马斯克攻击新云，对新云是较大利空。但他所言并非新观点：美国算力中心一直缺地、缺电、缺水，审批卡壳、社区反对。这些众所周知，只是他又说一遍。 马斯克这么说必有目的。这些算力中心本质是SpaceX的竞争对手。他巴不得新云全倒闭，然后趁机收购合并。 至于NBIS和CRWV，短期情绪会恐慌一阵，但不会超过一周。若因马斯克言论跌出黄金坑，反而是捡便宜机会。毕竟两家背靠黄老板，马斯克与他交情深，再坏也不至于坑黄老板。 不用太恐慌，马克思本身说的就不是 AI 泡沫，他说的只是优胜劣汰的市场竞争而已。说到底，马斯克自己也是 aI 的积极参与者，SpaceX 自己就是新云，他不会自己砸自己的。 Buy

Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - "The cost of capital

It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the outside... Amplifyin

睡醒了，看到一堆人给我发马斯克 diss 存储的消息，我已经看到了，不要再给我发了。😅😅我只能说这是来自金主爸爸的否定💔💔，他不止 diss 了内存，还 diss 了 crwv，属于对硬件全面开炮了😂，金主爸爸生气了，后果很严重😅 周期这个事永远是悬在存头顶的达摩克利斯之剑，谁说都没用，只能是时间去证明，需要 27 年底 28 年初才会有结果。在这之前存储大概率还是涨 eps 涨股价，如果最后证明不是周期，那就是戴维斯双击，复刻英伟达时刻。 退一万步来说，哪怕存储就是周期股，那也没关系，继续涨 eps 呗，也不应该下跌的。因为它现在就是周期股的 pe，股价和 EPS 产生了背离，脱离了基本

我理解不了有啥扛不住的，这才跌多少😅就扛不住了，你买啥只涨不跌啊😲美光算跌的少的了，也就 1100 跌到 1000，跌 100 块怎么感觉比跌到 700 还痛苦？？你看看 intc，看看 nbis，看看 arm，这些不得要跳楼了😅？还有glw，crwv，orcl，cbrs这些，离新高还有十万八千里，我美光哪怕你们嘴里的天天跌，离新高不也就在眼前吗😅我不知道你们的痛苦来自哪里？我真不理解，失去感也太重了吧，都是数字波动罢了。 我为什么体感就还好，我仓位也不小啊，我一天上下波动的钱应该赢过你们 99%的人😅但是我真的十分自信，完全不担心存储会崩，确定性如此之强的股票，历史罕见，出现下跌，我只恨没

Wow $NBIS relative outperformance is wild. Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolidate it all into Nebius... Despite the the hate from FinX back then. Very interesting to see Nebius up 6% even during sector drop… After Oracle wa

推荐购买： 1.存储三美（mu、sndk、skhy） 2.芯片（intc、nvda、cbrs） 3.新云（nbis、crwv） 4.光（lite、cohr、mrvl） 5.先进封装（amkr、glw） 6.电力（gev、be） 建议上面选择两只重仓，搭配下面任意一只，比例7：3或者6：4分配 7.大科技（goog、amzn、msft、meta） Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a c

新云们财报猛涨，有个细节需要注意，两家 q2 资本开支都是猛涨，crwv 还是还继续上调资本开支预期，nbis 则上调电力支出，两家现在都是火力全开，拼命抢电。be 都已经涨冒烟了。gev 也在慢慢上涨。 两家都开始批量部署 rubin，也就是大量部署 hbm4，存储的需求至少从两个新云上看完全没有见顶迹象，ssd，dram nand 都是有多少买多少，整个服务器全供应链都紧缺。 目前看着硬件一片欣欣向荣，所有的激情都被两朵云点燃🔥，快给两个云磕个头，感谢云哥的馈赠🙏🙏🙏 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

今天 lite，crwv，smci 硬件股财报都起飞了，欧巴也向上熔断了，硬件的春天回来了吗？不过也要看今天的 cpi，再助推一把，川普出手吧，点燃硬件股吧 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in re

算力中心概念股全部起飞，甲骨文，nbis，亚马逊，谷歌，crwv，不管老云新云，全都起飞上天。消息面上就是美国要建更多的算力中心，规模可能超过所有的预期。 需要更多的芯片，更多的光，更多的电，更多的存储！！！！ 需求不会停止，投资不会减弱！！！一切都在继续！ Buy the dip，长期持有，Discord在个人资料。

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does lo

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $

There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”. This is an “if” they have excess capacity. And it looks like the opposite right now: Hyperscalers like $GOOGL are so compute constrained that they had to cut allocations to Meta back in March. Sinc