歪嘴战神yy

[有故事Yuan @fei51980]

缅北美女“噶腰子”组合

[OxPINK @0xPINK3]

15岁。7个AI代理。一天10个项目。日入900美元。

不是一个人干10个人的活。是让10个人同时帮他干。Claude Code负责写代码，他负责说一句话。

每个代理跑在OpenClaw下，各自有名字、各自有分工。不是一个对话框里切角色，是7个独立实体同时在线。第一个拆任务，第二个做调研，第三个搭结构，第四个写代码，第五个抓bug，第六个写报告，第七个盯截止时间。几个小时后，成品发给客户。他一行代码没碰过。

他把项目类型模板化：落地页、机器人、解析器、API集成、仪表盘、自动化。选好类型，代理们并行开跑。一个在写代码，另一个在测试，第三个已经在写报告了。

整条流水线跑在一台笔记本上，成本几百块。一天10个任务，每个90-150美元，日入900-1500美元。同样的话，一个独立开发者一天接一到两个单子，外包公司要价是他的好几倍。

他不是在把自己变成更快的程序员。他是把自己从“干活的人”变成了“派活的人”。

才15岁。桌上摆着原本需要一个团队才能运转的东西。他只需要说一句话，然后看7个代理把项目拼完。

外面有一大堆干了多年的自由职业者，一直是一个人扛所有角色，等着自己能多出一双手来。而他花了一个下午，用7个代理、一个OpenClaw、一个Claude Code，自己搭了一整支团队。

#AI代理 #副业 #自动化

[摆烂程序媛 @wanerfu]

谷歌拥有世界上最强大的学习工具之一。

它是免费的，已推出数月。

但95%的人仍然用错了方法。

这里有8个NotebookLM使用案例，能为你节省数小时。

🔖 收藏这条——你会感谢自己的。

[To be, or not to be @not_2b_or_2b]

当有人告诉你，我们在同一艘船上

[Bober_smart @Bober_smart]

A 19-year-old student from China, Zhang Wei, developed an AI radar and sold it to Hong Kong for $550,000

He created it using Claude, spending just $20 and a month on development

He walked into the Hong Kong administration office with a flash drive and asked for just 5 minutes of their time. 30 minutes later, he walked out with a check for $550,000

The code, connected to a camera, detects speed in real time. If the speed exceeds the limit, Claude takes a video clip and identifies the owner by the car's license plate. The video and the fine are then automatically sent to the owner's email address

Unlike a conventional radar that only takes a photo and doesn't always work, this AI radar eliminates disputes because it captures video and makes the process fully autonomous by sending out the fines on its own

The article includes the ready-to-use configurations.

[大力哥 Jasper @Jasper5680]

美股学习投资工具推荐：

No.1 TradingView：看波动、趋势、技术面
最适合看K线、均线、成交量、RSI、MACD、支撑压力位，也能用 Stock Screener 按市值、成交量、波动率等条件筛股票。TradingView 官方也说明它的股票筛选器可以按市值、股息率、成交量、最活跃、波动最大等条件过滤。

No.2 Seeking Alpha：看投资价值、基本面、评级
适合看估值、增长、盈利能力、动量、EPS修正、分析师文章、财报解读。它的股票评级会从 Valuation、Growth、Profitability、Momentum、EPS Revisions 五个维度打分，适合判断一只股票是不是贵、成长性强不强。

No.3 Koyfin：看专业数据、财务对比、宏观和板块
Koyfin 更像 Bloomberg 的低配版，适合看个股财报、估值倍数、行业对比、宏观数据、组合分析。官方定位就是给投资者做市场研究、组合分析和报告。

No.4 Finviz：快速筛股
适合快速看美股热度、板块、涨跌幅、成交量、波动、新闻和筛选条件。优点是快，缺点是界面偏老，深度分析不如 Seeking Alpha 和 Koyfin。Finviz 提供股票筛选器、实时市场数据、高级过滤、ETF insights 等功能。

