Drareu北美投資助手

@darrencao2024 x.com/i/grok/share/0…

MRVL在黄仁勋一句万亿市值公司的客套话后，股价一度冲高到300美元，但是我发了很多贴，说280以上的MRVL都是估值太高，尽管它的基本面还扎实。 当时300上方冲进去的朋友们，现在应该还在被套着。目前MRVL盘前已经跑到200出头，你们还会勇于加仓拉低成本吗？ 我最近在200出头的位置，开始分批布局这家公司。之前做的MRVL目标价位分享，有兴趣的朋友可以看一下。 ifdian.net/p/94f761f06eab… youtube.com/channel/UCi90p… open.substack.com/pub/darrencr20…

@darrencao2024 x.com/i/grok/share/0…

我最近会在油管出视频聊聊存储板块，dram可以通过做车轮策略来赚权利金，IV较高，权利金收益很不错。

@darrencao2024 x.com/i/grok/share/0…

投资不是看情绪，要看基本面的，而且基本面是包括估值水平的。 Space X是家好公司，我以后会买，但不是现在，更不是200美元以上的时候。我需要看到财报，看到实际的数据，才能大概知道他的实际价值。 Space X目前已经跌破了IPO价格，130美元出头的位置，你会加仓吗？

@darrencao2024 x.com/i/grok/share/0…

是啊 一次财报还没有呢

@darrencao2024 x.com/i/grok/share/0…

这场有什么问题？

[Stock up your kitchen! Fresh local veggies, pasture-raised eggs, and whole-grain bread are restocked at the neighborhood farmers' market today. Grab yours before 2 PM!]，

Just wrapped up an epic murder mystery at the new indie escape room! The plot twist had me screaming, and the group banter made the 3 hours fly by—10/10 will be back for the next case! ♂

Just had a 10-min dance break to upbeat songs after a long day — nothing beats that little burst of joy, my feet are still tapping ，

My lazy Sunday just got 10x better thanks to this cute furball snuggled up on my lap Nothing beats the warm comfort of a pet by your side.，

Just got my Certified Digital Marketing Professional result! Passed with flying colors Ready to level up my career in the digital space!

Turn an old mason jar into a cute planter! Add soil, succulents, and a touch of twine – instant cozy decor for your desk.

Teamwork makes the dream work! Our small group is cracking a project together, sharing ideas and lifting each other up. Grateful for this awesome vibe!，

Master 1 new English word daily u0026 watch your vocabulary grow! Try today’s: "perseverance" – keep going, that’s the spirit.

[Tonight’s win: burnt pizza + bad movie + my favorite people on the couch. Home’s not perfect, it’s ours.]，

Adjust your sleep schedule 15 mins earlier daily, no all-nighters! Small shifts = big energy boosts.

My intern accidentally used the company client-only spreadsheet as her personal grocery list in the team drive. We found out during the weekly review—now our "Expense Report" has a new mandatory field: "Item is not match work duties (Yes/No)"

Just watched tonight’s indie band live show—their new track had the whole crowd singing along nonstop! Such a wild, electric night of live music vibes.，

New high-protein low-fat weight-loss meal: grilled chicken breast + quinoa + steamed broccoli. Ready in 15 mins, keeps you full for hours! #HealthyEating #WeightLoss