懂币猫
懂币猫
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#GreenHarmonics
Thanks to the White-Haired Goddess of Stocks
Finally, there's a target that the White-Haired Goddess of Stocks hasn't recommended yet, but I already positioned myself!
It's already 20cm now
Maybe it will ferment again over the weekend, and next week there might be a few more 20cm moves
Serenity
Specifically written for my Chinese readers:
LeaderDrive (688017, 57.73 billion RMB) is my top choice among Chinese listed companies when investing in the humanoid robot sector.
Their business covers:
Harmonic reducers (claimed to hold over 60% of the domestic market share and more than 1,800 global customers)
Humanoid robot rotary joint reducers
Linear actuators
Motors/joints, and many other core components.
They are also entering the planetary roller screws field.
Currently, they hold an absolute dominant position: over 60% of the domestic market share and more than 1,800 global customers.
Major clients include Universal Robots, UBTech, Agibot, and Tesla, Figure, as well as most other humanoid robot developers are likely their potential customers.
If you look at the BOM (Bill of Materials) of these components, a rough estimate is that they account for 4-15% of each humanoid robot developed, and this proportion may increase as they enter more sub-sectors.
I believe no one can precisely model the finances of such a company; its prospects depend more on how many humanoid robots achieve mass production in the coming years.
This is essentially a directional long position on a company that can capture a significant share in every humanoid robot produced.
In scalable mass production, China is clearly the leader in this field, with many Western players unable to reduce costs to the level of LeaderDrive.
As we move toward scalable physical AI, I am extremely optimistic about the robotics sector.
#MRVL
If we go by Jensen Huang's statement that Marvell is worth at least one trillion dollars,
based on Marvell's current market value, there's at least 5x upside potential.
Brothers, should I hold onto this long position? If there's really 5x, the profit on this trade could be close to 100 million.
Oh my, I wouldn't even dare to dream of this 😂😂😂
#Nasdaq #BTC
The left side of the image below is the Nasdaq, and the right side is Bitcoin.
It's very clear how poorly Bitcoin has been performing, so brothers, sometimes not making money isn't your fault; the market is just too bad. Don't keep PUA-ing yourself into thinking you're too bad or that others are doing too well. Believe that you are great; you're just temporarily a hidden dragon in the deep.
If you splice the exchange rate K-line of the Nasdaq and Bitcoin, it's obvious that Bitcoin priced in Nasdaq has been falling for a year.
If in a market no one can make money, then that market has no reason to exist. This indirectly explains why major exchanges are crazily pushing US stocks now.
Because US stocks really make money
#CRWV
Opened up 14%
CRWV is once again catching a ride on Nvidia's tailwind
The weekend post also reminded everyone that CRWV's technical pattern is strong, and the implementation of Dell + Nvidia + Vera Rubin is even more bullish
Next, let's see how far this tailwind ride can go
懂币猫
Michael Dell confirmed that CRWV has deployed the first batch of Dell + Nvidia Vera Rubin NVL72 AI cabinets and completed preliminary testing.
This is not the first time CRWV has taken the lead.
Last year, it was one of the earliest cloud service providers to get Blackwell Ultra, and this year it became one of the first players to deploy the Vera Rubin platform.
From a technical perspective: since its listing, CRWV has maintained a trend structure of continuously rising highs and lows.
After a rapid surge in recent weeks, it has entered a high-level consolidation phase.
This kind of movement usually represents two scenarios:
The first is that the main force is unloading.
The second is that capital is waiting for new fundamental catalysts.
The implementation of Dell + Nvidia + Vera Rubin clearly leans more toward the second scenario.
As long as it continues to hold above key moving averages and breaks through previous highs with volume, the trend still belongs to a strong upward structure.
What I find most interesting about CRWV is its development path.
Starting by serving crypto miners and later serving AI models.
The GPUs are still the same GPUs.
But Wall Street’s valuation is on a completely different scale.
Crypto community brothers, think about it: if you had switched early this year to US stocks, wouldn’t you have made money on a completely different scale?
#USStocks #DELL #NVDA #CRWV
#BTC
Bitcoin, keep pushing forward, you are destined to become the payment currency for silicon-based lifeforms in the future, conquering the galaxy alongside them.
The neighbor has hit a circuit breaker again, it's been three weeks, and you've only dropped less than 6%.
At this rate, you really are becoming an old-timer.
I feel the same way
Saw the South Korean stock market circuit-break again this morning, feels like today's trading is wasted again, and I have no idea how #MU #SNDK Micron and SanDisk will open tonight with what kind of gains
I've pretty much bought what I should, don't know what else to buy, and it's hard to chase after those that have surged too much
Truly the evil of capitalism
