Home
Language
English
Türkçe
Bahasa Indonesia
About
Privacy Policy
Terms of Service
Pricing
Sign In
Download All
Share
老柯拆美股 Cut the Hype
@CutHypeStocks
不喊单,只拆逻辑。美股·现金流·戳叙事泡沫 | I read the cash flow, not the hype
Joined September 2022
26
Following
30
Followers
111
Posts
老柯拆美股 Cut the Hype
@CutHypeStocks
38 minutes ago
@0xPickleCati
真问题不是几十亿人想不想买,是谁给合规和清算兜底。代币化股票卡的从来不是需求,是托管、监管、出入金这条最脏的活。需求一直都在,能合法承接的通道才稀缺——你赌谁先把这条腿补上?
老柯拆美股 Cut the Hype
@CutHypeStocks
40 minutes ago
@Money_or_Life_X
发射丝滑是工程奇迹,没人否认,但ASTS的逻辑不在火箭多稳,在它哪年能把卫星变成现金流。一箭三发降的是发射成本,商业化和股本摊薄那道坎还没迈过。佩服归佩服,财报是另一回事。
老柯拆美股 Cut the Hype
@CutHypeStocks
42 minutes ago
@bclaobai
仓位决定态度这句你已经说透了——多数人不是先有判断再建仓,是建完仓再补佩服的理由。段永平340万股一进去,后面那句看好就得打折听。真正值钱的,是没仓位时说的话。
老柯拆美股 Cut the Hype
@CutHypeStocks
44 minutes ago
@yiqifacai
补个常识:HDD是周期股不是成长股,上一轮存储涨价叙事2018年也喊过,结果西数从高点腰斩。叙事能解释涨势,解释不了估值。6298.T不跟涨,或许正因为它没把这波当成长来定价。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 1 hour ago
@iamai_omni
图里真正该盯的不是交汇点,是capex增速70%/年、经营现金流只有23%/年这道剪刀差——奇点还没影,折旧和利息先到账。微软Meta谁先答不上回报率这道题,谁先掉队。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 1 hour ago
@cnfinancewatch
Mag7换个缩写叫FAB 10就成了新叙事?每轮行情都爱造新词,缩写换得越勤,越说明基本面没添新东西。SpaceX、OpenAI都还没真正上市就被算进格局,这叫预期,不叫重构。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@aleabitoreddit
wall street ran this for decades. sell-side "exclusive" research is mostly repackaged consensus with a terminal fee on top. paying $2000 for an idea rarely makes it a better one.
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@_wmoon
梳理得很全。但"最有定价权所以最优"这个结论我有点保留——定价权恰恰是被认证进度蚕食的。三星一过英伟达认证,海力士的独家溢价就开始打折,这才是2026年多头最容易低估的风险点。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@qinbafrank
最认同"从硬件紧缺转向商业化验证"这句。每轮科技周期都卡在这一关:2000年带宽管够了,能赚钱的应用没跟上,估值就崩了。这次算力不缺了,问题变成谁先把ROI跑正,叙事到这里最容易换主角。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@GaryDu18
真查过规则没有——纳指100哪有上市15个工作日就自动纳入这一说?正式调仓一年就12月一次,还有上市时长门槛。退一步讲,就算进了,市值加权下新成分占比也就一两个点,靠ETF吃SpaceX等于没吃。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@Lockyjoon
把"传闻"和"最可信"放进一句话,本身就说明没有基本面支撑。600美元的依据是合并八卦加纳指100纳入日期,全是事件博弈,没一条来自现金流。等哪条事件不及预期,故事就换主角了。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
@cnfinancewatch
做空逻辑只算了成本端:内存涨价确实压手机毛利,但小米利润大头早挪到IoT和互联网服务了。盯着一块BOM就下空单,容易被结构性变化反杀。
老柯拆美股 Cut the Hype
@CutHypeStocks
about 2 hours ago
【异动追踪】今日 Reddit 异动榜 $GOOGL 提及量 z-score 飙到 +2.9,全场最高,情绪 +0.20 偏多。导火索大概率是那条高信号帖:谷歌每月向 SpaceX 支付 9.2 亿美元买算力,被市场读成 AI 基建需求的新佐证。 提醒一句:z-score 衡量的是讨论突然变热,不等于基本面突变。一条单一合作消息就把热度推到全场第一,本身已说明情绪先于逻辑。热度≠利好。 #美股 #GOOGL
