ヨセフカ投資信託

Here's our first in-person look at the stunning Vision BMW Alpina concept! What do you think of it?

Otu gören ineklerin mutluluğu görülmeye değer.

@Money_or_Life_X 大盘暴跌，你转发的 bear thesis 也没啥参考价值

大家不用担心我，马上要开始赚钱了。。。

True

@ozwatcher777 @ItsTheEnforcer @cartierfamilyZ Doesn't matter it's Xi or someone else, this is what Trump wanted to say

@ItsTheEnforcer @cartierfamilyZ That's Trump's highly biased interpretation. There is no evidence Xi would have said something like that. And the so called "declining nation" never appears in their official narrative, despite that quite a lot of individuals said that on social media.

Xi Jinping called the U.S. a “declining nation” straight to the President’s face… wow

@EndicottInvests Insane run😱😱 Trim?

$NBIS wow.

JUST IN: Xi Jinping says Trump is "让美国再次伟大"

@IamRamenPanda “认知问题”🤣🤣🤣 对于我上个回复别装鸵鸟啊，出国了还依旧用你那中年油腻牢中认知去臆测日本半导体水平，你这认知也实在是幽默🤣 让 AI 帮你搜一些日本半导体产业链股不会超过2分钟，而你依旧选择如此井蛙发言，原来这就是你引以为傲的认知🤣

抓不住最火的半导体利润率最高的公司们只能说明炒股水平太烂 接受到的信息渠道都是错的 认知问题

@JMRaasch A portrait of China

This guy didn’t even flinch… and the plane is roaring loud

@IamRamenPanda 你猜这是哪只股？只要你认真研究过半导体产业链，你会看到很多板块的关键部件供应都是那几家日厂的名字，我图里这只即将飞升。而其他的在我 watchlist 里的十几只早就涨到不敢下手。你这个像逮着了把柄的 rohm 我几周前看了眼图都没加进列表🤣🤣 那么多十倍股看不见，井底之蛙

日本人真尼玛傻逼 AI时代做半导体都能亏成狗？！ 闻所未闻

@SMASIMHO +6.37% now

CHALLENGE: DON’T CHECK $NBIS PREMARKET ACTION UNTIL 8AM EST

On my way to Beijing in Air Force One

@daniel_koss PT $500

Will share my $NBIS 2026 (EOY) price target AFTER earnings. Obviously have to update my numbers and interpret what they are saying.

@NVIDIADC @nebiusai

A gigawatt of AI compute is coming to Independence, Missouri. 🏗️ @nebiusai broke ground today on a 400-acre AI factory campus — its first gigawatt-scale project in the US — with Ned Finkle, NVIDIA's Vice President of External Affairs, on hand to mark NVIDIA's commitment to building America's AI infrastructure.

Jensen deciding what to pack

@romanchernin We need Nebius official merchandise😤😤 tshirts, helmet, h100 gpu with nebius logo

Andrey Korolenko looks cool in a helmet

@jukan05 Depends on what Trump wants from China

If Jensen goes to China, will NVIDIA be able to sell to China?

@SMASIMHO Man your profile pic lmao🤣🤣🤣

$NBIS looks primed to deliver a Q1 revenue beat tomorrow Analyst Consensus: $375m to $389m Nebulizer's Conservative Forecast: $362m to $475m Tailwinds: 1) New $META & $MSFT bare metal revenue 2) New customer acquisition 3) Rising GPU spot prices boosting existing cloud revenue How did I get to these numbers? 1) Between $113m to $226m in INCREMENTAL revenue flow from JUST $MSFT & $META contracts. x.com/SMASIMHO/statu… 2) I model neither new customer acquisition nor existing customer growth. So this makes for an extremely conservative forecast. Both of these are anticipated in and represent additional upside in the current supply-constrained market. I assume only existing customer carryover. 3) Existing cloud revenue from AI startups and enterprises accounts for roughly 50% of core revenue. Bare metal constitutes the remaining half. This was confirmed by Arkady at the MS TMT conference. Unlike fixed-price bare metal hyperscaler contracts, cloud revenue scales with GPU spot prices. Arkady explicitly called this out in his recent Accel interview. Q4 '25 Group Revenue: $228m Q4 '25 Core Revenue: $214m Q4 '25 Non-core Revenue: $14m Semianalysis reported the following: Rental pricing broke above $2/hr/GPU for a 1y contract by late January, and then shot up 15-20% by mid-to-late February vs end January and is set to rise another 15-20% month-on-month by the end of March. So we'll assume that spot rates are up a conservative 20% QoQ. Within core revenue, we carry bare metal forward flat and model cloud revenue as up 20% on rising spot prices. We assume non-core is also flat. This brings Q1 '26 group revenue contribution from existing revenue in Q4 '25 to: $107m + $128m + $14m = $249m Conclusion: Without accounting for growth in existing customers or acquisition of new customers, we arrive at the following conservative revenue estimate for Q1 '26. Lower Bound: $113m + $249m = $362m Upper Bound: $226m + $249m = $475m

一句话你有三个错误，我真不想浪费时间给你这种衣来伸手的网络乞丐科普。1. 看图；2. 你没搞懂撑起现在AI基建产业链股价的核心原因；3. 你没看懂我上一条推文：即使国产在 hbm, dram, nand 追赶，你觉得已经具备产业升级框架的那几家风口浪尖的企业，不会进步是么？到时候你要怎办？又是盯着它们新研发的东西打价格战？

@dogmeat1884 @hazenlee 除了hbm，本来就其他三家就没领先的，光靠hbm撑不起现在股价。

长期缺存储就是放屁 只要长江长鑫产能爬坡完毕 三年内存储烂大街 什么几把海力士最后的出货机会 涨价去库存这招屡见不鲜 一涨什么都对了 你就使劲儿接盘