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2025-04-03-rising

  • 精選方式: RISING

討論重點​

以下是25篇文章的條列式重點總結，並附上對應的錨點連結與逐條細節說明：

#1. Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon​

  1. 市場反應的矛盾性
    • 無論馬斯克是否參與管理，特斯拉股價均上漲，凸顯市場非理性。
  2. 基本面與股價脫鉤
    • 銷售未達預期卻因馬斯克動向漲價，反映情緒主導市場。
  3. 諷刺性結論
    • 盤前漲10%被評為「可笑」，批評市場過度反應。

#2. Amazon bids to buy TikTok as deadline looms, New York Times report​

  1. 收購提案
    • 亞馬遜在美國政府期限前競購TikTok。
  2. 地緣政治壓力
    • 川普要求TikTok須由非中資企業收購，否則面臨禁令。
  3. 股價影響
    • 消息公布後亞馬遜股價上漲。

#3. Another Recession indicator?​

  1. 經濟困境指標
    • 血漿捐贈補償金下降（$65→$50），反映更多人因財務壓力捐血。
  2. 供需失衡
    • 供過於求導致補償金降低，間接顯示經濟惡化。

#4. $4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.​

  1. 社群文化衝突
    • WSB用戶嘲諷小額收益（$4.5k），偏好高風險高報酬。
  2. 收益呈現爭議
    • 未以百分比計算，被批不符論壇「賭博式」風格。

#5. Tesla first quarter deliveries: 336,681 delivered, 362,615 produced​

  1. 成長型公司困境
    • 特斯拉季度交付量衰退（-15%），估值邏輯受質疑。
  2. 數據可信度
    • 分析師預期落差與「停車場交付」疑雲，暗示財務美化。

#6. 135k overnight gain. $TQQQ 58.5 pu and $QQQ 471 pu.​

  1. 短線交易策略
    • 開盤10秒內賣出，依賴高波動性（VIX指數）決策。
  2. 連續獲利紀錄
    • 3月至4月持續盈利，展示對市場趨勢的掌握。

#7. Daily Discussion Thread for April 02, 2025​

  1. 技術限制提示
    • 內容不支援舊版Reddit，可能涉及平臺相容性問題。
  2. 推測主題
    • 若屬WSB論壇，可能討論迷因股或高風險投資策略。

#8. Twas the Night Before Tariffs​

  1. 關稅政策衝擊
    • 鋼鐵、汽車等關稅加徵引發市場恐慌。
  2. 聯準會角色
    • 鮑威爾言論安撫市場，瞬間轉為樂觀，凸顯政策主導性。

#9. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025​

  1. 市場操縱指控
    • Nvidia股價被指受期權操作影響，非基本面驅動。
  2. 需求強勁反駁
    • 晶片供不應求，中國訂單占比爭議被淡化。

#10. Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs​

  1. 市場反應差異​

文章核心重點​

無法產生摘要：Response ended prematurely

目錄​

- [4. ```
$4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.
```](#4-```
-4-5k-gain-on-tsla-pu```-and-to-all-the-peop)
- [5. ```
Tesla first quarter deliveries: 336,681 delivered, 362,615 produced
```](#5-```
tesla-first-quarter-deliveries-336-681-deliv)
- [6. ```
135k overnight gain. $TQQQ 58.5 pu``` and $QQQ 471 pu```.
```](#6-```
135k-overnight-gain-tqqq-58-5-pu```-and-qqq-)
- [7. ```
Daily Discussion Thread for April 02, 2025
```](#7-```
daily-discussion-thread-for-april-02-2025
``)
- [8. ```
Twas the Night Before Tariffs
```](#8-```
twas-the-night-before-tariffs
```)
- [9. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025, the Information repor```](#9-chinese-firms-place-16-billion-in-order-for-new-)
- [10. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
```](#10-```
rivian-pos```-sharp-fall-in-quarterly-deliv)
- [11. ```
Starting the year strong with -$10,000 in deductions
```](#11-```
starting-the-year-strong-with-10-000-in-ded)
- [12. ```
Nvidia-backed CoreWeave is the biggest U.S. tech IPO since 2021
```](#12-```
nvidia-backed-coreweave-is-the-biggest-u-s-)
- [13. ```
~15k TSLA pu```, holding since 2 month now. Today could be the day.
```](#13-```
~15k-tsla-pu```-holding-since-2-month-now-t)
- [14. ```
YOLO'd entire portfolio into CoreWeave
```](#14-```
yolo-d-entire-portfolio-into-coreweave
```)
- [15. ```
Stop buying the dip you assholes
```](#15-```
stop-buying-the-dip-you-assholes
```)
- [16. ```
Bulls vs bears at shoe department of Walmart
```](#16-```
bulls-vs-bears-at-shoe-department-of-walmar)
- [17. ```
$600k in one stock
```](#17-```
-600k-in-one-stock
```)
- [18. ```
Moderator's Update on Paper Trading Competition
```](#18-```
moderator-s-update-on-paper-trading-competi)
- [19. ```
Almost $15k in TSLA pu``` s hope for the best (or worst)
```](#19-```
almost-15k-in-tsla-pu```-s-hope-for-the-bes)
- [20. ```
Hooters files for bankruptcy
```](#20-```
hooters-files-for-bankruptcy
```)
- [21. ```
Marke``` moving like theyve read my mindanyone else?
```](#21-```
marke```-moving-like-theyve-read-my-mindany)
- [22. ```
Eye of the Strom (JWN) - What's going on? Is there some pre-market options trading going on so I can't sell? Wen Lambo?
```](#22-```
eye-of-the-strom-jwn-what-s-going-on-is-the)
- [23. ```
February US job openings slip to 7.6M, consistent with a healthy but decelerating job market
```](#23-```
february-us-job-openings-slip-to-7-6m-consi)
- [24. ```
What Are Your Moves Tomorrow, April 02, 2025
```](#24-```
what-are-your-moves-tomorrow-april-02-2025
)
- [25. ```
Anyone else get their 3:30p scratch offs?
```](#25-```
anyone-else-get-their-3-30p-scratch-offs-
`)

---

## 1. ```
Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon
``` {#1-```
tesla-shares-rise-on-unconfirmed-report-elon}

這篇文章的核心討論主題是 **市場對特斯拉（Tesla）股票價格波動的反應與諷刺**，主要圍繞以下幾點：

1. **矛盾的市场反应**：  
   - 無論特斯拉執行長馬斯克（Elon Musk）是否參與公司管理（如「被納入行政團隊」或「退出行政團隊」），股價都會上漲，凸顯市場邏輯的荒謬性。  
   - 諷刺消息發布時機的巧合性（「剛好在對的時間點洩露」），暗示市場可能被操縱或過度反應。

2. **對財報與基本面的質疑**：  
   - 即使特斯拉季度銷售未達預期（「Misses quarterly sales」），股價仍因其他無關因素上漲（如馬斯克的動向），反映市場情緒與基本面脫鉤。  
   - 文中反問「如果他全職回歸特斯拉不是更糟嗎？」，暗示投資者可能忽略馬斯克回歸對公司實際運營的潛在風險。

3. **股價波動的荒謬性**：  
   - 以「盤前漲10%…可笑」總結，批評市場對消息的過度反應，缺乏理性依據。  

整體而言，文章透過諷刺語氣，揭露市場非理性行為與特斯拉股價受外部因素（如名人效應）驅動的現象，而非企業實際表現。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprnrs/tesla_shares_rise_on_unconfirmed_report_elon_musk/](https://reddit.com/r/wallstreetbets/comments/1jprnrs/tesla_shares_rise_on_unconfirmed_report_elon_musk/)
- **外部連結**: [https://www.cnbc.com/2025/04/02/tesla-shares-rise-on-unconfirmed-report-elon-musk-could-be-leaving-doge-post-soon.html](https://www.cnbc.com/2025/04/02/tesla-shares-rise-on-unconfirmed-report-elon-musk-could-be-leaving-doge-post-soon.html)
- **發布時間**: 2025-04-02 23:38:21

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 2 months ago

Total Commen``` | 3 | Previous Best DD |

Account Age | 9 months | |

Join WSB Discord

Misses quarterly sales?

Believe it or not, also calls.

Stock rallies because Elon included in administration. Stock rallies because Elon out of administration.

Leaked just at the right time.

As if it really changes anything. Isnt it worse if he comes back full time to Tesla?

+10% from pre market.. ridiculous


### 討論

**評論 1**:

User Report
Total Submissions3First Seen In WSB2 months ago
Total Commen```3Previous Best DD
Account Age9 months

Join WSB Discord


**評論 2**:

Misses quarterly sales? Believe it or not, also calls.


**評論 3**:

Stock rallies because Elon included in administration. Stock rallies because Elon out of administration.


**評論 4**:

Leaked just at the right time.

As if it really changes anything. Isnt it worse if he comes back full time to Tesla?


**評論 5**:

+10% from pre market.. ridiculous


---

## 2. Amazon bids to buy TikTok as deadline looms, New York Times repor``` \{#2-amazon-bids-to-buy-tiktok-as-deadline-looms-new-}

這篇文章的核心討論主題是 **亞馬遜（Amazon）提出收購短影音平台 TikTok 的最後一刻競標**，並提及以下關鍵點：  
1. **收購提案**：亞馬遜在截止期限前提出全面收購 TikTok 的提議。  
2. **美國政府壓力**：美國總統川普將審查 TikTok 的最終提案，若未在期限前找到非中國買家，TikTok 可能面臨美國禁令。  
3. **市場反應**：消息公布後，亞馬遜股價上漲。  

背景涉及 **中美科技競爭** 及 **TikTok 所有權爭議**（母公司字節跳動為中國企業），反映地緣政治對商業交易的影響。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/](https://reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/](https://www.reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/)
- **發布時間**: 2025-04-03 00:57:47

### 內容

https://finance.yahoo.com/news/amazon-bid-buy-tiktok-york-160043798.html

(Reuters) -Amazon.com (AMZN) has put in a last-minute offer to buy all of short-form video app TikTok, the New York Times reported on Wednesday, citing three people familiar with the bid.

U.S. President Donald Trump will consider on Wednesday a final proposal related to TikTok ahead of an April 5 deadline for the app to find a non-Chinese buyer or face a ban in the country, a White House official told Reuters on Tuesday.

ByteDance and TikTok did not immediately respond to Reuters' reques``` for comment, and Amazon declined to respond.

Shares of Amazon rose after the report.


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB1 month ago
Total Commen```28Previous Best DD
Account Age2 months

Join WSB Discord


**評論 2**:

Cant wait for TikTok shop to be Amazon shop.

Amazon to own everything.


**評論 3**:

https://preview.redd.it/imzsy1tndgse1.jpeg?width=2361&format=pjpg&auto=webp&s=471dfc4f985ff5aafd0ff9f1b8b16a806bb8ded2


**評論 4**:

It's the logical evolution for viral product videos. Amazon will pre-order viral produc``` so that it arrives within 5 minutes of you realizing you've GOT to have that amazing cat toy.


**評論 5**:

Can never organize against billionaires if they own all the media organization happens in


---

## 3. ```
Another Recession indicator?
``` {#3-```
another-recession-indicator-
```}

這篇文章的核心討論主題是：**血漿捐贈補償金下降的經濟原因**。  

作者根據自身經驗指出，過去兩年每次捐血漿可獲得65至80美元，但近期補償金降至50美元。他推測這並非因需求減少，而是更多人在經濟壓力下參與捐血漿，導致供過於求，進而使補償金降低。文中附圖可能進一步佐證此現象（如捐贈中心數據或市場供需關係）。  

簡言之，重點在於「經濟困境促使捐血漿供給增加，壓低了補償金額」，反映了個人財務需求與血漿市場供需的互動關係。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/](https://reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/](https://www.reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/)
- **發布時間**: 2025-04-02 23:28:12

### 內容

For 2 years, I've been donating blood and receiving $65 to $80 per donation. Starting last month, I'm now only being offered $50 per donation. I doubt that we have a lower demand for blood, instead I bet more people are donating blood to meet financial constrain```... hence, more supply, and lower prices.

https://preview.redd.it/7s6nqnoywfse1.png?width=486&format=png&auto=webp&s=3b901109fa6195105173351e9046a8040e62bb61


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB4 years ago
Total Commen```264Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

You guys get paid?!


**評論 3**:

Pay $80 for blood and sell it for $800 !


**評論 4**:

Ive been selling plasma for the past month and got the new member bonus ($100 each donation). Then after 6 donations it drops to $50. Are you selling blood or plasma?


**評論 5**:

Bleak, but possible


---

## 4. ```
$4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.
``` {#4-```
-4-5k-gain-on-tsla-pu```-and-to-all-the-peop}

