@Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged. But I wanted to do more DD today, just in case the $NVDA architecture changes might have designed or two out.
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
39
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
27.7%
改善
概览
作者立场：中性；价格动量：看多。最新证据：lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus... 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2025-11-20 21:58
来源
llm
更新时间
2026-05-10 04:33
作者立场：中性；价格动量：看多。最新证据：lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus...
当前观点证据
lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus...
Serenity 变化
lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus...
@Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged. But I wanted to do more DD today, just in case the $NVDA architecture changes might have designed or two out.
$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an appro...
I realized by the amount of bookmarks. I lowkey dropped a banger ETF? AI Displacement Equal Weighted YTD: $AXTI: +191.53% $AAOI: +144.47% $SNDK: +140.38% $SOI: +114.3% $LITE: +61.22% $AEHR: +60.97% $BE: +56.56% $VRT:...
The news is pretty heartbreaking: $META 20% layoffs $ORCL layoffs $AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI. This is a dystopian future. Companies end up with record profits, with...
@InFoTheLongTerm I expected $VRT today given prediction market odds. $LITE and $COHR together came in as a surprise.
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2025
营收
10B
营收同比
27.7%
毛利率
34.4%
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 2026-04-27 的 8-K；近 30 天共有 0 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
看多
lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus...
24h / 7天 / 30天
24h
0
7D
0
30D
1
Beta
2.10
敏感度
高 beta
情绪风险
高
估值风险
偏高
背景
industrials-electrical-equipment-parts
-
等待 GPT xhigh 分析。
研究问题
背景
industrials-electrical-equipment-parts
状态日期：2026-05-27
复核时间：2026-06-26
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
39
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
1
长周期热度
7日新闻
0
低
30日披露
0
8-K
收入同比
27.7%
改善
Beta
2.10
高 beta
llm · 2026-05-10 04:33
lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjus...
@Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged. But I wanted to do more DD today, just in case the $NVDA architecture changes might have designed or two out.
$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an appro...
I realized by the amount of bookmarks. I lowkey dropped a banger ETF? AI Displacement Equal Weighted YTD: $AXTI: +191.53% $AAOI: +144.47% $SNDK: +140.38% $SOI: +114.3% $LITE: +61.22% $AEHR: +60.97% $BE: +56.56% $VRT:...
The news is pretty heartbreaking: $META 20% layoffs $ORCL layoffs $AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI. This is a dystopian future. Companies end up with record profits, with...
@InFoTheLongTerm I expected $VRT today given prediction market odds. $LITE and $COHR together came in as a surprise.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
10B
营收同比
27.7%
毛利率
34.4%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
industrials-electrical-equipment-parts
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 | 5B | - | 27.6% | 5.4% | 2.4% |
| 2022 | 6B | 13.9% | 24.6% | 3.9% | 1.3% |
| 2023 | 7B | 20.6% | 32.3% | 13.2% | 6.7% |
| 2024 | 8B | 16.7% | 34.4% | 17.2% | 6.2% |
| 2025 | 10B | 27.7% | 34.4% | 18.5% | 13.0% |
24h / 7天 / 30天
24h
0
7D
0
30D
1
风险: 高 · 低
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 2026-04-27 的 8-K；近 30 天共有 0 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
2.10
状态
高 beta
立场
中性
动量
看多
观察 · 偏高
板块定位
industrials-electrical-equipment-parts