No.5 IBKR / Charles Schwab / Webull HK：交易与持仓
真正下单、看账户、看盈亏，用券商软件。
IBKR 更国际化，适合长期正规投资和多市场交易；Charles Schwab 适合符合条件的国际投资者；
Webull HK 更适合想用中文界面、看美股港股行情的人。

建议组合：

新手最实用：TradingView + Seeking Alpha
一个看波动，一个看价值。

进阶组合：TradingView + Koyfin + Seeking Alpha
看技术面、基本面、估值、财报、行业对比都够用了。

[0xJun凌峰策略 @Liam116888]

美光（MU）下周三发布 Q3 财报了。

按照华尔街分析师目前的预期，美光将交出爆炸性增长的成绩单。预计美光营收约为343.8亿美元，净利润 230 亿美元左右。同比增幅270%。
Q3每股收益将达19.72美元，同比增长约932%。

公司核心业务——用于AI服务器的高带宽内存需求依然旺盛，其2026年全年的HBM供应已告售罄。

如果按这个逻辑推算，韩国SK海力士（000660.KS）Q2 的利润大概率还会比美光高出不少

目前SK海力士和美光的市值相差不大，在 1.3万亿美元左右。

同样做AI 存储，受益于AI算力驱动的存储超级周期，那么海力士的上涨潜力可能更大。

[旺牛牛仔 @btcbears]

海力士上美股这件事，可能是 AI 存储链下一个大事件。

1. 这次不是普通上市。海力士准备通过 ADR 上美股，最快 7 月中旬以后，或者 8 月在纳斯达克交易。

2. 现在主要还是韩国市场在给它定价。
美国机构资金想买 #海力士 ，其实不方便。
要么绕韩国市场，要么买 OTC，流动性都一般。

3. 如果真上了美股，逻辑就变了。
它就不是韩国存储股了。
它会变成美股投资者可以直接买的 #HBM 龙头。

4. 韩国市场可能按周期股给它估值。
但美股市场会更愿意按 AI 供应链给它估值。

5. AI 产业链现在很清楚：
GPU 是 $NVDA
ASIC 是 $AVGO / $MRVL
代工封装是 $TSM
美股存储是 $MU
但 HBM 最强的，其实是海力士。

6. 它上美股以后，可能会改变整个 AI 存储链的定价。
短期可能会分流一部分 $MU 的资金。
因为大家终于可以买到更纯的 HBM 标的。
但长期看，也可能把 $MU、HBM、存储这条线一起带起来。

7. 我觉得这件事最重要的不是融资。
而是美股终于要直接给 HBM 定价了。
以前是韩国市场承接海力士。
以后可能是美股市场重新定价 AI 存储。

[小龙先生 @Dragonhau66]

这位大哥太狠了❗️
70%的身家资金重仓 ALL IN 了海力士SK股票，结果现在是夜夜失眠，自认行为跟赌徒梭哈无异！

他真正做到了“买在人声鼎沸时”的散户知行合一的境界 。

明明清楚半导体是强周期品种，单票压七成仓位属于极度危险的集中持仓，理智上该分散避险，可四条硬逻辑死死拴住他，根本下不去手减仓：

1、HBM 高端 AI 内存彻底断层领跑。
海力士 HBM3E 甩开三星、美光一大截，更是全球首家给英伟达 Rubin 新芯片交付 12 层 HBM4E 样品的企业；

反观三星还卡在 HBM 良率泥潭里挣扎，未来数年英伟达高端 HBM 订单基本被它攥在手里，AI 算力红利吃满。

2、估值低到离谱，纯纯被 “韩国股市折价埋没的 AI 洼地”。

季度营业利润环比暴涨 60%，二季度韩券商预估净利冲到 61 万亿韩元，结果前瞻 PE 才 8 倍，在 AI 赛道里几乎找不到第二只这么低估的高景气标的。

3、8 月纳斯达克 ADR 上市是王炸催化
大量美国公募、头部科技 ETF（SOXX 这类）因为合规没法买韩股，等 ADR 挂牌后会迎来海量被动资金进场，后续还会上线期权交易，流动性直接质变，估值修复空间巨大。

