没有ai之前互联网生产数据的速度本来就爆炸增长，ai时刻来临，ai制造数据的速度更是指数级，相当于每一家大模型都要给每个用户做一个单独的大脑存储制造出来的数据垃圾. 用户可能仅仅是一句话问话， ai已经生产了几十g的垃圾数据给你，或视频或图片或者一堆关于你提问的思考. 美光业绩爆炸后市盈率还是20多，真几把屌.

当时这4个股票，就币圈相关的炸鸡了. 不到俩月时间lite，mu，tem都拉了几十个点.

最近半年团队主要研究 #AI 和 #RWA 赛道比较多，被问及最多的问题：‘#AI 是不是已经过了最热的“炒作期”？’，因为我们看到很多 #AI 加密项目或股票，貌似涨速有点慢或者不涨了！ 我的看法是——远远没有。现在的 #AI，差不多就相当于1995年、1996年互联网的阶段。那时候大家刚开始上网，浏览器才出来没几年，亚马逊、谷歌都还没真正爆发，但趋势已经很清晰了。#AI 现在也差不多这样，刚进入加速成长期。 🧐为何这么说？ 1️⃣算力依旧是瓶颈，也是最大机会，做AI要训练大模型，需要巨量的算力。美国这边有英伟达，芯片卖到断货。中国这边因为美国的出口管制，反而倒逼出一条本土产业链。比如寒武纪（Cambricon）这种公司，股价和市值都翻了好几倍。背后逻辑很简单：没有芯片，AI走不动。这就是最底层的“铲子生意”。我自己投股票的时候，最看重这种“确定性刚需”，不管AI应用做得怎么样，算力永远少不了。 2️⃣中国的“Buy China”逻辑，中美关系其实是把“双刃剑”。美国不卖顶级芯片给中国，看似是打压，但反过来成了国产替代的超级机会。没有封锁，中国的AI公司可能还在用英伟达的GPU，也不会有动力自己研发芯片。现在反而逼出了一个完整的国产生态。我在看中国半导体、算力相关公司的时候，这一点就是核心逻辑：自给自足是国家战略，市场够大，需求也刚性。 3️⃣政府是超级风投，你要看中国的模式，其实很像10年前的新能源车。那时候政府补贴电池、补贴买车，硬是把比亚迪、宁德时代推起来了。现在AI和机器人也一样，地方政府出补贴、投基金，相当于官方当“早期VC”，先给产业打地基。剩下的就交给企业家去拼执行力。作为投资人，我的判断是：政府方向决定赛道，企业家决定龙头。 投资的衡量标准，我们看一个AI或者机器人项目，最关键是两个问题： ✅它能不能真正解决痛点？比如机器人，能不能真的在家庭里帮老人、能不能在仓库里搬货，不是光好看、噱头大。 ✅它有没有产品市场匹配度（PMF）？就是说，这个产品是刚需，还是锦上添花？如果只是“看上去很酷”，但没人愿意为它买单，那就不行。在AI模型上也是一样。现在模型满大街都是，但能真正跑通商业模式的，要么解决企业的需求（比如代码自动化、办公提效），要么解决消费者的需求（比如智能助手、娱乐）。我投项目时，最怕那种“炫技”型公司，看上去技术牛，但没落地场景。 长期趋势我判断，未来3-5年里，AI算力的需求会是现在的10倍甚至100倍。这意味着： · 上游的芯片、算力基础设施公司，还是最稳的“吃肉”位置。 · 中游的大模型会越来越分化，能落地的会脱颖而出，光靠堆钱堆算力的可能会被淘汰。 · 下游的应用场景（比如机器人），现在看起来还早，但一旦找到像电动车那样的突破口，成长会非常惊人。 所以我们在 #AI 赛道的投资思路： 第一层：算力/芯片 → 确定性最强，国家战略支持，需求无限大(加密也是类似逻辑，分布式GPU算力依旧有空间)。 第二层：大模型 → 拼资源和落地场景，要慎重挑选，差距很快拉开。 第三层：应用（机器人等） → 风险大，但如果踩中龙头，可能是百倍回报。 所以我现在看AI，就像看当年的互联网和新能源车。远远没到泡沫破灭的时候，反而刚刚进入“加速跑道”。🧐

