已同步 99 条当前公开接口可获取的全部 Serenity 时间线结果（不做关键词、时间窗口、回复或转推过滤） · 财经相关 97 条 · 最新日期：2026-06-04
这条推文未识别为财经/市场观点，作为 Serenity 账号动态摘要保留：I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal. https://t.co/XLjy4ZsZyD
作者：Serenity · 发布时间：2026-06-04T04:24:55+00:00 · 普通推文 · 摘要级观察
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这条推文未识别为财经/市场观点，作为 Serenity 账号动态摘要保留：I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal. https://t.co/XLjy4ZsZyD
作者：Serenity · 发布时间：2026-06-04T04:24:55+00:00 · 仅摘要，不做财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：We're seeing a live crash in AI + DC stocks right now with $IREN down 37.88% this week to $NBIS down 35.27% this month. Panic stems from Credit Tightening, High Interest Debt, OpenAI contagion, Macro, and most importantly: Irrational Fear. Here's what happeni…
作者：Serenity · 发布时间：2025-11-14T15:21:26+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Institutional Flow assessment for 13F Neocloud filings: · Nebius ( $NBIS ): 🟢 Strongly Positive (7/10) · WULF ( $WULF ): 🟢 Highly Positive (8.5/10) · IREN ( $IREN ): 🔴 Very Negative (3/10) · CIFR ( $CIFR ): 🟢 Highly Positive (8.0/10) · Coreweave ( $CRWV ): 🟡…
作者：Serenity · 发布时间：2025-11-14T09:04:43+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：We're seeing a sector crash in high-beta AI stocks, with names down 30-45%+ in 1M & 10%+ today. This includes direct beneficiaries of Mag7 Capex : - Nebius ( $NBIS ): $3B $META deal / $8B forward ARR. - TeraWulf ( $WULF ): <$50B Antrophic DC + JV FS/ $GOOGL -…
作者：Serenity · 发布时间：2025-11-13T15:33:05+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：If you have any iota of doubt during this market correction. Remember this: $NBIS is a $24B MC company doing $8B forward ARR, targeting 30% EBITDA margins. Nebius core business powers Mag7 Hyperscalers from $MSFT to $META, enterprises from Shopify to Cursor t…
作者：Serenity · 发布时间：2025-11-12T16:26:41+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Northland announced a $NBIS $205 price target off the assumption of $2-4B ARR for CY2026 back in September. From their same economics used, we would now get an 1Y PT: ~$355.00/share (+248.04%) off Nebius's earnings report with $7-9B ARR projected Here's the u…
作者：Serenity · 发布时间：2025-11-12T09:20:00+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Takeaway from $NBIS earnings so far: Absolute. Blowout. Earnings. $3B $META deal + Cursor new Enterprise clients on top of $17B with $MSFT just 2 months ago. $7-9B ARR projection is enormous and blew away any expectation. Insanely Strong Buy $116 (including t…
作者：Serenity · 发布时间：2025-11-11T13:28:52+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：$NBIS earnings report blew away expectations with $7-9B ARR and a $3B hyperscaler deal with Meta. They also added to their enterprise client list with Cursor. Despite that, stock is down -1.77% currently before their earnings call. Why? Dilution~$2.7B 25M sha…
作者：Serenity · 发布时间：2025-11-11T12:48:48+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Wow, $NBIS just blew away ARR expectations on growth and just signed a surprisising $3B hyperscaler deal with $META from their ER. They now expect $7-9B ARR 2026, which is ~2.1B+ revenue/quarter. This is exactly how Nebius grows grow to a $100B MC and $NBIS i…
作者：Serenity · 发布时间：2025-11-11T12:23:52+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Neocloud Earnings Today + Why Michael Burry is Wrong: $WULF - ER was positive, $17B TCV from 520 MW HPC capacity. 240 MW JV in Texas for DC expansion + $5B financing. Nothing special like $CIFR ER with AWS, just conf (eg. deal finances) and site dev. $CRWV -…
作者：Serenity · 发布时间：2025-11-11T00:58:15+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Lot of headline-only posters out there. I usually try to connect the dots on top of the headlines and fill in the why (it moves markets). TLDR on the new macro setup (bullish for high-beta names like $NBIS, $IREN, etc): 1⃣ DEAL TO END GOVERNMENT SHUTDOWN TAKE…
