Mike Luo

An old man engaged in the design of 3C electronic products and the production of outdoor hunting knives

[Adrian Punk @AdrianPunk115]

中国人的冷知识是没有天花板的

上网真能学到东西

[Annie 所长 @web3annie]

马斯克预言将应验！美股下一波大牛市，藏在这12只股票里：

1. SpaceX $SPCX
马斯克亲自操盘的太空公司，正是实现上太空解锁电力限制、每年搞几百吉瓦的唯一玩家。

2. GE Vernova $GEV
燃气轮机和电网设备龙头，订单已经排到2030年，数据中心抢着订它的发电机，是卖铲子里最硬的一家。

3. 新纪元能源 $NEE
美国最大可再生能源+公用事业公司，一边建太阳能风电，一边直接跟谷歌等签数据中心供电协议，增长稳健。

4. 伊顿 $ETN
做变压器、开关柜、电力分配设备的老牌公司，数据中心和电网升级都离不开它，订单增速直接翻倍。

5. 广达服务 $PWR
专门建输电线路和变电站的工程公司，电网接不上数据中心就得靠它来修，是电力基建的包工头。

6. 星座能源 $CEG
美国最大核电站运营商，已和微软、Meta签下超长期供电协议，专门重启核电站给AI数据中心供电，稳定24小时清洁电力。

7. 维谛技术 $VRT
专门做数据中心电力和散热系统，AI服务器越热越耗电，它的设备就越刚需，订单和利润双双暴涨。

8. 布鲁姆能源 $BE
做现场燃料电池，数据中心电网等不及就直接装它的发电设备，绕过审批瓶颈，订单被甲骨文等大厂抢着签。

9. 维斯特拉 $VST
拥有大量核电+天然气发电资产，和Meta、亚马逊签了多年供电大单，既能立刻供气电，又能靠核电吃长期红利。

10. 卡梅科 $CCJ
全球顶级铀矿商，核电站重启和新建都要烧铀，AI推动核电复兴，它直接吃燃料涨价和销量双升。

11. 火箭实验室 $RKLB
SpaceX之外的第二选择，帮着把太阳能电站和轨道数据中心送上天，是太空算力的运输队。

12. 塔伦能源 $TLN
核电站紧挨亚马逊数据中心，专门给AWS供电，规模虽小但位置超好，是核电+AI最纯粹的标的之一。

你还看好谁？

[静之竹 @jz86574932]

王德峰教授
您说的太好了！

[Petrichor @Jam79922967]

我能理解你所表达的“点”了。这样纯真的女孩已经很少了，不过在这样年龄段还有一些。到了中年，比例就更少了。

[财经数据库 @caijingshujuku]

一口气看懂王虹获菲尔兹奖：挂谷猜想到底有多难？
1917 年，日本数学家挂谷宗一提出了一个看似无聊的问题：一根没有粗细的针在平面上转完 180 度，扫过的面积最小能有多小？半圆、圆、莱洛三角形、三尖内摆线……

[Mike Luo @MikeCillin]

@elonmusk That entry into the water was so cool!

[Mike Luo @MikeCillin]

@elonmusk Congratulation

[老司机 @h5LPyKL7TP6jjop]

这是我听到最敢说的重庆方言Rap，必须点赞👍！

[亚洲金融 Asia Finance @AsiaFinance]

https://t.co/DlGTKjPqpH

[亚洲金融 Asia Finance @AsiaFinance]

亿万富翁杰里米·格兰瑟姆曾说过：“我会在 $SPCX 跌至面值10美分时投资”。现在SpaceX已下跌-48%，交易价格低于其135美元IPO价格。虽然我们没打新SPCX，也于上月清仓了 $TSLA 和其衍生品，但格兰瑟姆毕竟87岁了，很难理解AI半导体。看了其仓位投资标的，我们居然1个都没有。华尔街只有幸存者，没有股神。

[露西的百宝箱 @Lucy_love_AI]

冒死公开风水真传，看完不到半小时入门风水。

[瞎玩菌 @Blind___Gamer]

起床后就刷牙？
原作者：@扎克鱼

[流氓兔🐰 @LiumangtuCrypto]

建议兄弟们都去看这部Netflix高分纪录片

《聪明生活经济学》

看完彻底刷新金钱认知。

[Staudinger @Staudinger333]

$RKLB: It doesn't happen too often, but when RSI touches 30, this is a screaming buy.

We're there now.

I, for one, view these cheaper prices as a gift.

At $150 I thought the valuation was too high.

Here? A frickin' steal given their recent acquisitions and growth.

And let's not forget Neutron is coming. The sentiment is so poor right now it's like people have forgotten about this.

When RSI and MACD and the squeal of retail coalesce, it tells me I need to buy more RKLB.

It's a recipe that has yet to fail, even in the initial post-SPAC era when it chopped sideways in the single digits with some pops here and there for years.

Could we still see $60 here? Absolutely.

Wouldn't change my thesis and only makes buying more attractive.

High beta has reset after the SpaceX IPO and more Iran war escalations. These too shall pass as the expression goes.

