AI
看多论点
- Datacenter revenue beat again and guidance was raised. ↗
- Bullish, loading more calls. ↗
- Bullish on the picks and shovels. ↗
- Bullish on the whole semi supply chain. ↗
- Long and strong, bullish. ↗
- If you can't stomach $NVDA volatility, $MSFT and $GOOGL give you AI exposure with real cash flows and cheaper multiples. ↗
板块分布
提及来自哪些 subreddit关联叙事
近 24h 有 6 篇讨论聚焦「AI 资本开支」，整体偏多（情绪 +0.67）。代表标的：AI、NVDA、CEG、SMR、OKLO。
近 24h 有 6 篇讨论聚焦「财报季」，整体偏多（情绪 +0.68）。代表标的：NVDA、TSLA、AI、SPY、QQQ。
近 24h 有 3 篇讨论聚焦「逼空 / Meme」，整体偏多（情绪 +0.51）。代表标的：GME、GOOGL、AMC、AI。
近 24h 有 6 篇讨论聚焦「价值 / 回购」，整体偏多（情绪 +0.42）。代表标的：NVDA、AAPL、GOOGL、AI、MSFT。
近 24h 有 2 篇讨论聚焦「半导体」，整体偏多（情绪 +0.75）。代表标的：TSM、NVDA、AMD、AAPL、AI。
近 24h 有 2 篇讨论聚焦「AI 电力 / 核能」，整体偏多（情绪 +1.00）。代表标的：CEG、SMR、OKLO、AI。
相关讨论
12 篇Just listened to the earnings call.
Everyone owns $NVDA but $AVGO is the silent winner on custom silicon and networking.
MI300 ramp is real and hyperscalers want a second source.
Palantir government and commercial bookings are exploding.
If you can't stomach $NVDA volatility, $MSFT and $GOOGL give you AI exposure with real cash flows and cheaper multiples.
Small modular reactors are the answer to datacenter power demand.
I love the company but a 35x forward sales multiple prices in perfection.
While everyone gambles on $OKLO and $SMR, $CEG actually has the largest nuclear fleet and is signing datacenter power deals.
Datacenters need enormous power.
Alphabet trades at a discount to peers despite dominant search, YouTube, and a real cloud business.
Hyperscalers are spending like crazy on AI but at some point they have to show ROI.
Microsoft is bundling AI everywhere but the incremental revenue is still unclear.