作者：Serenity · 发布时间：2025-11-09T19:56:39+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Pretty disgusting correction across the board. Last 5 days for high-beta growth stocks: • $SMCI -26.11% • $RKLB -19.85% • $CRCL -19.81% • $NBIS -19.14% • $WYFI -18.55% • $ALAB -16.64% • $CRDO -16.8% • $HOOD -14.36% • $ASTS -14.09% • $IREN -13.22% • $AMD -11.6…
作者：Serenity · 发布时间：2025-11-07T19:46:59+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Ignore the noise and hold positions/add in market winners. You have: - Insane forward revenue growth from Neoclouds like $NBIS, $IREN, $CIFR - Record high CapEX projections from Mag7 earnings like $META to $MSFT - Record high forward revenue projections + mar…
作者：Serenity · 发布时间：2025-11-06T17:19:34+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching $KRKNF | Kraken Robotics. This is $OSS ($1…
作者：Serenity · 发布时间：2025-11-05T08:34:14+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：November 4th - Stock Analysis + Macro Fire Sale: $META • $NBIS • $IBIT Strong Buys: $RDDT • $RKLB • $WLAC • $CIFR • $LTC • $SOL • $CORZ Memory: Nanya $2408, SK Hynix $HXSCL, $MU Buy: $AMZN • $DELL • $SMCI • $ALAB • $CRDO • $TSM • $AMD • $FLNC • $TE Warnings:…
作者：Serenity · 发布时间：2025-11-04T18:04:54+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：After looking into it more, looks like $NBIS's deal with $MSFT was largely better than $IREN's in terms of profitability and margins when normalized to 300 MW. It's not purely about revenue, since if you're not generating FCF from it, it's not that useful. Fo…
作者：Serenity · 发布时间：2025-11-03T18:11:48+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The Neocloud List got updated: $IREN - IREN secured a $9.7B GPU cloud contract with Microsoft, including 20% upfront prepayment, to deploy NVIDIA GB300s over five years. $CIFR - CIFR secured a $5.5 billion, 15-year lease agreement with Amazon Web Services (AW…
作者：Serenity · 发布时间：2025-11-03T13:15:02+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：There’s only Four stocks: 🍬 MINT That have ABSURDLY HIGH, asymmetrical return. Meaning Low Capital Risk. High Upside Return. This is only for Nov + Dec 2025. Here it is... MINT An explanation of why to full port MINT for end of year 2025: M = $META I = $IBIT…
作者：Serenity · 发布时间：2025-11-03T02:41:44+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Neocloud Ecosystem Cheat Sheet Part 1/2: Bullet Point Positive vs. Negatives. Full List by Marketcap: $CRWV ($66.2B) $NBIS ($32.85B) $IREN ($16.52B) $APLD ($9.69B) $RIOT ($7.34B) $CIFR ($7.3B) $WULF ($6.36B) $HUT($5.39B) $CLSK ($5.01B) $HIVE ($1.74B CAD) $WYF…
作者：Serenity · 发布时间：2025-11-02T04:20:21+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：@dividenddude With all due respect, there’s basically zero substance or analysis from these types of posts. You’ve done this with $FI yesterday saying “CHEAP” then this again with $NVO. Saying something is cheap with useless explanations is how followers end…
作者：Serenity · 发布时间：2025-11-01T12:33:52+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Markets are starting to price in: A divergence between AWS-style full-stack Neoclouds like $NBIS and miners such as $CIFR, $BITF, $CLSK, and others. This is the reason I sold off $IREN $WULF and others, and consolidated into Nebius. Why? 💹 Margins > ⚡️Capacit…
作者：Serenity · 发布时间：2025-10-31T16:17:12+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Added 6 figures in Jan-Feb $META calls. Same thing happened last year April and it took 2-6 days for full recovery. Earnings beat, fundamentals in tact. Same story about capex spend. Might be 2 day flush so cost averaging but this selloff is a huge opportunit…
作者：Serenity · 发布时间：2025-10-30T13:56:29+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I'm researching new stocks that actually look interesting - rare lately There's no need to paywall or gatekeep new stocks like others So just going to share them: 1. $LGN - DC buildout. Mag7 like $APPL, $MSFT, $GOOGL, $TSLA, $AMZN as clients. 2. $LYC.AX - Sol…
