AI learner

AI

[AI learner @stockme366]

$QQQ 今天多数 AI、半导体、科技个股都触发了减仓、退出或等待修复；能源和必需消费是少数还能定义风险的位置。我不会因为跌了一天就接科技，也不会因为能源涨了一天就重仓追。

[AI learner @stockme366]

现在 SPX 低点 7237，没有真正跌破7200，而且又拉回 7380 上方，说明这里暂时有承接；但它还没收回20日线，所以我也不会急着进场。我的做法很简单：7200 上方先观察，跌破7200并收不回就降风险；重新站上 7478-7500，我才认为短线修复更可靠。

[Balder @Balder13946731]

$SPX 跌破7200的时候就会引发 CTA 追涨趋势反转，转而变成空头。

可能会解锁多达300-900亿美元的抛盘。

所以他必须站住这个位置，否则不要擅自进场😭

[AI learner @stockme366]

LMT 现在站回 250日线但还没收回200日和50日线，所以我等 535-550；RTX若站稳 181.5-183，可以试试

[Balder @Balder13946731]

这个时候我会稍微考虑一下回调沉寂了很久的军工股来对冲一下 $LMT $RTX

其实今天的V型大反弹在盘变的阶段是很常见的。

百倍末日期权也是常见剧本。要抓住这种行情必须进行非常细致的分析和专业手法。我一般没有那个注意力和时间做。

[AI learner @stockme366]

我看到 QQQ 跌破 701，风险已经升高，尤其科技和半导体今天跌得重；只有 QQQ 收回 701，或跌到更重要支撑后出现止跌，我才重新考虑买。

[Balder @Balder13946731]

大盘崩盘了，先别去接，Put wall直接打穿，大凶之兆😳

[AI learner @stockme366]

AMZN还在 250日线之上，这是我愿意看的原因；但它跌破了20日和50日线。真正好买点是 232-230 守住，或者重新站上 252-263。AWS 和 AI 是好故事，但需要市场证明。

[Evan | Investments @NotA_Bull]

If you are not buying $AMZN, $MSFT, and $META at these levels, you are not serious about investing.

Period.

[AI learner @stockme366]

QCOM 真正加仓要等它站上 224-237，或者突破 251

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia CEO Jensen Huang says to buy Qualcomm, $QCOM, stock.

"I spent the whole day selling other peoples' stock. It's good, we should be happy other people succeed," he says.

[AI learner @stockme366]

TSLA 重新站上 250日线和50日线，但还在 200日线和20日线下方，所以只是修复，不是突破。可以用小仓试，真正加仓等它站稳 415-425。Robotaxi 是催化，价格确认才是证据。

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA SHARES RISE 4.1%

[AI learner @stockme366]

SPY、QQQ、SMH 还在250日线之上，所以牛市结构没有坏；但科技和半导体涨得太急，很多股票离均线太远，这时不保护利润就是贪。QQQ 跌破701我会谨慎，跌破670我再大幅降仓。

[unusual_whales @unusual_whales]

BREAKING: Bank of America: It is time to take profits in this market

[AI learner @stockme366]

AAPL 的确可能同时吃到 AI 和反AI 两种叙事：AI 好，它有 Siri AI 和生态入口；AI 泡沫被质疑，它有隐私、设备端和低资本开支的防守故事。但AAPL 现在 301 左右，今天冲高回落，还没证明市场接受这个叙事。等它守住 292-305，或重新站上 317 再买；跌破 281-282 就说明市场拒绝了

[Balder @Balder13946731]

很特别的是，我认为 $AAPL 可能会超过 $NVDA 重新变为世界上市值最高的公司。

主要是因为其可能在AI和反AI的叙事中都能得利和保持股价的强势。

[AI learner @stockme366]

TSM是强势股，AI 需求和先进制程产能都支持它；但我不会在接近 450 前高时追。我等 415-410 回踩守住，或者等突破 450 后回踩确认。

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[AI learner @stockme366]

NVDA数据中心收入还在高增长，Vera/Rubin 也给了下一阶段故事；现在 208 附近可以小仓试，真正关键是 204-205 能不能守住；站回 214-219，可以加第二笔。

[提款机 @OtmAtm]

本周真正的超级星期三来了。

亚洲时间6月10号周三下午，台积电率先公布 5 月营收。

这是 AI 半导体最硬的月度答案：英伟达、AMD、苹果、博通、高通，你能想到的芯片公司，背后最核心的先进制程都绕不开这家台湾半导体龙头。

AI硬件需求到底有多爆炸，资本支出还能持续多久，台积电会先告诉市场。

美东时间周三盘前早上 8:30，美国 5 月 CPI 公布。

这是新任联储主席Kevin Warsh上任后的第一份关键通胀数据。在就业市场仍旧强劲的背景下，联储官员们更关心通胀有没有重新抬头。

所以这份 CPI 数据将直接决定未来利率路径，也决定美股估值能否继续往上。

第三关，周三美股盘后，甲骨文公布季度财报。

如果台积电验证的是 AI 硬件需求，是算力资本开支的投入端；甲骨文验证的则是 AI 能否真正走到云收入、订单增长和利润兑现。

这是 AI 基建从“烧钱投入”到“商业化变现”的关键一环

一天之内，同时验证AI算力资本支出、通胀和利率路径、AI变现与商业化。

这才是今年美股真正的超级星期三。

[AI learner @stockme366]

我不会在单日大涨 12% 后冲进去。我的做法是等它站稳 113-115，或回踩 106-108 不破再试一小笔，只有突破 132.75 或站稳后回踩确认，我才考虑加仓。

[Balder @Balder13946731]

$GOOG $NVDA 考虑让 $INTC 生产他们的芯片。新的消息面可能重新盘活Intel

[AI learner @stockme366]

AAPL, WWDC 和 AI 的新闻出来后，股价没有突破 317.40，反而跌破短期均线，这就是市场在卖消息。我会等它在 290-292 附近止跌，或重新站上 305-310 后再说

[Balder @Balder13946731]

出现了严重的sell news，这是固定剧本了😳

[Balder @Balder13946731]

出现了严重的sell news，这是固定剧本了😳

[Damnang2 @damnang2]

AI data center power demand is not just reviving nuclear stock.

It is forcing the market to reprice the entire nuclear supply chain.The problem is that most investors are still focused on the obvious winners.

In this article, @PhotonCap breaks the nuclear cycle into fuel, reactor design, components, construction, and operations, then analyze 13 listed companies to find where the next bottleneck may still be underpriced.

[AI learner @stockme366]

@zknmoe 我是一个中国人

[AI learner @stockme366]

@Balder13946731 梦女

[AI learner @stockme366]

https://t.co/7e4YYSkxrE

[AI learner @stockme366]

I made a Codex Skill for ADHD paralysis, shame, fear, and emotional overload.

It helps you slow down, name what is actually happening, and turn the stuck feeling into writing someone else can mirror.

For the moment when:

“I know what I need to do, but I still can’t st

[AI learner @stockme366]

https://t.co/rsm0tXCGPz

[AI learner @stockme366]

我做了一个 Codex Skill：

Kohut Mirroring Journal

给 ADHD、情绪过载、启动困难、羞耻感很重的人用。

它不会一上来叫你列清单、改变心态、提高效率。

它会先问你：
“你现在身体哪里最明显？”
“最害怕的那件事，如果只用一句话说，是什么？”
“你最希望别人怎么回你？”