$特斯拉 (TSLA.US)$ 爲什麼這個泡沫如此嚴重？
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$甲骨文 (ORCL.US)$ 哇！把它漲到100，我們就可以再買了。
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$英偉達 (NVDA.US)$ 說實話，美國不可能永遠掩蓋這個AI/GPU泡沫。大家都在談論芯片需求，但更大的瓶頸是數據中心——很多數據中心的建成時間已經推遲到2027年。與此同時，華盛頓不斷收緊出口管制，因爲他們擔心中國可能在人工智能領域趕上。諷刺的是，這些限制反而促使中國加快創新並更快地開發國內替代方案。如果需求降溫，炒作週期逆轉，不要驚訝於那些曾經要求『管控』的人又開始想要『銷售』了。而且，中國不是日本或韓國，它不會像美國的衛星國那樣運作。
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$英偉達 (NVDA.US)$Michael Burry還在做空嗎？
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$英偉達 (NVDA.US)$ 是ORCL導致了一切的下跌嗎？
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$博通 (AVGO.US)$ 騙局！
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$博通 (AVGO.US)$ 爲什麼這隻股票一直在漲？天哪！Dcam
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$甲骨文 (ORCL.US)$ 利潤率32%，所以大多數人還是有收益的，哈哈
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$英偉達 (NVDA.US)$ 中國想要你們最先進的芯片，而不是那些你們不想要的！把不想要的塞進你的屁股吧！
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