作者：Serenity · 发布时间：2025-10-30T07:00:06+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE ·…
作者：Serenity · 发布时间：2025-10-29T05:03:08+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The harsh reality is: Many of these HPC miner pivots will fail. The lack of asymmetrical upside is why I sold off miners like $CIFR, $IREN, $WYFI, and $WULF and into full-stack AWS Neoclouds like $NBIS However, miners that pivot well like $CRWV have very high…
作者：Serenity · 发布时间：2025-10-28T04:39:05+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The Neocloud thesis aged well. 1 month later: $CRWV 120.34 → 135.64 (+12.7%) $NBIS 107.70 → 126.49 (+17.5%) $WULF 10.63 → 13.69 (+28.8%) $IREN 41.68 → 64.69 (+55.2%) $CIFR 11.47 → 20.70 (+80.4%) $BITF 2.54 → 4.51 (+77.6%) $WYFI 22.83 → 36.52 (+59.9%) $GRRR 19…
作者：Serenity · 发布时间：2025-10-27T22:04:54+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：To settle the Neocloud debate: $NBIS > $IREN + others. Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors, I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins > GW capacity Here's the ma…
作者：Serenity · 发布时间：2025-10-26T12:46:20+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Neocloud Position Update Friday Oct 24. This post is to send a message to $IREN and other Neoclouds holders that: 👑 $NBIS is superior. I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss. Now with $2M+ exposur…
作者：Serenity · 发布时间：2025-10-25T07:07:55+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Huge warning on $CRCL, especially going into December 2nd. You're trading on a low float. Circle sold 34M Class A shares in the IPO at $31. There's 202,550,578 Class A shares outstanding. 77.6% of all outstanding Class A (157M/202.55M) and ~463% of the 34M IP…
作者：Serenity · 发布时间：2025-10-25T02:02:07+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：This week retail panic sent $NBIS tumbling to $94. Unfortunately, many retail are outside this community and sold shares in fear (mixed with MM mechanical hedging) based on stock price dropping alone. In the past two days, Nebius is back up over 17%. This is…
作者：Serenity · 发布时间：2025-10-24T16:26:04+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Why I think $NBIS can easily hit ~$400/share or $100B+ market cap in 1 year: Right now, Nebius trades at a $24B valuation (316%+ increase to $100B). If we pretend that there's 0 growth in 2026-2027: Core Business: $31B–$36.5B Sum of Parts: $7.1B (40% slashed)…
作者：Serenity · 发布时间：2025-10-23T13:24:52+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Breaking: U.S. Government moves to take stakes in quantum computing firms, a huge game-changer. National security names - AI ( $NBIS ), Energy ( $TE ), Space ( $RKLB ), Minerals ( $MP ), Quantum ( $RGTI, $IONQ, $QBTS) - could see a violent reversal as shorts…
作者：Serenity · 发布时间：2025-10-23T03:28:23+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Added $200k worth of $NBIS leaps at $98.8, December $105 2026 strike. Nebius dropping 30%+ in a week from $140 to $97 might make you second-guess yourself, but it’s times like these where conviction matters most. If you understand the fundamentals and sector,…
作者：Serenity · 发布时间：2025-10-22T14:47:35+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Nebius is playing out exactly how institutions wanted: Retail panic. Capitulation. Liquidity. I’ve been saying this for weeks: $NBIS Institutional ownership is ~38%. Every trick in the book will be used to get that number to 65-80% like $HOOD: Here's what and…
作者：Serenity · 发布时间：2025-10-21T23:59:36+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The -17% dip in $NBIS on no material news doesn't change any conviction. My bull-case PT is still $400. We've seen this move before: - $ASTS ER drop from $58 -> $36, into $83. - $GOOGL AI search drop from $170 -> $144 into $257. - $HOOD Macro drop from $40 ->…
