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      "id": "2089316758868148442",
      "url": "https://x.com/jimmyhuli/status/2089316758868148442",
      "text": "拿住 $SKHY 是正确的决定\n\n但反弹最强烈的毫无疑问是 $SNDK \n\n恭喜闪迪股东\n\n另外我还有 $PENG 也是存储敞口，我认为也是被低估的标的\n\n所以当时就决定不碰 SNDK 了",
      "createdAtLocal": "2026-08-17 11:41",
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      "id": "2088968895583637733",
      "url": "https://x.com/jimmyhuli/status/2088968895583637733",
      "text": "$NVEC  Deep Dive：42 人，小而美，电子自旋的 niche，最近一季财报爆发，能否进入新增长周期？如何投资？\n\nhttps://t.co/j1CryG8l87",
      "createdAtLocal": "2026-08-16 12:39",
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      "id": "2089303977808822505",
      "url": "https://x.com/jimmyhuli/status/2089303977808822505",
      "text": "shoutout to @ThematicTrader \n\n这是我关注的一个博主，我发现和我的风格有点像，都会去挖掘 micro / small caps，小而美、被低估的好公司，\n\nNVEC 算是殊途同归！",
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      "id": "2089301156258533794",
      "url": "https://x.com/jimmyhuli/status/2089301156258533794",
      "text": "有朋友告诉我 threads 有冒充我的诈骗，于是我只能去开了一个 threads 账号\n\n搜索 jimmyhuli 即可，或者下方链接：\n\nhttps://t.co/r7JyvcQmHC\n\n我的 threads 用了一个新的狐狸头像，我觉得很好看，可能会换过去 https://t.co/tvMNC7oSBx",
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    {
      "id": "2088392117093888001",
      "url": "https://x.com/jimmyhuli/status/2088392117093888001",
      "text": "今天市场继续还不错，虽然消费数据降温导致大盘回落，但这并不影响科技股的估值，相反经济下滑会推迟美联储加息的脚步\n\n今天 Russell 2000 （中小盘指数）小涨，个别板块大涨\n\n受到美股政府对进口无人机征收 100% 关税的影响，美股无人机板块大涨，川普儿子做董事的关系户： $UMAC 大涨 25%\n\n对于无人机板块，几家主要的公司：RCAT、UMAC、AVAV，我都觉得估值已经很高了，price in 了大部分的潜力，现在股价被政策左右，这种我不太想碰，政府的政策无法预测\n\n然后就是光： $LPTH  $AAOI 都大涨 15%，这两家我都有仓位，LPTH 本身质地极好，营收增速很快，但最大股东是家 PE，股价 12 以上就开始大甩卖，导致股价一直上不去。不知道这一轮是不是会突破前高？\n\nAnthropic 看起来已经在冲刺 IPO 了。Q2 营收冲上 $11.5B，是去年同期的 14 倍。互联网史上从没有过类似的情况，如此大的营收基数情况下，也有如此块的增速\n\n或者说人类史上都没有\n\n最后想聊的是机器人。宇树科技 Unitree IPO 的时候，美股机器人板块是否也会开启一轮行情？值得埋伏几只优质标的。但美国主要机器人厂商还没有开始量产，真正营收爆发还没到时候。\n\n我之前写的机器人专题：\n\nhttps://t.co/RYbIznNbOv",
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      "id": "2088359260724097489",
      "url": "https://x.com/jimmyhuli/status/2088359260724097489",
      "text": "这什么狗屎 spreads，买了根本不赚钱好吧\n\n如果你看好 SP500 上 8000，你应该买的是 SPY 或者挑一个股票，赚得更多，亏也不会清零\n\n而不是这个 Polymarket https://t.co/4nnj1CHXwH",
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      "id": "2088349784482709759",
      "url": "https://x.com/jimmyhuli/status/2088349784482709759",
      "text": "感谢空头的弹药，这一轮 neoclouds 暴涨有你们的功劳 https://t.co/HBspCvyycQ",
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    {
      "id": "2088191158933708877",
      "url": "https://x.com/jimmyhuli/status/2088191158933708877",
      "text": "还不错？\nWYFI BRUN 都在涨\nBRUN 大涨 20%",
