茄利略・CUP
已發布股票排行榜快照
茄利略・CUP: -104.89% · 36.7% 勝率 · 30 已計價倉位.
每筆紙上倉位百分比報酬率加總；不是組合回報。
2026-01-01 — 2026-10-28
快照儲存於:
快照只涵蓋股票。下方詳細紀錄包含 ETF 等所有已儲存資產類型，因此數字可能不同；持有看法亦可能沒有對應的紙上交易。
頻道完整紀錄
包含股票、ETF 等所有已儲存資產類型，依頻道完整紙上交易帳簿呈現。
茄利略・CUP 以下是按已儲存價格重算的今年至今數字。紙上倉位報酬率加總 -104.89%，勝率 36.7%，每筆平均 -3.50%，共 30 個標的。加總不是可投資的組合回報。
24
買入
0
增持
0
持有
0
中性
0
減持
6
賣出與看淡
0
已過期
0
本月改口
倉位報酬率加總
-104.89%
各紙上倉位報酬率加總，不是資金加權帳戶報酬
已實現回報
—
已平倉倉位報酬率加總
未實現回報
-104.89%
未平倉倉位報酬率加總
勝率
36.7%
獲利交易
未平倉
30
目前持有
已平倉
0
已完成交易
資產總數
30
曾交易的獨特資產
他們現在怎麼看
每個標的一筆最新看法，並對照此頻道先前影片。
ZS
Zscaler, Inc.
Speaker analyzes ZS as a key cybersecurity stock benefiting from AI ('riding the AI wave'), arguing AI is a major long-term positive catalyst for cybersecurity rather than a threat.
買入
新看法
最近一次2026-03-08
Speaker analyzes ZS as a key cybersecurity stock benefiting from AI ('riding the AI wave'), arguing AI is a major long-term positive catalyst for cybersecurity rather than a threat.
2026-03-08
+60.0%
買入
新看法
最近一次2026-03-08
Speaker analyzes PANW as a key cybersecurity stock benefiting from AI ('riding the AI wave'), arguing AI is a major long-term positive catalyst for cybersecurity rather than a threat.
2026-03-08
+141.1%
TYL
Tyler Technologies, Inc.
One of the 5 AI-immune stocks; government statutory systems provide defensive power and an AI-immovable franchise.
買入
新看法
最近一次2026-02-22
One of the 5 AI-immune stocks; government statutory systems provide defensive power and an AI-immovable franchise.
2026-02-22
+19.4%
PRGS
Progress Software Corporation
Grouped with small SaaS negative examples due to structural disadvantage in the AI era.
看淡
新看法
最近一次2026-02-22
Grouped with small SaaS negative examples due to structural disadvantage in the AI era.
2026-02-22
-12.2%
看淡
新看法
最近一次2026-02-22
Cited as a negative example (counterexample) due to self-cannibalization; per-seat SaaS pricing is being disrupted by AI.
2026-02-22
-31.9%
BR
Broadridge Financial Solutions, Inc.
One of the 5 AI-immune stocks; Wall Street's blame-shifting logic and legal responsibility support its defensive franchise.
買入
新看法
最近一次2026-02-22
One of the 5 AI-immune stocks; Wall Street's blame-shifting logic and legal responsibility support its defensive franchise.
2026-02-22
+1.3%
看淡
新看法
最近一次2026-02-22
Cited as being trapped in self-cannibalization alongside Salesforce; AI agents replace per-seat workloads.
2026-02-22
+2.5%
ALAB
Astera Labs, Inc.
This is not a regular correction, but a structural valuation massacre... Wasting ALAB's most profitable techniques. When a 'necessity' becomes an 'accessory,' retail investors clinging to old mindsets risk becoming cannon fodder for big players!
看淡
新看法
最近一次2026-01-31
This is not a regular correction, but a structural valuation massacre... Wasting ALAB's most profitable techniques. When a 'necessity' becomes an 'accessory,' retail investors clinging to old mindsets risk becoming cannon fodder for big players!
2026-01-31
-90.3%
UUUU
Energy Fuels Inc.
Named as a 'resource section' key mineral warfare beneficiary, with uranium and key minerals having defense strategic value.
買入
新看法
最近一次2026-01-25
Named as a 'resource section' key mineral warfare beneficiary, with uranium and key minerals having defense strategic value.
2026-01-25
-64.7%
TMQ
Trilogy Metals Inc.
Named as a 'resource section' key mineral warfare beneficiary, with metal resources part of the defense upgrade supply chain.
買入
新看法
最近一次2026-01-25
Named as a 'resource section' key mineral warfare beneficiary, with metal resources part of the defense upgrade supply chain.
2026-01-25
-65.6%
RKLB
Rocket Lab Corporation
Named as a space sector beneficiary with Tactical Responsive capabilities, challenging SpaceX's monopoly.
買入
新看法
最近一次2026-01-25
Named as a space sector beneficiary with Tactical Responsive capabilities, challenging SpaceX's monopoly.
2026-01-25
-27.6%
RDW
Redwire Corporation
Named as a space sector beneficiary with VLEO (Very Low Earth Orbit) capabilities, representing new warfare infrastructure.
買入
新看法
最近一次2026-01-25
Named as a space sector beneficiary with VLEO (Very Low Earth Orbit) capabilities, representing new warfare infrastructure.
2026-01-25
-18.9%
PPTA
Perpetua Resources Corp.
Named as a 'resource section' key mineral warfare beneficiary, with strategic mineral supply chains critical to defense.