作者：Serenity · 发布时间：2025-10-20T23:18:24+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Initiated a small position ($50k shares, $50k April calls) in T1 Energy $TE $4.45, partly because I like League of Legends and Faker. I have energy positions such as $FLNC, SEI and $EOSE (trimmed) that performed very well. But like the rest, energy is pointed…
作者：Serenity · 发布时间：2025-10-20T14:59:59+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：October 20th, Important Rate Cut Trading Week. Personal thoughts and explanations: 🛝 = Swing Trade 🐈 = Catalyst Trade 🎇 = 2026 Trade, Tax Harvested Fire Sale 🔥 $NBIS Strong Buy $TSM $AMKR $WLAC $AMZN $LTC 🐈 $RDDT $HIMS 🛝 $IBIT $ALAB $CRDO $SMCI $FLY 🎇 $SNAP 🎇…
作者：Serenity · 发布时间：2025-10-19T18:21:35+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR…
作者：Serenity · 发布时间：2025-10-18T23:07:47+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Extremely poorly written and zero-contextualization article. Intentional no-contextualization led to broader selloffs last time they published an Oracle hit-piece @SEC @secpaulsatkins The core point - “Escalating compute demands could result in overbuilt serv…
作者：Serenity · 发布时间：2025-10-18T21:21:05+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Extremely dangerous post because you’re spreading disinformation. I hope you can make a correction before the post causes trouble: “They get great lease deals with the option to terminate literally at any time, without the risk” These are the termination clau…
作者：Serenity · 发布时间：2025-10-18T20:47:27+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Full Transparency: I've joined X Monetization - here are my stats this month: • 5.3M Impressions 📈 • 17K Likes (+734%) 👍 • 8.9k Bookmarks (+5,000%+) 🔖 • 1.3k Shares (4,000%+) 🐦 As a trader, I make money in the markets (eg. $NBIS), never from followers or subs…
作者：Serenity · 发布时间：2025-10-18T00:38:11+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Fire sale $NBIS Personally added $300K in call leaps at this level, 10% drop is a huge buying opportunity imo. https://t.co/EYYmETApmP
作者：Serenity · 发布时间：2025-10-17T15:02:34+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：We are 12 days away from a rate cut (94.1% odds). MMs enjoy times like these to cleanse the option chain. In terms of levels I’m personally looking out for larger sized leveraged trades: $NBIS - $105-$110 $TSM - $170-$175 $BTC - ~<$100K $RKlB - $35-$40 $ALAB…
作者：Serenity · 发布时间：2025-10-17T07:28:59+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Macro + Dip thoughts Oct 16th: There's a ton going on, eg. $GLD hitting ATHs, but that's a whole different rabbit-hole on the USD. Main stock drop today was due to a shock from regional banks, so I'll focus on that. It's a great buying opportunity on: Neoclou…
作者：Serenity · 发布时间：2025-10-16T22:45:51+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：No news dips are always a nice gift $NBIS. (Added calls at~$122.9) https://t.co/LmgjK3uoog
作者：Serenity · 发布时间：2025-10-15T17:20:14+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The Great Soybean/Seed Oil Crash, personal thoughts and explanations: Strong Buy $ALAB $CRDO $NBIS $WLAC $LTC $TSM $BTC (+ same as tax harvest stocks last time) $AMZN $SMCI _ Buy $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBR…
作者：Serenity · 发布时间：2025-10-15T07:42:21+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：AI is the largest national security issue and race in history. AI can design nuclear weapons or create life changing discoveries based on compute. $NBIS is the new infra of AI and Mag7 with 1400% Y/Y forward revenue. 🥭And it sold off 5.4% because of Seed Oils…
作者：Serenity · 发布时间：2025-10-14T23:51:42+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：🧙♂️ Summoning Exodia, the ideal Neocloud Deck Exodia Deck: 🧩 $NBIS – Head 🧩 $WLAC – Left Arm 🧩 $IREN – Right Arm 🧩 $CIFR – Left Leg 🧩 $WULF – Right Leg Pot of Greed Setup: 🏭 $TSM ⚡ $FLNC 🏡 $GLXY When all five are in your port, Sydney Sweeney descends from th…