#AI 时代，👇是我们比较看好的美股 #AI 公司： 最近英伟达老板黄仁勋提到，我们仍处于人工智能的早期阶段。现阶段仍然处于超大规模企业部署阶段，属于第二阶段，如👇图。 • 第一阶段(核心基础设施)： $NVDA ， $ASML ， $AMD ， $TSM ， $AVGO ， $NBIS • 第二阶段(超大规模企业)： $MSFT ， $META ， $GOOGL ， $AMZN • 第三阶段(平台型)： $PLTR ， $NOW ， $TEM ， $CRWD ， $NET • 第四阶段(应用集成)： $SPOT ， $SHOP ， $NFLX ， $TSLA ， $LMND ， $FIG

终于在几度挣扎以后， $TEM 和 $OSCR 都回到水上，美股账户不用天天挨打了 $ALTS 还在水下，回到水上我还是有信心的

$Lite 做光模块是英伟达供应商，国内新易盛都拉到300亿美金，lite是美区供应商才不到100m. $TEM 做解放医疗数据给ai训练的生意. $MU 天量级“AI推理端算力需求”，催生爆炸式HBM存储系统需求. $ATNF 做借债融资买eth，不是bmnr和sbet这种卖股融资的币股公司，最像mstr. 对买股的散户是一种保护. 以上四个是我最近最看好的美股🙏

从业绩的增长率和市盈率还有毛利率看， $TEM 和 $MU 都极具性价比.

跟着国会山股神和木头姐上车的 $TEM 兜兜转转又回到了我的成本价； 果然是守币如守寡......这个症状叫做错过 $PLTR 综合征； 幸亏前几天抖个机灵200上车了 $AAPL 算是弥补了我一点点创伤； 菜鸟美股回本之路阻且长啊！

现在这个震荡行情就是不停地反手，因为过于频繁，经常反手的自己都忘了这会在多还是在空了，虽然这几天胜率可以，但感觉不能这样下去了。。这是一个非常危险的信号，每次这么爽玩大的就来了。。

再次和老头同车，自从上次做空同车，我俩现在已经对秀单子有点应激反应了。 昨天 $TEM 大涨，心情好，发点素材。看到多少？问就是下一个 $PLTR！

再次和老头同车，自从上次做空同车，我俩现在已经对秀单子有点应激反应了。 昨天 $TEM 大涨，心情好，发点素材。看到多少？问就是下一个 $PLTR！

纯粹是因为看不懂就问问，没别的意思，就是很多海外博主发推都是中英文夹杂，是因为很多词汇用中文不能表达准确意思吗？ ——来自低文化水平阅读者的碎碎念

Nancy Pelosi bought $TEM Tempus AI calls at $15.15 on Jan 14th, 2025. She paid just over $75,000 for these contracts. $TEM is down 17% today. It is up 44% since she bought.

BREAKING: Nancy Pelosi bought $TEM Tempus AI calls at $15.15 on Jan 14th, 2025. She paid just over $75,000 for these contracts. $TEM is up 10% today, 100% on the year. She is up millions. You can only track her option positions exits in real time one place, Unusual Whales.

BREAKING: Nancy Pelosi bought $TEM Tempus AI calls at $15.15 on Jan 14th, 2025. She paid just over $75,000 for these contracts. $TEM is up 16% today. Currently $TEM is up 47% on the year. You can only track her option positions exits in real time one place, Unusual Whales.

SECTOR NEWS HIGHLIGHTS TECH/MEDIA/TELECOM: 🔸 Netflix ( $NFLX): Beats Q1 earnings; strong Q2 guidance. 🔸 Nvidia ( $NVDA): Down 3% on Huawei AI chip shipment news. 🔸 Cognizant ( $CTSH)/DocuSign ( $DOCU): Expand partnership. 🔸 Disney ( $DIS): Upgraded to Outperform at Wolfe Research; $112 target. 🔸 Tempus AI ( $TEM): Initiated with Buy at BTIG; $60 target. CONSUMER: 🔸 Amazon ( $AMZN): Downgraded at Raymond James; price target cut to $195 from $275. 🔸 QXO: Extends $124.35/share tender offer for Beacon Roofing (BECN). 🔸 Tesla ( $TSLA): Affordable car launch delayed; low-cost Model Y production to begin in U.S. ENERGY/INDUSTRIALS/MATERIALS: 🔸 Boeing ( $BA): Returning rejected 737 Max jets from China to U.S. 🔸 Cosco Shipping: Warns U.S. tariffs on Chinese ships threaten global trade. 🔸 EU: Eases methane rules to avoid gas-related trade clash with U.S. FINANCIALS: 🔸 Capital One ( $COF): Gets approval to acquire Discover (DFS), becoming top U.S. credit card lender. 🔸 Comerica ( $CMA): Beats Q1 estimates; EPS $1.25 vs est. $1.18. 🔸 Global Payments ( $GPN): Downgraded at Jefferies; target cut to $75. 🔸 Independent Bank ( $INDB): Misses Q1 EPS; raises dividend by 4%. HEALTHCARE: 🔸 Pacira ( $PCRX): Approves $300M stock buyback. 🔸 Regeneron ( $REGN)/Sanofi (SNY): FDA approves Dupixent for chronic hives in patients 12+.

