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陈哥会员

陈哥会员

擅长图表技术分析，YouTube每天都会解读比特币盘面，做交易的朋友一定要关注下
陈哥日常提醒，做好每笔交易仓位管理

陈哥合约群111胜，27负🔥

一对一指导235胜，53负✨

所有交易公开透明会员群历史记录可追溯。
💬 回复 陈哥会员频道
陈哥日常提醒，做好每笔交易仓位管理

陈哥合约群110胜，27负🔥

一对一指导233胜，53负✨

所有交易公开透明会员群历史记录可追溯。

💰ETC多单止损上移到7.7💰
ETC多单止损上移到7.7
💰inj多单止损设开仓价💰
inj多单止损设开仓价
BTC暴涨到78400！我们今天无脑在77000多上方做多又吃大肉了！
Serenity 白毛女-中文翻译（公开）

Serenity 白毛女-中文翻译（公开）

AI/半导体供应链 NFA DYOR（自行研究），不提供付费推广；可能会交易/保留名称，观点仅代表个人立场。分享免费的AI瓶颈研究。
原文：
$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations.

This is following’s Unitree IPO, which now has a ~$35-$36B MC.

Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng.

Regardless, humanoids + physical AI sector funding is really taking off.

翻译：
$XPEV 正在拆分其机器人业务，并以 63 亿美元以上的估值融资超过 9 亿美元。

这紧随 Unitree 的 IPO 之后，目前市值约为 350 亿至 360 亿美元。

另外还有 $NVDA / $AMZN 支持的 Agility……其投前估值为 25 亿美元。我认为，从商业化进展来看，它其实比小鹏更领先。

无论如何，人形机器人 + 物理 AI 赛道的融资真的在加速起飞。

image
$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there...
Serenity 白毛女-中文翻译（公开）

Serenity 白毛女-中文翻译（公开）

AI/半导体供应链 NFA DYOR（自行研究），不提供付费推广；可能会交易/保留名称，观点仅代表个人立场。分享免费的AI瓶颈研究。
原文：
Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more).

What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET.

And I'll be consistent with my own positions like AOI.

However, the reason I'm still overweight on AOI vs. the rest (looking at you Poet):

Is that AOI is actually capacity constrained with high demand visibility.

In terms of timing:

- AOI should have waited until completion of 1.6T qualifications (expected in the next few weeks)

- Could have used other structures like convertible notes above market prices.

But they did it on the drop from $220 -> $130, and it's likely there will be short term structural overhang whenever they want to tap into it.

I don't have to support every single business decision to remain long.

翻译：
围绕这笔 6 亿美元 ATM，很多解读都偏了。我对 $AAOI 依然看多，而且仓位很大（所以我更在意这件事）。

我一直保持一致的观点是，不喜欢过度使用 ATM / 稀释来融资。我之前对 $IREN 和 $POET 也这么说过。

而且我也会对自己持有的仓位保持一致，比如 AOI。

不过，为什么相比其他标的我现在还是更偏重 AOI（@Poet 你也在看）：

AOI 其实是产能受限，而且需求可见度很高。

从时机上看：

- AOI 本来应该等到 1.6T 认证完成后再做这件事（预计就在未来几周内）
- 也可以用其他结构，比如高于市价的可转债

但他们是在股价从 $220 跌到 $130 的过程中做的，而且一旦他们想启用这笔融资工具，短期内很可能都会有结构性的压制。

我不需要支持每一个商业决策，才能继续持有。
Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more)...

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