回楼下的竞猜下一个NVDA? 我猜OpenAI,SpaceX也有可能

B
BrightLine
楼主 (文学城)

l
longnv
这两个OpenAI,SpaceX都没有上市,如何能买到?
h
hhtt
微软拥有差不多50%的OpenAI,有微软就可以了!
l
longnv
哦,好的,谢谢糊涂大师
B
BrightLine
但是微软太大了,翻几番好像不太可能啊,哈哈
l
longnv
会不会拆分出来呢?
h
hhtt
对!现在看来翻倍比较困难。但是如果在25快左右买的,现在已经赚翻了?
B
BrightLine
迟早会上市的,他们也卖了一些股票,就是我们买不了
B
BrightLine
是,可是没买啊,我400买了谷歌,就是买的太少
三心三意
除非你有非凡的天赋,其实投资回报最高的不是来自于”我猜到了大奖“,而是在一家公司开始有市场龙头的迹象时重仑长期投入
三心三意
其实很多时候我们都能感受到龙头公司初始腾飞的时候,但都因为股价已经3x而选择放弃,继续寻找下一个"大奖”
B
BrightLine
不过现在我不会买NVDA和Tesla,哈哈
三心三意
我不知道你应不应该追tsla,因为这3天的涨幅甚至超过我的想象。但是5年后,你肯定会为不持有tsla 后悔
c
cfbingbuzy001
I was hoping

companies such as Luminar could use their technologies to explore deep oceans that cover 70% of earth, instead of going to the outspace, so that we can live next to whales. Humans have conquered the land, but fishes dominate the oceans. I mean, not disrupting the ecosystem, there is a large space on this earth not fully explored yet. Those are better bet than immigation in the solar system. I see they can make machines see things beyond human can see. We are at the dawn of exploring the ocean.

三心三意
所以我投资的策略不是去猜大奖,而是投现在身边已有迹象的龙头
B
BrightLine
我曾经想买tesla,现在不会碰,哈哈
三心三意
那就买点比特币吧。100k 是必然的目标
B
BrightLine
有道理,现在的龙头是什么?tesla, nvda,amd?还是亚麻,脸书?
B
BrightLine
我还是投QQQ 吧,除非发现我认可的股票,就像亚麻等
三心三意
我的投资重点其实一直没变,NVDA, Tsla, Meta, PLTR, AVGO, MSFT
三心三意
你如果看我在大千的贴,我基本上都是重仑这几家公司。但是现在我有点担心微软
三心三意
明年我要找个机会降低NVDA 和 AVgO 的仑位
B
BrightLine
最后是不是和MAGs差不多?或者SPMO还有QQQ, 我不想全日制炒股,哈哈

买点指数躺平就好

三心三意
对了,几个月前开始建仑AI电力,目前仑位投入不大。只有VST是我的第一大股,其它都是小打小闹
B
BrightLine
你很厉害,哈哈
三心三意
对,我其实想做一个我自己认可的Mags:)
s
sji
OpenAI Stock $295.34 and SpaceX Stock $113.96
B
BrightLine
好,观察一下,谢谢
B
BrightLine
怎么买?
c
cfbingbuzy001
They own shares, not businesses. They could sell the shares

But I doubt it. They have owned shares of APPLE and META.  Bill Gates could be the best investor in tech.:)

三心三意
296保括所有的管理费吗?performance fee 是多少
s
sji
https://forgeglobal.com/openai_stock/
s
sji
我不知道,没有买过。
桃花源里人家
这个靠眼力了
三心三意
我过去也谈到过这个,我有3个First Principal 帮助我过滤

1: It needs to be the clear and undisputed market leader in its space

2: It must has a visionary and bold CEO  (很多时后大家不屑画大饼的CEO,我要说的是,一家公司如果连饼都画的不大,那这家公司也肯定做不了多大)

3: Its revenue and earning growth must have potential to exceed the current valuation.

A company must first meet at minimal 2 of 3 criteria, and a line of sight to meet all 3 within 12 months, to even being considered.

当然更重要的是选择 正确的sector,这就要因人而异了。

c
cfbingbuzy001
不错

你和糊涂东邪西毒;the best growth/offence-minded investment vs. the best divident/defense minded investment

on this board

haha

 

三心三意
Thanks