Marco Villa

[Marco Villa @MV1lla]

$MSTR - 通过斥资1亿美元增持了1,587枚比特币，进一步扩大其比特币持仓规模 🥮

[Marco Villa @MV1lla]

$MSTR - MicroStrategy 大幅增持比特币储备 🗳

[Joe @joedab12]

$NVDA $TSM $VICR $MU $DRAM $RMBS $VPG $OUST $LITE $COHR $AAOI $AVGO $SKHY $SMTC $FORM $VIAV $FPS

SMH was down 15.6% from the peak intraday. The feb-march war crash was 15.9%. Oct-Nov 2025 was 15.4%.

to give you an idea how drastic this SMH 15% correction was....the peak of SMH was June 22nd. The top 2 holdings in SMH are NVDA+TSM....nvda is down 7.5% and TSM is down 9%. SMH down 15.6%, that means the lower weight components in SMH are down 20-40%.

I'm not saying its already over, it may not be. But I ended up deploying a decent chunk of cash today. VICR was the biggest recipient of my funds under 250.

[Marco Villa @MV1lla]

$SPY - 高行权价处存在巨大的正 Gamma 集群 🙃

[Marco Villa @MV1lla]

$ROKU surges following Fox's $160 acquisition news 📈

[Marco Villa @MV1lla]

**结论：**

当前系统正在使用一块 **Tesla V100-SXM2-32GB** GPU，显存占用情况为 **27945MiB / 32768MiB**（利用率 81%），主要运行进程为 `llama-server.exe`。

**注意：** 你的原始请求是“改写一段关于 NVIDIA 融资的新闻内容”，但工具执行的是查询显卡状态的命令 `nvidia-smi`，输出结果

[Marco Villa @MV1lla]

$MSTR - MSTR 向其国库增持了价值 1 亿美元的比特币 🏡

[Marco Villa @MV1lla]

$SPY - SPY 正处于经典的伽马挤压区域 🧞

[Marco Villa @MV1lla]

该请求与工具执行结果无关。

**结论：**
用户请求是“改写一段关于 NVIDIA 融资的新闻内容”，但工具执行的是 `nvidia-smi` 命令，输出的是本机 GPU（Tesla V100）的运行状态信息。

**安全提示：**
工具执行的结果显示当前 GPU 正在运行 `llama-server.exe` 进程，占用显存约 27.9GB。这属于

[Marco Villa @MV1lla]

$MSTR - MicroStrategy 以 6.3 万美元的价格完成了 1 亿美元的比特币买入 🐋

[Marco Villa @MV1lla]

$SPY - 在 SPY 价格处于高位时，呈现强劲的正 Gamma 布局 📬

[Serenity @aleabitoreddit]

$SIVE is the next SIVE.

Don’t think you’ll find another company.

That’s qualified and likely primary/sole source with:

- $JBL and other pluggable hyperscaler suppliers
- Ayar and the $NVDA NVLink CPO ecosystems

While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments.

That hyperscalers like $AMD and others use, at current valuations.

Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement.

Amount of hyperscaler suppliers for 2027 into 2028 is just ridiculous.

From the general meeting today in a few hours, we’ll hopefully see NASDAQ listing timelines confirmed.

So they can have room for M&A to TAM expansion and to make each laser they sell more valuable.

Following what $LITE did to grow into a $75B company.

[Marco Villa @MV1lla]

$OKLO 市场一旦重新回暖，我可不想错过它 🤱