D3VIN-007
评论了
$2倍做空NBIS ETF-Tradr (NBIZ.US)$ 下周我的Pro仓位翻倍……兄弟们睡个好觉……愿上帝保佑Nbiz……下周别谢我……翻倍或三倍回本😊
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$SK海力士 (SKHY.US)$ Solidigm 的表现不佳，不清楚为什么股价还在不断上涨
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D3VIN-007
参与了投票
AI资本支出仍然存在真实风险。供应终将增加，融资成本至关重要，利用率也可能下降，而且当前极强的价格未必能永远维持。
但空头阵营此前最有力的论点之一显然已经减弱。
几个月来，问题一直是：
“如果所有人都在人工智能基础设施上投入数千亿美元，但回报却迟迟不见踪影怎么办？”
第二季度已经开始给出答案。
回报……
但空头阵营此前最有力的论点之一显然已经减弱。
几个月来，问题一直是：
“如果所有人都在人工智能基础设施上投入数千亿美元，但回报却迟迟不见踪影怎么办？”
第二季度已经开始给出答案。
回报……
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$NEBIUS (NBIS.US)$ 别因害怕踏空而追高，三天内已回调近45%，先冷静观望，让它继续下跌
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$2倍做空NBIS ETF-Tradr (NBIZ.US)$ 这迟早会一落千丈，只是时间问题
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D3VIN-007 Quant Trader 007 : 这只股票的做空头寸如此之多，它迟早会下跌
D3VIN-007 知足不能常乐 : 是的，这就是问题所在