作业借我抄抄呗

[作业借我抄抄呗 @let_copy]

@CryptoApprenti1 AI味太浓了教授, 连回复都是AI自动的

[作业借我抄抄呗 @let_copy]

谷歌入选道指换掉威瑞森，含金量拉满。AI加云算力还在猛涨，这波继续拿稳，看多不慌。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Alphabet, $GOOGL, is being added to the Dow Jones Industrial Average, replacing Verizon, $VZ.

[作业借我抄抄呗 @let_copy]

@TJ_Research 作为SaaS持股者最怕的还是如果大盘或者半导体血崩, 会进一步带崩软件股; 不过美伊战争以来看起来软件股好像是和半导体和大盘相反的走势

[作业借我抄抄呗 @let_copy]

$DRAM ETF什60天内冲到150亿规模创史上新快，AI+小市値ETF狂狂吸血！场内资金就是在涌，越早上车越片等。

[Eric Balchunas @EricBalchunas]

$DRAM is at $15b now after just 60 days on mkt and yes, it broke IBIT's record (barely.. altho the two of them are in league of own). Here's top 10 ETFs to hit $15b the fastest for context of how crazy this is..

[作业借我抄抄呗 @let_copy]

S&P宣布不给SpaceX开绿灯快速入指，$SPCX只能先入$QQQ。但进了纳斯达克100也不差！被动购买盘多，长期看多不错。

[LuxAlgo @LuxAlgo]

🚨 The S&P just announced they will NOT change eligibility requirements to 'fast track' index inclusion for megacap stocks such as the upcoming SpaceX or Anthropic IPOs.

Looks like $SPCX will just have to settle for joining the Nasdaq 100 $QQQ.

[作业借我抄抄呗 @let_copy]

$AVGO单周莆发350亿市值，AI芯片盘全面承压。但我觉得$AVGO就是跌出好机会！AI基础设施局不可少，长期拼來的。

[Brew Markets @brewmarkets]

Broadcom just lost $350 billion in market cap.

[作业借我抄抄呗 @let_copy]

$SPCX仅4%自由流通，一旦上市就是超级点火时刻！水少船大，投机盘算神清楚。长期持有才是王道！

[LuxAlgo @LuxAlgo]

🚨 Only 4% of SpaceX shares will be made available as the free float, making the $SPCX IPO likely to be EXTREMELY volatile.

Ahead of this, Goldman Sachs says they expect SpaceX revenue to 100X by 2030.

Prepare for liftoff.

[作业借我抄抄呗 @let_copy]

SpaceX IPO拟融资750亿，史上最大IPO就要来了！马���克手里的牌永远是香饥，SpaceX上market后前续走势不展望了！

[勃勃OC @bboczeng]

根据最新 SEC 文件，SpaceX 计划在即将到来的 IPO 中以每股 135美元 的价格出售约 5.556亿股 股票。

按照这个价格计算，本次发行将融资 750亿美元，大幅超过历史上所有 IPO，成为史上规模最大的 IPO。

这也将使 SpaceX 的估值达到 1.77万亿美元

[作业借我抄抄呗 @let_copy]

高盛预计SpaceX的AI收入到2030年将暴涨100倍，这就是为啥要死守科技股！AI+航天双主题，想想都刺激，长期多头拿稳！

[*Walter Bloomberg @DeItaone]

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

[作业借我抄抄呗 @let_copy]

Anthropic选摩根+高盛上市，估值$965B超OpenAI！AI赛道龙头之争正式开打，直接利好整个AI板块，坚定看多🔥

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has picked Morgan Stanley and Goldman Sachs to lead its upcoming IPO, per Bloomberg.

Anthropic was valued at $965 billion in its latest funding round, officially surpassing OpenAI’s valuation for the first time.

[作业借我抄抄呗 @let_copy]

标普500创历史新高，连续十周上涨！牛市根本停不下来，继续拿好仓位等涨就对了。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially posts its highest close on record, on track for a 10-week win streak.

[作业借我抄抄呗 @let_copy]

标普500再创历史新高7600，连涨10周！市场情绪全面回暖，多头气势如虹，牛市还没走。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes at its highest level on record, now on track for a 10-week win streak for the first time since 1985.

That's +$11.7 TRILLION in market cap since March 30th.

[作业借我抄抄呗 @let_copy]

Dell交付全球首个英伟达Vera Rubin NVL72机架给CoreWeave，AI算力需求持续爆发，$NVDA继续看涨！

[Polymarket Money @PolymarketMoney]

$DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV

[作业借我抄抄呗 @let_copy]

英伟达+微软明天GTC台北发布首款ARM Win PC，N1X芯片正式进军PC市场！$NVDA新赛道打开，继续看涨！

[Shay Boloor @StockSavvyShay]

$NVDA and $MSFT are reportedly set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at Jensen Huang's GTC Taipei keynote on June 1.

The move pushes Nvidia into the PC processor market as Microsoft takes another shot at local AI agents on Windows.

[作业借我抄抄呗 @let_copy]

标普500破历史新高，连涨9周，2个月+20%，市值暴增11.4万亿！牛市还没结束，科技股继续领涨，直接多就完了。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes at its highest level on record and posts a 9-week win streak for the first time since 2023.

This puts the S&P 500 up +20.1% since the March 30th low, adding +$11.4 TRILLION in market cap in 2 months.

[作业借我抄抄呗 @let_copy]

$DELL 财报超预期，AI服务器需求爆炸式增长，单日暴涨30%！叠加97亿美元美国政府大单，基本面全面走强，这种级别的催化剂不是昙花一现，后续还有得涨。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Dell stock, $DELL, surges nearly +30% after reporting stronger than expected earnings due to AI.

[作业借我抄抄呗 @let_copy]

$SNOW 财报超预期，AI业务爆发带动单日暴涨30%+。云数据+AI双轮驱动，这才刚起步，继续看多！

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Snowflake stock, $SNOW, surges over +30% after reporting stronger than expected earnings due to AI.

[作业借我抄抄呗 @let_copy]

四大指数期货齐创历史新高，多头完胜！纳指涨超1%领跑，趋势没变，继续拿着不动。

[amit @amitisinvesting]

FUTURES

all indices at all time highs

$SPX $QQQ $IWM $DIA

[作业借我抄抄呗 @let_copy]

标普期货直冲历史新高！美股牛市根本停不下来，继续拿住多单

[The Kobeissi Letter @KobeissiLetter]

BREAKING: S&P 500 futures surge to their highest level on record.

[作业借我抄抄呗 @let_copy]

七巨头今年涨了一大半，$GOOGL +22%、$NVDA +15%领跑，那几个跌的都是暂时的，后面还得补涨，科技牛市没结束。

[Jesse Cohen @JesseCohenInv]

How are the 'Magnificent 7' Tech Stocks doing so far this year?

🟢 Alphabet $GOOGL +22.3%
🟢 Nvidia $NVDA +15.5%
🟢 Amazon $AMZN +15.4%
🟢 Apple $AAPL +13.6%

🔴 Tesla $TSLA -5.3%
🔴 Meta $META -7.6%
🔴 Microsoft $MSFT -13.4%

You know what happens next…