買入
新看法
最近一次2026-01-25
Named as a 'resource section' key mineral warfare beneficiary, with strategic mineral supply chains critical to defense.
2026-01-25
-44.6%
買入
新看法
最近一次2026-01-25
Named as a beneficiary of AI brain/Project Maven and edge computing, representing the core supply chain for 2026 algorithm warfare.
2026-01-25
+19.3%
PL
Planet Labs PBC
Described as the 'all-seeing eyes' providing global, no-dead-angle CCTV-style satellite surveillance capabilities, serving as the military space eyes supply chain.
買入
新看法
最近一次2026-01-25
Described as the 'all-seeing eyes' providing global, no-dead-angle CCTV-style satellite surveillance capabilities, serving as the military space eyes supply chain.
2026-01-25
-44.0%
ONDS
Ondas Inc.
Named as a 'defense section' beneficiary, with drone hunting nets addressing future drone threats and defense needs.
買入
新看法
最近一次2026-01-25
Named as a 'defense section' beneficiary, with drone hunting nets addressing future drone threats and defense needs.
2026-01-25
-40.4%
MP
MP Materials Corp.
Named as a 'resource section' key mineral warfare beneficiary, with rare earth supply chains holding strategic value.
買入
新看法
最近一次2026-01-25
Named as a 'resource section' key mineral warfare beneficiary, with rare earth supply chains holding strategic value.
2026-01-25
-35.6%
LHX
L3Harris Technologies, Inc.
Named as a 'muscle section' beneficiary, with Viper Shield and missile engine supply chains as key to defense upgrades.
買入
新看法
最近一次2026-01-25
Named as a 'muscle section' beneficiary, with Viper Shield and missile engine supply chains as key to defense upgrades.
2026-01-25
-26.2%
LEU
Centrus Energy Corp.
Cited as a beneficiary in the energy sector, HALEU (high-enriched low-concentration uranium) supply is a key resource for nuclear energy and national defense.
買入
新看法
最近一次2026-01-25
Cited as a beneficiary in the energy sector, HALEU (high-enriched low-concentration uranium) supply is a key resource for nuclear energy and national defense.
2026-01-25
-61.2%
KTOS
Kratos Defense & Security Solutions, Inc.
Named as a 'muscle section' beneficiary, with Valkyrie Loyal Wingman loyal wingman tactics as the core of future unmanned combat.
買入
新看法
最近一次2026-01-25
Named as a 'muscle section' beneficiary, with Valkyrie Loyal Wingman loyal wingman tactics as the core of future unmanned combat.
2026-01-25
-62.9%
CRML
Critical Metals Corp.
Named as a 'resource section' key mineral warfare beneficiary, with key metals being a crucial part of the defense supply chain.
買入
新看法
最近一次2026-01-25
Named as a 'resource section' key mineral warfare beneficiary, with key metals being a crucial part of the defense supply chain.
2026-01-25
-55.6%
BWXT
BWX Technologies, Inc.
Named as an 'energy section' beneficiary, with nuclear micro-reactors as military energy solutions, benefiting from defense upgrades.
買入
新看法
最近一次2026-01-25
Named as an 'energy section' beneficiary, with nuclear micro-reactors as military energy solutions, benefiting from defense upgrades.
2026-01-25
-34.6%
BBAI
BigBear.ai Holdings, Inc.
Named as a beneficiary of AI brain/edge computing, benefiting from the introduction of LLMs and algorithm warfare in defense systems.
買入
新看法
最近一次2026-01-25
Named as a beneficiary of AI brain/edge computing, benefiting from the introduction of LLMs and algorithm warfare in defense systems.
2026-01-25
-58.9%
TXG
10x Genomics, Inc.
Chapter labels TXG as 'real pick-and-shovel player' with 'high-definition map', indicating it is a real pick-and-shovel winner in biotech.
買入
新看法
最近一次2026-01-08
Chapter labels TXG as 'real pick-and-shovel player' with 'high-definition map', indicating it is a real pick-and-shovel winner in biotech.
2026-01-08
+304.5%
TEM
Tempus AI, Inc.
Title warns that following Pelosi to buy Tempus could 'lose at any time'; chapter describes TEM as a 'mechanical Turkish scam' and 'high-risk, enter with caution', i.e. a scam/avoid call.
看淡
新看法
最近一次2026-01-08
Title warns that following Pelosi to buy Tempus could 'lose at any time'; chapter describes TEM as a 'mechanical Turkish scam' and 'high-risk, enter with caution', i.e. a scam/avoid call.
2026-01-08
-5.5%
SDGR
Schrödinger, Inc.
Description says former king Schrödinger 'became a tear of the times' and chapter asks why it became Kodak, implying the company is obsolete/declining.
看淡
新看法
最近一次2026-01-08
Description says former king Schrödinger 'became a tear of the times' and chapter asks why it became Kodak, implying the company is obsolete/declining.
2026-01-08
-43.6%
GH
Guardant Health, Inc.
Chapter calls GH 'leading liquid biopsy' with a 'data mine', presenting it as a leading liquid-biopsy data play.
買入
新看法
最近一次2026-01-08
Chapter calls GH 'leading liquid biopsy' with a 'data mine', presenting it as a leading liquid-biopsy data play.
2026-01-08
+63.8%
顯示 30 / 30 檔 · 持有與中性即使沒有模擬倉位也會留在此看板 · 依最近一次排序 ↓