大叔美股筆記 Uncle Stock Notes
大叔美股筆記 Uncle Stock Notes, ❤️\ud83d\udd25 Anthony「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 | 929 | Founded | a year ago | Last Issue | 26 hours ago |
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每日重點 20260523-0524 Substack 大叔留言重點
🧧產業趨勢與大盤邏輯
🧧產業趨勢與大盤邏輯
Energy Fuels #UUUU 2026 Q1 財報分析
Ross Bhappu 利用 9.1 億美元現金與 White Mesa 廠，打造西方世界唯一的鈾 + 稀土
Energy Fuels 交出的「方向全對、但還沒開始真正賺錢」的成績單，營收年增 112%、淨虧損收窄 58%、營業現金流由負轉正、季末握有逾 9.5 億美元營運資金，並接連端出鋱（Tb）試量產、收購澳洲 ASM、Donald 專案 FID 在望等戰略大菜。
吉姆·羅恩在1981年的演講
Source
各位朋友你們好，這是我不經意看到的演講，看完以後大叔深度認可，我也認為閱讀是一種力量。
分享給各位，每天花30分鐘去讀些正面的書籍，我覺得這個很棒，這世界有太多紛紛擾擾，但我們應該要做的是提升自己。
我們一起共勉之。
科普：
吉姆·羅恩（Jim Rohn，1930–2009）是美國著名的企業家、演說家、作家與個人成長導師，被視為現代成功學、激勵演說與自我提升領域的重要人物之一。
他最有名的理念包括：「你是你最常相處的五個人的平均值。」
他的...
GE Vernova #GEV 2026 Q1 財報分析
1,633 億美元積壓訂單與 75 億現金流的定價權。看懂 Scott Strazik 如何利用燃氣輪機與電網升級，打造 AI 能源底層邏輯
GE Vernova 繳出GAAP 每股盈餘 17.44 美元、淨利率 50.9%、自由現金流 48 億美元，總訂單年增 71%、在手訂單（RPO）衝上 1,633 億美元的歷史新高。
美光訪問 （#MU interview)
Resource
大叔認為記憶體大廠現在都很小心，就是怕過度擴張，不管是公司還是投資者都曾受過傷。
現在的不一樣，一來是市場需求改變，二來是廠商學聰明了，最後這個市場只有美光、三星、海力士，所以為何他們要簽署LTA，就是確保訂單能見度。
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#MU
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#Samsung
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#SkHynix
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#SNDK
完整問題：
「從歷史上看，記憶體產業是一個週期性產業，對吧？有繁榮期，也有蕭條期。我想知道，在美國投資 2000 億美元是否意味著對...
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Authors
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\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
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