-
-
-
Serenity2025-10-29 13:03:08
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
-
Venu2025-09-29 11:25:35
- 特朗普的美联储主席人选:凯文·沃什上任,华尔街观察
- 2026-01-30 19:59:06
- 随着市场变化和新加密货币的兴起,比特币的数字黄金梦想受到考验
- 2026-01-30 19:50:00
- 币安双倍下注:SAFU基金完全转向比特币,表明深信不疑
- 2026-01-30 19:45:06
- 雪佛龙第四季度业绩显示,尽管收入不足,但每股收益仍超预期,着眼于未来增长
- 2026-01-30 19:38:58
- 比特币 2026 年的重大举措:引导波动走向新时代
- 2026-01-30 19:31:04
- 卡尔达诺 (ADA) 价格展望:应对 2026 年潜在熊市的困境
- 2026-01-30 19:15:00



