哈哈哈,沒想到serenity用龍蝦來比喻,我用台味來比喻好了! 看看會不會更親切。 想想看: $SIVE 和 $LITE 就像專門養「極品牛腱」和「老滷牛筋」的牛肉供應商,這種頂級牛肉非常稀有、成本很高,一般小店很難拿到。 $POET
6
$100,000 invested 5 years ago in Ethereum $ETH is worth $85,000 today. $100,000 invested 5 years ago in Nvidia $NVDA is worth $1,400,000 today.
6
How Semiconductors Are Built? The microscopic chips powering AI are built atom-by-atom in billion-dollar cleanrooms. 1. Chip Design The digital blueprint: billions of transistors optimized for AI. Tickers: $NVDA · $AMD · $ARM · $SNPS · $CDNS 2. Silicon Wafer Production Sand →
6
According to the PEG ratio hardware stocks like $MU $LITE $AMD are still cheap 😳
8
还在炒币简直就是对赚钱的侮辱
6
PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Semiconductor multi-year PEG ratios: • $INTC ~3.2x • $AMAT ~2.5x • $KLAC ~2.5x • $ARM ~2.2x • $ALAB ~2.1x • $ANET ~2.0x • $LRCX ~2.0x •
8
想把名字改为 先赚一个小目标
4
$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix. $INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand. These are NOT NVIDIA CPUs. These are standalone
6
海外华人 陈立武任CEO因特尔(INTC) 让川普政府的注资狠赚300% 周五暴涨24% 华人掌控世界前沿科技的讨论 AMD CEO苏姿丰 博通(AVGO) CEO陈福阳 台积电(TSM) CEO魏哲家 目前全球芯片5巨头掌门人 全部都是海外华人
4
传统金融市场的操作手法延续到币圈 本质上其实没什么不同
4
核心在于核心的部分
6
Here’s a sharp and structured English version you can use (Twitter-ready, with a bit of edge): ⸻ This is what—some kind of “diversion tactic”? All the key actors behind market manipulation are suddenly being exposed? Even including Trump-related coins? So what’s next—are we expecting the FBI to step in? But here’s the real question: The latest regulatory framework has already been updated with new compliance standards. Have you actually read the new guidance, XBT? You might want to take a closer look before making claims. https://t.co/Q3qvNaNDjb
8
The irony of crypto markets: A single tweet can trigger systemic panic and sharp drawdowns 🕳️ yet it rarely qualifies as “market manipulation.”🤡
8
Last October, we engaged with @Bitget — and what we saw was shocking. Their compliance system is not just disorganized, it’s fundamentally broken. Out of all exchanges we’ve worked with, Bitget has the most chaotic and questionable compliance practices. They have frozen our corporate funds for months and are now denying the validity of a legally executed OTC agreement. Even more alarming: the exact same agreement was fully reviewed and approved by the compliance teams at Gate and Bybit. This isn’t just inconsistency — it raises serious concerns about how @bitget handles client assets and legal obligations.
10
Here’s how the VanEck Semiconductor ETF $SMH has performed each full year since 2016 2016: +35.53% 🟢 2017: +38.44% 🟢 2018: -9.04% 🔴 2019: +66.86% 🟢 2020: +55.54% 🟢 2021: +42.14% 🟢 2022: -33.52% 🔴 2023: +73.37% 🟢 2024: +39.08% 🟢 2025: +49.17% 🟢 2026: +21.31% 🟢 (so far)
8
respect👍🏻
12
siren 和 river 操盘手 水平差距太大 哎
10
siren的操盘手与river的操盘手 操盘实力相差太大 不可相提并论
12
14
想运营好X,看 @matt_gray_ 想学seo ,看 @JulianGoldieSEO 想学一人公司,看 @thejustinwelsh 想研究youtube算法与增长,看 @PaddyG96 想了解AI工具与前沿资讯,看@rowancheung 想学个人IP与内容变现,看 @thedankoe 想学DTC品牌与电商营销,看 @mrsharma 想学无代码与自动化工作流,看
20
2026 Q1 2个持仓翻倍 HYPE - 20-> 40 CRCL - 50 -> 120 讨厌空头 还是做多头有安全感
22
BREAKING: US financial funds posted a record -$3.8 billion outflow in the week ending Wednesday. This surpasses the previous records set during the April 2025 sell-off, the 2022 bear market, and the 2020 pandemic crash. As a result, the 4-week moving average of outflows is up
28
Hedge Funds shorted U.S. ETFs on Thursday at the 2nd fastest pace ever recorded 🚨🚨
28
This is a very good layout of the $STRC and $MSTR situation, but fails to address the most critical part. Leverage ratio is a cute metric to determine credit-worthiness, but interest expense (and really interest coverage ratio) is what ultimately determines long-term solvency.