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      "id": "2088029627537383911",
      "url": "https://x.com/jimmyhuli/status/2088029627537383911",
      "text": "今天市场依旧乐观\n\nPPI 低于预期，带动美股 SP500 大盘创新高\n\n存储也走出了低估， $SNDK  、 $SKHY   都在大涨，开始朝着基本面 均值回归了。\n\nSNDK 大涨 13.67%！\n\n恭喜一直拿着存储的朋友们！没有被小作文吓退！ https://t.co/IFR5oBG47b",
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      "id": "2088019273780486618",
      "url": "https://x.com/jimmyhuli/status/2088019273780486618",
      "text": "最近两个财报被误杀的\n\n$LQDA \n\n$AMPG \n\n很遗憾两只我都有仓位，我应该会优先补仓 LQDA，发展在加速、毛利稍弱于预期 对于需要投入的成长公司来说，是正常现象，仍然看好 LQDA 年内突破 100, 27 年 再 2X - 3X",
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      "id": "2087870846266475003",
      "url": "https://x.com/jimmyhuli/status/2087870846266475003",
      "text": "今日财报预览，今天有趣的不多，我个人感兴趣的：\n\n$AMAT ：可以看到半导体设备的需求\n$LUNR & $YSS  ：太空与军工板块的需求\n$AMPG ： 个人有仓位\n\n1. Applied Materials $AMAT｜盘后\n\n全球最大的半导体设备厂商之一，产品覆盖晶圆制造、先进封装和显示面板设备。\n\nRevenue Est.：$9.00B\nYoY Growth Est.：+24.85%\nForward P/E 约 49x\n\n看点：AI 带动的先进逻辑、HBM/DRAM 与先进封装设备需求；中国收入变化；新加坡产能爬坡；以及下一季度营收和毛利率指引。市场预期较高，仅仅符合指引可能不够。\n\n2. X-energy $XE｜盘前\n\n先进核能公司，开发 Xe-100 高温气冷小型模块化反应堆及 TRISO-X 核燃料。\n\nRevenue Est.：$33.60M\nYoY Growth Est.：未提供\nRun-rate P/S 约 62x\n\n首个 Xe-100 项目的 NRC 审批、TRISO-X 燃料厂进度、项目积压与收入确认，以及数据中心用核电合作能否转化为正式订单。现阶段运营里程碑远比季度 EPS 重要。\n\n3. Ondas $ONDS｜盘前\n\n提供自主无人机、反无人机系统、地面机器人及工业无线网络，主要面向国防与公共安全市场。\n\nRevenue Est.：$67.97M\nYoY Growth Est.：+1,080.86%\n年化 P/S 约 20x\n\n财报看点：此前披露的 $457M + backlog 转化速度、并购业务贡献、反无人机订单、毛利率，以及 FY26 营收指引能否维持或再次上调。市场更关注增长质量，而不只是四位数同比增速。\n\n4. Intuitive Machines $LUNR｜盘前\n\n月球基础设施与航天服务公司，向 NASA 和商业客户提供月球着陆、卫星、通信及数据服务。\n\nRevenue Est.：$221.12M\nYoY Growth Est.：+229.87%\n季度营收年化 P/S 约 4.2x\n\n财报看点：约 $1B 以上 backlog 的转化、NASA 合同执行、全年 $900M–$1B 营收目标，以及下一次月球任务的时间表与毛利率。此前两个季度均出现营收 miss，兑现能力是核心。\n\n5. York Space Systems $YSS｜盘后\n\n卫星与国防航天平台制造商，为美国政府和商业客户提供卫星、任务软件及地面系统。\n\nRevenue Est.：$93.89M\nYoY Growth Est.：未提供\n当前估值：季度营收年化 P/S 约 3.9x\n\n财报看点：SDA 等政府项目的收入节奏、backlog、新卫星生产速度、https://t.co/cpEWCEKlgM 收购影响，以及 FY26 营收 $545M–$595M 指引能否维持。\n\n6. AmpliTech Group $AMPG｜盘后\n\n生产低噪声射频放大器、卫星通信组件、5G O-RAN 系统及量子计算用低温放大器。\n\nRevenue Est.：$8.00M\nYoY Growth Est.：+81.82%\n当前估值：季度营收年化 P/S 约 5.1x\n\n财报看点：5G 64T64R Massive MIMO 订单、量子与卫星通信产品需求、毛利率，以及管理层所说的下半年收入加速能否兑现。公司 Q1 更新\n\n7. AirJoule Technologies $AIRJ｜盘后\n\n开发从空气中提取水及高效除湿的吸附技术，并与 GE Vernova、Carrier 合作推进商业化。\n\n8. Swarmer $SWMR｜盘后\n\n开发厂商无关的 AI 无人机集群软件，技术已在乌克兰大量实战任务中使用。\n\n9. Innovative Solutions & Support $ISSC｜盘前\n\n为商用、公务及军用飞机提供驾驶舱显示、自动油门和飞行管理系统等航空电子设备。\n\nRevenue Est.：$24.31M\nYoY Growth Est.：+26.58%\nP/E 约 25x\n\n10. Ideal Power $IPWR｜盘中\n\n开发 B-TRAN 双向功率半导体开关，目标应用包括 AI 数据中心、固态断路器、储能和电动车。\n\n财报看点：与 Stellantis 的验证进度、亚洲客户项目、面向 NVIDIA Rubin Ultra 800V 数据中心架构的原型交付、首个量产设计导入，以及现金跑道。现阶段客户验证和量产订单比季度收入更重要。",
