我的关注

I’d like to give a special thank you to Bloomberg’s piece on $META compute.As well as the 2 back to back bear posts on CPO delays.But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.

顺哥。上个星期如果跟我买soxl 正股173 现在210。 大家应该赚钱了。盈利跑路吧

381.3出掉373.5的avgo

12.9出12.54剩下一半tsll

【大账户】卖出一张qqq pmcc. 收权利金$970。 行权价$750， 有一张qqq leaps call还半年到期，该安排他的后事了。 破750，就出掉这一张

86.3出一半86.3的crwv

5.2加了三分之一常规仓的conl

<@&1519025571852583154>【大账户】买了点正股。

12.63出一半12.54.tsll

12.58出一半12.05的nok

<@&1519025571852583154>【大账户】卖出两张soxl 的pmcc. $628 * 2=$1,256.00 行权价$230。 到这个价出两张短期合成多头。

43出掉之前42.7的剩下一半iren

376出掉359的avgo

Wow, $WULF signs a $19B DC lease with Anthropic today. Probably a very positive tailwind for the Neocloud/Colo sector.

Retail: buys memory, optical, upstream semi names.Media: “retail bubble drives AI meme stock bubble higher”.Institutions that do the exact same thing, with the exact same names:Media: “Institutions make record profits by betting on what goes inside AI Server Racks”.Nishant Kumar: As investors debates whether the enormous sums being poured into AI will ever pay off, Millennium-backed hedge fund manager Val Zlatkov is making record profits by betting on what goes inside AI server racks that helps them spit out eerily good responses https://www.bloomberg.com/news/articles/2026-07-06/millennium-backed-trader-gains-61-with-bets-on-ai-backbone?utm_source=website&utm_medium=share&utm_campaign=twitter

<@&1519026403734061156>美国SEC文件显示，SK海力士在公开募股中发行1779万股美国存托股票，每ADS代表十分之一SK海力士普通股，每股面值5,000韩元。海力士表示募得资金将用来购买EUV光刻机。馋哭了。