YIN

CFA/财务自由/美股投资/铁人三项爱好者/狂热单车佬
原头部券商研究员

[YIN @wei_yinjun]

@Dlife2026 朋友你好

[YIN @wei_yinjun]

中午好！ 出摊了，出摊了！

有时间线上能看得到我的兄弟姐妹们么？让我看到你们的双手！

效率速回关！

不管是新蓝V还是老蓝V，只要是活人，还在更推的，来交朋友。

真诚浇友，有浇必回。 #蓝V互关 #真诚交友 #浇朋友

[YIN @wei_yinjun]

@jinwu7878 感谢感谢

[YIN @wei_yinjun]

@yoyomao9 感谢回头去你那报道

[YIN @wei_yinjun]

@MacroAlpha_ 熟络熟络

[YIN @wei_yinjun]

@StockSavvyShay For the entire AI sector, this is the first time a leading modeling company has laid out its full financial statements. The notion that "AI can't make money" has been weakened, but concerns about "AI requiring too much investment" haven't disappeared.

[YIN @wei_yinjun]

@SawyerMerritt @SpaceX For the entire AI sector, this is the first time a leading modeling company has laid out its full financial statements. The notion that "AI can't make money" has been weakened, but concerns about "AI requiring too much investment" haven't disappeared.

[YIN @wei_yinjun]

$INTC agreed to buy Israeli quantum-software firm Classiq for about $2.3B in cash and stock to build a full-stack quantum platform. The deal still needs regulatory approvals and is expected to close in H1 2027.

[YIN @wei_yinjun]

@imxpiao 串门来咯

[YIN @wei_yinjun]

@iwishuagain @guxiaochun888 已关已关

[YIN @wei_yinjun]

@ahsuzm fomo 性质反弹

[YIN @wei_yinjun]

@Thron888 感谢老板

[YIN @wei_yinjun]

@ahsuzm 感谢感谢

[YIN @wei_yinjun]

@dianfengwuji 感谢！

[YIN @wei_yinjun]

@momowang303 来了朋友

[YIN @wei_yinjun]

@StockSavvyShay $AVGO 有 $1612 亿的设备租赁，是招股书里最直接的硬件受益方。

[YIN @wei_yinjun]

@wallstengine $AVGO 有 $1612 亿的设备租赁，是招股书里最直接的硬件受益方。

[YIN @wei_yinjun]

70k → 560k weekly driverless miles in 3 months. The Robotaxi chart finally looks like the one Musk keeps promising. Still 68% Austin though. $TSLA

[Cathie Wood @CathieDWood]

In their quarterly earnings calls, SpaceX and Tesla gave us so many details about the SXSI and Robotaxi Revolutions that we wanted to compare notes with other expert analysts in the research world. We invite you to join us today at 4pm ET! $SPCX $TSLA

[YIN @wei_yinjun]

@Mr3195628745 谢谢朋友！

[YIN @wei_yinjun]

@Bin342497 当然看到！

[YIN @wei_yinjun]

@heybeichen 谢谢兄弟