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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
55 minutes ago
$United States Oil Fund LP(USO)$
Pan the man
22:06
$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$
Pan the man
21:54
$apache(APA)$
Pan the man
21:30
$Wix.com(WIX)$
Pan the man
08-22 06:01
$Arista Networks(ANET)$
Pan the man
08-22 06:01
$Roku Inc(ROKU)$
Pan the man
08-22 06:01
$Direxion Daily S&P Biotech Bull 3x Shares(LABU)$
Pan the man
08-22 06:01
$Health Care Select Sector SPDR Fund(XLV)$
Pan the man
08-22 06:01
$Snowflake(SNOW)$
Pan the man
08-22 06:01
$apache(APA)$
Pan the man
08-22 06:01
$First Trust NASDAQ Cybersecurity ETF(CIBR)$
Pan the man
08-22 06:01
$Archer-Daniels Midland(ADM)$
Pan the man
08-22 06:01
$Duolingo, Inc.(DUOL)$
Pan the man
08-22 06:01
$MongoDB Inc.(MDB)$
Pan the man
08-22 06:01
$Adobe(ADBE)$
Pan the man
08-22 06:01
$iShares U.S. Aerospace & Defense ETF(ITA)$
Pan the man
08-22 06:01
$Eli Lilly(LLY)$
Pan the man
08-22 06:01
$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$
Pan the man
08-22 06:01
$Quanta(PWR)$
Pan the man
08-22 06:01
$Atlassian Corporation PLC(TEAM)$
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href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>美光目前市盈率(PE)仅约9.9倍,而整个半导体行业的估值中位数约为32倍。与此同时,公司未来每股收益(EPS)增长预期高达327%,显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动,美光股价近期持续强势。数据显示,公司股价过去12个月累计上涨约720%,近一个月涨幅也达到约80%。 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> ","text":"$Micron Technology(MU)$ 美光目前市盈率(PE)仅约9.9倍,而整个半导体行业的估值中位数约为32倍。与此同时,公司未来每股收益(EPS)增长预期高达327%,显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动,美光股价近期持续强势。数据显示,公司股价过去12个月累计上涨约720%,近一个月涨幅也达到约80%。 $美光科技(MU)$","images":[{"img":"https://community-static.tradeup.com/news/c646bff26af151791a3d7214b9b7020c","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":3,"repostSize":106,"link":"https://ttm.financial/post/561736110223904","isVote":1,"tweetType":1,"viewCount":5884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"quizzio","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274811665394","idStr":"3479274811665394"},"content":"This wave of storage is indeed fierce, but can it still be chased after 720%","text":"This wave of storage is indeed fierce, but can it still be chased after 720%","html":"This wave of storage is indeed fierce, but can it still be chased after 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href=\"https://ttm.financial/S/MRVL\">$迈威尔科技(MRVL)$ </a> ","text":"$Marvell Technology(MRVL)$ 英伟达首席执行官黄仁勋在台北国际电脑展(Computex 2026)上公开表示,迈威尔科技将成为下一家市值突破万亿美元的公司。黄仁勋强调,随着AI进入“智能体”时代,计算任务日益分散和分布式,连接性已成为AI基础设施的关键瓶颈,而迈威尔科技正是该领域的领导者。这一明确背书极大地提振了市场对该公司长期增长潜力的信心。 $迈威尔科技(MRVL)$","images":[{"img":"https://community-static.tradeup.com/news/d14539a829d180c15f24d6f0eefafce7","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":20,"link":"https://ttm.financial/post/570943996076512","isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570943967912416,"gmtCreate":1780421809400,"gmtModify":1782221667535,"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/SIMO\">$Silicon Motion Technology(SIMO)$ </a>在人工智能浪潮的推动下,全球存储芯片供需紧张的局面预计将持续至2030年,这为公司的长期成长奠定了坚实的逻辑基础。同时,当日半导体板块整体情绪积极,同业公司股价亦有良好表现,形成了板块共振效应。 <a href=\"https://ttm.financial/S/SIMO\">$慧荣科技(SIMO)$</a> ","listText":"<a href=\"https://ttm.financial/S/SIMO\">$Silicon Motion Technology(SIMO)$ </a>在人工智能浪潮的推动下,全球存储芯片供需紧张的局面预计将持续至2030年,这为公司的长期成长奠定了坚实的逻辑基础。同时,当日半导体板块整体情绪积极,同业公司股价亦有良好表现,形成了板块共振效应。 <a href=\"https://ttm.financial/S/SIMO\">$慧荣科技(SIMO)$</a> ","text":"$Silicon Motion Technology(SIMO)$ 在人工智能浪潮的推动下,全球存储芯片供需紧张的局面预计将持续至2030年,这为公司的长期成长奠定了坚实的逻辑基础。同时,当日半导体板块整体情绪积极,同业公司股价亦有良好表现,形成了板块共振效应。 $慧荣科技(SIMO)$","images":[{"img":"https://community-static.tradeup.com/news/0af783c17cd3a93f6202965da7648ab6","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/570943967912416","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570943946678752,"gmtCreate":1780421804216,"gmtModify":1780507589324,"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/ENPH\">$Enphase Energy(ENPH)$ </a>Enphase Energy密集发布了IQ SST固态变压器及PowerMatch电池节能技术等新产品,成功切入AI数据中心储能这一新兴高增长场景,为未来业绩打开了新的想象空间,多重利好因素共同推动了股价的上涨。 <a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ </a> ","listText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ </a>Enphase Energy密集发布了IQ SST固态变压器及PowerMatch电池节能技术等新产品,成功切入AI数据中心储能这一新兴高增长场景,为未来业绩打开了新的想象空间,多重利好因素共同推动了股价的上涨。 <a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ </a> ","text":"$Enphase Energy(ENPH)$ Enphase Energy密集发布了IQ SST固态变压器及PowerMatch电池节能技术等新产品,成功切入AI数据中心储能这一新兴高增长场景,为未来业绩打开了新的想象空间,多重利好因素共同推动了股价的上涨。 $Enphase Energy(ENPH)$","images":[{"img":"https://community-static.tradeup.com/news/6f7dbc6953bc9d3c985f27b0629af5e7","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/570943946678752","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484889665909344,"gmtCreate":1759411848432,"gmtModify":1761597110826,"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/STLA\">$Stellantis NV(STLA)$ </a>汽车制造商斯泰兰蒂斯集团(Stellantis)与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布,将扩大双方现有合作关系,以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","listText":"<a href=\"https://ttm.financial/S/STLA\">$Stellantis NV(STLA)$ </a>汽车制造商斯泰兰蒂斯集团(Stellantis)与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布,将扩大双方现有合作关系,以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","text":"$Stellantis NV(STLA)$ 汽车制造商斯泰兰蒂斯集团(Stellantis)与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布,将扩大双方现有合作关系,以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":145,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/484889665909344","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562089965539872,"gmtCreate":1778261799315,"gmtModify":1780507589353,"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/MU\">$Micron Technology(MU)$ </a>A global shortage is driving prices higher, making 47-year-old Micron Technology one of the market's most active trades. The company's market capitalization surpassed $800 billion for the first time this week, with its stock soaring over 750% in the past year. CEO Sanjay Mehrotra previously stated that due to supply constraints, core customers are currently receiving only \"50% to two-thirds\" of their required memory chips. