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<@&1519026403734061156>大部分炒股人把资金分为5份先买一份，如果下跌就继续买直到资金全部打出去。在利弗莫尔看来这种很错误。他的做法是先买一份，每涨10%再追加1份。即“只买涨绝不买跌”。实际上利弗莫尔的买入法的胜率要高得多。#微博视频号迎新计划# 波浪理论学习的微博视频🎬 视频：利弗莫尔买入法https://video.weibo.com/show?fid=1034%3A5323088506847246&luicode=20000174&launchid=10000360-page_H5http://t.cn/AX9GP4sA

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<@&1519026403734061156>#三环集团##300408# 在我给的100.68--81.87区间已经找到了小级别底。图二分享能否继续反弹的判断。

<@&1519026403734061156>

<@&1519026403734061156>#CRCL# 15号和17号连续说了“到了58.91以后随时反弹”。最低到达58.68，今天上涨8%。小级别反弹开始了。还能不能继续涨？图二分享判断方法。专栏 · CRCL

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<@&1519026403734061156>#BABA##阿里巴巴# 又创新高。图二分享重要的监测点，如果能冲过监测点表示长达8个月的下跌结束开始反弹。专栏 · 阿里巴巴

2026-07-20 21:38

原文：
If you’re curious why $NBIS is up after hours.

$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.

Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.

But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.

翻译：
如果你好奇为什么 $NBIS 收盘后上涨。

$NVDA 透露通过 SEC 文件，它拥有 Nebius 9.3% 的有益所有权。

这并不是什么新鲜事，因为它可以追溯到 Nvidia 现有的 119 万股股份 + 20 亿美元预先资助的 2100 万股认购权证。

但 Nvidia 成为 Neocloud 领军企业的最大股东，对市场情绪来说是件好事。

If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since...

If you’re curious why $NBIS is up after hours.$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.

多頭失利｜交易筆記 2026-07-20

今天美股高開低走，標普和納指盤中多次攻擊關鍵位置未能成功，並以日內最低價收盤，標誌著多頭失利。在無外力干預之下，市場有繼續下行的慣性。從1小時級別看，標普期貨ES和納指期貨NQ均未能站穩關鍵位置，目前20均線再次向下拐頭。半導體指數 SOXX 和存儲概念指數 DRAM 也是類似的情況。總體上說，美股目前處於「群龍無首」的狀態，沒有參與價值。我的看法是，當前最重要的是做好保護，等待機會，至少看到這些標的都站上關鍵位置（黑色水平線）才可以看多做多。—————————本文非投資建議，請參閱【讀者須知】。

顺哥。股票和我早上预算差不多，我们看到反弹但是不是反转。反弹之后又跌下来。所以趋势仍然向下发展。所以希望大家soxl 正股早上盈利跑路，下来等待信号再买。...

顺哥。股票和我早上预算差不多，我们看到反弹但是不是反转。反弹之后又跌下来。所以趋势仍然向下发展。所以希望大家soxl 正股早上盈利跑路，下来等待信号再买。sell put 71 这个星期应该属于比较保守赚钱。

2026-07-20 19:37

原文：
TBH, casually posting novel information discovery to X is how research should be done.

Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century?

Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say:

"B-but where's the profit coming from after AI usage?"

AI + capex is likely going to keep going brrr.

翻译：
说实话，把新发现的信息随意地发布到X，这才是研究的正确方式。

看来这件事在Smale的下一个世纪数学问题列表中排名第16位？

这也说明了AI带来的价值并不随着代币成本线性增长...看到这件事后，熊市派可能还是会说：

“但是AI使用后利润从哪里来？”

AI加上资本支出可能会继续增长。

TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Pro...

TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century?Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say: "B-but where's the profit coming from after AI usage?"AI + capex is likely going to keep going brrr.levent: hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3,

2026-07-20 17:19

原文：
$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.

$HUT +10.45% off a 15Y $9.8B AI DC lease

$CIFR +16.76%
$CLSK +13.7%
$WYFI +9.18%

$NBIS and $CRWV are taking their time in the shower.

But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

翻译：
$IREN 涨幅 19.69% 后修订了其 ARR 目标至 40 亿美元以上，得益于新的 AI 云合同。其客户群现在包括微软、英伟达、Perplexity 和 Figure。

$HUT 涨幅 10.45%，这是由于其获得了一份 15 年 98 亿美元的 AI 数据中心租赁合同。

$CIFR 涨幅 16.76%，
$CLSK 涨幅 13.7%，
$WYFI 涨幅 9.18%。

$NBIS 和 $CRWV 还在观望。

但看起来，新云计算/数据中心运营商在新的催化剂（如 Kimi 计算资源短缺新闻和新的合同）推动下正在迅速恢复。

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure....

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.$HUT +10.45% off a 15Y $9.8B AI DC lease$CIFR +16.76%$CLSK +13.7%$WYFI +9.18%$NBIS and $CRWV are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

iren上周有一轮盘前40.1没有走的今天40.1再次达到可以出

5.11出掉剩下一半4.79的conl

4.96再次卖出4.72的conl无限套利

顺哥。sell put soxl 71 这个星期我增加到1000 手看看。

顺哥。NBIS Crwv 这些都是高风险致富的股票。特别这些已经腰斩。升起来会石破天惊。

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