大叔美股筆記 Uncle Stock Notes
大叔美股筆記 Uncle Stock Notes, ❤️\ud83d\udd25 Anthony, \ud83c\udf44 K.C.「大叔美股筆記透過產業洞察、政策趨勢與財務分析，幫助讀者做出更聰明的投資判斷——同時穿插一些真實人生與幽默日常。」 “Uncle Stock Notes shares industry insights, policy trends, and financial analysis to help readers make smarter investment decisions—with a dose of real talk and life stories along the way.”
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1252 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
Read this Newsletter
unclestocknotes.substack.comLatest Issues
投資心態提醒：好標的在落難時請保持信心，等待最終驗證
#MU #SNDK #NOW #TSM #ASX #FCX
大家早安、午安、晚安！
市場經歷了好一段時間的低迷和震盪，大叔在幾天前，9月16日端上了雞湯文，相信大家都有收到了。
我一直相信：
『好標的在落難時仍堅定持有，最終會獲得驗證。』
以及，投資不是看短線、更不圖近利，重要的是大佑池久的操作心態。
這一篇，大叔特別摘錄有代表性的個股和時序資訊，跟大家分享：
第一、#MU｜美光
>> 重點時序：分別在今年03...
CoreWeave $CRWV 2026 年第二季財報分析
GPU 能用六年還是九年？一個假設，決定股權值 $9 還是 $146
CoreWeave 第二季營收來到 $2.575B，年增 112%、季增 24%，成長速度很猛。更誇張的是需求端。
每日重點 260919-0920 Substack 大叔留言重點
貼盤資訊搶先看
✨內容皆為當日聊天紀錄，沒提到的股票只是沒提及
週報 2026.09.19
資料區間 2026.0911-0918
Nebius Group N.V. $NBIS 2026年第二季財報分析
表面由盈轉虧，但本業反而明顯變好
這季如果只看 GAAP EPS，畫面不太好看。去年同期基本 EPS 還有 +$2.45，今年卻轉成虧損。
2025 年 Q2，公司認列了高達 $597.4M 的股權投資公允價值重估利得，主要來自 ClickHouse 等非上市股權投資。
所以去年那個「大賺」，有很大一部分不是本業營運賺出來的。把這層卸掉之後，畫面反而完全不同。
本季 Adjusted Net Loss 從去年同期的 -$91.5M，大幅收斂到：-$33.2M，改...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 大叔美股筆記 Uncle Stock Notes.
| Subscribers | Engagement | 87 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where 大叔美股筆記 Uncle Stock Notes ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 2.3k | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #18 | |
| #32 | |
| #99 | |
| #69 |
Authors
The writers behind this newsletter.
\ud83c\udf0d 美股財經評論家| 長期旅居美國 ✈️ 經常出差於全球，足跡遍及中國、台灣、北美及中南美洲 \ud83d\udd0d 擁有深入的總體經濟、國際關係、貿易與供應鏈管理經驗 \ud83d\udca1 熱衷分享美股投資觀點與市場資訊 ⚠️ 抄作業前請深思慎選，評估自身風險承受能力與資金管理 \ud83c\udfca\ud83c\udfc0\ud83c\udfcc️♂️ 熱愛游泳、籃球與高爾夫的大叔
You don't need a reason to help people.
Frequently Asked Questions
How can I access the email archive for 大叔美股筆記 Uncle Stock Notes?
You can find recent issues that have been published by 大叔美股筆記 Uncle Stock Notes on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 大叔美股筆記 Uncle Stock Notes have?
To see how many people subscribe to 大叔美股筆記 Uncle Stock Notes, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 大叔美股筆記 Uncle Stock Notes?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 大叔美股筆記 Uncle Stock Notes as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 大叔美股筆記 Uncle Stock Notes?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 大叔美股筆記 Uncle Stock Notes using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 大叔美股筆記 Uncle Stock Notes?
Scroll up to where it says Related Newsletters to see other publications like 大叔美股筆記 Uncle Stock Notes. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 大叔美股筆記 Uncle Stock Notes?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.