杰森Lu

又读了下$Snap Inc.(SNAP)$ 的升级报告, 挺好的, 虽然我最喜欢$Pinterest(PINS)$估值更便宜, SNAP这几年不断地在创新, 基本上融入很多人生活的一部分, 长期看好. 不知道最后这两个宝贝被谁买走查看全文

The Fed: We see no signs of excess. No one can identify an asset bubble. Also the Fed: EXPECT INFLATION TO BE VOLATILE OVER NEXT YEAR OR SO. $标普500 ETF-SPDR(SPY)$ $美国国债20+年ETF-iShares(TLT)$查看全文

$Snap Inc.(SNAP)$ Analyst Day: The company says it sees "multiple years" of 50%-plus revenue growth, largely due to work on its self-serve ad platform.查看全文

终于有人开始拿比特币比作油画收藏品了, 比之前全雪球上面说比特币是诈骗进步了不少查看全文

#比特币# $46K 捞底第一仓fill了, 下面 44K, 42K, 40K还有三个单子, 如果全部fill就回到原来的仓位. $比特币基金(GBTC)$ $微策投资(MSTR)$ $Riot Blockchain(RIOT)$查看全文

$标普500 ETF-SPDR(SPY)$ 墙都不扶, 只服大叔查看全文

科技股打折啊, 之前的女神个个触手可及, 可 $纳指100ETF-Invesco(QQQ)$ $标普500 ETF-SPDR(SPY)$查看全文

2020: Let's lend to the US government at 0.6% for ten years with no upside. 2021: Bond Massacre. One-billion-dollar Question: Where does the bond money go? SPY? QQQ? ARKK? JETS? TSLA? BTC? or Robinhood YOLO? Maybe Pet rock? $美国国债20+年ETF-iShares(TLT)$ $美国25年+零息...查看全文

$迪士尼(DIS)$ afternoon buyers of 6000 June $195 calls $15.35 to $15.60 and 1000 October $230 calls $10.45 to $10.85.查看全文

$百度(BIDU)$ PT Raised to 'Street High' $450 at Susquehanna. BTW, 215 BIDU June(18) 450 calls opened at $11.75 for $252K premium on 2/18. $Square, Inc.(SQ)$ PT Raised to 'Street High' $380 from $300 at Mizuho Securities; Bull Case of $650. $Roku流媒体(ROKU)$ ...查看全文

$Teladoc Health(TDOC)$ $DraftKings(DKNG)$ $爱彼迎(ABNB)$ 券商升级查看全文

$英伟达(NVDA)$ PT Raised to $700 at Susquehanna on 'White Hot' GPU Demand, Sees 'Beat and Raise' Forthcoming. $苹果(AAPL)$ iPhone 12 Strength not Slowing Down, Despite Blip Apple Could Hit $3 Trillion in Market Cap by Year-End - Wedbush. $Snap Inc.(SNAP)$ Mor...查看全文

同意美元确实不能拿. 但大多数人的问题是卖出表现不佳或者低估的核心资产去追高股市热点/估值修复后期或者已经开始高估的核心资产, 美其名曰好股票什么时候都能买, 最后一段时期下来表现平平又想着其他核心资产. 我觉得核心资产买了就拿着, 别老想换仓, 用工资/新的现金流再捞底其他看好的核心资产...查看全文

$波音(BA)$ 突破218-219阻力, 上看240查看全文

操盘手下周展望 $标普500 ETF-SPDR(SPY)$ $纳指100ETF-Invesco(QQQ)$ $英伟达(NVDA)$查看全文

$Churchill Capital(CCIV)$ LUCID MOTORS IS SAID TO NEAR DEAL TO GO PUBLIC VIA KLEIN'S SPAC , MV $15B查看全文

#比特币# 市值突破一万亿美金, 恭喜发财. 和一月初在40K减仓一半一样, 我今天在57K减仓了长线仓位, 在5万美金以下开始挂单. #以太币# 突破两千美金关口, 在2020全部清了. 等下一次虚拟货币大幅回调再重新买入. $比特币基金(GBTC)$ $Riot Blockchain(RIOT)$ $微策投资(MSTR)$查看全文

$百度(BIDU)$ I like yesterday's daily candle, Let's go查看全文

我刚打赏了这篇帖子 ¥18.88，也推荐给你。一觉醒来, BNB到了$300, 虎哥牛逼 @tiger-in-motion查看全文

2020: 史无前例负油价. 2021: 13年下降趋势阻力. 看多: 通胀啊, 减产啊, 地缘危机, $伯克希尔-哈撒韦A(BRK.A)$. 看空: 价投变夹头, 环保新能源, 中东佬, $伯克希尔-哈撒韦B(BRK.B)$. $雪佛龙(CVX)$ #巴菲特买入威瑞森和雪佛兰#查看全文