作者：Serenity · 发布时间：2025-10-14T19:37:19+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：With Taylor Swift entering the Neocloud space, not even 10GW compute on GPT-5 can find her a lasting boyfriend. Raising my 1Y price target on $NBIS to $450 and reiterating outperform on the rest due to infinite energy consumption. $WLAC $CIFR $FLNC $IREN $TSM…
作者：Serenity · 发布时间：2025-10-13T19:01:51+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：This is the first time I'm posting my high conviction list. These are my 6 highest conviction longs and 1 new 1000% moonshot🚀 Sorted by first bought and ~when/why I developed conviction. 5 Years: $RKLB ($16 | $28) $TSM ($120 | $245) $HOOD ($11.27 | $18) $BTC…
作者：Serenity · 发布时间：2025-10-12T22:02:52+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：And there’s the de-escalation Reuters: “Taiwan sees no significant impact on chip sector” Trump: “Don’t worry about China, it will all be fine… President Xi just had a bad moment.” Biggest crypto liquidation to date Stocks with little impact down 7% Dip buyin…
作者：Serenity · 发布时间：2025-10-12T17:36:33+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Based Friday Market Close (-3.6% SPY day), Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Buy $UPWK $CRDO $ALAB $AMZN $META $UNH $SG $TGT $BULL $FLY $CIFR $WULF $IREN $GLXY $SMCI $DELL $MRVL Hold $RKLB $…
作者：Serenity · 发布时间：2025-10-11T18:32:44+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Getting Vietnam flashbacks. Jokes aside, markets dropped 3.65%+ after Trump tarrifs Chinese imports by 100% and restricts the export of critical software to China. This surprise event was rational repricing but also catalyzed by fear + margin calls (after hou…
作者：Serenity · 发布时间：2025-10-10T22:06:04+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：People have been asking for my $FLY thesis since my Reddit post, so here it is: Firefly is a rocket company like $RKLB, and is developing a reusable medium-lift rocket. The only one that exists is SpaceX. They target 2026-2027, and if they succeed, the compan…
作者：Serenity · 发布时间：2025-10-10T14:55:53+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I added $WWR ($170m MC) and $DFLI ($110.25M MC) today. For full transparency, I have no clue about their fundamentals Reason I bought? Today: "China expands rare earths restrictions, targets chip users" WWR does Graphite for batteries. DFLI does Lithium for b…
作者：Serenity · 发布时间：2025-10-10T03:06:48+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：$NBIS is the next Microsoft in the making. - Scaling from $100M quarterly revenue to $2B-3B+ in 1-2 years off 55-75% gross margin - Large ownership of next generational companies like Clickhouse (powers Anthropic) - Infrastructure of Mag7 AI Compute. Complete…
作者：Serenity · 发布时间：2025-10-09T19:34:10+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Okay last post of the night I promise: $FLY ECLIPSE REUSABLE MEDIUM-LIFT ROCKET LAUNCHES AIMING 2026. $4.5B MARKET CAP. MEGA MOAT, backstopped by government + critical for national security. I DON'T NEED TO SAY MORE. Love, Early $RKLB investor and Rocketlab M…
作者：Serenity · 发布时间：2025-10-08T22:50:29+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Wow I cooked insanely hard with this ETF, everything is up a **** ton. Anyway, some company changes I'd make + explanations: $AMD - +10% (rerate) $FLY - +3% (new) $WLAC - +1% (new) $MU - +1% (new) $FLNC - .5% (new) $SEI - .5% (new) $DFLI - - .25% (new) _ Trim…
作者：Serenity · 发布时间：2025-10-08T21:12:57+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：IMO opportunity front running the Boost SPAC Neocloud IPO through $WLAC (OKLO, DJT, etc) if u hv 3 months patience. Boost works with Fluidstack, likely backstopped by $GOOGL in the future. 75%+ EBITDA gross margin + 250% rev from last year. EST MC ~$600m, may…
作者：Serenity · 发布时间：2025-10-08T19:06:38+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Got DMs about tax structuring for high net worth users due to large market returns from $IREN or $AMD. This is not advice, just things I've overheard to save you a LOT of money (like millions over time). These are 7 LEGAL ways to go about it: 1. C-Corp tradin…