這篇文章的核心討論主題是 **用戶在WallStreetBets（WSB）論壇上分享投資收益後，其他網友的嘲諷與調侃反應**。  

具體重點包括：  
1. **收益呈現方式**：網友批評原PO未以百分比（%）顯示收益，而是用美元金額（$），被認為不符合WSB的「高風險高回報」文化。  
2. **收益規模的嘲諷**：留言中以幽默或粗俗的比喻（如「收益比我老婆男友的屌還小」）調侃收益過低，暗示WSB社群更傾向追求極高報酬率（如29%被視為不足）。  
3. **社群文化差異**：有人建議原PO轉到較保守的r/investing版，凸顯WSB以賭博式投資（如YOLO、暴漲暴跌）為核心的社群特質。  

整體而言，討論圍繞 **WSB社群對「小額收益」的蔑視**，以及其獨特的 **高風險投資文化與幽默風格**。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpoq6l/45k_gain_on_tsla_puts_and_to_all_the_people_that/](https://reddit.com/r/wallstreetbets/comments/1jpoq6l/45k_gain_on_tsla_puts_and_to_all_the_people_that/)
- **外部連結**: [https://www.reddit.com/gallery/1jpoq6l](https://www.reddit.com/gallery/1jpoq6l)
- **發布時間**: 2025-04-02 21:36:40

### 內容

User Report| | | |

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Total Submissions | 3 | First Seen In WSB | 6 years ago

Total Commen``` | 960 | Previous Best DD |

Account Age | 6 years | |

Join WSB Discord

Next time put the gain in % and not in $

Boy I hope you sold before the green candle

Bro at least use the "it ain't much but it's honest work" meme if the gains smaller than my wife's boyfriends dick.

29%? go back to r/investing


### 討論

**評論 1**:

User Report
Total Submissions3First Seen In WSB6 years ago
Total Commen```960Previous Best DD
Account Age6 years

Join WSB Discord


**評論 2**:

Next time put the gain in % and not in $


**評論 3**:

Boy I hope you sold before the green candle


**評論 4**:

Bro at least use the "it ain't much but it's honest work" meme if the gains smaller than my wife's boyfriends dick.


**評論 5**:

29%? go back to r/investing


---

## 5. ```
Tesla first quarter deliveries: 336,681 delivered, 362,615 produced
``` {#5-```
tesla-first-quarter-deliveries-336-681-deliv}

這篇文章的核心討論主題是：  
**對特斯拉（Tesla）近期業績下滑與市場估值矛盾的質疑**，具體聚焦於以下幾點：  

1. **成長型公司的負增長困境**：  
   討論當一家標榜高成長的公司（如特斯拉）出現營收衰退（如-15%季度增長）時，其估值邏輯是否仍合理。  

2. **企業定位與市場認知的脫節**：  
   諷刺特斯拉被部分投資者視為「非汽車公司」（如文中調侃的「Ketamine公司」），質疑其股價是否反映實際業務本質。  

3. **交付數據的爭議**：  
   對比分析師預期（372,410–377,592輛）與實際交付量（去年Q1為386,810輛），暗示特斯拉可能通過會計手段（如「停車場交付」）美化數據，引發對財務透明度的懷疑。  

4. **市場情緒與理性估值的衝突**：  
   反映散戶論壇（如WallStreetBets）中，對特斯拉股價脫離基本面的調侃與憂慮，凸顯投機氛圍與企業現實表現的落差。  

**總結**：文章以特斯拉為例，批判市場對「明星企業」的非理性估值，並質疑其業務真實性與財務數據可信度。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpo2ud/tesla_first_quarter_deliveries_336681_delivered/](https://reddit.com/r/wallstreetbets/comments/1jpo2ud/tesla_first_quarter_deliveries_336681_delivered/)
- **外部連結**: [https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments](https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments)
- **發布時間**: 2025-04-02 21:05:17

### 內容

User Report| | | |

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Total Submissions | 1 | First Seen In WSB | just now

Total Commen``` | 0 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

What happens to valuations when a growth company is growing -15% and worsening quarterly?

It's ok though because Tesla isn't a car company it's a ketamine company and the stock price should reflect that.

Analyst consensus was 372,410 - 377,592, depending on where you looked. Last years Q1 deliveries: 386,810.

Delivered to their dealer parking lo```? Delivered from this accounting column to that accounting column?


### 討論

**評論 1**:

User Report
Total Submissions1First Seen In WSBjust now
Total Commen```0Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

What happens to valuations when a growth company is growing -15% and worsening quarterly?


**評論 3**:

It's ok though because Tesla isn't a car company it's a ketamine company and the stock price should reflect that.


**評論 4**:

Analyst consensus was 372,410 - 377,592, depending on where you looked. Last years Q1 deliveries: 386,810.


**評論 5**:

Delivered to their dealer parking lo```? Delivered from this accounting column to that accounting column?


---

## 6. ```
135k overnight gain. $TQQQ 58.5 pu``` and $QQQ 471 pu```.
``` {#6-```
135k-overnight-gain-tqqq-58-5-pu```-and-qqq-}

根據提供的內容，核心討論主題是：  
**交易者在市場開盤時的快速操作決策與波動性（VIX指數）對交易策略的影響**。  

具體要點包括：  
1. **快速交易決策**：作者提到在市場開盤10秒內完成賣出，顯示其短線或高頻交易風格。  
2. **波動性考量**：高VIX指數（恐慌指數）被視為風險因素，導致作者選擇避開當前市場行情。  
3. **連續獲利紀錄**：提及從3月到4月持續的盈利表現，暗示對自身策略的信心或市場趨勢的把握。  
4. **圖像輔助說明**：附帶的圖片可能包含交易記錄、圖表分析等，進一步佐證操作邏輯或結果。  

總結：這是一篇關於短線交易者如何根據市場波動性（VIX）調整策略，並在特定時間點（開盤）執行快速操作的經驗分享，同時展示其近期交易成果。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/](https://reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/](https://www.reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/)
- **發布時間**: 2025-04-02 21:49:10

### 內容

Sold within 10s of market open. The vix was too high for me to this run. My march streak continues into April

https://preview.redd.it/96n1wsk1ffse1.jpg?width=837&format=pjpg&auto=webp&s=232cb8bf6d0569c441c79759cb88b6fb95ada9e7

https://preview.redd.it/wh0hatk1ffse1.jpg?width=763&format=pjpg&auto=webp&s=12d2467052653a005c2147d44cc451b5b0ea3d6f

https://preview.redd.it/0wpnhuk1ffse1.jpg?width=848&format=pjpg&auto=webp&s=22efac46c0388215ed04aab7c4386201af72209c

https://preview.redd.it/zeqy1tk1ffse1.jpg?width=761&format=pjpg&auto=webp&s=13279b73989f9126c519a4c1f90d668fc6da6579

https://preview.redd.it/3uoqhtk1ffse1.jpg?width=782&format=pjpg&auto=webp&s=ecdc8c5277ee56da35f5ebd59a661dad6866a704


### 討論

**評論 1**:

User Report
Total Submissions7First Seen In WSB2 weeks ago
Total Commen```56Previous Best DD
Account Age12 years

Join WSB Discord


**評論 2**:

Fifteen minutes later and you'd be down ten grand instead of up 135k...


