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相信自己的逻辑最重要 今年最大的感悟就是 做交易无视任何噪音 - 币安人生我50m抄底的时候 所有人都说这个东西早结束了 cz的痰已经吐完了 - 我780/1200 sell put美光闪迪 被人骂误人子弟 典型交易陷阱 - spaceX开盘之前 全部的西方媒体和分析师以及推特舆论 我觉得是清一色的fud - 当时买dell 都说是特朗普垃圾阴谋盘 - 喊牛来的时候 大家说frank 都砸盘了 bsc都是垃圾项目 必然归零 - 这次QNT喊完都是嘲讽 说我反指 很多人看破新高第一反应是做空 做分享只不过是给我自己看的 朋友们能通过我今年的分享赚到钱也好 亏了钱也罢 不认可的人也无需多言 认可的人也不需要刻意 念头通达 然后剑开天门罢了 时间会证明一切

今天国宴企业家最终名单出来了，果然中国企业家都没去 估计空出的位置，让里面不少人都带上配偶去了： 黄仁勋（英伟达 CEO） 扎克伯格（Meta CEO） 苏姿丰（AMD CEO） 库克（苹果 董事长） John F.W. Rogers（高盛 EVP） Lynn Martin（纽交所 总裁） 袁征（Zoom CEO） Kelly Ortberg（波音 CEO） Larry Fink（贝莱德 CEO） 苏世民（黑石集团 CEO） Sam Altman（OpenAI CEO） Greg Brockman（OpenAI 董事长） Miriam Adelson（拉斯维加斯金沙集团总裁） Sergey Brin（谷歌联合创始人） Satya Nadella（微软 CEO） Jim Taiclet（洛克希德马丁总裁） Sundar Pichai（谷歌 CEO） Larry Culp（GE Aerospace CEO） Sanjay Mehrotra（美光 CEO） Cristiano Amon（高通 CEO） 贝索斯（亚马逊董事长） Jeff Yass（TikTok） Jamie Dimon（摩根大通 CEO） Michael Dell（戴尔 CEO） Mary Barra（General Motors CEO） David Solomon（高盛 CEO） Jane Fraser（花旗银行 CEO） 马斯克（SpaceX & 特斯拉 CEO） Darren Woods（ExxonMobil CEO） David Ellison（Paramount Skydance CEO） Brad Gerstner（Altimeter, CEO） Albert Bourla（辉瑞 CEO） Meredith O’Rourke（The O’Rourke Group） Bernard Arnault（LVMH CEO） Ryan McInerney（Visa CEO） Michael Miebach（Mastercard CEO）

ZERO ALPHA Research Preview | Reframing NVDA NVIDIA’s latest earnings report is the trigger event for a new round of deep research. A company already among the largest in the world just delivered 106% year-over-year revenue growth, with Data Center revenue up 117%. What is striking is not simply that NVIDIA beat expectations again, but that its core business has returned to a doubling growth rate from an already enormous base, even as AMD GPUs, hyperscaler-designed chips, and custom AI accelerators continue to enter the market. That prompted us to go back and re-examine NVIDIA’s full growth trajectory since 2023. When revenue growth, earnings growth, stock-price appreciation, and P/E are viewed together, a very different pattern begins to emerge. The first NVIDIA spring was largely top-down. The market recognized the potential of generative AI first, the stock price moved ahead, and earnings later caught up. The second spring now looks increasingly bottom-up. Revenue growth re-accelerated from: 56% → 62% → 73% → 85% → 106% while valuation multiples moved lower rather than higher. In simple terms: First Spring: P led E. Second Spring: E is beginning to lead P. This earnings report therefore may represent more than another earnings beat. It may be a signal that NVDA itself needs to be reframed. It also raises a broader question: What actually defines a true mega-cap growth stock? A high P/E alone does not define growth. The rarest structure may be a company that is already enormous, still grows its core business near 100%, generates earnings faster than its stock price rises, avoids excessive valuation expansion, and continues to create new TAM. Applying this framework to AMD, MU, SNDK, LITE, ALAB, DELL, and the hyperscalers makes the leadership hierarchy increasingly clear. Many of them have strong growth, but each still carries a weakness in valuation, cyclicality, pricing dependence, platform control, or growth durability. NVDA currently presents a more unusual combination. More importantly, at least four additional growth engines are still developing: Pricing Power Supply Efficiency Open Models Inference Specialization If these continue to develop, today’s NVIDIA may not yet represent the peak of this second growth cycle. And NVIDIA’s second spring may not belong to NVIDIA alone. Memory and storage, optical networking, and AI data-center operators could all benefit if another AI infrastructure expansion cycle is now beginning. ZERO ALPHA will therefore use this earnings report — a mega-cap company returning to 100%+ core growth — as the starting point for a six-part NVDA Research Note series: 1/6. NVDA: The Second Spring — From P Leading E to E Leading P 2/6. NVDA: What Defines a True Mega-Cap Growth Stock? 3/6. NVDA: Why It Is Still in Its Prime, Not Near the Peak 4/6. NVDA: Four New Growth Engines — How Far Can the Second Spring Go? 5/6. NVDA: Why Leaders Lose Leadership — Lessons from Intel, Tesla, and AMD 6/6. NVDA: Will the Second Spring Reignite the Entire AI Infrastructure Chain? Each note will focus on one independent question and can be read on its own. ZERO Insight The most important message from this earnings report may not be that NVIDIA beat expectations again. It may be this: When a company already this large returns to 100%+ core growth while trading at a much lower P/E than during its first AI explosion, what needs to be revalued may not be just NVDA’s stock price — but our entire understanding of mega-cap growth.

At the heart of every successful AI model is data. To train effectively, businesses need infrastructure that brings AI capabilities directly to where that data lives. Discover how Dell PowerStore, powered by @Intel Xeon® Processors, brings AI on-board to help organizations streamline data management and accelerate model training. ️

2019 WNBA Champion. 2015 WNBA scoring champion. 2013 Kia Rookie of the Year. 2x Kia WNBA MVP. 7x WNBA All-Star. 5x All-WNBA. Elena Delle Donne is presented her @Hoophall orange jacket 🤩

Elena Delle Donne poses on the Red Carpet 😀 Watch the Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

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