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X日报 · 美股

2026-07-04 · 精选 14 条 · 数据池 248

⚡ 今日速览

  • 特斯拉Model Y长轴版在美国正式开放订购,采用3排6座配置,提供325英里续航和先进内饰设施
  • 大空头Michael Burry新增加仓对美光(MU)的空头头寸,此前他已做空NVDA、TSLA、CAT、AMAT
  • 芯片和存储股本周大跌:美光(MU)、Sandisk(SNDK)、西数(WDC)等分别下跌14%-16%
  • 特朗普在社交媒体上宣称美国进入黄金时代,称股市创下81天81次新纪录
  • 特朗普在CNBC表示美光是家'热门公司',由'伟大的人'经营,力挺半导体股
  • IREN股价连续9日下跌,投资者情绪分化,但部分看好者认为存在重大合作即将公布
  • Meta推出新应用'Pocket',集成AI生成小游戏功能,试图在社交领域拓展新业务
  • AI领域发展迅速,特朗普称AI可能比互联网更大,美国目前处于领先地位

📋 今日综述

  • 特斯拉Model Y长轴版产品发布,扩大市场份额和产品线布局
  • 巴里空头对美光和其他科技股的空头立场引发市场关注和争议
  • 半导体板块芯片股集体下跌,反映市场对AI资本支出的担忧
  • 特朗普政治影响总统直接参与股市言论,特别是对科技股的看法引发讨论
  • IREN投机风险高杠杆科技股面临连续下跌,投资者信心受考验
  • Meta战略转型推出AI社交应用Pocket,尝试开辟新的增长点

特斯拉Model Y长轴版在美国开放订购

特斯拉正式在美国和波多黎各推出Model Y长轴版,采用3排6座配置设计,提供325英里续航范围,配备高级座椅加热通风系统、16英寸主驾驶触摸屏和19声道音响系统,同时支持FSD监督版和Grok AI集成。

@elonmusk 原文 ↗

马斯克转发特斯拉官方推文,确认Model Y长轴版在美国正式开放订购,这是特斯拉在紧凑型SUV市场的重要扩展

Model Y 长轴距版现在可以在美国订购
展开原文
Model Y long wheelbase now available to order in the US
@Tesla 推出 Model Y 长轴距版——现在在美国和波多黎各可订购

3排6座配置,为所有乘客提供卓越的内部空间,具有充足的头枕和腿部空间

0-60 mph 加速时间 4.4 秒
续航里程 325 英里

– 第一排:带加热/通风功能的座椅,配备电动大腿靠垫
– 第二排:带加热/通风功能的船长座椅,配备电动 armrest 和一键折叠功能
– 第三排:带加热功能的座椅,配备电动后倾功能,一键折叠和儿童座椅固定点

– 改进的空气流动,增加效率和更多续航里程

– 89 立方英尺的行李厢空间:6名乘客时,后备箱仍可容纳一个28英寸和一个20英寸的行李箱,前备箱可容纳额外的20英寸行李箱。超大物品如滑雪板和自行车也可轻松放置

– 经过安全工程设计,配有第二和第三排优化的安全带和侧气囊

– 升级的隔音玻璃和悬架以最小化道路噪音

– 自适应阻尼提供平稳稳定的驾驶体验

– 横向轮胎提供增强的抓地力

– 更大的尾门提供更好的后视视野,更大的车窗整体提供从每个座位都能欣赏到绝佳的景色

– 16英寸第一排和8英寸第二排触摸屏,配备19扬声器沉浸式 Tesla 音响

– 升级的50W无线充电板,带有主动冷却功能,所有其他座位配备充电端口

– FSD Supervised 和集成 Grok AI

https://t.co/erculCry18
Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18
❤ 2.1w · 🔁 3.4k · 💬 2.3k · 👁 332.4w
热门回复 3
@SeanThomas369 @elonmusk 真希望我早知道2023款的第三排座位只是个新奇功能。多花了2000美元?或者是4000美元?这样我就能符合Lyft Black XL的标准。后来Lyft将七座Y型从Black XL中移除了。我该如何将我的车注册成自动出租车呢?@elonmusk
@elonmusk Wish I would’ve known the 3rd row in the 2023 is more of a novelty. Paid an extra 2000? Or possibly 4k? So I would qualify for Lyft black XL. Lyft then dropped the 7 seat Y from black XL. How do I sign my car up for robo taxi? @elonmusk
@pruthwi_charan @elonmusk 加拿大🇨🇦这里还在等待中
@elonmusk Still waiting for it here in Canada 🇨🇦
@dvanremortel @elonmusk 这就是它了
@elonmusk This is the one

