한지슈

[Capital Perspective | Mobius Insights @RachelTan_SG]

$IREN IS GETTING HAMMERED. AND THE MARKET MAY HAVE A POINT. BUT HERE'S WHAT I'M WATCHING.

Jensen Huang's departure has shaken the AI trade.

But let's be honest.

$IREN isn't falling for no reason.

Investors are questioning NVIDIA's financing role in the AI infrastructure boom.

IREN also has real challenges:

Microsoft delivery delays.

A $15B remaining FY2027 capex plan.

And its $4B+ ARR target has been pushed into early 2027.

These risks are REAL. I'm not going to pretend otherwise.

But here's what the market shouldn't ignore:

AI Cloud revenue hit $200M last quarter, up 182% QoQ.

Gross margin reached 86%.

And IREN has $20.3B in contracted revenue backlog.

The real question isn't whether IREN has potential.

It's whether management can turn those contracts into delivered infrastructure, revenue, and cash flow — without stretching its balance sheet too far.

That's what I'm watching.

I'm holding 50,000 shares at $20.23.

I'm down, and I'm not happy about it.

But I'm not abandoning my long-term thesis either.

I want to see execution. Not excuses.

Follow me. I'll track the numbers, the risks, and every major development. No blind hype. Just real analysis. 🚀

[The Trend Seeker @NaateEatsTheWet]

$TSLA 這次可能不只是要造車了，馬斯克這是準備把地球也打包上市？😂

Bloomberg 爆料，Tesla 和 SpaceX 合併談判取得進展，最快可能 12 月宣布。

兩家公司市值合計約 3.4 萬億美元。

一家負責造車、造機器人。

一家負責造火箭、上太空。

合併之後，馬斯克可能真的要實現自己的終極夢想：

地球不夠玩了，開始玩太空。

但笑歸笑，這件事真正值得研究的是：

Tesla 股東最後拿到什麼？SpaceX 的估值怎麼算？馬斯克又打算怎麼分配控制權？

畢竟，畫餅可以畫到火星，股東最後拿到多少股份才是重點。

目前談判還沒完成，12 月也只是最快可能宣布的時間。

我會繼續盯著這場大戲。

Follow 我，市場負責演戲，我負責研究誰最後能賺到錢。

[Kris @KrisNolanQ]

最新消息：
Elon Musk正式簽署請願書，要求恢復黃仁勳擔任英偉達 ($NVDA ) 執行長

[StockAlpha @kindcorp]

I'M ONLY GOING TO SAY THIS ONCE.

$AMD CEO, Lisa Su, basically said the EASIEST way to get RICH is to buy the AI bottleneck suppliers to AMD. Here are 7 stocks that can 10x in the next few years:

1. $NBIS——First entry: $109–115 and $95–105.

[Eason Brooks @EasonBrooksQ]

I holding shares of $NBIS. I sold most of my shares when the price rose to $270, having previously bought at a cost of $20. I then bought more at $140 and currently hold 13,500 shares at a cost of $95.39. I'm still profitable.

If you also hold this stock, please like and follow me 🔥

I will continue to post real-time updates and the latest trends for this stock.

Please be patient and hold long-term 🚀

[LINA ❤️ @LINA112891]

🚨 12 DAYS FROM LOSING EVERYTHING 🚨

That was Elon Musk in 2008 — on the verge of bankruptcy, sitting in someone’s living room, trying to convince people to buy a $109K electric car.

Today, he’s the richest person in the world.

Whenever I need motivation, I revisit this video.

Never underestimate what’s possible when you refuse to give up.

I've held Tesla $TSLA shares for a long time and recently added to my position in $SPCX

[Stock Shark🦈 @BillCli60349732]

You missed Nvidia when it crashed 56% in 2018.
You missed it again in 2022, down 66%.
And again in 2025, down 37%.

Now $NVDA is 33% below its high!

Don't miss these 4 👇🏻

[The Trend Seeker @NaateEatsTheWet]