$STRC
-0.15%
$MSTR
+296.23%
38
ETH也是一样的问题
28
今天在新加坡发生了一件很奇妙的事情。 我居然线下见到了 一位 2021 年在 Clubhouse 上认识的网友。 当时他只是我们<一夜暴富>播客的一位听众。 5年过去,我们居然在现实世界里见面了! 原来我当年说过的一些话, 分享过的一些观点, 可能几年之后,还会在现实生活中产生回响。 岁月如梭。 但人与人之间因为思想产生的连接,有时候会走得很远。
26
Today is the anniversary of 3/12 — March 12, 2020. BTC crashed from $6,000 to $3,800 in a single day. Back then, nobody knew what Bitcoin would become. The market felt like it was breaking. But one trader I know did something very different. While everyone was panicking, he bought $20M of BTC at around $4,000. He never sold. Today that position is worth roughly $350M. He has almost 20 years of trading experience. Here’s the lesson: The people who buy during maximum fear are usually not the bravest. They are the ones who have survived enough cycles to recognize the moment. Panic creates the price. Experience creates the conviction.
24
Who were the buyers of those Solana ETFs? The top of the list is a who's who of market makers and crypto investment firms.
30
昨天和朋友聊天时发现, 这四年在新加坡,对我的改变其实很大。 最大的变化竟然是—— 让我从一个外向的人,慢慢变成了一个比较内向、不太爱说话的人。 我们聊了将近三个小时, 一直在讨论“环境如何塑造一个人”。 但不管怎样, 人生经历的每一段变化, 其实都是一种觉醒和开悟的过程。 祝大家三八妇女节快乐 🌸
26
$SOL is demonstrating scale in practice For me, the signal is real usage. In February, stablecoin transaction volume hit $650B, more than double the previous record, driven by the vibrant @Solana community and on‑chain economy @Grayscale views this scale as evidence of Solana’s
$SOL
-5.79%
24
BREAKING: 🇺🇸 RAY DALIO JUST DROPPED A MASSIVE WARNING AGAINST BITCOIN: “BITCOIN DOES NOT HAVE PRIVACY. ANY TRANSACTION CAN BE MONITORED.” “CENTRAL BANKS DON’T WANT TO BUY BITCOIN.” “AND THERE ARE ALSO QUANTUM COMPUTING ISSUES.” “IT’S A RELATIVELY SMALL AND CONTROLLED MARKET.”
28
$NVDA 10 years ago: • $0.77/share (split-adjusted basis) • 22x earnings • Gaming GPU company where data center biz was a rounding error $NVDA today: • $177/share • 22x earnings • GPU engine of the new AI economy with $216B revenue & ~90% from data center For a decade,
$NVDA
+5.46%
48
NVIDIA $NVDA JUST REPORTED Q4 EARNINGS Topline Performance • Revenue: $68.127B vs $66.213B est 🟢 • Data Center Revenue: $62.3B Profitability • Gross Margin: 75% • EBIT: $44.299B • Net Income: $42.960B • EPS: $1.76 Outlook • Q1 Revenue: $78.0B Capital Return • Next
$NVDA
+5.46%
28
$HOOD five years ago: • ~$72/share • ~22.4M funded accounts • ~$365M revenue • ~ Not profitable $HOOD today: • ~$72/share • ~27.2M+ funded accounts • ~$4.5B+ revenue • ~ Profitable Same price. Very different business.
$HOOD
-3.97%
26
% Below All-Time High S&P 500 $SPY: -2% Microsoft $MSFT: -30% Synopsys $SNPS: -36% Palo Alto Networks $PANW: -36% CrowdStrike $CRWD: -38% Palantir $PLTR: -38% AppLovin $APP: -50% Salesforce $CRM: -52% Intuit $INTU: -57% ServiceNow $NOW: -59% Oracle $ORCL: -60% Adobe $ADBE: -65%
$SPY
+2.89%
$MSFT
-0.85%
$SNPS $PANW
46
Anthropic run-rate revenue: 2023: $0 2024: $100m+ 2025: $1b+ today: $14b Wild
28
庄家选题材的能力还是非常不错
30
Software engineering accounts for nearly 50% of all AI agent tool calls. Healthcare, legal, finance, and a dozen other verticals are barely touched, each under 5%. That's a hundred AI unicorns waiting to be built.
38
Anthropic CEO, Dario Amodei: "We might be 6-12 months away from models doing all of what software engineers do end-to-end”.
30
AI models launched this year: •⁠ ⁠Claude Opus 4.6 •⁠ ⁠Claude Sonnet 4.6 •⁠ ⁠GPT-5.3 Codex •⁠ ⁠Gemini 3 Deep Think •⁠ ⁠Gemini 3.1 Pro •⁠ ⁠Qwen 3.5 •⁠ ⁠MiniMax M2.5 •⁠ ⁠GLM-5 •⁠ ⁠Grok Imagine 1.0 •⁠ ⁠Grok 4.20 •⁠ ⁠Seedance 2 It’s not
40