**評論 3**:

https://preview.redd.it/bty8jrcamfse1.png?width=1536&format=png&auto=webp&s=0046f13e3199b5cf80d2566d8f4c2aac4b23c0c3


**評論 4**:

Balls of steel would be an understatement.


**評論 5**:

https://preview.redd.it/edo9nhiw0gse1.jpeg?width=1125&format=pjpg&auto=webp&s=4cf16cadfc98fb315dc1db658a2a023319ade0c5


---

## 7. ```
Daily Discussion Thread for April 02, 2025
``` {#7-```
daily-discussion-thread-for-april-02-2025
``}

由於提供的連結不完整且無法直接訪問，我無法查看該文章的具體內容。不過，根據您提供的片段，這似乎是來自 Reddit 子版塊 r/wallstreetbets 的內容。該版塊以討論高風險投資（如股票、期權、加密貨幣等）聞名，尤其以散戶投資者的投機行為和市場熱點（如「迷因股」Meme Stocks）為核心主題。

可能的討論方向包括：
1. **短線投機策略**：例如做多/做空特定股票或加密貨幣。
2. **市場熱點事件**：如GameStop、AMC等迷因股的波動，或近期Fed政策、財報季等。
3. **社群情緒分析**：散戶集體行動對市場的影響（如「軋空」Short Squeeze）。
4. **技術或連結問題**：原提示提到「內容不被舊版Reddit支援」，可能涉及平臺更新或格式相容性。

若需更準確的總結，建議提供完整連結或文章正文內容。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/](https://reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/)
- **發布時間**: 2025-04-02 17:57:34

### 內容

This post contains content not supported on old Reddit. Click here to view the full post


### 討論

**評論 1**:

Mr tear this market down


**評論 2**:

What if a tariff dropped on your head right now?


**評論 3**:

But I don't want to work in a factory.


**評論 4**:

If I dont make a trade I feel like I lost money, so instead I make a trade and proceed to lose even more !


**評論 5**:

This tax software is not letting me claim stock loss as presidential campaign contribution.


---

## 8. ```
Twas the Night Before Tariffs
``` {#8-```
twas-the-night-before-tariffs
```}

這篇文章的核心討論主題是 **金融市場對關稅政策和央行言論的反應**，具體聚焦於以下幾點：

1. **關稅政策的衝擊**：  
   描述美國政府宣布對鋼鐵、鋁、汽車和科技等行業加徵關稅後，交易員的焦慮與市場的動盪（如「頭條新聞閃爍紅色」「市場陷入混亂」）。

2. **市場情緒的兩極化**：  
   多頭（bulls）與空頭（bears）對關稅的不同預期，反映市場參與者的分歧（「多頭緊握圖表」「空頭摩拳擦掌」）。

3. **央行（聯準會）的角色**：  
   聯準會主席鮑威爾（Powell）的發言如何安撫市場，強調經濟強勁並暗示升息，同時淡化關稅影響（「買進下跌股就對了」），導致市場瞬間轉為樂觀。

4. **市場的脆弱性與操縱性**：  
   結尾暗示市場情緒易受政策與官方言論擺布（「鮑威爾和關稅都在玩弄我們」），並調侃交易員需保持謹慎（「記得避險」）。

整體而言，文章以幽默的詩歌形式，諷刺金融市場在政治與貨幣政策不確定性下的過度反應和依賴性。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/](https://reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/](https://www.reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/)
- **發布時間**: 2025-04-02 08:41:07

### 內容

Since some of you enjoyed my prior post, Twas the night before rate cu```. I wanted to share my latest and greatest version, Twas the Night Before Tariffs.

Twas the night before tariffs, and all through the Street,

The traders were anxious, all glued to their sea```.

Their orders were placed with precision and care,

In hopes that the White House would choose to play fair.

The bulls clutched their char, their be running high,

While bears rubbed their hands, expecting a dive.

And I with my laptop, a coffee in tow,

Refreshed every headline, awaiting the blow.

When out on the tape there arose such a clatter,

I sprang to my screen to see what was the matter.

Away to my Bloomberg, I clicked with a flash,

Skimmed through the news, prepared for a crash.

The headlines declared in big, flashing red,

Tariffs confirmed!my stomach felt dread.

Steel and aluminum, twenty-five strong,

With autos and tech not far along.

China, the EU, and Canada too,

All in the crosshairswhat else is new?

No deals, no breaks, no truce left in sight,

Just marke``` in turmoil and fear overnight.

Then what to my weary eyes should appear,

But Powell himself with a smirk ear to ear.

He lifted his mic and cleared out his throat,

Then gave us a speech with a familiar note.

The economys strong, inflation runs high,

Rate cu``` are coming, but dont ask me why.

Tariffs may hit, but marke``` will fight,

Just buy the damn dip and youll be alright.

And just like that, the futures turned green,

Traders rejoicedit felt like a dream!

I sighed as I watched, for deep down I knew,

That Powell and tariffs were playing us too.

So I logged out my screen and turned off the light,

Happy trading to all, and to allhedge it right!


### 討論

**評論 1**:

User Report
Total Submissions8First Seen In WSB5 years ago
Total Commen```1641Previous Best DD
Account Age5 years

Join WSB Discord


**評論 2**:

Their orders were placed with precision and care yea, no I rage bought more pu``` than I should have


**評論 3**:

I adore you morons


**評論 4**:

https://preview.redd.it/3qe3j6fdmbse1.jpeg?width=1024&format=pjpg&auto=webp&s=e3b9ad00908e3dbeaffc13609490ed390a3a2d6f


**評論 5**:

https://preview.redd.it/eapxjetklbse1.jpeg?width=698&format=pjpg&auto=webp&s=255561728174410b94ff0503728e38b9551fac43


---

## 9. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025, the Information repor``` \{#9-chinese-firms-place-16-billion-in-order-for-new-}

這篇文章的核心討論主題是：**市場對Nvidia股價的操縱與基本面脫鉤的現象**，主要圍繞以下幾點展開：  

1. **股價與新聞的脫節**：  
   - 作者質疑「正面新聞」對Nvidia股價的影響力，指出市場做市商（MMs）和對沖基金通過期權操作、槓桿交易等手段主導價格波動，而非基本面因素。  

2. **市值與實際價值的矛盾**：  
   - 強調Nvidia、Tesla這類高流量公司的市值是「虛構概念」，股價高低（如$50或$5000）與企業實際價值無關，因其被廣泛納入指數且需求持續強勁。  

3. **需求與市場情緒的對比**：  
   - 反駁看空論調（如中國市場占比5%的擔憂），指出Nvidia晶片供不應求，新客戶訂單增加（如DeepSeek發布後），需求遠未被滿足。  

4. **市場監管缺失的批評**：  
   - 抨擊市場缺乏監管，導致「無知的資金」主導價格，並嘲諷散戶對企業資本支出的錯誤解讀。  

5. **地緣政治因素的輕視**：  
   - 對制裁等外部因素（如留言提到的「Mango」和中國市場）的影響力提出質疑，認為需求彈性足以抵消區域性風險。  

**總結**：文章核心在於揭露Nvidia股價受市場操縱（而非基本面驅動）的現象，並批判散戶與媒體對企業真實狀況的誤判。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpv6ez/chinese_firms_place_16_billion_in_order_for_new/](https://reddit.com/r/wallstreetbets/comments/1jpv6ez/chinese_firms_place_16_billion_in_order_for_new/)
- **外部連結**: [https://www.reuters.com/technology/chinese-firms-place-16-billion-order-new-nvidia-chips-information-reports-2025-04-02/](https://www.reuters.com/technology/chinese-firms-place-16-billion-order-new-nvidia-chips-information-reports-2025-04-02/)
- **發布時間**: 2025-04-03 01:58:15

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 6 months ago

Total Commen``` | 378 | Previous Best DD |

Account Age | 8 years | |

Join WSB Discord

this is great news!

as a result the stock should go down a minimum of 5%

Do people still not understand news (I should say positive news since FUD dipshit articles get dropped every other day with no sources) has no impact on this stock. It's literally just how much can MM's and hedgies make off moving it from options/getting overleveraged retards margin called.

The price of the ticker is irrelevant. It could be $50 or $5000 for companies like Nvidia or Tesla. Market cap is an imaginary concept for these types of companies that are main stream popular and traded on high volume. Especially since Nvidia is in every fucking index ever including the Dow.

Nothing indicates Nvidia's pace is slowing down. In fact more chips, as well as orders from NEW customers, have been ordered since DeepSeek was released than before, yet clown propaganda would suggest the sky has fallen. It's what happens when the unintelligent retards have the money and the market no longer has regulation.

"omg, china accoun for 5% of Nvidia's revenue!!! we r going to sankhun them11!!11". Yes retards, 5% of SOLD OUT REVENUE that can be recouped by selling within the US instantly. Every other day some huge CEO is begging for more GPU's on twitter and morons still think they know more about capex then the people running the companies LMAO.

Mango wont like this lol

Arent there like sanctions in place?


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB6 months ago
Total Commen```378Previous Best DD
Account Age8 years

Join WSB Discord


**評論 2**:

this is great news!

as a result the stock should go down a minimum of 5%


**評論 3**:

Do people still not understand news (I should say positive news since FUD dipshit articles get dropped every other day with no sources) has no impact on this stock. It's literally just how much can MM's and hedgies make off moving it from options/getting overleveraged retards margin called.

The price of the ticker is irrelevant. It could be $50 or $5000 for companies like Nvidia or Tesla. Market cap is an imaginary concept for these types of companies that are main stream popular and traded on high volume. Especially since Nvidia is in every fucking index ever including the Dow.

Nothing indicates Nvidia's pace is slowing down. In fact more chips, as well as orders from NEW customers, have been ordered since DeepSeek was released than before, yet clown propaganda would suggest the sky has fallen. It's what happens when the unintelligent retards have the money and the market no longer has regulation.

"omg, china accoun for 5% of Nvidia's revenue!!! we r going to sankhun them11!!11". Yes retards, 5% of SOLD OUT REVENUE that can be recouped by selling within the US instantly. Every other day some huge CEO is begging for more GPU's on twitter and morons still think they know more about capex then the people running the companies LMAO.


**評論 4**:

Mango wont like this lol


**評論 5**:

Arent there like sanctions in place?


---

## 10. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
``` {#10-```
rivian-pos```-sharp-fall-in-quarterly-deliv}