$NVDA 最可怕的風險，可能不是失去黃仁勳，而是整家公司根本沒準備好失去他！

這可能是英偉達近年來最值得投資者警惕的一場管理層危機。

黃仁勳已經離開 CEO 職位。

但真正讓我感到不可思議的，是英偉達這套管理架構。

據報導，老黃有超過 60 名直接下屬。

60 多個人直接向 CEO 匯報！

這是什麼概念？

別的公司是 CEO 管幾個核心高管，再由高管管理各自的團隊。

英偉達卻像是皇帝直接管理六部尚書。

如果放在中國古代，這簡直就是朱元璋式管理：

不設丞相，不搞複雜的中間層，大小事情都往皇帝那裡送。

問題是，朱元璋只有一個。

黃仁勳也只有一個。

這套架構在老黃手裡，可能是效率優勢。

因為他能直接掌握技術、產品、人才和戰略，減少層級帶來的信息損耗。

但當這個人突然離開，原本的優勢就可能變成風險。

誰來協調這 60 多位高管？

誰來決定公司的技術方向？

誰能讓整個管理團隊繼續保持同樣的執行力？

目前 CFO Colette Kress 暫代 CEO，董事會正在尋找正式繼任者。

但我認為，真正值得關注的不是誰接班，而是接班之後，英偉達會不會迎來一場管理權力的重新分配。

一家公司的創始人可以被替代，但他建立的決策體系，未必能被輕易複製。

對 $NVDA 投資者來說，接下來要盯的不只是財報和 AI 晶片需求。

還有管理層能不能證明：沒有黃仁勳，英偉達依然可以正常運轉。

我會繼續追蹤這場交接，尤其是接下來的財報、管理層變化，以及市場對英偉達估值的重新定價。

如果你只想看股價漲跌，市場上有很多帳號。

如果你想知道一家公司真正的風險藏在哪裡，Follow 我。

我不只分享市場在炒什麼，也會追蹤那些市場還沒充分意識到的問題。

[한지슈 @haze030116]

@RachelTan_SG Thank you for the explanation; I understand now.

[Beyond The Noise @suttleandco]

Under 49? Listen closely.

Nvidia CEO Jensen Huang believes investing early in AI bottleneck companies could create millionaires.

Here are 5 stocks with potential upside of up to 15x. 👇

[The Trend Seeker @NaateEatsTheWet]

晚上好，晚高峰来了，新人報導，

出摊，出摊了！

本人系美股分析小博主，快来交朋友吧，蓝V，活人 真诚浇友，有关必回

#蓝V互关 #蓝V交友 #真诚交友 #浇朋友

[The Trend Seeker @NaateEatsTheWet]

如果你想知道下一個 Tesla、SpaceX 或 $NVDA 會在哪裡誕生，那麼接下來這個故事值得你看完。

Elon Musk 離開 PayPal 後，創造了 Tesla 和 SpaceX。

Steve Jobs 離開 Apple 後，創立 NeXT，最終王者歸來。

如今，Jensen Huang 的故事又有了新的轉折。

歷史一次又一次告訴我們：

真正值得關注的，不只是今天最成功的公司，而是那些有能力創造下一個時代的人。

我會持續追蹤 AI、半導體、科技巨頭的權力變化，以及下一批可能改變世界的創業者。

如果你也想比市場更早看懂科技產業的下一個機會，歡迎關注我。

我們不只看今天誰是贏家，更要提前尋找明天的下一個巨頭。
#蓝V互关

[한지슈 @haze030116]

@ujgi2slm3e43011 The market needs confidence.

[한지슈 @haze030116]

@howellnatoyi Your investment portfolio is truly impressive—you’re certainly quite "well-heeled."

[한지슈 @haze030116]

@NaateEatsTheWet After watching your video, all I want to say is: kick him to death.

[한지슈 @haze030116]

This is the right way to use AI.

[Capital Perspective | Mobius Insights @RachelTan_SG]

🚨 ELON MUSK JUST DROPPED A BRUTAL WARNING: If You're ONLY Asking AI Questions, You're Already Falling Behind.

Employee: "What's the right way to use AI?"
Elon: "Most people use it wrong."

Employee: "Huh?"
Elon: "You ask a question, read the answer, and that's it, right?"

Employee: "Isn't that how it's normally done?"
Elon: "That's wasting it."

Employee: "So what do you have to do?"
Elon: "Give the AI 50 subordinates."

Employee: "What? hahaha"
Elon: "First, an AI Chief of Staff plans the day."

Employee: "Okay."
Elon: "Then, an AI project manager assigns the work."

Employee: "I see."
Elon: "And more than 50 AI agents do the work."

Employee: "50?! hahaha"
Elon: "And on top of that, they can work 24 hours a day."

Employee: "But isn't that like a human company?"
Elon: "Exactly. AI manages AI."

Employee: "So what do humans do then?"
Elon: "They set the goals and make the important decisions."

Employee: "……"

Until now, AI was a human asking a question and getting an answer.

But with AI agents, you can divide the work, distribute it among multiple AIs, and even set up a system to review the results.

Of course, human supervision and quality control are still needed.

Even so, we've moved from the era where AI was just a simple assistant to the era where you direct an entire team of AIs.

From now on, those who know how to delegate work to AI will earn more than those who know how to use it.

[Capital Perspective | Mobius Insights @RachelTan_SG]

Jensen Huang’s wife, Lori, responds to the cheating allegations…

[The Trend Seeker @NaateEatsTheWet]

就在剛剛：黄仁勋夫人Lori对出轨事件的回应……

[LINA ❤️ @LINA112891]

🚨 4 US POLITICIANS ADDED $NVDA
🚨ONE BOUGHT IT 3 TIMES

And one name stands out 👀

These 4 politicians have purchased NVIDIA ($NVDA) shares this year and still hold their positions:

• Maria Elvira Salazar (R)
• John McGuire (R)
• Alan Armstrong (R)
• John Boozman (R)

But John McGuire deserves special attention.

He serves on a House Armed Services Subcommittee, giving him oversight responsibilities involving military AI and semiconductor policy.

Even more interesting:
McGuire bought $NVDA THREE separate times this year — and hasn't sold a single share.

Coincidence? Worth watching. 👀