Rumble 目前具备了典型的“逼空三要素”： 高空头集中度：26% 的流通股被做空，只要股价持续上涨，空头就会面临巨大的保证金压力，不得不高价买入平仓，从而进一步推高股价。 利好消息催化：Rumble 最近通过收购 Northern Data 成功切入 AI 算力赛道2，这彻底改变了空头的“看空逻辑”（即原本认为它只是个亏损的视频平台）。 极长的回补周期：高达 17 天的回补天数意味着一旦空头开始集体撤退，市场根本没有足够的流动性让他们平滑退出，股价极易出现“旱地拔葱”式的暴涨。 现在坐等收购完成，必然又是一波超级fomo哈哈哈

在河南，这一望无际的金黄，正是此刻最动人的篇章，田野里麦浪翻滚，收割机来回轰隆穿梭。 In Henan, this endless golden expanse is the most moving chapter of the moment. Wheat waves ripple across the fields, as harvesters rumble back and forth.

周一 SpaceX一天涨出一个巴菲特 美伊协议签署确认后的第一个完整交易日，美股打出了2026年以来最撕裂的一张分时图。 马斯克周一甩了一句：2031年营收不到1万亿我会很惊讶。 SpaceX单日增加4125亿美元市值——相当于巴菲特全部身家的2.8倍，一天涨出一个八旬老人一辈子的积累。福布斯数据显示，马斯克个人身价周一飙升逾1600亿美元，达到1.3万亿，等于全球第二到第六大富豪身价之和。 这里有个很有意思的问题，如果马斯克明天挂了，世界会损失多少财富？ 不考虑经济角度，单单对于共和党的执政损失，就不是万亿这个级别的。 上次川普能够登顶，有三个因素完全不可以忽视，分别是 查理科克持续进入大学的民智大辩论（已经没了，肉身封圣，虽然他很反中。但是强大的敌人我们也敬佩） 马斯克买了x并且贿选选民（以前文章提过，不能直接买票，但是你宣称你支持共和党就可以抽奖100万美金。。） 川普一只耳事件（没那张图，川普后来进币圈割韭菜也不会那么顺，发meme+发稳定币ico都是玩命干啊，毕竟怕自己活不了太久了。。） 马斯克的doge虽然惹了很多祸（比如最近德州的一种蚊虫因为doge砍了一算没继续防治，现在消灭这种苍蝇需要几十倍的成本了。。）但是目前依然是老白男心中的当打之年的偶像，他的存在就是共和党拿来sell的最佳的标的。 半导体：全村最靓的仔，但内部已经分裂 费城半导体30只成分股仅1只收跌 并购暗流： Roku周五一则彭博报道直接拉20%，说在和某美国媒体公司谈出售。周一Fox官宣了——220亿，现金+股票。 然后Roku收跌-2%，经典的buy the rumor sell the news。 Fox自身跌12%。市场觉得你在流媒体大战最激烈的时候花220亿买一个硬件+平台公司，看不懂。但换个角度想，Roku覆盖1亿+家庭，Fox要的是渠道，不是盒子。 这也解释了为什么rumble开盘直接拉了10个点，和roku有点相似，毕竟万斯也有仓位在里面，所以，一旦川普哪天嘎了，这就是正宗的总统概念股了啊···· 油价崩了 WTI跌5.4%至$80.29，霍尔木兹海峡周五全面开放。 埃克森美孚-4.14%，雪佛龙-3%，美国铝业-6.7%，皮博迪能源-5%。 反手就是美联航和达美航空创历史新高，皇家加勒比+6.5%。燃料成本降了，航空和邮轮的逻辑最简单粗暴——油价每跌10%，航空利润弹15-20%，不需要算复杂估值模型。 可以开始抄底航空和航运股了，具体代码我回头发到星球吧，但是我不会下很重的仓位。 ps：美国说要给3000亿美金伊朗重建基金，但是这个钱大概率是王爷们出。虽然绝对值看起来差不多一个《辛丑条约》本息+一个《南京条约》+3个北京条约 但是账不是这么算的 海峡这样封着，王爷们损失也不小，一天损失60亿美元。封个50天就3000亿了。而霍尔木兹海峡这次已经封了100多天了。再这么僵下去50天很快的，所以现在美国不急，急的是中东那帮太监们··· 工具箱 做空能源反弹：页岩油最近必然有一波情绪杀跌，但是50以上其实都有的赚，遇到财务数据比较理想的，可以下手一点。 航空/邮轮回调买：美联航、达美、皇家加勒比创历史新高不追，等FOMC后回调再进，油价回落的利润释放还没完全计价 Roku套利：Fox收购价$160，现价$141，还有11%空间，但收购要到明年H1才完成，时间成本自己算 风险清单 ps. 6/18周四那天，MU $2B Call要是真被行权了， 就好玩了

看得我泪流满面😭🥹💔就凭这一点，难道中国人还能再吃狗肉吗？ A Belated Tribute to China’s Wenchuan Earthquake Rescue Dogs. This is a tribute that comes years too late. On October 2, 2021, the last search-and-rescue dog that had served in the 2008 Wenchuan Earthquake, Bingjie, passed away. With his death, all 67 rescue dogs that answered the call during one of China’s darkest disasters had completed their final roll call. This isn’t about whether you love dogs or keep pets. It’s about heroes. Back in 2008, when mountains collapsed and entire cities were reduced to rubble, these dogs charged into places no human could safely enter. At a single whistle from their handlers, they disappeared into twisted steel, shattered glass, and unstable concrete without hesitation. Their paws were ripped apart by broken rebar and jagged debris. They bled with every step. Many worked until the pads of their feet were raw and infected. Yet the moment they caught even the faintest scent of life beneath the ruins, they refused to leave. They barked. They dug. They kept digging. For them, every signal they gave meant another chance for someone to survive. That wasn’t simply bravery. It was something even purer. A complete trust in the person who guided them. A trust so absolute that it stood above fear itself. Bingjie was barely a year old when he was deployed to Wenchuan. Still little more than a puppy, he clawed through what had become a living hell and helped save 13 lives. The first little girl he rescued is now a university graduate. The future she was able to live began with a wet black nose finding her in the darkness… and a pair of tiny paws digging until they nearly gave out. If she remembers that moment, then she remembers who reached her first. No matter how you measure it, humanity owes these dogs a debt that can never truly be repaid. There was also Shenhu, another legendary rescue dog. By the time he retired in 2019, nearly fourteen years old, he had helped save 15 lives. His handler couldn’t bear to part with him, so he brought Shenhu home and stayed by his side until the very end. Today, a statue stands in his honor. But the truth is… Dogs don’t understand medals. They don’t understand monuments. They don’t care about titles or glory. A gentle pat on the head. A favorite tennis ball. A few words of praise from the person they trust. To them, that was worth risking everything. If called again, they would have done it all over without a second thought. People often speak of loyalty. These dogs never spoke a word. They carved loyalty into their bones. Now they have all returned to the place people lovingly call the Rainbow Bridge. Perhaps they’re together again, sniffing one another, wagging their tails, healthy and full of life, just as they were back then. To the silent heroes who gave everything so that strangers could have another tomorrow… Thank you. You will never be forgotten.