SydLeon
讚並評論了
$2倍做多NBIS ETF-Leverage Shares (NBIG.US)$ 只要「算力短缺持續到2028年」這個宏觀前提成立，且管理層能按時交付（您提供的「4GW簽單、年底5GW」已經鎖定了明後年的產能），按照您算出來的ARR，500美元只是起步價，合理估值應該在1500-2000美元以上。
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SydLeon
讚了
$SpaceX (SPCX.US)$ 終於解套了，拿了2個月我去，畫大餅你真行，我先走了，如果解禁日大跌我就高拋低吸，永遠保持相對低位。
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