James

[James @James37376659]

@VCPMomentumIN RANGE

[David Senra @davidsenra]

Here's my conversation with @MichaelDell, founder, chairman and CEO of Dell Technologies (@DellTech).

(0:00) The Early Obsession: Dell's Beginnings
(0:18) Middle School Memories and Early Financial Fascinations
(1:11) The Spark of Stock Market Interest
(2:14) Unreleased Products and Unwavering Enthusiasm
(2:35) Family Conversations and Motivations
(3:11) The Puzzle of Technology
(4:50) Taking Things Apart: A Lifelong Curiosity
(5:52) The Economics of IBM and Early Business Insights
(9:19) Cost Control and Competitive Advantage
(16:36) The Importance of Storytelling in Business
(20:58) Learning from the Greats: Influences and Inspirations
(25:00) The Challenge of Self-Sabotage in Entrepreneurship
(29:48) Embracing Change and Innovation
(43:09) The Power of Data and AI in Business
(46:55) Cultural Differences and Resistance to Change
(47:22) Investing in Technology: Lessons from Andrew Carnegie
(49:05) The Concept of 'Dad Terminal'
(50:54) Supply Chain Mastery
(56:18) The Importance of Energy Management
(57:59) Early Financial Challenges and Solutions
(1:02:05) The Negative Cash Conversion Cycle
(1:18:17) The Mail Order Stigma and Overcoming It
(1:19:39) The Rise of E-commerce
(1:28:48) Fear of Failure and Final Thoughts

Includes paid partnerships.

[老马投资研究 @LMDFinance]

https://t.co/FKtAE4rgXX

[另一面 @OtherSideBJ]

地量十字星是一种非常典型的拉升初期试盘信号。一旦���现这种信号，我通常会毫不犹豫地跟进。

因为每次行情启动的主升浪，主力都会做一个动作，那就是试盘。如果试盘信号出现在股价上行阶段，那么操作效率往往会更高。

今天，我就把其中的逻辑和方法整理出来，分享给大家。👉

[vivienna.btc @viviennaBTC]

https://t.co/jpXbUtCmQN

[大V黑匣子 | 🇨🇳 @pushu1228]

圈子流出
混江龙
【芯片半导体国产替代的机会】

[加密小韭菜 @Luckyjudy666]

美股有哪些值得关注的博主

最近美股大牛市，美光 $MU 可以一周上涨24%，那么可以关注哪些博主发现美股优质股票，获取财富密码呢？

一、高胜率实盘类

1. 佩罗西

前国会议员，号称“国会山股神”，近三年最著名的投资案例就是2021年买入英伟达2022年6月17日的看涨期权，众所周知，英伟达于2022年6月开启了主升浪。佩罗西的现货和期权相结合的模式，���实会比巴菲特更适合资金量较少的小散户，并且介入时间也非常精准，很值得散户照抄作业。想抄佩罗西作业，可以去追踪网站Quiver Quantitative 或 Unusual Whales 的佩罗西专页。

2. Cathie Wood @CathieDWood

ARK Invest创始人，江湖人称木头姐，成名之战是比特币250美元的时候木头姐就大仓位买入了，专注科技成长股。风格比较激进，过往回报亮眼，但是高利率缩表时期，木头姐的基金表现挺受伤，不过投资人还是信任她，给她投资。木头姐实盘持仓透明，每周更新。ARK Invest的官网可以看到投资组合：https://t.co/IqMEDnIBnG

二、 知名分析师类

1. Liz Ann Sonders @LizAnnSonders

Schwab首席策略师，宏��分析一流，数据详实，市场情绪把控准。

2. 中金海外首席刘刚

刘刚对于美联储、美国财政部、美元流动性有着深刻理解，对于美国的宏观政策预判相当准确，语言朴实接地气，数据也非常详实，国内首席我最喜欢看中金刘刚的研报。他有公众号：Kevin策略研究。

3. Aswath Damodaran

纽约大学的公司金融的著名教授，教你怎么给公司定价，也有个人网站，免费分享个股估值模型，自己拿来改参数就行，有油管频道：https://t.co/D0RasSHXgW
4. Anna Wang @AnnaEconomist

彭博首席经济学家，为美国的经济政策、经济走势提供独家的前瞻分析。

三、个人博主类

1. Rick大大 @rickawsb

专注美股AI半导体、先进制程产业链的财报前瞻与深度解读，长文拆解VECO、CIFR等AI基础设施标的，订单、CapEx、现金流、HBM技术一应俱全，对币圈也有很深刻的理解。

