投资学人 Invest Scholar
@InvestScholar
投资学人：一位职业投资者的投资札记
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NEW: Dave Portnoy says he’s lost millions on Bitcoin, XRP, and MSTR: “I’ve bought the dip. I’ve got no money left to buy the dip.”The real story is liquidity. Elon Musk’s $75B $SPCX IPO is forcing funds to sell existing holdings to make room. Not fundamentals. Capital rotation.
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Here are the top 5 stocks I hold in the NASDAQ-100 that have more than doubled so far in 2026: Sandisk $SNDK +523%🟢, Intel $INTC +225%🟢, ARM $ARM +180%🟢, Micron $MU +163%🟢, and AMD $AMD +118%🟢. Wall Street is set to welcome three AI giants: OpenAI, SpaceX, and Anthropic.
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LLMs dominate AI, replacing fragmented tools with general intelligence from text. Leaders include OpenAI, Google, and Anthropic, alongside rivals. This race favors tech giants, and most models fade. Outputs remain probabilistic, requiring verification.
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