Michael Burry新增加仓美光空头头寸

著名空头Michael Burry最新公告显示对美光(MU)建立空头头寸,此前他已经公布做空NVDA、TSLA、CAT、AMAT的立场。同时,美光股价本周出现连续两周收跌的情况,市场对其未来前景产生质疑。

@TrendSpider 原文 ↗

Burry的空头布局再次引发市场关注,特别是对美光的看空立场与特朗普的力挺形成鲜明对比

突发:Michael Burry刚刚披露了一个新的空头头寸。

它是... Micron $MU https://t.co/60L1EXNosB
展开原文
BREAKING: Michael Burry just disclosed a new short position.

It is... Micron $MU https://t.co/60L1EXNosB
@TrendSpider 突发:Michael Burry披露了新的头寸。

他做空了:

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
BREAKING: Michael Burry has disclosed new positions.

He is short:

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
❤ 1.8k · 🔁 138 · 💬 192 · 👁 99.5w
热门回复 3
@PaulLudemann @TrendSpider 别再帮这个家伙了。谁鸡毛啊关心这个。他觉得所有东西都是狗屎,尤其是那些不是真正狗屎的东西。而你还帮他摧毁它。别这样。
@TrendSpider Stop helping this dude. Wtf cares? Cool. He thinks everything is shit. Especially whatever is not actual shit. And you help him destroy it. Knock it off.
@Soundar132 @TrendSpider 全都是骗子 https://t.co/CLXhA5QqIC
@TrendSpider All liars https://t.co/CLXhA5QqIC
@AlexN1932394 @TrendSpider 一些MU看跌期权在周五出现,一定是他干的。
@TrendSpider Some MU puts came on Friday, must've been him.
@TrendSpider 原文 ↗

半导体股本周集体大跌,美光等芯片股下跌幅度居首,反映市场对整个行业的担忧情绪

芯片和内存股本周遭受重挫 🩸

🔴 Sandisk $SNDK -16%
🔴 Micron $MU -14%
🔴 Western Digital $WDC -11%
🔴 Seagate $STX -11%
🔴 Applied Materials $AMAT -7%
🔴 Arm Holdings $ARM -7%
🔴 Intel $INTC -6%
🔴 Broadcom $AVGO -4%
🔴 ASML $ASML -2.5%
🔴 Advanced Micro Devices $AMD -2%
🔴 Taiwan Semi $TSM -1%
🔴 Nvidia $NVDA -0.4%
展开原文
Chip and memory stocks are taking a beating this week 🩸

🔴 Sandisk $SNDK -16%
🔴 Micron $MU -14%
🔴 Western Digital $WDC -11%
🔴 Seagate $STX -11%
🔴 Applied Materials $AMAT -7%
🔴 Arm Holdings $ARM -7%
🔴 Intel $INTC -6%
🔴 Broadcom $AVGO -4%
🔴 ASML $ASML -2.5%
🔴 Advanced Micro Devices $AMD -2%
🔴 Taiwan Semi $TSM -1%
🔴 Nvidia $NVDA -0.4%
❤ 1.3k · 🔁 220 · 💬 109 · 👁 22.5w
热门回复 4
@RBaltas81878 @TrendSpider $SNDK 每日
@TrendSpider $SNDK Daily
@podargoss @TrendSpider $MU weekly
@Trooper1008 @TrendSpider 他们在过去几个月一直是英雄。
@TrendSpider They were the heroes last few months.
@MrNice2526 @TrendSpider 更重要的是,你有没有跟随银行和医疗等其他行业的轮动
@TrendSpider More importantly, did you follow the rotation into banking and healthcare amongst other sectors
@TrendSpider 原文 ↗

美光连续两周收跌,市场参与者开始质疑之前看好的投资逻辑

🚨 Micron $MU刚刚收在连续两个周为红盘,这是自3月中旬以来首次。

你会买进吗?https://t.co/YTdivSgotc
展开原文
🚨 Micron $MU just closed back-to-back weeks red for the first time since mid-March.

You buying the dip? https://t.co/YTdivSgotc
@TrendSpider Micron $MU自每股$450以来,已经有很长时间没有出现连续两个周为红盘...

今年以来已经上涨了+250%,但目前仅有约7倍的前瞻每股收益,每个交易员心中都在思考的问题是...现在买入是否为时已晚,还是这只是刚刚开始?
Micron $MU hasn't recorded back to back red weeks since $450/share, ~60% below the current share price...

Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting started?
❤ 618 · 🔁 47 · 💬 57 · 👁 12.4w
热门回复 4
@CompositeKyle @TrendSpider 看起来前两次都是好机会。
@TrendSpider Seems to have been a good opportunity the previous two times.
@podargoss @TrendSpider $MU weekly
@CapitalStckd @TrendSpider 以目前及未来几年的需求来看,这个价格严重低估了。
@TrendSpider So undervalued at this price based on current and future demands over the next few years.
@Tyctechceo @TrendSpider 我做了。短期来说是个抛硬币的问题,但长期来说是正确的💪🏼
@TrendSpider I did. Its a coin flip if it was the right decision short term. But long term it is 💪🏼

特朗普力挺股市和美光

特朗普在社交媒体和CNBC采访中多次发表对股市和美光的正面看法,称股市创下新纪录、美光是热门公司。这与Burry的空头立场形成直接对比,也反映了美国政商对科技股的不同态度。

@TrendSpider 原文 ↗

特朗普宣称美国进入股市黄金时代,此前官方数据显示标普、纳指和道指全面上涨

刚刚进来:特朗普总统:

"标普500、纳斯达克和道琼斯都在飙升"

"美国的黄金时代即将开始" https://t.co/WaozIkzVtg
展开原文
JUST IN: President Trump:

“The S&P 500, Nasdaq, and Dow are all SURGING”

“The Golden Age of America is beginning” https://t.co/WaozIkzVtg
❤ 1.4k · 🔁 151 · 💬 112 · 👁 21.5w
热门回复 4
@rickforster1964 @TrendSpider 他靠他的加密骗局赚了20亿美元,而许多美国人却买不起食物、药品或汽油。
@TrendSpider Fucker made two billions on his coin scam while many Americans can’t afford food medicines or gas.
@GeorgeAwad59117 @TrendSpider 他对股票市场着迷实在可悲。即使一半人口都在街头挨饿,但如果股票市场表现强劲,特朗普就会强调这一点来证明一切都很好。别忘了股票市场已经脱离了实际经济。
@TrendSpider It is pathetic how obsessed he is with equity markets. Half of the population could be starving on the streets but if the equity markets were strong that is what Trump would highlight to show things are great. Never mind that equity markets disconnected from the economy.
@Kamikazeblue007 @TrendSpider 他正在利用总统职位获利。https://t.co/kM4GdHhDaq
@TrendSpider He’s cashing in on the presidency. https://t.co/kM4GdHhDaq
@SebastinPatron3 告诉特朗普好了。大多数美国选民在中期选举前不拥有股票。他们在挣扨着付账单,而他却通过内幕交易赚了数十亿。当我们在他第一个任期有食物配给线时,他还在称赞道琼斯指数创新高。那在选举中对他有什么好处呢?当然,选举是被操纵的。他应该在中期选举中落选,然后像尼克松一样被弹劾👇
Got news for Trump. Most American voters don't own stoks into the Midterms. They're struggling to pay bills while he's making billions in insider trading. When we had food lines in his 1st term, he was praising Dow highs. How did that work for him at elections. Of course, elections were rigged. He deserves to lose Midterms, then get impeached like Nixon 👇
@TrendSpider 原文 ↗

特朗普在CNBC上直接称美光是'热门公司',由'伟大的人'经营,明显偏向力挺半导体股

刚刚进来:特朗普总统称 Micron $MU是一家"热门公司",由一位"伟大的人"经营(CNBC采访)
展开原文
JUST IN: President Trump says Micron $MU is a "hot company" run by a "great guy" (CNBC interview)
❤ 747 · 🔁 36 · 💬 41 · 👁 10.2w
热门回复 4
@KevInvestingYT @TrendSpider 直接冲击20000美元每股这个目标!
@TrendSpider Straight to $20,000 a share with that statement!
@jedimarkus77 @TrendSpider https://t.co/fnBy8HtFAD
@tslanvda123 @TrendSpider 他一早说了这话,$mu就一直在下跌
@TrendSpider He said that early morning and $mu keep falling
@QuantDaGold @TrendSpider 纠正 ✅ 特朗普总统表示美光(Micron) $MU是一家"伟大的公司",由一个"热性的家伙"经营
@TrendSpider Correction ✅
President Trump says Micron $MU is a "great company" run by a "hot guy"
@TrendSpider 原文 ↗