作者：Serenity · 发布时间：2025-10-08T07:19:34+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Why $ORCL facing challenges with GPU-as-a-Service (from leaks) is actually bullish for neoclouds like Nebius. Hyperscalers struggling with GPU economics strengthens the case for specalized neoclouds. This is an insane opportunity on $NBIS, $WYFI, $IREN, $CIFR…
作者：Serenity · 发布时间：2025-10-07T17:20:30+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I have no words… +$37K on $SPRB in 2 hours ($21K realized). Ended up taking profit on most. It’s not much to me but I just find this amusing given the short timeframe and had nobody to share it with. I’ll hold $30k worth to see where it goes. https://t.co/ywK…
作者：Serenity · 发布时间：2025-10-06T22:55:27+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Monday October 6th Market Close Thoughts: - $NBIS extremely good dip buy. Down 2.38% after rising 5.78% in the morning. All other Neoclouds from $IREN to $CIFR held their 4%-14%+ gains. Nebius likely influenced by option flow, should play catchup soon and I s…
作者：Serenity · 发布时间：2025-10-06T22:29:49+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I was looking at $SPRB after @MartinShkreli posted about it and it’s TA-ERT, breakthrough enzyme therapy replacement. Just from a quick search if SPRB’s TA-ERT is approved and they capture 10-15% market share longer term ($180–$270M ARR) of $1.4B US market...…
作者：Serenity · 发布时间：2025-10-06T20:19:12+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The Snapchat Thesis: How a 🐶💩 Stock Re-Rated from Sell to Buy. $SNAP flipped the switch, making their biggest expense a revenue stream. There's two things that SNAP needed to do to grow vs. $META, $RDDT. and... Snapchat finally did it, well one of two. That i…
作者：Serenity · 发布时间：2025-10-06T14:23:43+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：$AMD is about to get a huge re-rating from forward earnings + narrative changes from the $10Bs+ deal with OpenAI Forward revenue: They're currently doing 7.69B/Q, if we assume 10B/Y, it's quite material how much this adds. (32.5% - 65%+ increase in forward re…
作者：Serenity · 发布时间：2025-10-06T11:06:14+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Lesson on Covered Calls for passive compound return: Put selling was for advanced swing traders, but this is for everyone. PLEASE LEARN THIS: If your port $300k -> $1M+: ☁️It's an extra IPhone 17 Air+ /week. If your port < $300k: It's a few hundred a week. Ex…
作者：Serenity · 发布时间：2025-10-06T02:36:59+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：People are panicking about markets from $OKLO, $RGTI, etc. hitting all time highs and bubbles. Half joking but if you you want to time the top: Cathie Wood's ARKK is actually a good indicator. (~Feb 2026) It's a great canary in the coal mine when everything g…
作者：Serenity · 发布时间：2025-10-05T07:11:01+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Saturday Rant because the most popular X accounts are actively harming retail for engagement and subscriptions. The people who sell $10 courses on X just pick anything like $RGTI that went up 4000% off 0 revenue for engagement. Then add $JOBY, $OPEN, IONQ, et…
作者：Serenity · 发布时间：2025-10-04T20:44:08+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：@RealJGBanks Sorry but terrible list imo, couldn't disagree more. If $RGTI, $OKLO, $JOBY, $OPEN, $IONQ are your top choices of small-mid caps to own by sector, have fun nuking the portfolio of followers. If someone posted this list before $RGTI went up 4000%…
作者：Serenity · 发布时间：2025-10-04T20:23:00+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Friday Market Close, Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GR…
作者：Serenity · 发布时间：2025-10-04T01:22:20+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I wrote a Option Sell Swing Trade strategy that would realized $20k profit in 5 days with $1M last week for 183%+ Y/Y. I always give exact positions ahead of time, not retroactively. $NBIS +$5.52K $HIMS +$1.427k $CIFR +$5.239K $RKLB +3.8K $TGT +$1.3k $AMZN +$…
