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2026-07-07 12:12

原文：
Raymond James initiated coverage of $SPCX with “Strong Buy”.

And a $800 PT, from $160. Giving SpaceX a ~$10T valuation.

No words. Jokes about “institutional” notes for retail speak for itself. https://t.co/9pM7nnbuFT

翻译：
雷蒙德·詹姆斯（Raymond James）对 $SPCX 发起了“强烈买入”的评级。
并且设定了 800 美元的目标价，从 160 美元开始。这意味着 SpaceX 的估值约为 10 万亿美元。
无言以对。关于“机构”研究报告如何迎合散户的笑话不言自明。 https://t.co/9pM7nnbuFT

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<@&1519026403734061156>指数已经反弹了3段。证明只要有了第一个推动浪，必然会有第二个推动浪。这是颠扑不破的。

2026-07-07 08:54

原文：
Be Samsung at $1.24T:

> market: we don’t think you can keep hiking memory prices
> proceeds to hikes dram by 20%
> releases earnings
> most profitable company in the world beating $NVDA and $AAPL
> operating profits growing 1803% Y/Y

market: sells off Samsung -7%

翻译：
作为市值1.24万亿美元的三星：

> 市场：我们认为你不能继续提高内存价格
> 然后提高DRAM价格20%
> 发布财报
> 成为世界上最赚钱的公司，超越$NVDA和$AAPL
> 营运利润同比增长1803%

市场：三星股价下跌7%

Be Samsung at $1.24T: > market: we don’t think you can keep hiking memory prices > proceeds to hikes dram by 20% > releases earnings > most profitabl...

Be Samsung at $1.24T:> market: we don’t think you can keep hiking memory prices> proceeds to hikes dram by 20%> releases earnings> most profitable company in the world beating $NVDA and $AAPL> operating profits growing 1803% Y/Y market: sells off Samsung -7%

2026-07-07 08:10

原文：
One of the dumbest thematic selloffs I’ve seen to to date off:

- $META compute news that’s not new
- CPO delay report 1, that got refuted by $NVDA
- CPO delay report 2, that got refuted by $NVDA

High confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.

翻译：
我见过的最愚蠢的主题性抛售之一是：

- $META 的计算新闻，这并不是什么新鲜事
- 首份CPO延迟报告，被 $NVDA驳斥
- 第二份CPO延迟报告，也被 $NVDA驳斥

我有信心，机构将在散户放弃后，最终会买入他们之前批评的相同股票。

One of the dumbest thematic selloffs I’ve seen to to date off: - $META compute news that’s not new - CPO delay report 1, that got refuted by $NVDA -...

One of the dumbest thematic selloffs I’ve seen to to date off:- $META compute news that’s not new- CPO delay report 1, that got refuted by $NVDA- CPO delay report 2, that got refuted by $NVDAHigh confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.

牛市之中各个都是股神，买了不动你比股神还像股神，觉得自己顺极了，跌的时候才能知道自己啥逼样，天天恨不得自己是未成年。 https://t.co/5XPKOMiFey

2026-07-07 06:33

原文：
Trump: “You have a couple of guys who went short. Those poor ******* they’re in big trouble.

They’re being wiped out. The short guys.

I never liked short guys because they’re betting against the country”. https://t.co/6RW2KuzDoW

翻译：
特朗普：“有几个人做空了。那些可怜的人，他们将会陷入大麻烦。

他们正在被抹杀。做空的人。

我从来不喜欢做空的人，因为他们是在对国家下赌注”。 https://t.co/6RW2KuzDoW

Trump: “You have a couple of guys who went short. Those poor ******* they’re in big trouble. They’re being wiped out. The short guys. I never liked...

Trump: “You have a couple of guys who went short. Those poor ******* they’re in big trouble.They’re being wiped out. The short guys. I never liked short guys because they’re betting against the country”.

韩国股市涨熔断的时候坚决不买，

韩国股市涨熔断的时候坚决不买，跌停熔断韩国人都吓死了抓紧买

今天应该是跌到位了，

今天应该是跌到位了，美光跌到了918美金，海力士跌到了1400美金左右。跌的这些后上车跟风存储的人都折磨的绝望离场就是新的开始。美股韩股的特点股价涨幅得跟财报匹配 https://t.co/m5fApc3Tb7

看法一致，仅限7月

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<@&1519026403734061156>#IBM# 的反弹目标277/288/298都实现了。还有一个目标。图二分享下一步的走势。IBM是关注列表十只羊之一。在AI超级周期股的大跌情况下，IBM/PLTR/AAPL/不跌反涨，稳。专栏 · IBM

<@&1519026403734061156>

<@&1519026403734061156>#SK海力士##000660# 确认见顶以后，调整非常凶猛，涨跌都猛。该股的杠杆规模是全世界最高的，卸了杠杆以后才能安全。图二分享监测点来判断该调整的后续发展。专栏 · SK海力士

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7550仍然是日K的压力没过去依然会触发 A股港股的减持去震荡讲话的高开是最明确的卖出止盈点都会二次探底给再重新来过的机会

59.5买回三分之一常规仓的dram

703加了三分之一常规仓的lite

366加了三分之一常规仓的avgo

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<@&1519026403734061156>#SPCX##Spacex# 6月24号提出了spcx的147不是底。图二分享下跌目标。7月7号spcx加入纳斯达克100指数，指数型ETF应该已经在7月6号收盘之前买完。买盘力量已经使用了。专栏 · spacex

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