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> ","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>A global shortage is driving prices higher, making 47-year-old Micron Technology one of the market's most active trades. The company's market capitalization surpassed $800 billion for the first time this week, with its stock soaring over 750% in the past year. CEO Sanjay Mehrotra previously stated that due to supply constraints, core customers are currently receiving only \"50% to two-thirds\" of their required memory chips. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> ","text":"$Micron Technology(MU)$ A global shortage is driving prices higher, making 47-year-old Micron Technology one of the market's most active trades. The company's market capitalization surpassed $800 billion for the first time this week, with its stock soaring over 750% in the past year. CEO Sanjay Mehrotra previously stated that due to supply constraints, core customers are currently receiving only \"50% to two-thirds\" of their required memory chips. $美光科技(MU)$","images":[{"img":"https://community-static.tradeup.com/news/ba426931b3090098de22bb2a75f16996","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":39,"link":"https://ttm.financial/post/562089965539872","isVote":1,"tweetType":1,"viewCount":4415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000534","authorId":"9000000000000534","name":"JoanneSamson","avatar":"https://static.tigerbbs.com/8bf4dddd6d4678cc04a35cf677e4fd21","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000534","idStr":"9000000000000534"},"content":"Supply is that tight and still running this hard lol who’s getting chips first?","text":"Supply is that tight and still running this hard lol who’s getting chips first?","html":"Supply is that tight and still running this hard lol who’s getting chips first?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357381974786304,"gmtCreate":1728260933437,"gmtModify":1728261316249,"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/ENTO\">$Entero Therapeutics, Inc.(ENTO)$</a> (formerly First Wave BioPharma) is a clinical-stage biopharmaceutical company focused on developing orally delivered therapies for gastrointestinal (GI) diseases. The company’s innovative pipeline, which targets unmet needs in GI healthcare, provides several compelling reasons to consider it as an investment opportunity. Key Advantages: 1. Targeted Therapeutic Approach: Entero Therapeutics specializes in orally delivered biotherapeutics aimed at GI disorders, positioning itself in a growing market where the demand for novel treatments is increasing. Their lead drug candidates, including latiglutenase for celiac disease and adrulipase for exocrine pancreatic insufficiency, are undergoing Phase 2 trials . 2. Diver","listText":"<a href=\"https://ttm.financial/S/ENTO\">$Entero Therapeutics, Inc.(ENTO)$</a> (formerly First Wave BioPharma) is a clinical-stage biopharmaceutical company focused on developing orally delivered therapies for gastrointestinal (GI) diseases. The company’s innovative pipeline, which targets unmet needs in GI healthcare, provides several compelling reasons to consider it as an investment opportunity. Key Advantages: 1. Targeted Therapeutic Approach: Entero Therapeutics specializes in orally delivered biotherapeutics aimed at GI disorders, positioning itself in a growing market where the demand for novel treatments is increasing. Their lead drug candidates, including latiglutenase for celiac disease and adrulipase for exocrine pancreatic insufficiency, are undergoing Phase 2 trials . 2. Diver","text":"$Entero Therapeutics, Inc.(ENTO)$ (formerly First Wave BioPharma) is a clinical-stage biopharmaceutical company focused on developing orally delivered therapies for gastrointestinal (GI) diseases. The company’s innovative pipeline, which targets unmet needs in GI healthcare, provides several compelling reasons to consider it as an investment opportunity. Key Advantages: 1. Targeted Therapeutic Approach: Entero Therapeutics specializes in orally delivered biotherapeutics aimed at GI disorders, positioning itself in a growing market where the demand for novel treatments is increasing. Their lead drug candidates, including latiglutenase for celiac disease and adrulipase for exocrine pancreatic insufficiency, are undergoing Phase 2 trials . 2. Diver","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/357381974786304","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599461619049984,"gmtCreate":1787349675083,"gmtModify":1787583730159,"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/ANET\">$Arista Networks(ANET)$ </a>","listText":"<a href=\"https://ttm.financial/S/ANET\">$Arista Networks(ANET)$ </a>","text":"$Arista Networks(ANET)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/599461619049984","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}