2025-10-02 · Serenity 推文观察 on X · 作者：Serenity · 发布时间：2025-10-02T17:16:53+00:00
财经相关 · 已做深入分析serenityxall-postsfinancemarketticker
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…
原推主要内容：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 $1.5-2B quarterly revenue the next year or two. This type of growth is mind numbing. If you're afraid of buying on a 7%+ increase day, just look at forward revenue ramp. The contracts with MSFT are locked in and there's more hyperscaler contracts coming. I only have single digit high conviction longs about Nebius is one of them. Be a part of history this time.
这条内容可以作为市场观察线索，但不能直接当成结论。需要进一步核对：相关公司/资产的基本面数据、公告或财报来源、估值口径、仓位/流动性背景，以及推文发布时点之后价格和新闻是否已经变化。
涉及标的/关键词：$HOOD、$NBIS。如果推文给出买卖倾向或强弱排序，主要风险在于时间尺度不明确、样本证据不足、市场波动和作者持仓偏见；如果是宏观/资金流判断，还需要验证利率、美元、流动性和风险偏好是否同步支持。
可纳入观察清单，但应作为待验证假设，而不是投资建议。后续应优先找原始数据和反方证据验证。
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 revenue the next year or two. This type of growth is mind numbing. If you're afraid of buying on a 7%+ increase day, just look at forward revenue ramp. The contracts with MSFT are locked in and there's more hyperscaler contracts coming. I only have single digit high conviction longs about Nebius is one of them. Be a part of history this time.