Martin

[Martin @LSF48Winter]

@WallStreet0Name 每天看点臀为王

[Mr.RC｜𝟎𝐱𝐔 @MrRyanChi]

https://t.co/uGuy7PFTBk

[Leto Bao @leto_bao]

都在问开杠杆没，当然开了。我的账户常年维持 2 倍杠杆。因为年轻，就算输了也有无数机会重头才来。

至于风险，你买房 20% 的首付相当于开 5 倍杠杆把自己所有身家和未来 30 年的现金流都押在一个流动性极低的水泥盒子上，而我开 2 倍杠杆押注的全是地球上最伟大的公司，还能一键跑路，哪个风险高？

[Leto Bao @leto_bao]

https://t.co/a1IRSGMGWP

[Martin @LSF48Winter]

好明媚的雨琦啊
#yuqi #宋雨琦 #idle香港

[leki ⚔️ @mkfilko]

Ok seems like Robotics is gonna be the play of the next few weeks/months. Here are some good companies worth watching imo

Spread across the stack: the OS, the sensors, the brain, and the body.

$BB - QNX is the safety-certified operating system that runs underneath the robot, not the robot itself. Deterministic, ISO-certified software is hard to replicate, which is why it sits in autonomous cars, industrial automation and now physical AI. QNX did $72.3M last quarter, up 26%, royalty backlog near $1B, partnered with NVIDIA and Arm.

$CCXI ($AGLT post deSPAC) - The public vehicle for Agility Robotics and its Digit humanoid, merging with Churchill Capital XI at a $2.5B pre-money valuation. Digit is already deployed at Schaeffler, GXO and Toyota with 65,000+ operating hours and $300m in multi-year orders.

$OUST - Ouster builds digital lidar, the depth perception layer for robots, AVs and industrial automation. One sensor architecture scaling across multiple end markets.

$AMBA - Ambarella makes edge AI vision chips that give machines real-time sight without the cloud. The same silicon that powers ADAS now targets robotics, drones and autonomous systems.

$AEVA - Aeva builds FMCW 4D lidar that measures velocity per point, not just distance. That matters for machines that need to predict motion, not only map space. Still pre-scale on revenue, so execution is key.

$RR - Richtech Robotics builds service and humanoid robots for hospitality and logistics. Micro-cap and speculative, the lottery-ticket end of the basket. Real deployments but thin financials.

$TER - Teradyne owns Universal Robots (cobots) and MiR (mobile robots), on top of being a semiconductor test leader. The cleanest profitable robotics exposure here, with a chip-cycle tailwind underneath. However, robotics is still a minority of revenue.

$SYM - Symbotic automates warehouses with AI-driven robotics, anchored by Walmart. Real revenue at scale, rare for this theme. Customer concentration and lumpy deployments are the risk.

$SERV - Serve Robotics runs autonomous sidewalk delivery, backed by NVIDIA and Uber. Fleet expansion is the growth story. Their robots look kinda ass though.

$CGNX - Cognex is machine vision, the eyes of factory automation and robotic guidance. Established and profitable, levered to capex cycles. Less explosive, more durable.

Any other ideas?

[Autopilot @joinautopilot]

Breaking: President Trump just mentioned 2 new companies during his speech

• Eli Lilly $LLY
• Nokia $NOK

Remember what happened with Micron and Dell?

[Vega Hao @Vegahao]

https://t.co/5MzwJOhBqv

[dray @drayinvests]

TRUMP JUST TOLD YOU ANOTHER STOCK TO BUY:

$NOK

HE TOLD YOU EARLIER:

$INTC = +251% YTD
$DELL = +233% YTD

ARE YOU BUYING?

(skip to 0:48 for it)

[Martin @LSF48Winter]

2026.6.23持仓记录
okll 5.75
dram 70.25
pltu 26.97
nvts 24.11
nok 14.43

[Martin @LSF48Winter]

要疯了再也不用sb海妖了

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[川沐｜Trumoo🐮 @xiaomustock]

马斯克的 $SPCX 梦想离不开诺基亚 $NOK
先别反驳，听我讲完。
马斯克说在27年底实现每年1吉瓦的太空算力部署，那么太空算力向地面的传输，就必须用到基站，而不是星链。
因为数据量非常庞大，星链数据是给手机或者地面接收器传输，数据内容简单，但是太空数据中心就就必须要通过专门的基站来做回传，到达基站再通过光纤快速传递给每个用户。
这也是为啥英伟达要跟康宁合作扩产光纤，现阶段应该是用不了太多，真正需求应该是27年年底。
老美，欧盟，或者其他地区都有通信运营商，为什么 马斯克的 $SPCX 最终会选择 $NOK 诺基亚合作？因为基站能跟英伟达的算力系统紧密合作gpu配合的就诺基亚一家，诺基亚把命都交给 $NVDA 了，紧密融入CUDA生态，而其他选择比如爱立信则不是，它还是以cpu为主，可以兼容，但不完全依赖英伟达。

