📅 20260913 推文存档

📊 共 9 条推文

@aleabitoreddit

2026-09-13 21:23:10

Tech people in real life: I have shares in “ $TSLA, $GOOGL, $SPCX. “

People on my X feed/comments:

Leveraged Micron, Sk Hynix calls all the way from $1M to $28M down to $4M
calls on short dated tanker freight futures because $AXTI 3000% 1Y returns wasn’t enough.
Long

📖 原文 | 🔗 #0913-212310

2026-09-13 16:11:41

It’s the weekend but surprised I missed this from $ORCL earnings.

Implications for $NBIS to $IREN are pretty positive since:

Oracle said all GPU capacity for renewal were resold +20% premium above previous contracts.

Majority of the equipment was 4Y+ and older…

So another L https://t.co/ObjZl4MG0q

📖 原文 | 🔗 #0913-161141

@akohika1233

2026-09-13 13:27:39

持仓情况如下：洁美科技002859 （62.49进入，每股浮盈：1.50 元，浮盈比例：2.50%）和远气体002971（38.47进入，每股浮亏：1.01 元，浮亏幅度：-2.63%）铭普光磁002902（26.43进入，每股浮盈：4.43 元浮盈比例：+16.76%）士兰微600460（30.58 到入每股浮亏：0.51 元浮亏比例：-1.67%）

📖 原文 | 🔗 #0913-132739