@NgineTrades Yeah there are other beneficiaries out there too. I can’t believe I have to say this but $DJT is probably one of silent winners after the TAE merger. I’ll take a look at $BWXT
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看空
60D / 252D
信号分数
28
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
1.8%
稳定
概览
作者立场：中性；价格动量：看空。最新证据：On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看空
首次提出
2025-07-28 16:19
来源
llm
更新时间
2026-01-29 03:06
作者立场：中性；价格动量：看空。最新证据：On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet...
当前观点证据
On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet...
Serenity 变化
On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet...
@NgineTrades Yeah there are other beneficiaries out there too. I can’t believe I have to say this but $DJT is probably one of silent winners after the TAE merger. I’ll take a look at $BWXT
@TheWingman4Life Nice! Hilariously enough $DJT company is now a nuclear proxy because of TAE. I wouldn’t be surprised if they’re giving themselves a large fgrant too.
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMK...
@Toy0tomi_H TAE is silicon valley's crown jewel for fusion energy, so the news about merging with $DJT really caught me off guard. If TAE successfully commercializes fusion by 2030, $100B+ is extremely conservative lol.
Did $DJT just become the crown jewel of the stock market? I’m genuinely in disbelief: 1. Get Banned from X/Meta 2. IPO social media startup 3. Sell Bibles, Suits, and Sneakers 4. Become US President 5. Sell $100K Tour...
新鲜度
复核时间：2026-06-03
证据
年度数据
最新期
2025
营收
4M
营收同比
1.8%
毛利率
54.5%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-26 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期推文
立场
中性
价格动量
看空
On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet...
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
4.18
敏感度
高 beta
情绪风险
低
估值风险
极端
背景
communication-services-internet-content-information
-
等待 GPT xhigh 分析。
研究问题
背景
communication-services-internet-content-information
状态日期：2026-05-27
复核时间：2026-06-03
作者立场
中性
llm
价格动量
看空
60D / 252D
信号分数
28
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
0
长周期热度
7日新闻
0
低
30日披露
3
8-K
收入同比
1.8%
稳定
Beta
4.18
高 beta
llm · 2026-01-29 03:06
On the $IBIT WSB trade, sitting on $44K+ or so unrealized profit after Friday's 3% drop. $6557+ in realized profit just from selling covered calls in 2 months. Same rate would be ~157K+ over 2 years. Low risk, asymmet...
@NgineTrades Yeah there are other beneficiaries out there too. I can’t believe I have to say this but $DJT is probably one of silent winners after the TAE merger. I’ll take a look at $BWXT
@TheWingman4Life Nice! Hilariously enough $DJT company is now a nuclear proxy because of TAE. I wouldn’t be surprised if they’re giving themselves a large fgrant too.
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMK...
@Toy0tomi_H TAE is silicon valley's crown jewel for fusion energy, so the news about merging with $DJT really caught me off guard. If TAE successfully commercializes fusion by 2030, $100B+ is extremely conservative lol.
Did $DJT just become the crown jewel of the stock market? I’m genuinely in disbelief: 1. Get Banned from X/Meta 2. IPO social media startup 3. Sell Bibles, Suits, and Sneakers 4. Become US President 5. Sell $100K Tour...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
4M
营收同比
1.8%
毛利率
54.5%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
communication-services-internet-content-information
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 0 | - | - | - | - |
| 2022 | 1M | - | 96.3% | -1581% | 3436% |
| 2023 | 4M | 181% | 96.0% | -387% | -1409% |
| 2024 | 4M | -12.4% | 82.9% | -5141% | -11077% |
| 2025 | 4M | 1.8% | 54.5% | -15561% | -19313% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-05-26 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期披露
beta / 动量 / 主题
Beta
4.18
状态
高 beta
立场
中性
动量
看空
高风险观察 · 极端
板块定位
communication-services-internet-content-information