以后地上都是特斯拉机器人连接诺基亚的基站 诺基亚的基站连接spcx的算力卫星。
$SPCX 会带着诺基亚 $NOK 把边缘计算的基站建满整个地球，月球，甚至火星。
老马下一步棋如果想要扩展完成它的太空算力计划，那么百分之百要跟诺基亚
$NOK 紧密合作，甚至是入股投资或者收购，收购难度应该是最大的，大概率是大额资金入股。

[Martin @LSF48Winter]

自己把自己挂树上了还有谁😭😭

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

看见一个很离谱的论文……

如果你每天在收盘时买入美光科技，在第二天开盘时立刻卖出，几十年来会获得高达 138,330,342% 的收益。

但如果每天开盘买入，当天收盘时卖出，你的投资最终会几乎全部亏损-99.92%。

作者表示，这一切都是既得利益者的阴谋，所有市场都一样。

是的，包括咱们大 A。

[Martin @LSF48Winter]

@GuoShenCN7 BTC

[WangNextDoor @WangNextDoor2]

这位博主的Codex 零基础教程还挺不错的，任何背景的人应该都可以快速上手👍

[Art of Speculation @ArtofSpecuycky]

刚刚在开车，路上想了一些下周的波段机会
记录一下，分中短线和长线两块

中短线（1个月内）
1. $AVGO
走了一个上升通道，如果突破目标是545，中间500整数位可以当第一止盈位。
日线MACD快要金叉，Stoch RSI往上走，下周三有财报做催化剂。
这个上升通道区间已经盘整了42天，反复测试下方日线EMA20支撑不破。今天涨的量是平时的两倍，我感觉要突破了。

2. $CRWV
同板块的IREN和NBIS都涨了很多，CRWV一直停滞在这，但今天突破了下跌趋势线。
反复测试了好几天日线EMA200、SMA200和SMA100没跌破，而且成功站上日线EMA20。
启动的话第一目标看128，第二目标145。

3. $AMKR
目前走了个Bull Flag，在高位盘整了32天，感觉离启动也不远了。
今天刚把下方缺口67补了，然后反复测试日线EMA20没跌破。如果突破这个Bull Flag，上方理论目标100。

4. $CRCL
之前一直在强调，只要回补缺口100一定要大量加仓，缺口就是买点，there you go。
没上车的也可以关注下跌趋势线的突破做右侧，112-115左右。

5. $SMR
感觉也快要启动了。OKLO二次回踩已经完成，SMR也差不多了。
日线EMA20和EMA50都站上去了，只要突破13上方空间就打开了。第一目标17，第二目标20。

6. $ADBE
下跌趋势线快要突破了。上方第一目标300，第二目标330。
最近软件股开始板块轮动，之前的Figma财报不错，猜测下周Adobe财报也会差不多。只要有一点点超预期，空头回补就来了，因为已经杀的太狠了。

长线
1. $NVDA
可以考虑买Leap Call。
周五因为MSCI和养老金调仓的抛售导致下跌，如果下周跌到208和203都是非常好的长线机会。
现在估值简直太便宜了——PE 32.81，Forward PE 24.45，PEG 0.66，相比其他芯片公司简直是在捡钱。目前只是因为市值太大不好拉盘，但Leap Call是很稳的。
分析师全部给出Strong Buy，Consensus目标价310，最高有看到500的。

2. $NOK
回到14.1补缺口，顺便回踩日线EMA20就是长线Leap Call的买点。
有很大的价值重估空间。

要注意好仓位控制和心态管理，我今天看评论区有推友说满仓了一个后很焦虑，我晚上也会写一篇这个仓位控制和心态管理的文章，我觉得对大家应该都有帮助。

[KawzInvests @KawzInvests]

$NOK is turning cell towers into mini data center nodes by installing $NVDA GPUs directly into its AI-RAN base stations.

A factory robot cannot wait 200 milliseconds for a cloud server. So instead of routing that decision back to a centralized data center, you run the inference at the tower. $TMUS was the first US carrier to pilot it.

$NVDA's Jensen Huang said it himself on last night's call. "every single base station, every single radio network would become an AI-powered radio network."

Very interesting tech coming out of $NOK.
$NOK $NVDA $TMUS $DELL