmetrydog that I called went from 110k --> 340k Tomorrow is National Dog Day, the stars are aligning with this coin I found...
$SYM
6
Hey @symmetrydog you guys still out here grinding I see I really think you guys are very undervalued 100 likes I’ll buy more & I’ll put you guys as my pinned tweet $SYM
$SYM
4
$SYM went from 110k —> 330k peak Good work & @symmetrydog community strong 🫶
$SYM
8
You guys did that FAST @symmetrydog Have to keep my end of the deal 🤝 Send IT HIGHER $SYM 1m here we come!
$SYM
4
Yo @symmetrydog I’ve noticed y’all raiding my tweets 100 likes & I’ll buy a bag Seem to have a strong community Let’s test it out $SYM (I’ll keep my promise)
$SYM
6
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