$DELL 在一波大gap up以后，老板Michael Dell直接冲到了世界第6富，和当年的 $ORCL 何其相似。所以大家要警惕可能的鬼故事新闻。

$CRWV 极有可能跟随 $ORCL 的强势回归出现一波大的拉涨。

Neocloud正在获得momentumMichael Dell 🇺🇸: The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

🚨Leopolds 13F is out now:

It’s obvious that data centers, AI and energy is still the theme here.

With AI Datacenters as the core theme:

He added to $IREN $KEEL $CLSK $APLD $CRWV

Stay patience. Know what you hold.

-BP

Not financial advice.Wall St Engine: Leopold’s Situational Awareness 13F is out.

New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA

Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK.

Trimmed $SEI, $CORZ and $BE.

Exited $COHR, $LBRT, $TSEM, $HUT, $LITE,

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

Necloud最大的风险其实一直都是执行力，比如能不能拿到电力，土地，客户，和高效利用资金。

这份几乎完美的财报大概率会让更多资金重新评估 $NBIS ，并从 $CRWV / $IREN 等同板块公司中流向它。

Nebius: Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled

$IREN $NVDA

IREN PARTNERS WITH NVIDIA.

Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.

I am not a huge $IREN investor, but at $43, it felt like there was a bit to much hate on the name given they still are a neocloud with capacity for compute and the entire world is compute constrained.

Today's deal isn't a massive hyperscaler deal, but it does feel more bullish than not. No one knows if the stock can easily maintain the $70s like it did on the initial after-hours pump, but the most important part of this announcement is Nvidia is granted the right to purchase 30M shares at...$70 a share.

Effectively, Nvidia is saying we think $IREN is worth a minimum of $70. The interesting thing is that Nvidia is not yet *directly* investing, which is what they did with $CRWV and $NBIS.

For whatever reason, Nvidia is waiting to make the investment but if they are willing to buy at $70, it's them telling the street that we believe this company is worth that much and the cloud contract we signed with them today signifies that.

Not a major hyperscaler deal but seems pretty bullish long term and hopefully a much larger compute deal is on the way for the company.

$CRWV 财报有一点虚弱。不过似乎录了个不跌不涨。

Wall St Engine: $CRWV Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $2.08B (Est. $1.97B) 🟢
🔹 EPS: $(1.40) (Est. $(0.91)) 🔴
🔹 Adj EBITDA: $1.16B (Est. $1.15B) 🟢
🔹 Adj EBITDA Margin: 56%
🔹 Revenue Backlog: $99.4B

Other Metrics:
🔹 Adjusted Net Loss: $(589)M (Est. $(446)M) 🔴
🔹 Net Loss: $(740)M

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

马斯克建立了庞大的GPU集群，然而由于过度裁撤员工，导致目前仅有11%的GPU正在使用，其他处于闲置状态。

GPU每一分一秒都在输出价值，甚至出租都可赚很多钱，这种闲置比工厂停工的损失还大。

如果Elon没办法让这些集群运转起来，可以考虑像 $CRWV 一样出租算力🌚 但是他和OpenAI和 Anthropic关系都不好。

The Information: xAI’s GPU fleet is running at about 11% utilization, exposing how hard it is for AI labs to fully use expensive Nvidia hardware.

Read more in our AI Agenda newsletter: https://thein.fo/4cHRjWI