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      "id": "2087786136047702158",
      "url": "https://x.com/jimmyhuli/status/2087786136047702158",
      "text": "$NBIS Q2 财报回顾 + deep dive\n\nhttps://t.co/xEj6eqPHWV",
      "createdAtLocal": "2026-08-13 06:19",
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      "id": "2087769559906582942",
      "url": "https://x.com/jimmyhuli/status/2087769559906582942",
      "text": "$NBIS 单日暴涨 34%，一部分弹药就来自于空头回补\n\nNeoclouds 是整个纳斯达克里，被做空最多的板块，没有之一\n\n这两天 $CRWV , $NBIS , $WYFI 疯狂的财报，拉爆了整个板块，空头们难以招架，成了上涨的弹药\n\n就在刚刚，大空头 Michael Burry 发帖说 \"short more\"\n\n整个 8 月里他会不好过的，现在不是做空的时候与点位",
      "createdAtLocal": "2026-08-13 05:13",
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    {
      "id": "2087669303785255109",
      "url": "https://x.com/jimmyhuli/status/2087669303785255109",
      "text": "今天有没有感觉很刺激？\n\n我是被 $NBIS 单日暴涨 34% 给刺激到了说实话，gap up 量价井喷突破 50MA，加上温和的 CPI，看起来上涨势头还会持续几天……\n\n我会补一篇文章回顾 NBIS 本次财报\n\n算力紧缺的时代，大家都有钱赚。 $CRWV $NBIS 赚到钱，那是不是 $ORCL $WYFI $BRUN 等等都可以赚钱呢？\n\n最震撼的，是短期算力租赁价格能打到 $40M per MW\n\n这真的太扯了，按照这个数字估算的话，所有的 neoclouds 都是低估，买了就是捡钱\n\nWTI 依然在 80 以上，川普依然和伊朗纠缠不休，但是暂时都不重要了，因为 AI Trade 回来了……",
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      "url": "https://x.com/jimmyhuli/status/2087666403478491395",
      "text": "I don't think we should price in \"next 3 years\" to justify today's price, so  $CBRS is very expensive and I don't want to touch it (not yet)",
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      "id": "2087665485076963562",
      "url": "https://x.com/jimmyhuli/status/2087665485076963562",
      "text": "看起来存储开始朝着基本面均值回归了？ https://t.co/OJ1Dm24wQ4",
      "createdAtLocal": "2026-08-12 22:20",
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      "id": "2087500073685205100",
      "url": "https://x.com/jimmyhuli/status/2087500073685205100",
      "text": "Nebius $NBIS 财报前瞻\n\n离 \" AI 时代的 AWS \" 更近了吗？ \n\nhttps://t.co/tv1Dl1igNf",
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      "id": "2087510654978826713",
      "url": "https://x.com/jimmyhuli/status/2087510654978826713",
      "text": "crazy \n\nhttps://t.co/UZ5b0LGhhZ",
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      "url": "https://x.com/jimmyhuli/status/2087506765810368864",
      "text": "盘前几个财报：\n\nLQDA\nNBIS\nWYFI\n\n非常非常乐观\n\nso far so good\n\n就剩下 CPI + PPI，定 8 月份基调",
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      "id": "2087500262797971692",
      "url": "https://x.com/jimmyhuli/status/2087500262797971692",
      "text": "请看我 5 月份的文章，将 AI 算力与石油经济做比较\n\nhttps://t.co/GVkx4mkIQ0",
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