📢 行情回暖---TEM幸运盲盒盛大开启！🎉 iPhone、Galaxy手机、金条、比特币等你来抢！ 🎁 开盲盒赢豪礼，就差你了！ - 玩3次以上，就有机会抽中 智能手机！📱 - 零手续费！充币、提币、兑换全都免费！💰 - 免费盲盒券×2，使用次数翻倍！🎟🎟 - 新用户注册，直接空投7枚 $TEM 代币！🎊 📅 活动时间：2025.03.04 – 2025.03.31 快来试试手气，大奖等你拿！🍀💎 更多详情🚪 https://t.co/YEXU7HLUon

📢 行情回暖---TEM幸运盲盒盛大开启！🎉 iPhone、Galaxy手机、金条、比特币等你来抢！ 🎁 开盲盒赢豪礼，就差你了！ - 玩3次以上，就有机会抽中 智能手机！📱 - 零手续费！充币、提币、兑换全都免费！💰 - 免费盲盒券×2，使用次数翻倍！🎟🎟 - 新用户注册，直接空投7枚 $TEM 代币！🎊 📅 活动时间：2025.03.04 – 2025.03.31 快来试试手气，大奖等你拿！🍀💎 更多详情🚪 https://t.co/ivepfciTOu

#Downgrades - Feb 25, 2025 • $AB: TD Cowen Downgrades to Hold from Buy - PT $38.50 (from $38) • $CIVI: KeyBanc Downgrades to Sector Weight from Overweight • $FPI: Lucid Capital Downgrades to Neutral from Buy - PT $12.50 (from $13) • $HIMS: Nephron Downgrades to Hold from Buy - PT $40 • $LILA: Barclays Downgrades to Underweight from Equalweight - PT $6.50 (from $8) • $O: BNP Paribas Downgrades to Neutral from Outperform - PT $61 • $TEM: JPMorgan Downgrades to Neutral from Overweight - PT $55 (from $50)

Pelosi $TEM 20c Jan 2026 @ 15.15 trading 64.00 today

This is LITERALLY insane. Nancy Pelosi bought $TEM Tempus AI calls at $15.15. We used Unusual Whales to show her buys in REALTIME. She is now up 330% on her options, while the stock is up 160% since her buy. She has made five times her salary. Unusual.

BREAKING: Look at this. Nancy Pelosi and husband bought $TEM, an AI health company, contracts on Jan 14th, 2025 one month after her fall and surgery, and disclosed the sale on Jan 20. She paid just over $75,000 for these contracts. $TEM is up 120% since her purchase.

Good night to everyone:

BREAKING: Look at this. Nancy Pelosi and husband bought $TEM, an AI health company, contracts on Jan 14th, 2025 one month after her fall and surgery, and disclosed the sale on Jan 20. She paid just over $75,000 for these contracts. $TEM is up 120% since her purchase. Unusual.

This is actually insane. Nancy Pelosi’s $TEM Tempus AI $20 calls expiring 1/16/2026, are 200% in TEN DAYS!!!!! Ten days! She has made her entire salary three times in nearly a week. Unusual.

Look at this. Nancy Pelosi and husband exercised their Nvidia, $NVDA, calls last month for millions in profit, exercing their 500 call options for Nvidia on Dec. 20 that had a strike price of $12, selling those exercised shares for +200% profit. Today, $NVDA was down 17%. She also bought $VST, $TEM, $GOOGL, $AMZN calls, but $VST is now below her buying.

BREAKING: Look at this. Nancy Pelosi and husband bought $TEM, an AI health company, contracts on Jan 14th, 2025 one month after her fall and surgery, and disclosed the sale on Jan 20. She paid just over $75,000 for these contracts. $TEM is up 54$ this week. Unusual.

