XIURUI
10.8K posts
XIURUI
@XIURUI4
干中学，努力学习，一步步提高,给自己一个机会 失败砖家（一路走来，一路亏损） web3布衣 $aster 目标囤 20万
这周， 会有一波“捡尸”的机会。 就看你是去捡筹码， 还是被别人捡。 中恒电气、三安光电、阳光电源、隆基绿能， 基本都卖在高点。 过完年之后， 这种🐦行情下，短线操作还算理想。 现在就看敢不敢赌： 是赌特朗普有能力控住局面， 还是担心伊朗那边继续外溢失控。 股市、楼市最大的问题， 就是干预太多，涨跌都怕。 预期太乱，手伸太长。 这波最惨烈， 其实是玩期货、做多黄金的。 很多人直接 all in。 所谓“黄金避险”， 也是大机构玩的一种叙事。 机构需要的时候， 它就是避险资产。 不需要的时候， 连大A都不如。 真要到极端情况， 最避险的，就是口粮。
中际旭创，早上清仓。 接下来， 在A股里， 重点找下一只 10倍到30倍的标的。 从去年100多买入， 如果一路拿着不动， 比大多数瞎折腾强太多。 300多的时候， 已经减了一部分仓位， 580附近， 又卖掉了一大半。 前两个月横盘， 市场对AI泡沫的恐慌， 再加上老特情绪不太稳定， 确实不太容易拿得住。 很多人说“卖飞”。 但你成本在100多， 和700多才上车的人， 对市场的判断， 和持仓心态， 完全不一样。 就连大股东在300减持， 现在看也是“卖飞”。 这在市场里， 再正常不过。 交易最难的， 是知行合一。 鱼身吃到就够了，鱼尾不争。
The "Permit Wall": Why Nebius’s $17B Microsoft Deal is Stalled in Jersey 1/ A lot of noise lately about $NBIS delivering its "first tranche" to Microsoft. But look closer at the New Jersey (Vineland) buildout. Despite the hype, the flagship US site is currently a 300MW collection of expensive paperweights. Here’s why. 2/ The Neel Khokhani post is the smoking gun. DataOne (Nebius’s partner) filed for Air Permit PCP250002 in Dec 2025. As of today, April 19, 2026, it is still PENDING. 🛑 No permit = No power. 3/ You might ask: "Didn't they deliver 50MW to Microsoft already?" Yes, but NOT from New Jersey. Arakady confirmed From the March 4, 2026, Morgan Stanley TMT Conference a update that they pivoted to their Mäntsälä, Finland site (expanded to 75MW) to meet the first milestone. New Jersey was supposed to be the source, but it wasn't ready. Arkady: "It allowed us to deliver the immediate compute requirements while we finalize the larger-scale deployments in North America." 4/ Why can't they just turn the GPUs on? 🔌 The Vineland grid can’t handle a 300MW load. The site relies on "behind-the-meter" Mainspring natural gas generators. Under NJ law (N.J.A.C. 7:27-8), you cannot legally operate these without an approved Air Permit. 5/ The NJ DEP isn’t budging. They’ve issued at least two Technical Deficiency notices since Feb 2026. They are questioning emissions data and the "single source" impact on the local environment. This isn’t a rubber-stamp process. 6/ Add to that: Civil Opposition. 📢 Residents 1+ mile away are already filing noise complaints from construction and unauthorized testing. In NJ, "noise" and "air" are linked. Public protests in late March have put the DEP under a microscope. They won't rush an approval now. 7/ What this means for $NBIS: Revenue: Full annual run rate from Microsoft is now pushed to 2027. Delays: If the DEP rules them as a single source the projectwould likely blow past the "Minor Source" limits and trigger Title V (Major Source) requirements. A Title V permit can take 12–24 months longer to approve and requires much stricter federal oversight. 8/ The Bottom Line: Nebius is "shell-complete" in Jersey, but "power-dead." Until that PCP250002 permit moves to "Approved," the GPUs stay dark and the $17B deal stays on a slow-drip from Europe. 📉 9/ Watch the NJ DEP Bulletin on May 6, 2026 for the next update. Until then, any claim that the US flagship is "fully operational" is pure hopium. $NBIS $IREN $CRWV x.com/neel_epochal/s… ft.com/content/f2bae7…
光的供应链画了一半，封装那段没人提。硅光再强也得过CoWoS，$AMKR才是卡脖子的。
哦吼！让我看看谁又麻了！@PerleLabs 😃 register.perle.xyz/flow - 需要使用 VeryAI 掌纹验证 POH $PRL
可以领取 @PerleLabs 空投了～🪂 claim.perle.xyz/flow • 立即领取：只能领20%，剩余代币将永久作废。 • 领取和质押：锁仓100%的代币6个月，即可获得全部分配额度。 这规则和他妈的强制锁仓有啥区别？？？
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Something is happening in our community right now 👀 We just kicked off #ToPerle, an opportunity for the community to share their real thoughts on what we’re building, their perspective on Perle, and what this all means to them. People are already jumping in and creating. If you want to be a part of it, join our Discord family! discord.com/invite/joinper…