Performance
All

4.39%2026
2026
-6.40%2025
2025
6.4%0%-6.4%
yelinke1978
@yelinke1978
placed an order to buy $MU @851
France
我刚刚使用1.41%的净值完成了一项下单。 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
1016.59
58.43 (6.10%)
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 16.46%的profit关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
16.46%
Trade Story
yelinke1978
短期缺算力, 长期缺能源, 永远缺存储. 兄弟们,月末1650亿美元的机构养老金调仓结算要来了,准备好了吗? Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 -2.58%的loss关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
-2.58%
Trade Story
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 0.70%的profit关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
0.70%
Trade Story
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 2.76%的profit关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
2.80%
Trade Story
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 0.87%的profit关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
0.87%
Trade Story
yelinke1978
@yelinke1978
closed a $MU buy position
France
我刚刚以 -3.18%的loss关闭了交易 Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
MU
Micron Technology, Inc.
-3.18%
Trade Story
yelinke1978
谷歌抢在SpaceX ipo 前的800亿融资,是主动出击,还是被动防守? 巴菲特认购谷歌新股100亿,认购价350美元. 未来的Ai賽道肯定只剩2家分享胜利果实. OpenAi, anthropic.gemini.XAi. 谁会是最后的赢家? Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
yelinke1978
今天的新闻是谷歌募集800亿资金用于Ai基建支出,巴菲特认购支持100亿. 老狐狸巴菲特公布买入谷歌的消息是在买入完成后的9个月.偷偷的进村,打枪的不要.自己上轿了坐好了才喊大家来给他抬轿子. 谷歌这样的现金奶牛公司也扛不住疯狂的Ai军备竞赛支出,可见亚马逊,meta,微软他们有多大的压力.现在各大巨头拼Ai赛道就像扎金花,马斯克的XAi扛不住了,是现在投降输一半,把算力租给anthtopic,当包租公了.谷歌选择继续梭哈,没钱公募资金继续梭,梭到其它人都退出,只剩一两个巨头时,就是吃大肉之时. 大家怎么解读? 现在的Ai元年军备竞赛进入火拼阶段,大家认为会是把Ai基建推向更疯狂的大牛市?还是... Show More Translate

About yelinke1978

亏出来的教训,投资要谨慎,好的标的,好的时机,好的价格,三样缺一不可。 选好标的,等待时机,出现好的价格就分批出手,每一笔都默认不是抄在底部,留一点子弹等更低的底部出来再下手抄底.
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