2025-10-04 · Serenity 推文观察 on X · 作者：Serenity · 发布时间：2025-10-04T01:22:20+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：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…
原推主要内容：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 $GRAB $ASTS $NVO $NVDA Sell $TSLA $CRCL $PLTR $BMNR Strong Sell $RGTI $OKLO $QBTS $IONQ _ (again, not great DD, just writing random thoughts about the process). Strong Buys Reddit - Dropped 29% off immaterial news that ChatGPT wasn't citing it as much. Nobody visits Reddit through ChatGPT, good recovery buy off $200 support. SNAP - Finally they're doing something that's USEFUL for the first time in many years lol. Tons of Capex was spent o…
这条内容可以作为市场观察线索，但不能直接当成结论。需要进一步核对：相关公司/资产的基本面数据、公告或财报来源、估值口径、仓位/流动性背景，以及推文发布时点之后价格和新闻是否已经变化。
涉及标的/关键词：$ALAB、$AMZN、$ASTS、$AVGO、$BE、$BMNR、$CIFR、$CRCL、$CRDO、$DELL、$EOSE、$ETOR。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。
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 $GRAB $ASTS $NVO $NVDA Sell $TSLA $CRCL $PLTR $BMNR Strong Sell $RGTI $OKLO $QBTS $IONQ _ (again, not great DD, just writing random thoughts about the process). Strong Buys Reddit - Dropped 29% off immaterial news that ChatGPT wasn't citing it as much. Nobody visits Reddit through ChatGPT, good recovery buy off $200 support. SNAP - Finally they're doing something that's USEFUL for the first time in many years lol. Tons of Capex was spent on storing photos random drawings people saved 12 years ago taking GBs of space for their insane Google Cloud costs. They're finally monetizing it like Apple. Huge tailwind, should improve net income by a ton next year. AMZN - Under $220 now, great buy. AMZN prime Oct 8th, good for seasonality in Nov/Dec. ETOR - I can't believe this is still $41. 33% cash, 1B+ cash pile growing at IBKR rates. Just suffers from tax harvesting I'd assume it goes up next year. NBIS - Strong buy until $150+ or new hyperscaler contract repricing. LTC - ETF catalyst delayed from Gov shutdown but should be approved anyway. Buys Upwork - Down 4.5% or so for no reason, should recover MSTR - BTC close to all time highs, MSTR way off ATHs cause of long btc short MSTR but NAV premium should catch up again from the BTC fomo. ORCL - Standard rise on great forward earnings, drop for short term option chain, then rise because 14B tiktok deal and large future cloud contracts TGT - Just undervalued great buy under $93, dividend catalyst next month CIFR - NBIS light with GOOGL deal. VIRT - VIX doesn't look like it's going down anytime soon but they're trading at like 6.4 or so forward P/E so it's worth. CRDO - Good buy on correction with hypescaler buildout WULF - Hasn't gone up as much as the other neoclouds, googl backlog SOFI - Corrected, might recover back to ATH given macro tailwind META - Monthly low good DCA, not as good as AMZN AVGO - Same as ORCL, might end up like NVDA one day with hyperscaler chips MRVL - Still down 24% YTD. SMCI - Good buy on datacenter buildout + server racks Dell - Good buy on datacenter buildout + server racks Hold Nothing changed Sell TSLA - Overvalued, better longs like NBIS CRCL - I will keep making this argument, but just buy COIN instead. You will get the same 50% revenue sharing but with a crypto exchange + ETF holding income too. PLTR - Disconnected from reality BMNR - Just buy ETH if you believe in it but I wouldn't buy at ETH at $4500. Strong Sell RGTI - Disconnected from reality lol All disconnected from reality, wouldn't short though cause all cult stocks. OKLO QBTS IONQ