JinYu金鱼 (@JinYu762)

普通人抄特朗普持仓，能赚钱吗？ Q1刚披露：3711笔交易，最高7.5亿美元，全压AI、半导体、科技 $DELL 2月买入，5月喊“go buy a Dell” 按买入价算，已经+230% $NVDA 建仓后芯片政策松绑 $AMD 同期进场，全年轻松翻倍 $MU 5月22日一句“Micron's great”，三天市值直接冲破1万亿！ 信息差就在这：他买什么、说什么，都是公开数据 只用2个工具就够了： 实时风向 → （Truth帖聚合 + POTUS日程 + 发帖后市场即时反应 + 关键词警报） 持仓验证 → / （买了什么、买多少，事后一对照） 先刷实时动向儿，再去持仓网站验证方向 公开信息，人人能看 我自己就是这么做的，普通人也能吃到这波红利 ⚠️纯属个人思路分享，不构成任何投资建议

$MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier). - “Scale-up interconnect represents one of the newest and most strategically important opportunities emerging in AI infrastructure.” CPO thematically go brrr - Confirmation Celestial was selected by T1 hyperscaler for scale up. I’ve found Celestial $AMZN warrants in the past)… so probably Amazon. - Scale-up optics revenue next year should be more than 2x prior ~$150M outlook with Celestial Forward revenue ramp expectations go brrr. - Celestial team plus $MRVL optics team was a “home run”. Marvell sees celestial as growth vector, upstream celestial suppliers go brr - $MRVL is now focused on bringing Celestial to high volume manufacturing. Volume ramp indicator If you don’t recall, there was OSINT mapping $SIVE directly to Celestial, not through $POET. So Celestial forward growth is a volume ramp indicator for Sivers lasers.