這篇短文的核心討論主題是 **股票市場對負面消息的反應差異**，尤其是對比 **Rivian** 和 **Tesla** 兩家電動車公司在類似情境下的股價表現。以下是重點分析：

1. **市場反應的對比**  
   - Rivian 在負面消息後下跌（-6.5%），而 Tesla 在負面消息後反而上漲（+10% 盤前漲幅），凸顯投資者對兩家公司基本面和市場定位的不同解讀。

2. **短期波動與長期展望**  
   - 文中提到 Rivian 的下跌是「噪音」，並強調「R2」（可能指 Rivian 的下一代產品或戰略）才是長期關鍵，反映討論者更關注未來潛力而非短期消息。

3. **社群情緒與數據背景**  
   - 附帶的用戶數據（如 Reddit 論壇 WSB 的活躍度）暗示這可能來自散戶投資社群，內容帶有主觀解讀和市場情緒色彩。圖片連結可能是股價走勢圖或相關迷因，進一步強化情緒傳達。

4. **隱含問題**  
   - 為何 Tesla 能「逆勢上漲」？可能涉及品牌效應、市場主導地位，或投資者對 Elon Musk 的預期管理，但文中未深入探討原因，僅呈現現象供討論。

**總結**：核心在於「市場對企業負面消息的反應差異」，並透過 Rivian 和 Tesla 的案例，引發對投資邏輯、散戶心理及長期價值的思考。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jps2rr/rivian_posts_sharp_fall_in_quarterly_deliveries/](https://reddit.com/r/wallstreetbets/comments/1jps2rr/rivian_posts_sharp_fall_in_quarterly_deliveries/)
- **外部連結**: [https://finance.yahoo.com/news/rivian-reports-fall-first-quarter-123133853.html](https://finance.yahoo.com/news/rivian-reports-fall-first-quarter-123133853.html)
- **發布時間**: 2025-04-02 23:55:43

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 3 weeks ago

Total Commen``` | 187 | Previous Best DD |

Account Age | 3 weeks | |

Join WSB Discord

Rivian on bad news: -6.5

Tesla on bad news: +10 from premarket

Sharp fall but exceeded expectations . I realize its not a big number but r2 is the big bet so its all noise until then

0_____0

https://preview.redd.it/llhzx8tb3gse1.jpeg?width=500&format=pjpg&auto=webp&s=bf71e65c1eb9d740a3cec0605b8c15422b99a8f9


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB3 weeks ago
Total Commen```187Previous Best DD
Account Age3 weeks

Join WSB Discord


**評論 2**:

Rivian on bad news: -6.5

Tesla on bad news: +10 from premarket


**評論 3**:

Sharp fall but exceeded expectations . I realize its not a big number but r2 is the big bet so its all noise until then


**評論 4**:

0_____0


**評論 5**:

https://preview.redd.it/llhzx8tb3gse1.jpeg?width=500&format=pjpg&auto=webp&s=bf71e65c1eb9d740a3cec0605b8c15422b99a8f9


---

## 11. ```
Starting the year strong with -$10,000 in deductions
``` {#11-```
starting-the-year-strong-with-10-000-in-ded}

這篇零散的對話和數據片段缺乏明確的連貫主題，但從內容可歸納出以下核心討論方向：

1. **散戶投資與虧損討論**  
   - 提及「短期資本損失每年僅能抵扣3,000美元」（美國稅務規則），暗示用戶可能在短線交易（如股票、加密貨幣）中蒙受虧損，並關注稅務影響。  
   - 帶有自嘲或無奈的語氣（如「一切會沒事的，我正在吃墨西哥捲餅」），符合Reddit論壇WallStreetBets（WSB）常見的散戶投資文化。

2. **WallStreetBets社群的關聯性**  
   - 表格中的數據（如用戶提交帖文數、評論數、帳號年齡）及「Join WSB Discord」連結，顯示內容與WSB社群相關，可能涉及散戶投資動態或迷因股票（meme stocks）討論。  
   - 未明確提及的「Previous Best DD」（過往最佳深度分析）可能指向該用戶過往的投資分析紀錄。

3. **非正式與情緒化表達**  
   - 混雜日常瑣事（吃捲餅）與投資話題，反映網路論壇的隨性交流風格，同時隱含對市場波動的情緒反應（如「非常強勢」可能反諷或讚嘆某標的表現）。  

**總結**：核心主題圍繞「散戶投資者的虧損經驗與社群互動」，結合稅務限制、WSB文化及非正式調侃，但缺乏具體連貫的論述主軸。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprlzj/starting_the_year_strong_with_10000_in_deductions/](https://reddit.com/r/wallstreetbets/comments/1jprlzj/starting_the_year_strong_with_10000_in_deductions/)
- **外部連結**: [https://i.redd.it/6ryi1o0byfse1.jpeg](https://i.redd.it/6ryi1o0byfse1.jpeg)
- **發布時間**: 2025-04-02 23:36:18

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 2 years ago

Total Commen``` | 128 | Previous Best DD |

Account Age | 4 years | |

Join WSB Discord

https://preview.redd.it/wvx0tppuzfse1.jpeg?width=3024&format=pjpg&auto=webp&s=440a796f4e2b9f7007c20af26fcca90ed771aa05

Everything will be fine. Im at Del taco getting a burrito right now.

You can only deduct 3k short term capital losses per year.

https://preview.redd.it/upycbd3myfse1.jpeg?width=524&format=pjpg&auto=webp&s=b983e80c20a27e5c2d2423fe014ad17481c29acd

Very strong


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB2 years ago
Total Commen```128Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

https://preview.redd.it/wvx0tppuzfse1.jpeg?width=3024&format=pjpg&auto=webp&s=440a796f4e2b9f7007c20af26fcca90ed771aa05

Everything will be fine. Im at Del taco getting a burrito right now.


**評論 3**:

You can only deduct 3k short term capital losses per year.


**評論 4**:

https://preview.redd.it/upycbd3myfse1.jpeg?width=524&format=pjpg&auto=webp&s=b983e80c20a27e5c2d2423fe014ad17481c29acd


**評論 5**:

Very strong


---

## 12. ```
Nvidia-backed CoreWeave is the biggest U.S. tech IPO since 2021
``` {#12-```
nvidia-backed-coreweave-is-the-biggest-u-s-}

這篇文章的核心討論主題是 **CoreWeave（股票代號 $CRWV）的首次公開募股（IPO）及其作為AI雲服務提供商的投資潛力與風險**。具體重點包括：

1. **公司背景與IPO概況**  
   - CoreWeave是Nvidia支持的雲端AI服務供應商，為首批「純AI概念」的IPO之一。  
   - 主要投資者包括Nvidia、Fidelity、Magnetar，其中Nvidia更在IPO中認購2.5億美元。  
   - 募資規模達15億美元，是美國自2021年以來最大的科技股IPO。

2. **財務表現與成長性**  
   - 營收快速增長（年增737%至19.2億美元），但同時存在淨虧損（8.63億美元）。  
   - 客戶集中度高（如Microsoft佔營收62%），其他客戶包括Meta、IBM、Cohere等科技巨頭。

3. **市場反應與投資策略**  
   - IPO定價低於預期區間（開盤價39美元，收盤40美元），且上市首日適逢Nasdaq下跌3%。  
   - 作者認為短期投機（如選擇權交易）風險高（隱含波動率達170%），傾向長期持股（持有500股）。  
   - 提醒投資者自行研究（DYOR），並指出當前股價仍接近IPO區間。

總結：文章聚焦於CoreWeave的IPO表現、業務前景及投資評估，同時強調其高增長與高風險並存的特質，並提供個人投資策略的見解。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/](https://reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/](https://www.reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/)
- **發布時間**: 2025-04-02 22:02:57

### 內容

We've got a fresh IPO that just hit Nasdaq last Friday and options already trade on this! CoreWeave / $CRWV is a Nvidia-backed cloud AI services provider. $CRWV is one of the first pure-play AI IPOs, offering AI technology in the cloud. It's backers: Nvidia, Fidelity, and Magnetar. Nvidia even anchored the IPO with a $250 million order.