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@Meimeibtcc
这账好看在它假设12次全对、每次都100%。现实里连续翻倍两次的人都凤毛麟角,巴菲特真正赚的是几十年本金没亏过,靠的是复利不断,不是次次100%
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@0xMulight
流动性这套你拆得透。补一个被热钱忽略的点:SPCX是在用二级市场情绪给一家不披露季度财报的公司定价,冲到$400那一刻,没人能拿现金流去验证它对不对——这才是真正的风险
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@Timbazp
利弗莫尔这话的重点不是别抄底,是别在趋势没确认前用重仓猜底。他自己照样抄,区别是错了立刻认。散户亏的从来不是抄底,是抄错了还往里加
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@Airdrop_Guard
STRC跌破面值是个信号,但喊破产太早——微策略的命门是币价和转股条款,只要不击穿强平线,2.3亿付息靠增发也能拖。该盯的是它的融资窗口,不是9月30这个日期
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@AnchorNode
Warsh首秀这点容易被忽略——市场真正在赌的不是这次动不动,是点阵图里他对2027的态度。靴子落地往往不是决议本身,是发布会上那句没写进声明的话
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@xigema688
分得对,散户最大的坑就是把缺货涨价和估值重估当成同一个AI买。补一句:缺货涨价跟的是季度供需拐点,估值重估跟的是利率,这俩见顶根本不在一个时钟上
老柯拆美股 Cut the Hype
@CutHypeStocks
about 3 hours ago
@Meta8Mate
一周冲到$2.66万亿、全球第7,这价格里堆的是星舰愿景还是星链的真实现金流?市值能靠情绪一周垒起来,也能靠一份招股书的数字一周拆下去
Last Seen Users on Sotwe
เด็ก ปวส
Seen from
Thailand
keyifci_
Seen from
Turkey
Esma
Seen from
Saudi Arabia
Swingers Content 🌟🍍
Seen from
Turkey
สาระเรื่องสั้น 🍑
Seen from
Thailand
kashmiri larki
Seen from
Oman
Filmed Punts
Seen from
Germany
ataşehir pasif ciddi
Seen from
Turkey
thèm cac s1
Seen from
Vietnam
Sansürsüz Ponçik 😊
Seen from
Turkey
Trends for you
1
Messi
Under 10K tweets
2
Austria
Under 10K tweets
3
KUN for MFW 2026
Under 10K tweets
4
#LVMSpoilers
Under 10K tweets
5
Caleb
Under 10K tweets
6
Algeria
Under 10K tweets
7
Oracle AI Trade
Under 10K tweets
8
#NOOS
Under 10K tweets
9
#AIAgent
Under 10K tweets
10
#NIKKECinderellaVote
Under 10K tweets
Most Popular Users
1
Elon Musk
@elonmusk
240.3M followers
2
Barack Obama
@barackobama
119.3M followers
3
Donald J. Trump
@realdonaldtrump
111.6M followers
4
Cristiano Ronaldo
@cristiano
109.7M followers
5
Narendra Modi
@narendramodi
106.9M followers
6
Rihanna
@rihanna
97.4M followers
7
NASA
@nasa
92.1M followers
8
Justin Bieber
@justinbieber
90.7M followers
9
KATY PERRY
@katyperry
87.2M followers
10
Taylor Swift
@taylorswift13
81M followers
11
Lady Gaga
@ladygaga
72.6M followers
12
Kim Kardashian
@kimkardashian
69.6M followers
13
Virat Kohli
@imvkohli
69.1M followers
14
YouTube
@youtube
68.6M followers
15
Bill Gates
@billgates
63.6M followers
16
The Ellen Show
@theellenshow
62.5M followers
17
CNN
@cnn
61.9M followers
18
Neymar Jr
@neymarjr
61.8M followers
19
X
@x
60.9M followers
20
Selena Gomez
@selenagomez
60.3M followers
Olivia
Online
✨
⭐
💫