2. 徐老猫 @raycat2021

不搞情绪喊单，也不追热点短线，而是老老实实用数据说话：ISM疲软怎么影响服务业新订单？油价58%暴涨背后美国出口填补了什么缺口？苹果库克24亿薪酬到底值不值？每一条长帖都把宏观、地缘、估值和美股机会串成一条清晰逻辑链。

3. 美投讲美股

华语美股油管频道，深入浅出讲解宏观、个股、财报，内容全面，深入浅出。https://t.co/iUk3kbPlSv

4. DinTer

油管频道，2025年美股实盘分享，爆赚案例多，策略心得透明。https://t.co/cHi1Qm4jNJ

5. 小鹿看财经

油管频道，前任券商宏观分析师，分析功底深厚，目前自己依据公��数据对中美经济做独立分析。
https://t.co/2oTiipCS83

6. 勃勃OC @bboczeng

投资界的搞笑大师，内容比较轻松幽默，穿插宏观和个股的分析，比较好玩。

四、反指类

JimCramer @jimcramer

CNBC《Mad Money》主持人，Jim Cramer的股票推荐在历史上经常和实际走势反着来，是华尔街的知名反指。

五、信仰充值类

Tom Lee @fundstrat

美股死多头，以太坊DAT的主席，总是能在大跌中鼓励散户加仓指数，恐慌行情的心理按摩师。

[看不懂的SOL @DtDt666]

兄弟们，周末别抱着短剧刷不停了，抽1个半小时看看这套货币金融学课。

你在市场里踩的多数坑，本质都是没摸透货币这个市场的底层逻辑。央行政策、流动性周期怎么影响你的持仓，这门课全讲透了。

就一个半小时，比你刷两集长短剧的时间还短，你沉下心看完，至少能搞透这几件事：
央行的货币政策，到底是怎么直接影响你手里的股票、基金、BTC的；
流动性的松紧周期到底怎么判断，再也不追在山顶、割在谷底；
利率、汇率这些你天天听的词，到底怎��左右你的投资收益；
全球的钱到底在各个市场里怎么流转，真正的机会和风险藏在哪。

刷短剧，你爽的只有那十几分钟，看完就忘，对你的钱包没有半毛钱帮助，甚至越刷越浮躁，连静下心看半小时东西的耐心都没了；但这一个半小时的课，你搞懂了货币的底层逻辑，下次再遇到市场波动、政策变化，你再也不会慌慌张张追涨杀跌，能清清楚楚分辨什么是机会、什么是坑，这才是真的能帮你少亏钱、多赚钱的事。

刷短剧爽完就空，搞懂投资的底层规则，才能少踩坑多赚钱，这才是周末最划算的投入。

[W_News @CCaalifornia]

[美国飞船绕月拍摄的必看画面]
这是“阿尔忒弥斯二号”宇宙飞船绕月球飞行过程中，“猎户座”拍摄的月球和地球
宛若科幻大片，太美了，太壮观了
“阿尔忒弥斯二号”(Artemis II) 是首次载人飞行，本次不登月
4月1日发射升空，正在执行为期约10天的绕月飞行任务，为未来的载人登月和月球基地建设铺平道路

[LEI @TheMarketMemo]

https://t.co/QEiEPItyKc

[Azu @QingSong79]

全文15500字，编辑了三天

[Itsuki Haru @ItsukiiHaru]

This is what slow living looks like... Warm light, clean lines, and a space that just feels right

[0x进击的水豚 @crypto_oldk]

许多远程工作的薪资比朝九晚五更高。

问题不在薪水。

而在于你在哪里寻找。

这里有15个鲜为人知的网站供你选择：

[Morgan Stanley @MorganStanley]

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

[bbshare @shadouyoua]

https://t.co/D1qrQul5F7

[宝总的财富指南 @baozong_facai]

美国最富有的人不追逐趋势。

他们拥有无人谈论的无聊生意。

这是10个按需印钞的生意：

[泥伏雷闯关记 @Nicole_yang88]

https://t.co/igayAl1hJj

[老白（每日 AI 干货✊） @laobaishare]

7. 不含化学物质的自制去角质。

商业去角质产品充��垃圾。

* 将融化的凡士林与海盐混合
* 让它冷却并凝固

现在你有了一种能同时保湿和清洁的天然去角质产品。

[iain @ohiain]

A big part of my system revolves around riding the wave after Stage 2 breakouts, so below I've explained exactly what I look for.

