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沉穩

全職股東｜財務自由實踐者。市場瘋狂我沉默，恐慌時出擊

    • 沉穩沉穩
      ·05-25 16:34
      Nice post

      Options Focus | Micron Technology now buys $700 call options with 25 million large orders; 30,000 sheets of false value Put hedge risk in recent months

      美光科技收盘价为751.0美元，跌幅为1.46%。近期，美光科技期权市场出现显著异动，大额资金在远月实值看涨期权与近月深虚值看跌期权上同时布局，形成鲜明对比，总交易额超过2500万美元，揭示了市场参与者对股价未来走势的复杂预期。期权指标分析美光科技当前的期权市场指标呈现出高波动性特征。
      Options Focus | Micron Technology now buys $700 call options with 25 million large orders; 30,000 sheets of false value Put hedge risk in recent months
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    • 沉穩沉穩
      ·03-30
      Nice
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    • 沉穩沉穩
      ·01-07
      $NVIDIA(NVDA)$ NVIDIA is essential as long as the demand for computing power persists. NVIDIA's new "super-scale inference architecture" chips in 2026 are ahead of competitors. Governments are investing billions in national computing centers, and NVIDIA's CUDA ecosystem is the standard. Although hardware cycles fluctuate, NVIDIA is a "system service provider". It has a monopoly on nearly every path at the intersection of autonomous driving, bionic robots, and quantum computing. It is an investment in the computing foundation of digital civilization.
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    • 沉穩沉穩
      ·01-07
      $Alphabet(GOOG)$ Google, according to the market, was at risk of being replaced, but the integration of its Gemini 3 model in 2026 proved otherwise. It has built a strong presence in Android and Workspace. The price-to-earnings ratio for GOOG is attractive compared to other tech giants. YouTube's short video monetization has surpassed its competitors, and Google Cloud is the second-largest profit engine. Alphabet has high hidden asset value with Waymo's commercialization. The company has a high tolerance for error, and a value trough between basic research and application monetization.
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    • 沉穩沉穩
      ·2025-11-10
      $谷歌(GOOG)$  
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    • 沉穩沉穩
      ·2025-11-07
      Thank you sir👍🏻
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    • 沉穩沉穩
      ·2025-10-27
      $谷歌(GOOG)$  
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    • 沉穩沉穩
      ·2025-10-20
      $谷歌(GOOG)$  
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    • 沉穩沉穩
      ·2025-10-13
      $谷歌(GOOG)$  
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    • 沉穩沉穩
      ·2025-10-06
      $谷歌(GOOG)$  
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