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声量份额 · Mindshare
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多 72%中 9%空 19%
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全部 →AI 资本开支
6 帖 · 热度 15k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。
价值 / 回购
6 帖 · 热度 5.6k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。
高信号帖子
全部 →260
Sr/securityanalysis· F u/forensic_fin· 20 小时前Analysis
A deep dive on AAPL capital returns and cash flow durabilityApple generates staggering free cash flow and returns nearly all of it.
410
Vr/valueinvesting· G u/graham_disciple· 12 小时前Analysis
Why I think GOOGL is the cheapest mega cap right nowAlphabet trades at a discount to peers despite dominant search, YouTube, and a real cloud business.
190
Vr/valueinvesting· G u/graham_disciple· 1 天前Analysis
Berkshire's cash pile is a warning, not a flexBuffett is sitting on record cash and trimming AAPL.
5.2k
Wr/wallstreetbets· Y u/yolo_king_420· 1 小时前DD
$NVDA is still cheap at these levels - datacenter demand is insaneJust listened to the earnings call.
3.1k
Wr/wallstreetbets· A u/ai_maxi· 4 小时前DD
Nvidia to Broadcom - the AI networking trade nobody talks aboutEveryone owns $NVDA but $AVGO is the silent winner on custom silicon and networking.
2.9k
Wr/wallstreetbets· S u/semi_supercycle· 2 小时前DD
AMD is catching up to NVDA in AI acceleratorsMI300 ramp is real and hyperscalers want a second source.