Financials: CoreWeave raised $1.5 billion in i``` IPO, the most for a U.S. tech offering since 2021. Revenue last year was $1.92 billion, up 737% from the year before. Growth is undeniable, but there's also a net loss of $863 million reported last year. (D'uh).

Strong Customer Base: Microsoft, Meta, IBM, and Cohere are all customers. Microsoft alone accoun``` for 62% of CoreWeave's revenue.

The IPO priced below the expected range, opening at $39 and closing at $40. Friday was a shitty day (-3% nasdaq) to IPO.

So, what's the play?

This isn't a short-term YOLO imho, IV is so high it's only good for writing pu```. Shares for me, but you do you. Also do your own DD, obviously. Current market price is still kinda close to IPO range.

Positions: 500 shares @ about $54. IV is 170% for April, so good luck if you buy options on this, you'll need it.


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB8 years ago
Total Commen```3104Previous Best DD
Account Age8 years

Join WSB Discord


**評論 2**:

$30 by Friday. They screwed up letting options avaliable to fast. That's another reasons Newmax is so high right now because you can't short it.


**評論 3**:

Ai...cloud...

So it's like Amazon?


**評論 4**:

So the company spent $2B to make $1.9B in revenue?


**評論 5**:

Pu. They have 1 client that is 70% of revenue & that client is distancing away from them. They also have a older generation of GPU's so they have asse but they need a lot of money to move away from the gpus


---

## 13. ```
~15k TSLA pu```, holding since 2 month now. Today could be the day.
``` {#13-```
~15k-tsla-pu```-holding-since-2-month-now-t}

這篇文章的核心討論主題是 **用戶在 WallStreetBets (WSB) 論壇上對特斯拉（TSLA）槓桿型金融產品（如 TSLL 看漲期權）的投資表現與質疑**。具體重點包括：  

1. **投資策略爭議**：  
   - 用戶建議買入「2倍槓桿但隱含波動率（IV）較低」的 TSLL 看漲期權（pu```），但其他成員質疑其有效性。  

2. **投資虧損的批評**：  
   - 其他用戶指出，特斯拉股價在過去幾個月從 $415 下跌至 $225，質疑為何持有看漲期權仍虧損，並嘲諷其決策（如「Im regarded」）。  

3. **資訊透明度問題**：  
   - 討論中缺乏關鍵細節（如行權價 strike price），引發困惑與調侃，反映 WSB 社群對低質量分析的常見反應。  

4. **社群文化**：  
   - 典型 WSB 風格（如粗俗語言、自嘲「regarded」），凸顯該論壇對高風險交易的戲謔態度與對失敗操作的批判。  

**總結**：討論聚焦於特斯拉衍生性金融商品的高風險操作、投資邏輯缺陷，以及 WSB 社群的互動文化。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jphww7/15k_tsla_puts_holding_since_2_month_now_today/](https://reddit.com/r/wallstreetbets/comments/1jphww7/15k_tsla_puts_holding_since_2_month_now_today/)
- **外部連結**: [https://i.redd.it/vz3ujw6x5dse1.png](https://i.redd.it/vz3ujw6x5dse1.png)
- **發布時間**: 2025-04-02 14:14:33

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 10 months ago

Total Commen``` | 46 | Previous Best DD |

Account Age | 4 years | |

Join WSB Discord

Buy TSLL pu``` instead. It's 2x leverage but IV is less than double.

Im regarded and cant read this, wheres the strike price

Tesla was dumping the past few months how are u in the red. Genuinely curious

How did you buy pu``` 2 months ago and still managed to fucking lose money? It went from $415 to $225


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB10 months ago
Total Commen```46Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

Buy TSLL pu``` instead. It's 2x leverage but IV is less than double.


**評論 3**:

Im regarded and cant read this, wheres the strike price


**評論 4**:

Tesla was dumping the past few months how are u in the red. Genuinely curious


**評論 5**:

How did you buy pu``` 2 months ago and still managed to fucking lose money? It went from $415 to $225


---

## 14. ```
YOLO'd entire portfolio into CoreWeave
``` {#14-```
yolo-d-entire-portfolio-into-coreweave
```}

這篇文章的核心討論主題是：  
一位用戶在WallStreetBets（WSB）論壇分享其短線投資策略與成果，重點圍繞對**AI算力需求增長**和**雲端服務公司CoreWeave**的投資邏輯。  

### 具體要點：  
1. **投資決策依據**：  
   - 快速分析（30秒「盡職調查」）認為CoreWeave因與NVIDIA合作，能受益於AI算力需求爆發。  
   - 類比亞馬遜AWS的盈利模式，推測CoreWeave潛力。  
   - NVIDIA執行長黃仁勳的2.5億美元投資背書。  

2. **結果與社群反應**：  
   - 用戶宣稱獲得「人生單日最大收益」。  
   - WSB社群以幽默用語（如「Pure retardium」）回應，調侃其高風險投機行為。  

3. **隱含主題**：  
   - 反映WSB文化中「非傳統研究」（meme式分析）與高風險交易的傾向。  
   - 討論AI基礎設施（如雲端算力）的市場機會。  

總結：文章核心是透過戲謔口吻，分享一次基於AI趨勢的投機成功案例，並凸顯散戶論壇的投資文化。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpbcld/yolod_entire_portfolio_into_coreweave/](https://reddit.com/r/wallstreetbets/comments/1jpbcld/yolod_entire_portfolio_into_coreweave/)
- **外部連結**: [https://i.redd.it/kf4q79lfebse1.png](https://i.redd.it/kf4q79lfebse1.png)
- **發布時間**: 2025-04-02 08:22:49

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 7 | First Seen In WSB | 6 years ago

Total Commen``` | 406 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

[deleted]

Screenshotted but didnt take profit? Classic mistake

I did 30 seconds total of DD (the perfect amount) which involved:

  1. Realized it was not a hair produc``` company

  2. AI just gonna keep using more and more compute and companies aren't going to want to build their own datacenters, and CoreWeave has a good partnership with nvidia

  3. Imagine Amazon stock with just AWS, which is where they most of their profit from.

  4. Jenson put $250 mil into this thing. You think Jenson doesn't know what the fuark he's doing?

End result: Largest single day gain of my life so far

Pure retardium. Well fucking done sir !


### 討論

**評論 1**:

User Report
Total Submissions7First Seen In WSB6 years ago
Total Commen```406Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

[deleted]


**評論 3**:

Screenshotted but didnt take profit? Classic mistake


**評論 4**:

I did 30 seconds total of DD (the perfect amount) which involved:

  1. Realized it was not a hair produc``` company

  2. AI just gonna keep using more and more compute and companies aren't going to want to build their own datacenters, and CoreWeave has a good partnership with nvidia

  3. Imagine Amazon stock with just AWS, which is where they most of their profit from.

  4. Jenson put $250 mil into this thing. You think Jenson doesn't know what the fuark he's doing?

End result: Largest single day gain of my life so far


**評論 5**:

Pure retardium. Well fucking done sir !


---

## 15. ```
Stop buying the dip you assholes
``` {#15-```
stop-buying-the-dip-you-assholes
```}

這篇文章的核心討論主題是 **Reddit 用戶（尤其是 WallStreetBets 社群）對市場的影響力與相關爭議**，具體包含以下重點：  

1. **用戶參與市場的活躍度**：透過數據（如發文數、評論數、帳號年齡）反映用戶在 WallStreetBets（WSB）社群的參與情況。  
2. **對散戶影響力的質疑**：例如「Reddit users are not moving the market, trust me」暗示對散戶集體行動能否撼動市場的懷疑。  
3. **市場資金流動的調侃**：如「401k contributions don't stop」諷刺機構或常規投資資金的主導性。  
4. **階級或經濟壓迫的隱喻**：例如「slave」可能暗指散戶在金融體系中的弱勢地位。  

整體圍繞 **散戶投資者（WSB 社群）與市場動態的互動關係**，並夾雜對權力結構的批判或諷刺。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jozfiw/stop_buying_the_dip_you_assholes/](https://reddit.com/r/wallstreetbets/comments/1jozfiw/stop_buying_the_dip_you_assholes/)
- **外部連結**: [https://i.redd.it/inqmpp58z8se1.jpeg](https://i.redd.it/inqmpp58z8se1.jpeg)
- **發布時間**: 2025-04-02 00:08:57

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 1 year ago

Total Commen``` | 251 | Previous Best DD |

Account Age | 1 year | |

Join WSB Discord

You can afford to charge your phone?

https://preview.redd.it/g4uj0com19se1.jpeg?width=1290&format=pjpg&auto=webp&s=6da697641e81a1a530470833ea78698dd609c497

Reddit users are not moving the market, trust me.

Its the first of the month bro, those 401k contributions dont stop

It's just a matter of time before you become a slave. !


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB1 year ago
Total Commen```251Previous Best DD
Account Age1 year

Join WSB Discord


**評論 2**:

You can afford to charge your phone?

https://preview.redd.it/g4uj0com19se1.jpeg?width=1290&format=pjpg&auto=webp&s=6da697641e81a1a530470833ea78698dd609c497


**評論 3**:

Reddit users are not moving the market, trust me.


**評論 4**:

Its the first of the month bro, those 401k contributions dont stop


**評論 5**:

It's just a matter of time before you become a slave. !


---

## 16. ```
Bulls vs bears at shoe department of Walmart
``` {#16-```
bulls-vs-bears-at-shoe-department-of-walmar}

