Doudou @Waterloopwc
Ontario, CA Joined October 2015-
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又整理了一下美股机器人概念股一览，静待2026量产年。 机器人自动化: $ROK $ZBRA $CGNX $PATH $PEGA $IRBT 医疗机器人: $MDT $PRCT $OMCL $SYK $ISRG $EW $SNN 国防机器人: $AVAV $LMT $BA $TDY $TXT $ESLT $KTOS $NOC $GD $RTX $LHX $HII $COL 机器人软件: $NVDA $PTC $PDYN $QCOM $ANSS $SNPS…
AI算力基建坐实美股主线剧情，我列了下重要个股： 云服务巨头：$GOOGL $MSFT $ORCL $META $BABA $AMZN $AAPL 新兴云厂商：$IREN $NBIS $CRWV $APLD $GLXY $CW 半导体：$NVDA $AMD $AVGO $TSM $ASML $ARM $KLAC $INTC $LRCX $CDNS $QCOM 能源支持：$OKLO $BE $TLN $VST $CEG $LEU $GEV $NEE…
AI算力基建坐实美股主线剧情，我列了下重要个股： 云服务巨头：$GOOGL $MSFT $ORCL $META $BABA $AMZN $AAPL 新兴云厂商：$IREN $NBIS $CRWV $APLD $GLXY $CW 半导体：$NVDA $AMD $AVGO $TSM $ASML $ARM $KLAC $INTC $LRCX $CDNS $QCOM 能源支持：$OKLO $BE $TLN $VST $CEG $LEU $GEV $NEE… https://t.co/STb7Zotp1L
喝酒多了难受？记住这7句话，建议收藏！
高盛最近发了2025 AI产业研报《Powering the AI Era》，非常有参考价值。我给大家提炼总结一下，可以分为19点： 1. AI是基础设施革命：AI是继铁路、电气化、互联网后的重大技术拐点，其发展依赖资本与基础设施支撑，而不仅仅是代码与模型。 2. 天价成本结构：一座250MW…
川普推特刚发的视频🤣 大背景是民主党党团正跟川普政府就预算进行谈判，要求他满足他们的一些条件，否则政府就要关门。其实并没有专门要求保护非法移民，但提的有些条件会惠及非法移民，所以被川普政府拿出来做文章 问题是，民主党那边只要不坚定支持反非法移民的立场，就没法做出任何有力有效的反驳
川普推特刚发的视频🤣 大背景是民主党党团正跟川普政府就预算进行谈判，要求他满足他们的一些条件，否则政府就要关门。其实并没有专门要求保护非法移民，但提的有些条件会惠及非法移民，所以被川普政府拿出来做文章 问题是，民主党那边只要不坚定支持反非法移民的立场，就没法做出任何有力有效的反驳 https://t.co/SXrBH9xaDa
美国国防部长宣布要求全军要开始操练身体，要有硬性指标。 皮特说：在五角大楼看到肥胖的将军和上将是不可接受的。 你们需要满足身高和体重标准并通过 PT 测试。 不能再有胡须或长发。
为了反对川普，Chuck Schumer可以无所不用其极。 包括干掉他自己几十年说过的话。 过去支持的，他现在反对；过去主张的，他现在否决。 目的只有一个：阻止川普，就算让政府关门也在所不惜。 这不是在争论政策，而是用普通民众的利益当政治筹码。…
$NBIS On September 30, 2025, Nvidia will file its 13F form. This report will list the companies Nvidia has invested in. It could act as a small catalyst for Nebius. Here are Nvidia’s current investment stakes:
IBD 50 List. Week of September 29, 2025. 1) $IREN stays on top, holding the number 1 spot for the third week in a row. 🧐 Other notable top 15 stocks: 3. $PLTR 8. $HIMS 9. $HOOD 15. $SYM - new entry. 👀
老黃最新的BG2訪問講了很多有趣的內容，從投資OpenAI，到AI泡沫、ASIC經濟性還有中美科技戰，而且他的形象管理越走越潮了，戴了個大紅框眼鏡。 這個訪問他直接開嗆，覺得中國鷹派是個恥辱徽章而不該感到驕傲…
PDFDrive😍4300 万册图书，9800 万篇论文 PDFDrive 是一个号称拥有超过 1 亿本电子书资源 的 PDF 搜索与下载平台，被不少用户称为“全球最大免费电子书库”。 它是一个 电子书搜索引擎 + 资源聚合器，通过关键词、标题、作者来帮助用户找到所需的 PDF 文档。 🔍 强大搜索引擎：输入关键词即可检索海量…
机器人产业链相关概念股一览，2026会进入爆发年，量产级产品会批量出现
炒美股开户链接，请自取 半开门的（仅需海外地址证明） 盈透ibkr（无crs）：interactivebrokers.com/mkt/?src=ussto… 复星：h5.fotechwealth.com/pages/startAcc… 全开门的（啥都不要） 盈立新加坡：m.usmartsg.com/promo/overseas… 第一证券Firstrade（无crs）：firstradesecuritiesinc.pxf.io/55dgvo
12 Great Disrupters 1. $OSCR | Health Insurance 2. $HIMS | Health Care 3. $DUOL | Education 4. $IREN | Data Centers 5. $TMDX | MedTech 6. $INBIS | AI Infrastructure 7. $CIFR | Data Centers 8. $IONQ | Quantum Computing 9. $RKLB | Space Logistics 10. $ASTS |…
MY GROWTH WATCHLIST HPC (High-Performance Computing / Crypto Infra) $IREN – Bitcoin + AI Infrastructure $CIFR – Data Centers & Mining $WULF – Digital Mining Solutions $MARA – Bitcoin Mining Giant Robotics $ISRG – Surgical Robotics $SYM – Warehouse Automation $ABB – Industrial…
LET’S SET THE RECORD STRAIGHT Some of my positions in my small-cap portfolio have grown out of that category. But when I was building them -- they were absolutely small-caps: • $IONQ → $6.43 entry (~$1.9B) • $RKLB → $3.55 entry (~$1.7B) • $ASTS → $2.83 entry (~$750M)
LET’S SET THE RECORD STRAIGHT Some of my positions in my small-cap portfolio have grown out of that category. But when I was building them -- they were absolutely small-caps: • $IONQ → $6.43 entry (~$1.9B) • $RKLB → $3.55 entry (~$1.7B) • $ASTS → $2.83 entry (~$750M)
JANE STREET DISCLOSES 5.9% STAKE IN $OPEN - 13G
木头姐最新投资动向！今年她真是赚翻了！
BREAKING $NVDA @OpenAI $AMD $TSM OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA ($100B) systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on…
BREAKING $NVDA @OpenAI $AMD $TSM OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA ($100B) systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on… https://t.co/X4v1v9NYwJ
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