特朗普在AI领域发表看多言论,称AI可能比互联网更具变革性,美国处于领先地位

刚刚进来:特朗普总统谈论AI繁荣:

"我认为这比互联网要大得多。我是基于数字得出这个结论的。这可能要大得多。谁是第一名就会赢得这场竞赛。而现在,我们显然是第一名" https://t.co/iYcYvmrXo1
展开原文
JUST IN: President Trump on the AI boom:

"I think this is much bigger than the internet. And I'm basing that on numbers. This could be much bigger. Whoever is #1 will win the race. And right now, we are substantially #1" https://t.co/iYcYvmrXo1
❤ 291 · 🔁 30 · 💬 25 · 👁 5.4w
热门回复 4
@4N0NYM0U5_5H311 @TrendSpider 美国政府正在扼杀这些模型,而Anthropic假设任何知道缓冲区溢出工作原理的人都是罪犯,我们 won't be number 1 for long
@TrendSpider With the fucking US government neutering the models and Anthropic assuming anyone who knows how a buffer overflow works is a criminal we won't be number 1 for long
@Bullishtrade47 @TrendSpider "我觉得";这就是笑话的结尾
@TrendSpider "I think"; end of the joke
@1BeaverBeliever @TrendSpider 下周需要推动半导体、存储、内存和计算领域!
@TrendSpider Need to pump semis, storage, memory and compute next week!
@ModernExtreme @TrendSpider @TheBronxViking 问题是他个人就是#1
@TrendSpider @TheBronxViking Problem is he’s personally #1

IREN股价连续下跌引发投资者关注

IREN股价连续9日下跌,跌幅已超过25美元/股。一些投资者继续加仓坚持看多,认为存在重大合作即将公布;另一些投资者则选择退出。整个事件反映了高波动科技股投机风险。

@SylentTrade 原文 ↗

SylentTrade在IREN连续下跌后宣布加仓250万美元,显示了某些投资者的极端看多态度

如果你今天没有卖出你的$IREN股票,请点赞这条帖子
展开原文
Like this post if you did not sell your $IREN today
❤ 1.5k · 🔁 4 · 💬 76 · 👁 4.0w
热门回复 4
@BlackPantherCap @SylentTrade 买了更多🤣
@SylentTrade Bought more 🤣
@HyppInvestor @SylentTrade 为什么要在低点卖出,当高点即将到来时呢lol
@SylentTrade Why sell at a low point when highs are ahead lol
@IREN_Bull @SylentTrade 买了更多。疯狂的便宜价格。
@SylentTrade Bought more. Insane bargain prices.
@kilgore_joshua @SylentTrade 我今天加了仓。我就是一个价值投资者,长期来看。这些股票对我来说没什么,但对我的孩子和他们的孩子来说会有意义。
@SylentTrade I added today. I'm just a value buyer at heart and here for the long term. The shares mean nothing to me but they will for my children and their children.
@SylentTrade 原文 ↗

IREN连续9日下跌创下新低,投资者情绪面临极大考验

$IREN连续9个交易日收红,我们一定无法再持续另一个星期吧?
展开原文
9 red days in a row for $IREN we surely can’t keep this up for another week?
❤ 68 · 🔁 0 · 💬 38 · 👁 9.6k
热门回复 4
@AlexSchettino @SylentTrade https://t.co/uoN1YNC4Mt
@jciccale @SylentTrade 股票还能变成负的吗?😂
@SylentTrade stocks can go negative? 😂
@iran23777 @SylentTrade 12/13天都是红的我见过很多恶劣的股东股票...但这是最恶劣的股票
@SylentTrade 12/13 days red

I’ve seen some nasty penny stocks in life… but this is the nastiest stock out there
@GWorld28 @SylentTrade 以这个速度来说,很快就会跌到0美元了…
@SylentTrade At this rate, It be down to $0 very soon …
@SylentTrade 原文 ↗

投资者分析认为IREN与NVDA存在深度合作关系,Sweetwater项目可能成为AI云计算合作的试验场

我读了这个消息后决定不仅保持,还要增加我在$IREN的头寸。Sweetwater是这个合作伙伴关系的旗舰网站。如果$NVDA帮助我们在GPU方面加快时间表,获得更好的价格、卖方融资,甚至可能更多的股权购买,那么这对$IREN来说将是极其看多的,这可能在3年内成为一家1000亿美元的公司,所以目标是$200+
展开原文
I read this and decided to not only keep, but also add to my $IREN position. Sweetwater is the flagship site for this partnership. If $NVDA aids us in building out our 5GW data centers with expedited timelines on gpus, better pricing, seller financing, and maybe more equity purchases then that would be extremely bullish for $IREN and we can definitely be a 100bil stock in 3 years so $200+
@nvidia AI正在从模型训练转向持续的token生产,这一转变需要新的商业模式。