這篇文章的核心討論主題是 **用戶在 WallStreetBets (WSB) 論壇上的活躍表現與市場情緒（多頭 vs. 空頭）的爭論**。  

具體重點包括：  
1. **用戶數據統計**：如提交次數、評論數、帳號年齡等，反映該用戶在 WSB 的參與度。  
2. **市場立場的對立**：  
   - 多頭（bulls）與空頭（bears）的爭論（例如「Bulls are ALPHA」 vs. 「Bears are... Jason III」）。  
   - 對低成本投資策略的嘲諷（如「cheap ass boo```」）和階級調侃（如「poor at Walmart」）。  
3. **社群文化**：WSB 特有的幽默與挑釁語言（如「LMAO」「confirmed」），展現論壇的戲謔氛圍。  

整體而言，內容圍繞 **散戶投資者的社群互動與市場情緒對立**，並夾雜 WSB 的典型風格。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp9fby/bulls_vs_bears_at_shoe_department_of_walmart/](https://reddit.com/r/wallstreetbets/comments/1jp9fby/bulls_vs_bears_at_shoe_department_of_walmart/)
- **外部連結**: [https://i.redd.it/j1fg7kvnzase1.jpeg](https://i.redd.it/j1fg7kvnzase1.jpeg)
- **發布時間**: 2025-04-02 06:55:00

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 10 months ago

Total Commen``` | 5334 | Previous Best DD |

Account Age | 10 months | |

Join WSB Discord

bulls cheaper LMAO

r/buyitforlife

I'm skeptical of these cheap ass boo``` to say the least

Bear or bull, you'll still end up being poor at Walmart

Bulls are ALPHA confirmed

Bears are... Jason III confirmed


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB10 months ago
Total Commen```5334Previous Best DD
Account Age10 months

Join WSB Discord


**評論 2**:

bulls cheaper LMAO


**評論 3**:

r/buyitforlife

I'm skeptical of these cheap ass boo``` to say the least


**評論 4**:

Bear or bull, you'll still end up being poor at Walmart


**評論 5**:

Bulls are ALPHA confirmed

Bears are... Jason III confirmed


---

## 17. ```
$600k in one stock
``` {#17-```
-600k-in-one-stock
```}

這篇文章的核心討論主題是 **一位用戶在WallStreetBets（WSB）論壇上的投資表現與社群互動**，具體重點包括：  
1. **用戶數據統計**：帳號年齡、發文與評論數量、過往表現（如「Previous Best DD」可能指深度分析文章）。  
2. **投資現況**：  
   - 投資組合總額（420萬美元）及多樣性（14.25%）。  
   - 幽默自嘲「虧損超過我的淨資產」與「Neurodiversity: 100%」（可能暗指非傳統投資策略或社群文化）。  
3. **社群互動**：  
   - 提及WSB Discord連結，顯示社群參與。  
   - 留言「Im here before it gets deleted」反映WSB貼文常被刪除的現象。  

整體圍繞 **高風險投資文化、社群調侃風格及個人投資結果的分享**。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jovpjg/600k_in_one_stock/](https://reddit.com/r/wallstreetbets/comments/1jovpjg/600k_in_one_stock/)
- **外部連結**: [https://i.redd.it/lsoh0mym78se1.jpeg](https://i.redd.it/lsoh0mym78se1.jpeg)
- **發布時間**: 2025-04-01 21:34:20

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 5 years ago

Total Commen``` | 16 | Previous Best DD |

Account Age | 5 years | |

Join WSB Discord

Your whole portfolio is $4,2 million

Portfolio Diversity: 14.25%

Neurodiversity: 100%

Your total loss at the moment, is greater than my entire net worth. Gg

Im here before it ge``` deleted!


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB5 years ago
Total Commen```16Previous Best DD
Account Age5 years

Join WSB Discord


**評論 2**:

Your whole portfolio is $4,2 million


**評論 3**:

Portfolio Diversity: 14.25%

Neurodiversity: 100%


**評論 4**:

Your total loss at the moment, is greater than my entire net worth. Gg


**評論 5**:

Im here before it ge``` deleted!


---

## 18. ```
Moderator's Update on Paper Trading Competition
``` {#18-```
moderator-s-update-on-paper-trading-competi}

這篇文章的核心討論主題是：**Reddit社群（尤其是WallStreetBets, WSB）對「紙上交易競賽」（paper trading competition）中參與者重複上當現象的嘲諷與調侃**。  

具體要點包括：  
1. **重複的荒謬行為**：網友不解為何每年都有大量參與者（如2,536名被禁的紙上交易者）在類似競賽中「上當」，並以幽默口吻強調這種模式年年發生（"Insane how it happens every year"）。  
2. **諷刺與期待**：文中提到對「2026年首屆WSB紙上交易競賽」的「興奮」，實為反諷（如"It's even funnier the 3rd times"），暗示此類活動本質上是循環的鬧劇。  
3. **社群文化**：反映WSB等論壇擅長以誇張語氣集體嘲諷金融市場中的非理性行為，尤其是新手或投機者的失敗經驗。  

整體而言，主題圍繞「網路社群對虛擬交易競賽的戲謔批判」，並凸顯群眾對重複金融泡沫現象的黑色幽默。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1joxpfq/moderators_update_on_paper_trading_competition/](https://reddit.com/r/wallstreetbets/comments/1joxpfq/moderators_update_on_paper_trading_competition/)
- **外部連結**: [https://v.redd.it/mb9p4q0rm8se1](https://v.redd.it/mb9p4q0rm8se1)
- **發布時間**: 2025-04-01 22:59:52

### 內容

https://preview.redd.it/s5bu3cw3n8se1.jpeg?width=960&format=pjpg&auto=webp&s=800f34ed5f689ff73e74d6feff7b2e076fd977a5

2,536 paper traders have been banned

How do they ALWAYS fall for it? !

I don't know about you, but I for one am extremely excited for the first ever WSB paper trading competition of 2026!

Insane how it happens every year.

It's even funnier the 3rd times !!


### 討論

**評論 1**:

https://preview.redd.it/s5bu3cw3n8se1.jpeg?width=960&format=pjpg&auto=webp&s=800f34ed5f689ff73e74d6feff7b2e076fd977a5

2,536 paper traders have been banned


**評論 2**:

How do they ALWAYS fall for it? !


**評論 3**:

I don't know about you, but I for one am extremely excited for the first ever WSB paper trading competition of 2026!


**評論 4**:

Insane how it happens every year.


**評論 5**:

It's even funnier the 3rd times !!


---

## 19. ```
Almost $15k in TSLA pu``` s hope for the best (or worst)
``` {#19-```
almost-15k-in-tsla-pu```-s-hope-for-the-bes}

這篇文章的核心討論主題是 **散戶投資者在網路論壇（如WallStreetBets, WSB）上的股票交易動態與情緒**，具體包含以下重點：  

1. **高風險投資行為**：用戶提到短線操作（如「7k in 240p」）和大幅虧損（「already down bad」），反映散戶的投機心態。  
2. **市場情緒與群體效應**：留言如「We ride and die together」顯示論壇成員的集體行動文化，而提及資金轉向其他股票（如NMAX）則暗示市場熱點的快速轉移。  
3. **對股價的預期分歧**：有人預測股票將因財報指引暴漲，另一人則看空（「Sales will be -50%」），凸顯散戶對市場資訊的解讀差異。  
4. **長期參與與影響力**：用戶帳號活躍6年、累積大量留言（919則），顯示這類論壇中資深成員的持續參與。  

整體而言，主題圍繞 **網路投資社群中的高風險交易、群體心理與市場預期波動**，並呈現散戶市場的非理性與情緒驅動特性。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp69zq/almost_15k_in_tsla_puts_lets_hope_for_the_best_or/](https://reddit.com/r/wallstreetbets/comments/1jp69zq/almost_15k_in_tsla_puts_lets_hope_for_the_best_or/)
- **外部連結**: [https://i.redd.it/tvp3gezvbase1.jpeg](https://i.redd.it/tvp3gezvbase1.jpeg)
- **發布時間**: 2025-04-02 04:41:43

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 6 years ago

Total Commen``` | 919 | Previous Best DD |

Account Age | 6 years | |

Join WSB Discord

i got til this friday.. 7k in 240p . already down bad !

Sales will be -50%

Stock will skyrocket on guidance

Now that wackadoodle money has headed over to NMAX there's not much propping this turd up.

We ride and die together.


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB6 years ago
Total Commen```919Previous Best DD
Account Age6 years

Join WSB Discord


**評論 2**:

i got til this friday.. 7k in 240p . already down bad !