作者：Serenity · 发布时间：2025-10-03T17:39:52+00:00 · 已生成财经深入分析
这条推文未识别为财经/市场观点，作为 Serenity 账号动态摘要保留：If there's one thing I learned trading: Money won't make you happy. Happiness comes from fulfillment; like investing toward a dream home for a loved one I've reached the end goal I started with but lost the meaning along the way Numbers go up on my screen but…
作者：Serenity · 发布时间：2025-10-03T01:27:45+00:00 · 仅摘要，不做财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I first bought $HOOD at $11.47 and watched it grow 1000%+ to a 125B+ MC. Scaling from $150M to 1B quarterly revenue over years. I thought this was insane until I saw $NBIS. This 30B company is about to go from $100m quarterly revenue to $1.5-2B quarterly reve…
作者：Serenity · 发布时间：2025-10-02T17:16:53+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：As expected, with META and their recent 14B deal with CRWV + MSFT with their 17B deal with $NBIS, billions to trillions will pour into Neoclouds from Mag7 when they're unable to handle new AI compute. Expects companies like AWS, ORCL and others to make more d…
作者：Serenity · 发布时间：2025-10-02T10:17:21+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：How I do swing trading with charts, Part 2: Short term (few week) + Short-Medium Term (few month). I'll do long term ones in another post. Ex 1: $RKLB. Just going off feels on this, seems like a great buy at $40 support, and $54 sell. Usually lower half (dott…
作者：Serenity · 发布时间：2025-10-01T23:39:48+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I make fun of charting but sometimes it's genuinely helpful for pattern based reasoning (not TA). History doesn't repeat itself but it often rhymes for companies in similar sectors. With things material to fundamentals: Eg. $NBIS (64->100->86) vs. $CIFR (+32%…
作者：Serenity · 发布时间：2025-10-01T18:40:45+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Personal thoughts for trading this October (macro + tailwinds): 1. Government shutdown is 97% likely, already priced in Polymarket. Again, this was already known way ahead of time. Which is why stuff like $VIRT or $VIX that I posted is a asymmetrical hedge du…
作者：Serenity · 发布时间：2025-10-01T00:49:43+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Lot of inspirational trader mindsets going around X lately like: "It will pay off. Be Patient". All BS. Traders consider sector momentum, catalysts, valuation, pullbacks, macro, IV, option flows, etc. Here's my mindset for short term trading for various stock…
作者：Serenity · 发布时间：2025-09-30T19:09:16+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Crowdsourcing the X community’s highest-conviction stocks — names like $NBIS or $RR below. Only 200%+ potential plays over the next 6 months. 📈 What's your single #1 highest conviction pick and thesis? Would be helpful to build a community watchlist for hyper…
作者：Serenity · 发布时间：2025-09-30T06:59:06+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RD…
作者：Serenity · 发布时间：2025-09-29T21:06:17+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：As you know, I do value investing too like with Upwork (+52% in 2 months, P/E 7-> 11.5). An interesting stock is $VIRT as an asymmetrical volatility hedge, a stock barely anyone talks about. Clean asymmetry to balance $IREN / $NBIS. 6.6 forward p/e, 5.38b MC,…
作者：Serenity · 发布时间：2025-09-29T14:59:53+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Aggressively writing options off $1m would be: +$20.24K in 5 days, 2.024% a week, 183.48% y/y return. With a $1M cash, IBKR portfolio margin example: 85 $NBIS $96 PUT, (+$5.52K premium) ($809K) 55 $HIMS $49.5 PUT (+$1.427k) ($270k) 250 $CIFR $10 Put (+$5.239K…
作者：Serenity · 发布时间：2025-09-28T18:28:42+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：@alc2022 I have a fun time seeing your conviction on $PLTR and $DUOL and think they're hilariously wrong but we can agree to disagree. But trying to profit off followers is not the way to go. Make money off the markets, not by selling courses.
