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

In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation. If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs. Anthropic IPO is also expected, with investors expecting $2T valuation, e

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。

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, $