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TheWisdomSailor
讚並評論了
英偉達、SpaceX/xAI、OpenAI、Anthropic，以及它們的半導體供應商和分包商——接下來它們的股價將大幅下跌。
這就是我說的贏家通吃。OpenAI和Anthropic將破產，它們的半導體供應商和次級供應商也將如此。
谷歌ca...
這就是我說的贏家通吃。OpenAI和Anthropic將破產，它們的半導體供應商和次級供應商也將如此。
谷歌ca...
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。依我看，如果你現在把錢投進半導體板塊，那才真該擔心了。$標普500指數ETF-SPDR (SPY.US)$ $納指100ETF-Invesco QQQ Trust (QQQ.US)$ $英偉達 (NVDA.US)$ $20+年以上美國國債ETF-iShares (TLT.US)$ $美國超微公司 (AMD.US)$ $英特爾 (INTC.US)$ $美光科技 (MU.US)$ $閃迪 (SNDK.US)$ $台積電 (TSM.US)$ $德州儀器 (TXN.US)$ $邁威爾科技 (MRVL.US)$ $亞馬遜 (AMZN.US)$ $Meta Platforms (META.US)$ $C3.ai (AI.US)$ $BigBear.ai Holdings (BBAI.US)$ $高通 (QCOM.US)$ $特斯拉 (TSLA.US)$ $Meta Platforms (META.US)$ $微軟 (MSFT.US)$ $甲骨文 (ORCL.US)$ $CoreWeave (CRWV.US)$ $安森美半導體 (ON.US)$ $三倍做多半導體ETF-Direxion (SOXL.US)$ $半導體指數ETF-VanEck (SMH.US)$ $半導體ETF-iShares (SOXX.US)$
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$半導體指數ETF-VanEck (SMH.US)$ $MP Materials (MP.US)$ $標普500指數ETF-SPDR (SPY.US)$ $納指100ETF-Invesco QQQ Trust (QQQ.US)$ $英特爾 (INTC.US)$ $英偉達 (NVDA.US)$ $美國原油ETF (USO.US)$ $特斯拉 (TSLA.US)$ $美國布倫特原油基金有限合伙企業 (BNO.US)$ $亞馬遜 (AMZN.US)$ $美國超微公司 (AMD.US)$ $賽富時 (CRM.US)$ $安森美半導體 (ON.US)$ $半導體ETF-iShares (SOXX.US)$ $三倍做多半導體ETF-Direxion (SOXL.US)$ $德州儀器 (TXN.US)$ $台積電 (TSM.US)$
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$英偉達 (NVDA.US)$ $標普500指數ETF-SPDR (SPY.US)$ $納指100ETF-Invesco QQQ Trust (QQQ.US)$ $美光科技 (MU.US)$ $閃迪 (SNDK.US)$ $英特爾 (INTC.US)$ $台積電 (TSM.US)$ $安森美半導體 (ON.US)$ $Roundhill Memory ETF (DRAM.US)$ $半導體指數ETF-VanEck (SMH.US)$ $德州儀器 (TXN.US)$ $三倍做多半導體ETF-Direxion (SOXL.US)$ $半導體ETF-iShares (SOXX.US)$ $標普500指數期貨主連 (2609) (ESmain.US)$ $道瓊斯指數期貨主連 (2609) (YMmain.US)$ $納斯達克 (NDAQ.US)$ $高通 (QCOM.US)$ $邁威爾科技 (MRVL.US)$ $IREN Ltd (IREN.US)$ $MP Materials (MP.US)$ $NEBIUS (NBIS.US)$
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