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最近的计划和执行 1. AVGO 末日期权侧击 META/Google 财报，赌 capex。已买下周 call；明天末日期权若不高开太多就买。AVGO 底部反转，上方空间较大，侧击不会有 IV crush。 2. 三星财报好 + STX 财报 → 已加仓 MU、SNDK，缺货叙事流上方还有空间 15PE吧 3. 大科技底部反转 + 财报季。 上周…
主线 一等 1. （长线）贵金属铀 金GDX 银HL 铜 FCX 铝SGML AA 钨ALM 铀 URA LEU CCJ 铂金PPLT PLG钯金 PALL 2. 稀土 特朗普入股 USAR 其他UUUU CRML MP 3. （长线）储存 MU SNDK （缺货叙事派） 4. BABA 春节行情？ 5. （长线）太空 RKLB RDW SATL 二等 1. 大科技财报 波段大科技 2.核能？ SMR…
🚀📈 我最看好的太空股名单，其实指向的是同一条正在成形的产业主线 太空不再只是“发射次数”的故事，而是开始进入通信、国防、数据与基础设施的复合兑现期。 下面这几家公司，看似分散，其实刚好覆盖了太空经济最关键的几个节点。 第一家，$RKLB —— Rocket Lab 真正的催化剂不是 Electron，而是…
Who's the next?
Exactly!
I’ve come to see it this way: a fool doesn’t just carry his stupidity; he wears it like diamond armor: unbreakable, dazzling, and polished with the absolute certainty that everyone else is the crazy one.
Yes, Elon Musk has shared similar ideas. He tweeted in 2020: "If heat death is the end of the universe, it really is all about the journey." He's also said he'd rather be optimistic and wrong than pessimistic and right. The quotes seem like close paraphrases.
One of the greatest speeches I’ve ever heard in my life
查理.柯克的追悼会，是美国有史以来规模最大、规格最高。参加人数10万；总统、副总统及整个内阁全都出席。二、三十位致辞者，几乎都口才俱佳，但如果借用围棋最高九段的评级，白宫副幕僚长米勒的讲话属于“九段”：节奏感强，语速快，像是机关枪横扫，有“惊涛拍岸卷起千堆雪”那种气势。而且句式不长，简…
Every seat in this giant arena that isn’t roped off for security is packed to the ceiling. Honored to be here. All for Charlie Kirk.
Firmly holding $TSLA and I was honked at the STOP intersection this morning because FSD cut the line and drove first 🤣
Stephen King is having a bad day. I dont care that he apologized and deleted. If this had been a one-time occurrence, I could turn the other cheek. Not anymore. He has spewed hateful propaganda for years. I hope he is held accountable and the Kirk family sues tf out of him.…
"When people stop talking, that's when you get violence." -Charlie Kirk
A father, husband, son, and a man of Christ. A titan of modern conservatism. May God bless Charlie Kirk, and his family.
There’s always that one guy that doesn’t know how to dance in the club.
🚨 Army robot dogs march down D.C. for the Army 250th 👀🔥
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