I'm not trying to catch the exact bottom or predict when a stock is going to explode.

I'm positioning myself in trend when structure, volume, and momentum all align, and that alignment happens during the transition from Stage 1 to Stage 2, which is when stocks move from accumulation into markup.

This is the phase where institutions start stepping in with size, volume increases meaningfully, and the character of the chart changes from sideways frustration to something that looks like linearity and strength.

I've spent years studying these transitions, and what I've learned is that if you can recognize the behavioral patterns that show up over and over again during this phase, you can put yourself in position to catch some of the biggest moves in the market without having to predict anything or get cute trying to pick bottoms.

The first thing I look at is the EMAs:

...specifically the 9/21/50 exponential moving averages, because they're the backbone of my system and they tell me everything I need to know about trend and momentum in real time.

The 9day tells me short-term momentum and whether buyers are still in control on a "day to day" basis.

The 21day defines structure and shows me whether the trend is orderly or erratic

and lastly the 50day confirms the bigger trend and tells me whether institutions are defending the move when the stock pulls back.

When all three of these EMAs align and start rising together, when price is holding above them and they're stacked in the proper order with the 9 above the 21 and the 21 above the 50, that's when I want exposure because the stock is showing me that it has both momentum and structure working in its favor.

I say it every single day, but it's worth repeating:

it's not about predicting what's going to happen next, it's about reacting to the evidence of strength that's showing up in real time, and the EMAs give me that evidence in the cleanest, most objective way possible.

The second thing I need to see is volume confirmation.

...because price without volume means absolutely nothing to me and I've learned the hard way that chasing breakouts without institutional sponsorship is a recipe for getting chopped up.

What I'm looking for are accumulation bars, which are high volume up days followed by low volume pullbacks, because that pattern tells me that institutions are quietly building positions and absorbing supply without pushing the stock too hard too fast.

You don't need to know which funds are buying or what their thesis is... the chart shows you through repeated volume surges on strength, and that's the footprint of institutional accumulation.

That's why I don't chase random breakouts just because a stock is moving, because I want to see the footprints first, I want to see the evidence that BIG DADDY money is involved (lol), and I want to see that the stock can digest gains on light volume before it makes the next push higher.

Volume is the fuel that powers the move, and without it, I'm just trading random charts that look "decent."

The third thing I look for is big bases.

because the bigger the base, the higher in space, and that's not just a catchy phrase my people... it's a proven pattern that shows up over and over again in the biggest winners.

Mult month or even multi year bases show long periods of accumulation, compression, and emotional reset, where weak hands get shaken out, institutions build positions, and the stock builds the energy it needs for the next major leg higher.

When these structures break with volume and momentum, the moves can be explosive because it's not just a breakout... it's months or years of "pent up" demand being released at once, and the stocks that come out of these bases with the right characteristics are often the ones that lead the market for the next cycle.

I'm specifically watching four names as candidates right now:

$ZM, $RUN, $MCD, and $DOCN, all of which have multi year/month bases that are just starting to move higher with clear accumulation on the right side of the bases, trading above their anchored VWAPs, and price pressing above all key moving averages.

All of these charts are showing signs of renewed institutional interest, and you can see it in the character.

Volume is expanding on up days, contracting on pullbacks, and higher lows are forming into resistance, which tells me that the behavior is shifting from Stage 1 accumulation into early Stage 2 markup.

Nobody knows what will happen next with these names, and I'm not pretending to have a crystal ball, but these are the signs I look for when I'm identifying potential leaders in early Stage 2, and if these names continue to hold trend and show controlled strength, I'll be buying every pullback that respects structure and where volume confirms the move.

For my system, it's all about recognizing behavior that repeats over and over again across different names, different sectors, and different market cycles.

- strong structure
- price surfing EMAs
- expanding volume on strength
and accumulation on the right side of the base.

...are what fuel the next wave, and that's what I'm hunting for every single day.

"The bigger the base, the higher in space."

and if you can train yourself to recognize these Stage 1 to Stage 2 transitions before everyone else piles in, you give yourself the best risk/reward setups in the entire market because you're getting in early with institutional sponsorship backing you up!!