4、普通 DRAM 即将迎来缺货涨价第二曲线。
全球存储巨头全都砍掉普通 DRAM 扩产预算，砸重金铺 HBM 产线，下半年常规内存供需反转已成定局，海力士不靠 AI 业务，光传统 DRAM 涨价就能再赚一大笔。

但问题来了：单票 7 成仓位押注周期股真的靠谱吗？

有人说这是认知变现、拿住 AI 存储十倍股；也有人骂这是极致赌命，一旦 HBM 扩产过剩、韩股上市不及预期，回撤会直接腰斩！

我觉得他对海力士SK这个股票的分析逻辑是非常正确的，问题在于买入的时机和价位不对！买在了高位，买在了人声鼎沸的时机，再好的股票也会有下跌和重回估值的时候。

你们觉得这人是看透行情的顶级猎手，还是上头重仓的赌徒？海力士接下来到底能不能走出超级大行情？

#股票投资 #SK #金融市场

[spacemonkey @spacemnke]

I spent 2 hours of my Saturday reviewing hundreds of charts. These are the 48 setups that stood out and what you should focus on this week.

The indices are stuck in a range.

Semiconductors continue to lead. Software is quietly improving. And $MU earnings may decide what happens next.

$SMH is sitting near all-time highs.
$MU reports Wednesday.
$HOOD continues to be one of the strongest charts on the board.

Here’s the watchlist from the recording:

$SPX: FOMC created volatility, but price ultimately went nowhere. The market is trapped between 7400 and 7532. Above 7532 opens a trend move higher. Below 7400 opens downside. Until then, this is a range-bound market looking for direction.

$QQQ: Sitting right below all-time highs. Holding gains well. Above 724 could trigger another leg higher.

$IWM: Looking strong. Higher low remains intact and the 9-day has reclaimed the 20-day. Trend remains bullish.

$SMH: One of the strongest areas of the market. Trading near all-time highs ahead of $MU earnings.

$BTC: Large bear flag remains in place. Still not showing enough strength.

$GDX: Pulling back below the 200-day. Hands off for now.

$VIX: Closed near the lows despite FOMC volatility. No major fear in the market right now.

$DXY: Holding above 100. Worth watching as a stronger dollar can pressure equities.

$NVDA: Reclaimed the 50-day and bounced nicely. Still choppy, but semis continue to support it.

$AMD: Holding near all-time highs. One of the stronger semiconductor charts heading into $MU earnings.

$MSFT: Still in a strong downtrend. No setup for now.

$AAPL: Clear bear flag. Below 295 could open a downside trade.

$GOOGL: Failed breakdown and now attempting to recover. Above 372 becomes interesting.

$META: Still trapped in a strong downtrend below 600. Harder chart.

$AMZN: Barely holding the 200-day. No clean setup.

$TSLA: Reclaimed 400 and continues to stabilize. Watching 415-416 closely.

$SPCX: Still trading around its IPO range. Holding the IPO high remains constructive. Above 225 could trigger a larger move.

$MU: The most important earnings report of the week. Could determine the next move for semiconductors and AI-related names.

$SNDK: One of the strongest charts in the market. Continues to grind higher with remarkable consistency.

$FCEL: Huge momentum move. Watching 25 closely.

$BE: Explosive strength. Watching a backtest of 323 or continuation above 330.

$PENG: Strong semiconductor momentum. Watching 69-70.

$ALAB: One of the strongest AI infrastructure names. Above 420 keeps momentum intact.

HIMS: Reclaimed the 20-day. Watching 35 hold.

$INTC: Strong reaction to the Apple chip headline. Above 135-136 becomes interesting.

$MRVL: Failed breakout during OPEX. Watching 321-323.

$TXN: Strong semiconductor chart. Watching continuation above 323.

$TSM: Trend remains extremely strong. Watching above 465.

$QCOM: Rangebound but improving. Watching 230.

GEV: Back above 1100. Watching 1125 for a test of highs.