NVIDIA正在与AI云服务合作,通过收入分享和信贷支持的方式部署大规模的多租户AI工厂。这为快速增长的AI生态系统开辟了计算访问途径,包括初创公司、模型构建者、企业、研究组织和区域AI参与者。
AI is shifting from model training to always-on token production, and that shift demands a new business model.

NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories through revenue-sharing and credit-support. This opens up compute access to the fast‑growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players.
❤ 75 · 🔁 4 · 💬 9 · 👁 2.0w
热门回复 4
@DollarCostAvg @SylentTrade 我们会没事的兄弟。lol别害怕
@SylentTrade We will be fine bro. lol don’t be scared
@lifeisamzn @SylentTrade 你之前几天发帖说有450K股,结果觉得还不够还在弱势时加仓?哈姆……
@SylentTrade You have 450K shares as you posted a couple days ago, and you decided that wasn't enough and you should add more on weakness today? Hmmmmm...
@jilasi24 Oy….不确定是否正确因为这看起来不太好,但如果他们对模型这么有信心,那么别人的看法就无所谓了。我持有我那 modest 3500股的头寸但没有加仓。不想卖但就是不喜欢这种自我奖励。如果弱势持续我会在IREN之前加仓CIFR和WYFI
Oy….not sure about it cause it’s just not a good look BUT if they are that confident in the model then it won’t matter what anyone thinks. I held my modest 3500s position but did not add. Not itchy to sell but just didn’t like the self reward. If weakness persists I’ll add to CIFR and WYFI before IREN.
@rokcha7 @SylentTrade CEO RISK

Meta推出AI社交应用Pocket

Meta推出新应用'Pocket',集成AI生成小游戏功能,试图在社交领域拓展新的增长点。这一举措是在股价下跌背景下为公司寻找新的商业模式和用户吸引方式。

@TrendSpider 原文 ↗

Meta推出AI社交应用Pocket,集成AI生成小游戏'gizmos',尝试在社交领域拓展AI应用

刚刚进来:Meta $META正在推出一款新的应用,"Pocket"

它将拥有AI生成的迷你游戏,这些游戏被公司称为"小玩意" https://t.co/8y7S8qBrPT
展开原文
JUST IN: Meta $META is rolling out a new app, "Pocket"

It will feature AI generated mini-games that the company refers to as "gizmos" https://t.co/8y7S8qBrPT
❤ 104 · 🔁 4 · 💬 24 · 👁 4.7w
热门回复 4
@TrendSpider 来源:Business Insider
Source: Business Insider
@Kelly06932285 @TrendSpider 任何能让股票动起来的好办法吗?Lol
@TrendSpider Anything to get that stock moving right? Lol
@ItsCynnamoroll @TrendSpider 太棒了,又来了些没人要的垃圾。没有人喜欢Meta或他们的任何产品。质量最低,充满广告和机器人,绝对充满了错误信息和垃圾。
@TrendSpider Yay, more slop nobody asked for. Not a single damn person likes Meta or any of their products. They are the lowest quality, full of ads and bots, and absolutely flooded with misinformation and slop.
@310Ventures @TrendSpider 我不断惊讶于Zuckerberg在创造新想法方面有多糟糕
@TrendSpider I am endlessly amazed at how bad Zuckerberg is at creating new ideas

科技股技术分析和市场观点

多个交易员对Google、Microsoft、Oracle、SOFI等科技股进行技术分析,观察不同股票在关键支撑位和阻力位的表现。同时,Alex Karp表示Palantir与Nvidia在AI计算控制方面存在协同效应。

@TrendSpider 原文 ↗

Google(GOOG/GOOGL)股价走强,继续领涨科技股

让我们再来一遍 💨
$GOOG $GOOGL https://t.co/Lq40DuVqX0
展开原文
Run it back 💨
$GOOG $GOOGL https://t.co/Lq40DuVqX0
@TrendSpider 七巨头一年回报

🔥 $GOOG +109%
🟢 $AAPL +50%
🟢 $NVDA +45%
🟢 $TSLA +22%
🟢 $AMZN +13%
🔴 $META -18%
🔴 $MSFT -21% https://t.co/YM877wn0CK
Magnificent 7 One-Year Returns

