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Pan the man
投资如种菜,撒下种子,静候花开。播下耐心,收获财富!
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Pan the man
10-27 23:30
$Bio-Rad Laboratories(BIO)$
Pan the man
10-27 21:48
$Docusign(DOCU)$
Pan the man
10-27 21:42
$ResMed(RMD)$
Pan the man
10-27 21:36
$Spotify Technology S.A.(SPOT)$
Pan the man
10-27 21:36
$Eli Lilly(LLY)$
Pan the man
10-27 06:00
$Health Care Select Sector SPDR Fund(XLV)$
Pan the man
10-27 06:00
$apache(APA)$
Pan the man
10-27 06:00
$Adobe(ADBE)$
Pan the man
10-27 06:00
$Apple(AAPL)$
Pan the man
10-27 06:00
$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$
Pan the man
10-27 06:00
$Eli Lilly(LLY)$
Pan the man
10-27 06:00
$Atlassian Corporation PLC(TEAM)$
Pan the man
10-27 06:00
$Salesforce.com(CRM)$
Pan the man
10-27 06:00
$GitLab, Inc.(GTLB)$
Pan the man
10-27 06:00
$Veeva(VEEV)$
Pan the man
10-27 06:00
$Autodesk(ADSK)$
Pan the man
10-27 06:00
$Cboe Global Markets, Inc(CBOE)$
Pan the man
10-27 06:00
$Freshworks(FRSH)$
Pan the man
10-27 06:00
$Intuitive Surgical(ISRG)$
Pan the man
10-27 06:00
$United States Oil Fund LP(USO)$
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基础设施核心成长股”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1426,"commentSize":1,"repostSize":38,"link":"https://ttm.financial/post/507237131727288","isVote":1,"tweetType":1,"viewCount":5035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274784832471","authorId":"3479274784832471","name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274784832471","idStr":"3479274784832471"},"content":"The logic is closed loop, and the data center can understand this wave thoroughly!","text":"The logic is closed loop, and the data center can understand this wave thoroughly!","html":"The logic is closed loop, and the data center can understand this wave thoroughly!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563560982081632,"gmtCreate":1778607405069,"gmtModify":1779124238809,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the 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man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ADSK\">$Autodesk(ADSK)$ </a>","listText":"<a href=\"https://ttm.financial/S/ADSK\">$Autodesk(ADSK)$ </a>","text":"$Autodesk(ADSK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/622598827511984","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569641697764448,"gmtCreate":1780076210144,"gmtModify":1780323239997,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a>随着“Agentic AI”的兴起,计算架构正从传统的“一头四卡”或“一头八卡”向接近1:1的CPU-GPU配比转变。AMD管理层预计,下季度服务器CPU营收将同比增长70%以上,并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 <a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a>随着“Agentic AI”的兴起,计算架构正从传统的“一头四卡”或“一头八卡”向接近1:1的CPU-GPU配比转变。AMD管理层预计,下季度服务器CPU营收将同比增长70%以上,并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 <a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","text":"$Advanced Micro Devices(AMD)$ 随着“Agentic AI”的兴起,计算架构正从传统的“一头四卡”或“一头八卡”向接近1:1的CPU-GPU配比转变。AMD管理层预计,下季度服务器CPU营收将同比增长70%以上,并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 $美国超微公司(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/9a091f2848c13806389462256c640c77","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/569641697764448","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569641678390368,"gmtCreate":1780076205414,"gmtModify":1780507589368,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$ </a>JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$</a> ","listText":"<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$ </a>JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.<a href=\"https://ttm.financial/S/FROG\">$FrogAds, Inc.(FROG)$</a> ","text":"$FrogAds, Inc.(FROG)$ JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.$FrogAds, Inc.(FROG)$","images":[{"img":"https://community-static.tradeup.com/news/79b618240ff0d528e7d4dbbacc1561f9","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/569641678390368","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569287737840736,"gmtCreate":1779989794147,"gmtModify":1780507407116,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a>Okta第一财季调整后每股收益为0.91美元,超出了分析师一致预期的0.85美元;营收达到7.65亿美元,同样高于市场预期的7.52亿美元,实现了盈利与营收的双双超预期。 更为重要的是,公司在公布亮眼季度业绩的同时,同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引,显著增强了投资者对公司增长前景的信心,从而推动了股价在盘后交易中的强劲表现。 <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a>Okta第一财季调整后每股收益为0.91美元,超出了分析师一致预期的0.85美元;营收达到7.65亿美元,同样高于市场预期的7.52亿美元,实现了盈利与营收的双双超预期。 更为重要的是,公司在公布亮眼季度业绩的同时,同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引,显著增强了投资者对公司增长前景的信心,从而推动了股价在盘后交易中的强劲表现。 <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$ </a> ","text":"$Okta Inc.(OKTA)$ Okta第一财季调整后每股收益为0.91美元,超出了分析师一致预期的0.85美元;营收达到7.65亿美元,同样高于市场预期的7.52亿美元,实现了盈利与营收的双双超预期。 更为重要的是,公司在公布亮眼季度业绩的同时,同步上调了对2027财年全年的业绩展望。这份强劲的财报和乐观的未来指引,显著增强了投资者对公司增长前景的信心,从而推动了股价在盘后交易中的强劲表现。 $Okta Inc.(OKTA)$","images":[{"img":"https://community-static.tradeup.com/news/eb88ecdec8a5fb92bb91aa4d34641f1e","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/569287737840736","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}