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美股老司機

Terry Cheng

Growth stocks and life learning

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues226SubscribersRead skilleddriver.substack.com

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Latest Issues

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2026 年策略 : Data Center

資料中心之所以如此引人注目,是因為其需求明確,清晰可見且供應有限。 我們看到,2025 年宣布了多項足以改變公司命運的巨額交易。我預計隨著人工智慧資本支出持續成長,這一趨勢將在 2026 年延續。

19 days ago
82
7

2026 年

2026年 標普500指數目標:

a month ago
86
2

今天操作

因為 CFLT 被現金收購, 所以分批先賣出一些短期賬號中的 CFLT 。

a month ago
159
6

CELH (增加信念)

目前雖然尚未有明確報道稱 Pepsi 公司在 2025 年向 Celsius 下達了新的具體庫存訂單,但雙方的戰略合作夥伴關係發生了重大轉變,這將對庫存產生影響。

a month ago
65
1

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  • Terry Cheng

    “生活之所以美麗,並不是因為我們看到或做的事情。生活是美好的,因為我們遇到的人。”

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