🔥 $GOOG +109%
🟢 $AAPL +50%
🟢 $NVDA +45%
🟢 $TSLA +22%
🟢 $AMZN +13%
🔴 $META -18%
🔴 $MSFT -21% https://t.co/YM877wn0CK
❤ 494 · 🔁 33 · 💬 11 · 👁 7.3w
热门回复 4
@sophieglows_1 @TrendSpider 你是在买那个MACD交叉还是在追趋势线突破
@TrendSpider you buying that MACD cross or chasing the trendline break
@LifeLessonsAcad @TrendSpider 这可能是$GOOG下一次上涨的开始吗?这种在回调后出现的动能往往会吸引买家,而且图表形态看起来正在积蓄能量。
@TrendSpider Could this be the start of $GOOG's next run?

Momentum like this after a pullback tends to attract buyers, and the chart setup looks like it's building energy.
@miko_invests @TrendSpider 我今天早些时候注意到这个分形图。希望我们下周能突破趋势线❤️😜
@TrendSpider Noticed this fractal earlier today. Hope we smash through the trendline next week ❤️😜
@tonitrades_ @TrendSpider 回味信号比新的优势多得多
@TrendSpider Run it back signals nostalgia more than new edge.
@TrendSpider 原文 ↗

Microsoft(MSFT)股价接近关键技术位,投资者密切关注

窗口打开了 👀
$MSFT https://t.co/EKvSBNhiVN
展开原文
Window's open 👀
$MSFT https://t.co/EKvSBNhiVN
@TrendSpider 期权买家开始注意了...包括Burry在内 👀 $MSFT https://t.co/WpndwdPY7Z
Options buyers are starting to take notice... Burry included 👀 $MSFT https://t.co/WpndwdPY7Z
❤ 444 · 🔁 34 · 💬 33 · 👁 8.9w
热门回复 4
@TradeTactician1 @TrendSpider 将2022年底部通道分形图叠加在2026年底部通道触及之上看看👀 https://t.co/J1cJ9OjD9H
@TrendSpider Overlayed 2022 bottom channel fractal on top of 2026 channel bottom touch 👀

https://t.co/J1cJ9OjD9H
@CommunityWinner @TrendSpider $450C看起来非常诱人 $msft
@TrendSpider $450C looking incredibly juicy

$msft
@Coffee__Capital @TrendSpider Agreed
@Chris_Ables @TrendSpider 啊是的,又回到了我几周前进场的地方
@TrendSpider Ahhhh yes back to where I entered a few weeks ago
@TrendSpider 原文 ↗

Palantir CEO Alex Karp表示公司与Nvidia在AI计算控制方面存在协同,客户需要对计算、模型、数据栈和alpha有控制权

Alex Karp在CNBC上表示:

"我认为我与Nvidia的一致之处在于,技术客户想要的是对他们的计算、模型、数据堆栈和alpha的控制" $PLTR $NVDA https://t.co/p0Mc9wrSAV
展开原文
Alex Karp on CNBC:

"What aligns me with Nvidia, and I think is what the technical customers want, which is control over their compute, their models, their data stack and their alpha" $PLTR $NVDA https://t.co/p0Mc9wrSAV
@TrendSpider 我们会不会回头看并说这是显而易见的选择呢?
$PLTR https://t.co/VAOSiXL3xX
Are we gonna look back and say this was a no-brainer?
$PLTR https://t.co/VAOSiXL3xX
❤ 421 · 🔁 31 · 💬 20 · 👁 8.9w
热门回复 4
@AndreaLibby5 @TrendSpider 看看自2025年末峰值以来那庞大的整合形态。这是一个经典的教科书式下降楔形。对于多头来说,这是一个积累区域,弱者正在在下一轮主要上涨前被洗出。
@TrendSpider Look at that massive consolidation pattern since the late 2025 peak. It’s a classic textbook falling wedge. For the bulls, this is an accumulation zone where the weak hands are getting shaken out before the next major leg up.
@RetardMutant @TrendSpider Alex Karp仍欠我可乐钱。
@TrendSpider Alex Karp still owes me money for cocaine.
@Knowofhim @TrendSpider NVDA是一只AI八爪鱼 不是一只一技之长的马
@TrendSpider NVDA is an AI octopus

Not a one-trick pony.
@StockBr54163 @TrendSpider https://t.co/uTl1TEFiUF