作者：Serenity · 发布时间：2025-09-27T21:46:43+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivo…
作者：Serenity · 发布时间：2025-09-27T19:11:40+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：So just to add to the discussion on learning option selling: 1. BROKERAGE IS EXTREMELY IMPORTANT, NEVER USE $HOOD IF YOU HAVE A LARGE PORT. They claim it's free but it's probably one of the worst for option trading since they route your order to MMs and that'…
作者：Serenity · 发布时间：2025-09-26T20:45:51+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Eh I normally don't do calls but risk/reward looks good to me on miners Added $CIFR $30k worth of Jan calls $11 strike on the 5% drop to $11. Added $NBIS $100k worth of calls, this was just one of the strikes on the 4.6% drop to $103. Added $IREN shares $40.1…
作者：Serenity · 发布时间：2025-09-26T15:37:22+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：So daily thoughts on Sept 25th + market drop if you like my insights: 1. 3x rate cut went from 65% to 56% from data today. This is a lot more material, since people are front-running rate cuts now. Either way, any rate cut usually lead to large inflows so it'…
作者：Serenity · 发布时间：2025-09-25T21:04:48+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I'm actually losing my mind seeing this on X. Real traders will always make money off the markets. Not off their followers. The best advice you will ever get is free DD on X, or posts coming from randoms dropping $NBIS / $IREN. Not 🤡 Wave 69 XYZ $BMNR chartin…
作者：Serenity · 发布时间：2025-09-25T17:49:32+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I've been getting a lot of stock weighting questions. A portfolio I'd build would be: 30% $NBIS 6% AMZN 5.5% TSM 5% BTC 5% LULU 4% UNH 4% $RKLB 4% LTC 3% ORCL 3% TGT 3% GRAB 2% $IREN 2% META 2% HOOD 2% HIMS 2% AMD 2% NVO 1.5% CRDO 1% BITF 1% ASTS 1% SG 1% UPW…
作者：Serenity · 发布时间：2025-09-24T23:36:16+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：It's funny how the most followed stock accounts on X like @mikealfred hide replies about inconvenient facts and block accounts. That’s exactly why I created this account — to call out BS and genuinely help you all. This is what they tried hiding: $BKKT has a…
作者：Serenity · 发布时间：2025-09-24T19:27:10+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：People often ask what happens when I get everything right: 1 Year Return: 630.44% 📈 Just genuinely want to help! I share my analysis and positions openly from $NBIS to $HOOD to $UPWK before any rally. Feel free to look through my history on X or Reddit. https…
作者：Serenity · 发布时间：2025-09-24T17:51:23+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：$750K+ in $NBIS, with ~$93K+ in unrealized gains in just 5 days. This stock is extremely undervalued. Northland just gave a $206 PT, but I’ve been calling this since it was under $100. I rarely have high-conviction stocks. But NBIS is one of them. $112 ->…
作者：Serenity · 发布时间：2025-09-24T15:59:17+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：$NBIS is a once-a-decade stock that can make generational wealth. Incredible forward revenue and fundamentals, mispriced at 26B market cap. Screaming buy under $130. $200 PT, 5 months. https://t.co/VvQclYVdFO
作者：Serenity · 发布时间：2025-09-23T14:34:01+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I rarely repeat-post a stock… but $NBIS is special. Even up 5.75% today, at <$30B market cap, it’s a screaming buy on every dip. This is a once-in-a-decade company with fundamentals and forward revenue far outpacing marketcap. Easy high conviction hold to…
作者：Serenity · 发布时间：2025-09-22T16:38:26+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Thoughts on why I’m scaling my $NBIS position to $1M+ with a $225 PT: Thesis ______ When MSFT, GOOGL, and Mag7 are your customers like ALAB or CRED (when I took large positions in both sub $100) or before $NVDA or AVGO or TSM took off, a company's forward gro…
作者：Serenity · 发布时间：2025-09-19T21:28:07+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：Bought $500K worth of $NBIS. My highest conviction stock out of anything for a 1 year time period. $225 PT https://t.co/buW9CV4WWH
作者：Serenity · 发布时间：2025-09-19T19:04:21+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：@unusual_whales Sorry but following @MartinShkreli is the dumbest idea for any non-biotech stock, especially with $OPEN. Not everything needs to make sense with markets. Just look at how all their quantum shorts like $QBTS is going.
作者：Serenity · 发布时间：2025-09-16T18:13:15+00:00 · 已生成财经深入分析
这条推文含有财经/市场相关信息或标的符号，核心内容是：I don’t know how to reiterate this enough for $HIMS 42% short interest on a 11B, profitable, and fast growing company… has the potential to make history on a short squeeze like $OPEN or $GME. The risk reward is worth it. https://t.co/xoCKXMzdqu
作者：Serenity · 发布时间：2025-09-12T14:42:58+00:00 · 已生成财经深入分析