To The Moon

Sign Up

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
      ·07-25 22:39
      who YOLO, this time YOLO[得意]  

      "YOLO" retail investors anti-quilt! Momentum factor hit the biggest pullback/retracement in four years, and the hottest group stocks evaporated by 25% in one month

      动量交易7月遭遇四年来最惨回撤，散户成为最大受害者，热门持仓篮子较6月高点跌逾25%，散户净买入降至疫情以来最低。尽管AI疑虑等因素引发拥挤交易瓦解，但华尔街认为抛售已过度，动量股正释放强劲反弹信号。
      "YOLO" retail investors anti-quilt! Momentum factor hit the biggest pullback/retracement in four years, and the hottest group stocks evaporated by 25% in one month
      83Comment
      Report
    • 沉穩沉穩
      ·05-25
      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
      919Comment
      Report
    • 沉穩沉穩
      ·03-30
      Nice
      1.83KComment
      Report
    • 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.
      7.65K3
      Report
    • 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.
      7.71K1
      Report
    • 沉穩沉穩
      ·2025-11-10
      $谷歌(GOOG)$  
      3.61KComment
      Report
    • 沉穩沉穩
      ·2025-11-07
      Thank you sir👍🏻
      3.43KComment
      Report
    • 沉穩沉穩
      ·2025-10-27
      $谷歌(GOOG)$  
      3.08KComment
      Report
    • 沉穩沉穩
      ·2025-10-20
      $谷歌(GOOG)$  
      2.64KComment
      Report
    • 沉穩沉穩
      ·2025-10-13
      $谷歌(GOOG)$  
      3.35KComment
      Report
       
       
       
       

      Most Discussed