🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-03 18:17:16时区推断·⟳ 抓取 06-03 18:37:07·⚡ 决策 06-16 19:18:22 +13d00h·132.9 天前
KOL晒单Neocloud板块及NBIS大涨，无新基本面催化
📄 原文Serenity↗ 原文
Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector bec…
不做 NBIS.US
KOL晒单帖，股价已从84涨至260，无新基本面催化剂，属于迟到的情绪高潮，追高风险极大
不做 IREN.US
KOL清单陪跑标的，无独立新催化剂，板块情绪高潮期不宜追高
不做 CRWV.US
代码疑似无效或对应未上市公司(CoreWeave)，且为KOL清单陪跑无新催化，无法交易
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Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebius is #1 out of the entire sector from $IREN to $CRWV.
$84 -> $260.
Thesis validated by markets.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebius is #1 out of the entire sector from $IREN to $CRWV.
$84 -> $260.
Thesis validated by markets.
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