SN: Quiet breakout. Watching continuation above 140-142.

$RDDT: Improving, but still needs to reclaim the 200-day around 187.

$SMTC: One of the cleaner consolidation patterns. Watching above 173.

$ARM: Strong recovery. Above 445 could trigger another leg higher.

ADI: Looking constructive. Above 440 opens new highs.

$AVGO: Trying to recover. Watching 415 closely.

OKTA: Hammer candle. Above 120 becomes interesting.

HNGE: Slow but steady uptrend. One of the cleaner charts out there.

MRNA: Strong week. Holding 60 keeps momentum intact.

FLR: One of the better industrial charts. Worth watching if rotation continues.

$CAT: Continues making new highs. Industrial strength remains impressive.

$HOOD: One of my favorite charts right now. Above 110-111 could trigger another powerful move.

XYZ: Quietly building. Watching 75-76.

$NBIS: Still one of my favorite software names. Above 300 could trigger a significant breakout.

$PANW: Software continues improving. 300 remains the key level.

$NFLX: Interesting risk/reward setup near 75 support.

$CRWD: Nice recovery. Above 700 opens 722 and potentially a gap fill higher.

$SNOW: Failed gap fill and turned higher. Holding 230 keeps the setup intact.

$DDOG: Another software name starting to improve.

$DELL: Needs to hold 400. Otherwise, hands off.

Overall theme:

The market is consolidating after FOMC and OPEX.

Semiconductors remain the leadership group, but $MU earnings on Wednesday could change everything.

Software is quietly improving, while many of the Magnificent 7 names continue to lag.

MU, SNDK, HOOD, NBIS, SMTC, ALAB, and CRWD are some of my favorite charts going into next week.

If you like this, then like it ❤️

[杰克船长宏观策略 @macrotradecn]

当你空仓，海峡自动为你打开，当你满仓，海峡自动为你关闭。
我称霍尔木兹海峡为薛定谔的海峡。

[孤桜ETH @GYLQ520]

白嫖党的春天来了！

这个GitHub仓库直接把微信读书、京东读书、喜马拉雅的热门书全给你整明白了，整整10万本，经典文学、经管、心理学、技术手册……你能想到的基本都塞进去了。

最良心的是epub、mobi、azw3三种格式全给你备齐了，Kindle、手机、平板随便用，再也不用到处找转换工具。

🔗 ：https://t.co/0AxhBABaL2…

赶紧去给个星标，以后找书直接搜，别再跑来问我要资源了。

[Swing Trader Saan @Trader_Saan]

$MU earnings could create one of the best short setups in a long time.

Not because the numbers will be bad.

Because they might be too good.

The market already expects:
• A strong beat
• Higher guidance
• Continued AI demand
• HBM strength
• More analyst upgrades

At some point, there are no buyers left to surprise.

If Micron delivers a near-perfect quarter and rallies hard, I will be watching the price action very closely. The best earnings report of a cycle often arrives much closer to the top than the bottom.

Remember:
Stocks don't top on bad news. They top when the news can't get any better.

Wednesday could be one of those moments.

$MU $NVDA #Micron #Semiconductors #AI #Trading #Stocks #MarketBubble #Earnings #StockMarket

[もふ社長@もふもふ不動産 @mofmof_investor]

いよいよマイクロンの決算が…前回は470ドルから311ドルと35%も大暴落。その後、1100ドルに。今度の決算はどうなる？恐ろしい売上成長率と利益だ…

>市場のコンセンサス予想によると、マイクロンの第3四半期のEPSは前年同期比932%増の19.72ドル

[legen @legen_eth]

The strait of Hormuz:

Saturday - closed
Sunday - closed
Monday - 9:30 AM - 4:30 PM
Tuesday - 9:30 AM - 4:30 PM
Wednesday - 9:30 AM - 4:30 PM
Thursday - 9:30 AM - 4:30 PM
Friday - 9:30 AM - 4:30 PM

[歪嘴战神yy @arool622]

@xuqianli8 @drjingle 不可逆