**評論 3**:

Sales will be -50%

Stock will skyrocket on guidance


**評論 4**:

Now that wackadoodle money has headed over to NMAX there's not much propping this turd up.


**評論 5**:

We ride and die together.


---

## 20. ```
Hooters files for bankruptcy
``` {#20-```
hooters-files-for-bankruptcy
```}

這篇討論的核心主題是關於一家公司（推測為連鎖餐廳Twin Peaks）的經營失敗，並探討其可能的原因。主要討論點包括：

1. **公司領導層的問題**：CEO參加真人秀節目《Undercover Boss》後，自己卻成為加盟商，暗示管理層決策不當。

2. **私募股權的影響**：討論者質疑公司是否被私募股權收購後經營惡化，反映對私募股權收購商業模式的批評。

3. **經濟衰退的聯想**：有人將此事件解讀為經濟衰退的跡象，顯示對宏觀經濟的擔憂。

整體而言，這是一個關於企業衰敗與其背後潛在原因的簡短討論，涉及管理、資本運作和宏觀經濟等多方面因素。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1joj09q/hooters_files_for_bankruptcy/](https://reddit.com/r/wallstreetbets/comments/1joj09q/hooters_files_for_bankruptcy/)
- **外部連結**: [https://www.cnn.com/2025/03/31/business/hooters-restaurant-bankruptcy?cid=ios_app](https://www.cnn.com/2025/03/31/business/hooters-restaurant-bankruptcy?cid=ios_app)
- **發布時間**: 2025-04-01 08:43:40

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 1 | First Seen In WSB | 3 weeks ago

Total Commen``` | 3 | Previous Best DD |

Account Age | 1 month | |

Join WSB Discord

I knew they were dead when their CEO went on undercover boss and like a year later he was a franchisee for Twin Peaks

Finally went ti``` up?

So another company ruined by private equity?

Recession confirmed


### 討論

**評論 1**:

User Report
Total Submissions1First Seen In WSB3 weeks ago
Total Commen```3Previous Best DD
Account Age1 month

Join WSB Discord


**評論 2**:

I knew they were dead when their CEO went on undercover boss and like a year later he was a franchisee for Twin Peaks


**評論 3**:

Finally went ti``` up?


**評論 4**:

So another company ruined by private equity?


**評論 5**:

Recession confirmed


---

## 21. ```
Marke``` moving like theyve read my mindanyone else?
``` {#21-```
marke```-moving-like-theyve-read-my-mindany}

這篇文章的核心討論主題是：**市場行為背後是否存在超越傳統解釋的隱藏因素或超常規理論**。  

作者首先列舉了常見的市場現象解釋（如認知偏誤、流動性獵殺、散戶行為一致性、市場雜訊等），但進一步質疑這些解釋是否足夠，並提出更「非傳統」或陰謀論式的可能性，例如：  

1. **模擬理論**：市場是否為某種虛擬劇本的一部分，刻意製造挫折感？  
2. **AI對手方主導**：演算法是否已進化到能即時預測個人交易行為？  
3. **集體意識效應**：群體心理是否在關鍵時刻觸發市場轉折？  
4. **自我中心幻覺**：市場是否僅為觀察者（自己）而模擬？  

整體而言，文章探討的是**市場中「規律性反常現象」的哲學與超常解釋**，反映交易者對隨機性與未知力量的深層焦慮與想像。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/](https://reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/](https://www.reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/)
- **發布時間**: 2025-04-02 04:13:53

### 內容

Market sometimes moving against you in a pattern that is so consistent it genuinely makes you wonder if there's more going on beneath the surface than the usual factors.

I understand the typical explanations:

Cognitive bias: we remember the times it goes wrong more vividly than when it works.

Liquidity hunting: big players move marke``` to trigger stops and collect liquidity.

Retail timing: many of us follow similar signals, leading to predictable crowd behavior.

Noise: marke``` are noisy, and random reversals will sometimes feel personal.

I get all of that. But I cant help wondering: is there more to it?

Im talking:

Simulation theory: are we just playing out a script that requires this kind of frustration?

AI market counterparty: could algorithms have become so good that they are practically reading our individual orders in real time?

Collective consciousness: is there something about mass psychology that creates these inflection poin precisely when everyone ac?

Are you all just NPCs and the world and thus the market is just simulated for me personally?

Share your weirdest or most insightful theories please!


### 討論

**評論 1**:

User Report
Total Submissions1First Seen In WSB1 month ago
Total Commen```37Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

Imagine if we all actually had our very own AI generated SPY chart that individually fucked each one of us over.

It do feel like that tbh !


**評論 3**:

They said the worst that could happen is going broke.

Nobody said anything about market caused schizophrenia.


**評論 4**:

Market so bad brother developed schizophrenia. !


**評論 5**:

  • We all have similar emotions and ideas
  • News run in lockstep due to algorithms boosting what ge``` clicked most
  • The market is mass psychology
  • All algorithms run on the same data
  • The market is a theme park for retail investors operated by whales

---

## 22. ```
Eye of the Strom (JWN) - What's going on? Is there some pre-market options trading going on so I can't sell? Wen Lambo?
``` {#22-```
eye-of-the-strom-jwn-what-s-going-on-is-the}

這篇討論的核心主題是關於 **Nordstrom 公司股票的潛在收購或私有化交易**，以及相關的 **期權（Options）交易風險**。以下是具體分析：

1. **收購要約的暗示**  
   - 文中提到 Nordstrom 普通股股東將以每股 **$24.25 現金** 獲得補償，這暗示可能有收購或私有化交易正在進行。  
   - 此價格成為關鍵參考點，可能影響股價後續走勢。

2. **期權（Calls）的風險警示**  
   - 有用戶指出，當前市場上的 **看漲期權（Calls）執行價高於 $24.25**，若收購價確定為此，這些期權可能因股價無法突破執行價而變得毫無價值（歸零風險）。  
   - 這是對盲目買入看漲期權者的警告，提醒他們注意交易條款與潛在事件（如收購）的關聯性。

3. **市場反應與不確定性**  
   - 簡短的回應如「Soon」和「[deleted]」顯示討論可能涉及未公開資訊或市場傳聞，引發猜測。  
   - 用戶對數據真實性（如「Is this a glitch?」）的疑問，反映訊息來源或平臺顯示可能存在爭議。

**總結**：討論聚焦於 **Nordstrom 可能被收購對股價和衍生品（期權）的影響**，並警示投資者注意高執行價期權的風險。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpm0xe/eye_of_the_strom_jwn_whats_going_on_is_there_some/](https://reddit.com/r/wallstreetbets/comments/1jpm0xe/eye_of_the_strom_jwn_whats_going_on_is_there_some/)
- **外部連結**: [https://i.redd.it/vcuvjz38nese1.png](https://i.redd.it/vcuvjz38nese1.png)
- **發布時間**: 2025-04-02 19:14:48

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 5 | First Seen In WSB | 1 month ago

Total Commen``` | 9 | Previous Best DD |

Account Age | 2 years | |

Join WSB Discord

Is this a glitch?

>Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold.

You do know all your calls are above that price... right?

Soon

[deleted]


### 討論

**評論 1**:

User Report
Total Submissions5First Seen In WSB1 month ago
Total Commen```9Previous Best DD
Account Age2 years

Join WSB Discord


**評論 2**:

Is this a glitch?


**評論 3**:

>Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold.

You do know all your calls are above that price... right?


**評論 4**:

Soon


**評論 5**:

[deleted]