BREAKING: Look at this. Nancy Pelosi and husband bought $TEM, an AI health company, contracts on Jan 14th, 2025 one month after her fall and surgery, and disclosed the sale on Jan 20. She paid just over $75,000 for these contracts. $TEM is up 54$ this week. Unusual.

Good morning to everyone:

BREAKING: Look at this. Nancy Pelosi and husband bought $TEM, an AI health company, contracts on Jan 14th, 2025 one month after her fall and surgery, and disclosed the sale yesterday. She paid just over $75,000 for these contracts. Today, $TEM closed up 35%. Unusual.

Everything you need to know on The Rundown podcast by @public TOP MARKET HEADLINES * Trump buys time for TikTok with executive order * FDA approves $JNJ's nasal spray for depression * Nancy Pelosi buys $TEM call options * $AAPL gets rare downgrade to Underperform https://t.co/j8Xgw4tOd0

#Downgrades - Nov 11, 2024 • $AGL: JMP Securities Downgrades to Market Perform from Market Outperform • $ALTM: Scotiabank Downgrades to Sector Perform from Sector Outperform - PT $5.85 • $ARDX: H.C. Wainwright Downgrades to Neutral from Buy - PT $5.50 • $ATMU: Wells Fargo Downgrades to Equal Weight from Overweight - PT $45 (from $42) • $BLMN: Raymond James Downgrades to Market Perform from Outperform • $CBT: JPMorgan Downgrades to Underweight from Neutral - PT $105 • $CE: BMO Capital Downgrades to Underperform from Market Perform - PT $76 (from $138) • $CE: UBS Downgrades to Neutral from Buy - PT $97 (from $161) • $GCMG: TD Cowen Downgrades to Hold from Buy - PT $15.50 • $IMCR: Mizuho Downgrades to Neutral from Outperform - PT $38 (from $72) • $MRK: Daiwa Securities Downgrades to Neutral from Outperform • $NOV: Citi Downgrades to Neutral from Buy - PT $18 (from $21) • $NRDY: JPMorgan Downgrades to Underweight from Neutral • $NVR: Seaport Global Securities Downgrades to Neutral from Buy • $PRA: Piper Sandler Downgrades to Neutral from Overweight - PT $18 • $RVTY: Nephron Downgrades to Sell from Sell - PT $105 • $SMAR: Guggenheim Downgrades to Neutral from Buy • $TDW: Raymond James Downgrades to Outperform from Strong Buy - PT $102 (from $131) • $TEM: Stifel Downgrades to Hold from Buy - PT $65 (from $45) • $VALE: UBS Downgrades to Neutral from Buy - PT $11.50 (from $14) • $WHF: Oppenheimer Downgrades to Perform from Outperform - PT $12 (from $14) • $XERS: Piper Sandler Downgrades to Neutral from Overweight - PT $3

#Downgrades - Oct 02, 2024 $NKE: CFRA Downgrades to Hold from Buy - PT $89 $GRTS: Jones Trading Downgrades to Hold from Buy $SSTK: Citi Downgrades to Neutral from Buy - PT $2 (from $8) $GEV: Raymond James Downgrades to Market Perform from Outperform $PRMW: Raymond James Downgrades to Market Perform from Outperform $PBF: JPMorgan Downgrades to Neutral from Overweight - PT $40 (from $53) $HOG: Baird Downgrades to Neutral from Outperform - PT $40 (from $44) $MELI: JPMorgan Downgrades to Neutral from Overweight - PT $2,400 $FMBH: KBW Downgrades to Market Perform from Outperform - PT $42 $NTB: KBW Downgrades to Market Perform from Outperform - PT $41 (from $44) $ESQ: KBW Downgrades to Market Perform from Outperform - PT $72 (from $68) $TMUS: Raymond James Downgrades to Outperform from Strong Buy - PT $221 (from $208) $IBM: DZ Bank Downgrades to Hold from Buy - PT $215 $STTK: Needham Downgrades to Hold from Buy $SITC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $19 $PVH: BofA Securities Downgrades to Neutral from Buy - PT $107 (from $130) $CRL: BofA Securities Downgrades to Neutral from Buy - PT $215 (from $250) $TEM: BofA Securities Downgrades to Neutral from Buy - PT $60 (from $45) $ZIM: Jefferies Downgrades to Hold from Buy - PT $25 $KZR: H.C. Wainwright Downgrades to Neutral from Buy $MBLY: BNP Paribas Exane Downgrades to Underperform from Neutral - PT $12 $GRTS: B.Riley Downgrades to Neutral from Buy - PT $1 (from $3)