For now, I'm prepared to stay the course.

GLTA and NFA...

[亚洲股市 AsiaStock @AsiaStock]

OpenAI很可能会成为孙正义的下一个WeWork。软银集团（9984TYO）的股价，距离一个月前创下的历史高点，如今已经回落接近30%。随着OpenAI今年IPO的希望一天比一天渺茫，加上市场开始质疑其估值，投资者正把软银当作看空OpenAI的“代理标的”进行抛售。

虽然OpenAI在2026年3月最新一轮融资后，私募估值高达8,520亿美元，但由于Sam Altman坚持IPO估值至少要达到1万亿美元，这一要求对当前公开市场而��几乎无法接受，因此IPO很可能从原本计划的2026年底推迟至2027年。这使得孙正义陷入了一场高风险的“胆小鬼博弈”，而压力主要来自两个结构性问题。

首先，软银为了押注OpenAI，大量举债融资。到2026年10月，软银对OpenAI的累计投资预计将达到646亿美元。为了支撑这一激进扩张，软银还借入了一笔400亿美元的过桥贷款，而这笔贷款将于2027年3月到期。如今Altman为了冲击1万亿美元估值，将IPO推迟到2027年，意味着OpenAI上市时间很可能晚于软银贷款的到期日。

孙正义显然已经意识到了这个问题，并试图寻找其他融资渠道。2026年年中，软银曾接洽多家银行组成银团，希望以持有的OpenAI私募股权作为抵押，获得一笔100亿美元的保证金贷款。然而，没有一家银行愿意承销最初的融资规模，最终软银不得不将目标下调至60亿美元，仍然留下了巨大的资金缺口。

如果OpenAI到2027年3月仍未上市，软银将面临直接的现金流压力。届时，公司可能不得不在现有约600亿日元短期债务的基础上，继续发行高成本公司债融资；或者被迫出售其最重要的资产——Arm的股份，不仅会带来巨额税务成本，也可能对Arm的股价造成沉重压力。

Sam Altman对孙正义来说，最终会是下一个马云，还是下一个Adam Neumann？

[Parkash Heerani @HeeraniPK]

People have short memories.

Last November, $RKLB fell ~50%, from around $73 to $37. X was full of posts saying it was over. "It'll never make new ATHs." "Starship will kill the launch market." "Neutron is delayed and will be irrelevant."

About 60 days later, $RKLB was back at all-time highs.

If the stock price is bothering you more than the business itself, you're probably living on borrowed conviction from other people.

An investor should never live on borrowed conviction.

Why panic now that the stock is already down 50%, when the business continues to improve?

Space Systems, which generates ~70% of revenue, is still growing 40-50% YoY. Neutron is closer than it's ever been. A single successful Neutron launch is expected to generate approximately eight times the revenue of an Electron launch.

The Iridium acquisition is a major strategic shift. Around 70-80% of the long-term space economy is expected to come from space services, not launch. $RKLB has officially entered that game.

The space industry itself is still in its infancy. Every time I read about where this industry is headed, I get more excited about its long-term potential.

Does seeing your portfolio get cut in half hurt? Of course it does. I'm not enjoying it either. But that's how growth investing works. Volatility is the admission fee.

If the market is getting to you emotionally, step away from the screen for a while. Spend time with family and friends. These are numbers on a screen. They go up. They go down.

What matters over time is whether the business keeps executing.

Go look at 10-20 year charts of Tesla, Amazon, Microsoft, or Meta. They've all had multiple 50%+ drawdowns. Looking back today, those crashes barely register because the businesses kept compounding.

The hardest companies to own are the ones trying to create entirely new markets. That's also why not everyone gets wealthy investing. It takes research, patience, and conviction to hold through the periods when almost everyone else has given up.

AI and space are still in the early innings. They'll likely go through multiple booms, busts, and bubbles before they mature.

Mature industries rarely produce life-changing returns because their future is already largely priced in. The biggest asymmetric returns usually come from disruptive technologies before they're widely understood.

Commercial aviation created enormous wealth in its early decades. Today, it's a mature industry. Very few people buy airline stocks expecting extraordinary returns.

Space is different.

Reusable rockets are still new. Direct-to-cell satellite connectivity is new. That's just one application. There will likely be hundreds, maybe thousands, of space-based applications that haven't even been imagined yet.

As for today, a pullback after such an aggressive sector-wide run was never surprising. Markets don't move in straight lines. They surge, they cool off, they consolidate, and then eventually they find their next direction.

Following is the 5-year chart of $RKLB, and red circles show a 40-50% drop in stock prices. Imagine if investors had sold there?

[白骏知识分享 @cj3214567667]

油管大神总结出35岁时快速改变人生的生活真相

1、环境比意志力强100倍
2、好状态是一个生锈的水龙头
3、吵架的潜台词是委屈
4、读100本书，不如彻底用好一本书
5、someday（改天）是一个最骗人的词

[小C哈哈哈 @dashen9999]

建议大家有空都去Youtube学AI，真的能打破信息差