---

## 23. ```
February US job openings slip to 7.6M, consistent with a healthy but decelerating job market
``` {#23-```
february-us-job-openings-slip-to-7-6m-consi}

這篇文章的核心討論主題是：**當前勞動市場的供需矛盾現象**，具體聚焦於以下幾點：

1. **職缺與實際招聘的脫節**  
   - 數據顯示職缺數量與經濟繁榮時期（2018年）相當，但實際招聘率卻接近較低迷的2015年水平，暗示企業可能通過「虛假職缺」或「過度篩選」人為製造勞動市場繁榮假象。

2. **經濟指標與求職者體驗的落差**  
   - 官方經濟數據（如職缺調查）顯示經濟穩健，但求職者反映獲取錄取通知的難度創新高，凸顯統計方法可能失真或企業招聘策略極端化（如多輪面試、過度挑剔）。

3. **企業行為的實例佐證**  
   - 一名Fortune 500企業員工現身說法，指出公司在大規模招聘中突然關閉多數職缺，間接支持「職缺數據虛高」或「招聘流程效率低下」的推論。

4. **對經濟健康狀況的諷刺性質疑**  
   - 文末引用反諷評論，暗示官方對經濟「健康放緩」的論述與民眾實際困境形成荒謬對比，反映對勞動市場真實狀態的深層不信任。

整體而言，文章批判性地探討「統計數據」與「現實經驗」間的矛盾，並質疑當前勞動市場結構性問題（如企業招聘行為、統計可信度）如何扭曲經濟感知。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jowrh4/february_us_job_openings_slip_to_76m_consistent/](https://reddit.com/r/wallstreetbets/comments/1jowrh4/february_us_job_openings_slip_to_76m_consistent/)
- **外部連結**: [https://finance.yahoo.com/news/february-us-job-openings-slip-140647040.html](https://finance.yahoo.com/news/february-us-job-openings-slip-140647040.html)
- **發布時間**: 2025-04-01 22:20:26

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 3 weeks ago

Total Commen``` | 176 | Previous Best DD |

Account Age | 3 weeks | |

Join WSB Discord

To see the disconnect, compare the openings to the hires.

Openings are on par with late 2018 numbers when everyone would agree the economy was good. Hires rates are on par with 2015 which was a labor market ranging from meh to decent. There were about 2 million less "openings" at that time than there are today.

https://fred.stlouisfed.org/series/JTSHIL

What this means is that either the openings survey has turned to total shit and is gamed with fake jobs, or the jobs are real but companies have taken to being extraordinarily picky with round after round of interviewing. This tracks with the dichotomy between metrics saying the economy is doing good but slightly weakening (post-tariff shenanigans notwithstanding) and people looking for work saying it's harder than ever to actually get an offer.

My company is in the top 50 of the fortune 500 and was going through a big round of internal and external hiring. They had been through multiple rounds of interviews and just closed a majority of the openings with all this fuckery going on

[removed]

"Yes it's heading in the wrong direction but it's doing so in a healthy way"

Lmfao


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB3 weeks ago
Total Commen```176Previous Best DD
Account Age3 weeks

Join WSB Discord


**評論 2**:

To see the disconnect, compare the openings to the hires.

Openings are on par with late 2018 numbers when everyone would agree the economy was good. Hires rates are on par with 2015 which was a labor market ranging from meh to decent. There were about 2 million less "openings" at that time than there are today.

https://fred.stlouisfed.org/series/JTSHIL

What this means is that either the openings survey has turned to total shit and is gamed with fake jobs, or the jobs are real but companies have taken to being extraordinarily picky with round after round of interviewing. This tracks with the dichotomy between metrics saying the economy is doing good but slightly weakening (post-tariff shenanigans notwithstanding) and people looking for work saying it's harder than ever to actually get an offer.


**評論 3**:

My company is in the top 50 of the fortune 500 and was going through a big round of internal and external hiring. They had been through multiple rounds of interviews and just closed a majority of the openings with all this fuckery going on


**評論 4**:

[removed]


**評論 5**:

"Yes it's heading in the wrong direction but it's doing so in a healthy way"

Lmfao


---

## 24. ```
What Are Your Moves Tomorrow, April 02, 2025
``` {#24-```
what-are-your-moves-tomorrow-april-02-2025
}

由於提供的連結不完整且無法直接訪問，我無法查看具體文章內容。不過，根據常見情況推測：

1. **核心主題可能性**：  
   - 若來源是知名投資討論區（如 r/wallstreetbets），可能涉及 **散戶投資策略、市場軋空事件（如GameStop）、迷因股（Meme Stocks）或高風險金融工具（如期權）的討論**。  
   - 也可能包含 **Reddit平臺技術問題**（如舊版不支援新內容）的附帶說明。

2. **技術提示部分**：  
   - 文中提到的「content not supported on old Reddit」表明討論可能涉及 **新版Reddit功能**（如多媒體嵌入），但這應非核心主題。

建議提供完整內容或明確段落，以便更精準總結。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/](https://reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/)
- **發布時間**: 2025-04-02 03:57:34

### 內容

This post contains content not supported on old Reddit. Click here to view the full post


### 討論

**評論 1**:

Shwab called me bout my margin and I hung up. Wont be falling for that April fools prank !


**評論 2**:

TSLA ends the day up 3.6% on the strength of "traders staring at each other in confusion, each wondering if one of the others knows something or it was all the fake Buffett story".


**評論 3**:

Born too retarded to make money in the stock market. Also born not retarded enough to make money in the stock market.


**評論 4**:

Tesla will report deliveries of 350000 and half of those was just replacemen``` of the ones that got burned at the dealership


**評論 5**:

Anyone know how tomorrow is going to work? Is it going to be like the opening ceremony to the Olympics, where they will have people come out representing the countries, one by one, and then Trump will announced how much of a tariff they get?


---

## 25. ```
Anyone else get their 3:30p scratch offs?
``` {#25-```
anyone-else-get-their-3-30p-scratch-offs-
`}

這篇短文的核心討論主題是：  
**一名長期參與WallStreetBets（WSB）論壇的用戶，因多次高風險投資失敗（如做空導致虧損99%），引發其他用戶質疑其操作合法性，並呼籲美國證券交易委員會（SEC）介入調查**。  

重點包括：  
1. **用戶背景**：帳號活躍13年，在WSB有4次發文、295則留言，過往無顯著分析紀錄（"Previous Best DD"空缺）。  
2. **爭議行為**：被質問「成功次數」時，坦承反向操作（如做空）導致巨額虧損（-99%）。  
3. **社群反應**：其他用戶以「SEC this m'fer」要求監管機構調查，暗示其行為可能涉及市場操縱或詐欺。  

整體反映WSB社群對高風險投機行為的兩極態度，同時凸顯散戶投資文化中的監管爭議。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp6hwz/anyone_else_get_their_330p_scratch_offs/](https://reddit.com/r/wallstreetbets/comments/1jp6hwz/anyone_else_get_their_330p_scratch_offs/)
- **外部連結**: [https://i.redd.it/b8qipjfgdase1.jpeg](https://i.redd.it/b8qipjfgdase1.jpeg)
- **發布時間**: 2025-04-02 04:50:30

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 6 years ago

Total Commen``` | 295 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

https://preview.redd.it/elw9tj0sfase1.jpeg?width=565&format=pjpg&auto=webp&s=fdc192bbfb0d41599e6fb52f927e66e1dcc513de

Bro.. how many times have you done this successfully?

yea

except the other direction

-99%

SEC this m'fer.


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB6 years ago
Total Commen```295Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

https://preview.redd.it/elw9tj0sfase1.jpeg?width=565&format=pjpg&auto=webp&s=fdc192bbfb0d41599e6fb52f927e66e1dcc513de


**評論 3**:

Bro.. how many times have you done this successfully?


**評論 4**:

yea

except the other direction

-99%


**評論 5**:

SEC this m'fer.


---

# 總體討論重點

以下是25篇文章的條列式重點總結，並附上對應的錨點連結與逐條細節說明：

---

### #1. [Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon](#1-tesla-shares-rise-on-unconfirmed-report-elon)
1. **市場反應的矛盾性**  
   - 無論馬斯克是否參與管理，特斯拉股價均上漲，凸顯市場非理性。  
2. **基本面與股價脫鉤**  
   - 銷售未達預期卻因馬斯克動向漲價，反映情緒主導市場。  
3. **諷刺性結論**  
   - 盤前漲10%被評為「可笑」，批評市場過度反應。

---

### #2. [Amazon bids to buy TikTok as deadline looms, New York Times report](#2-amazon-bids-to-buy-tiktok-as-deadline-looms-new-)
1. **收購提案**  
   - 亞馬遜在美國政府期限前競購TikTok。  
2. **地緣政治壓力**  
   - 川普要求TikTok須由非中資企業收購，否則面臨禁令。  
3. **股價影響**  
   - 消息公布後亞馬遜股價上漲。

---

### #3. [Another Recession indicator?](#3-another-recession-indicator-)
1. **經濟困境指標**  
   - 血漿捐贈補償金下降（$65→$50），反映更多人因財務壓力捐血。  
2. **供需失衡**  
   - 供過於求導致補償金降低，間接顯示經濟惡化。

---

### #4. [$4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.](#4-4-5k-gain-on-tsla-pu-and-to-all-the-peop)
1. **社群文化衝突**  
   - WSB用戶嘲諷小額收益（$4.5k），偏好高風險高報酬。  
2. **收益呈現爭議**  
   - 未以百分比計算，被批不符論壇「賭博式」風格。

---

### #5. [Tesla first quarter deliveries: 336,681 delivered, 362,615 produced](#5-tesla-first-quarter-deliveries-336-681-deliv)
1. **成長型公司困境**  
   - 特斯拉季度交付量衰退（-15%），估值邏輯受質疑。  
2. **數據可信度**  
   - 分析師預期落差與「停車場交付」疑雲，暗示財務美化。

---

### #6. [135k overnight gain. $TQQQ 58.5 pu``` and $QQQ 471 pu```.](#6-135k-overnight-gain-tqqq-58-5-pu-and-qqq-)
1. **短線交易策略**  
   - 開盤10秒內賣出，依賴高波動性（VIX指數）決策。  
2. **連續獲利紀錄**  
   - 3月至4月持續盈利，展示對市場趨勢的掌握。

---

### #7. [Daily Discussion Thread for April 02, 2025](#7-daily-discussion-thread-for-april-02-2025)
1. **技術限制提示**  
   - 內容不支援舊版Reddit，可能涉及平臺相容性問題。  
2. **推測主題**  
   - 若屬WSB論壇，可能討論迷因股或高風險投資策略。

---

### #8. [Twas the Night Before Tariffs](#8-twas-the-night-before-tariffs)
1. **關稅政策衝擊**  
   - 鋼鐵、汽車等關稅加徵引發市場恐慌。  
2. **聯準會角色**  
   - 鮑威爾言論安撫市場，瞬間轉為樂觀，凸顯政策主導性。

---

### #9. [Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025](#9-chinese-firms-place-16-billion-in-order-for-new-)
1. **市場操縱指控**  
   - Nvidia股價被指受期權操作影響，非基本面驅動。  
2. **需求強勁反駁**  
   - 晶片供不應求，中國訂單占比爭議被淡化。

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### #10. [Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs](#10-rivian-pos-sharp-fall-in-quarterly-deliv)
1. **市場反應差異**  
   -