Why we are all here.

Let’s just help each other. Instead of you fools fighting each others.

Let’s go. Onwards.

-BPAskLivermore: To all my followers. I have officially retired at the age of 44 years old today.

I have sold my entire stake in $MU, $ARM, and $AMD for $7M. It has been a great ride and journey.

I have now parked my cash into $XLK (technology ETF), and $XLE (energy ETF).

I made it in my

Brad Gerstner 的 Altimeter 提交 2026 Q1 13F 報告

大幅買進了以下股票：
$NVDA
$CRWV
$UBER

賣出了以下股票：
$MELI
$GOOGL
$CPNG

前五大持股（共 13 股）：
1. $NVDA 28.57%
2. $META 19.61%
3. $UBER 10.06%
4. $TSM 8.10%
5. $MSFT 7.69%

- 買入最多的股票：
$ARM
$NVDA
$UBER
$CRWV
$AXON

- 賣出最多的股票：
$CPNG
$CFLT
$GOOGL
$Z
$MELI

- 新增最多的持股：
$ARM
$AXON

Software stocks today:

$NOW +5.7%
$DDOG +28.2%
$IGV +3.6%
$ADBE +2.8%
$MSFT +2.4%
$PLTR +2.7%
$MSFT +2.8%
$CRM +3.2%

Semiconductor stocks today:

$MU -3.8%
$SNDK -7.1%
$AAOI -14%
$INTC -2.8%
$ARM -10%
$AMD -3.7%
$SMH -1.9%

I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…

Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.

Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.

It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.

But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.

Just one day, likely need much more data to see if a rotation is happening…

Are you buying software over semis here? Rotating? Adding on dips?

20% swing in $ARM post earnings. Algos bid it up +12%, now it’s down -8%.

But algos are no match for the human brain.

They can’t make a judgement call about what’s important. They don’t understand meaning. They only react, like an animal.

Easiest money ever.

Wasteland Capital: $ARM at 220x P/E & 45x ‘26 revenue (!), for +20% topline. Core royalty biz slowed from +27% last Q to +11%, yikes. Margin down.

Being the ~35th co to launch data centre CPUs, because (I guess) there can never be enough companies making CPUs & competing on price. Yeah sure, bro.

英伟达老板黄仁勋亲口承认，未来推理需求将会增长10亿倍！

兄弟们，是10亿倍，不是100倍，不是1000倍，拿好您的CPU，还有电力能源！我准备把内存芯片股票逐步止盈，押注更多的CPU和能源板块！🧐

我们仅仅才刚刚开始，CPU需求将会指数级增长，未来可能CPU体量会超过GPU，苏妈说的1:1配比，可能依旧偏向保守了！ $AMD $INTC $ARM $NVDA

Rocky: 上次推文重点提到CPU的爆发需求，不辱使命，如期迎来大暴涨，上次AMD价格还在280美金，今天已经409美金，半个月涨幅高达46%！从最新苏妈的电话会议来看，未来GPU与CPU需求将是1：1的比例，更加证实了当时我们的预判：「到2030年，未来75%的AI计算需求将会来自推理，CPU市场将会迎来大爆发」

今天看完

很多人因为错过4月初的底部，看着股市持续大涨而感到懊悔。今天回头看一年前的帖子，2025年4月关税战，我同样没有抄在最低点。但并不妨碍我在2025年获得了非常好的收益。

事实上，我基本从来没有抄底在最低点过，But I'm still doing ok.
向前看，市场从不缺机会。
$NBIS $CRWV $MRVL $INTC $ARM $AMD

TraderGoku: 很多人因错过4月初的底部，看着股市持续大涨而感到懊悔。

2020年3月疫情熔断时我同样没抄在最低点，但这并不妨碍2020-2021成为我回报第二高的周期——那两年，我的资产迎来了爆发式增长。

过去的就让它过去。
向前看，市场从不缺机会。

#美股 #交易 #投资 #英伟达 #特斯拉 #BTC $CRCL