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AlphaGBM

@AlphaGBM
alohaGBM.com
Joined December 2021
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Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)Photo by AlphaGBM (@AlphaGBM)
We just released 15 free AI Skills for options & stock analysis 🧠 Works with Claude Code, openclaw and any AI agent. → Options strategies with exact P&L → IV rank, vol surface, Greeks → Earnings crush probability No API key needed to start. ⭐ github.com/alphagbm/skills
GitHub - AlphaGBM/skills: Bring realtime market data and research workflows into Claude Code,...

GitHub - AlphaGBM/skills: Bring realtime market data and research workflows into Claude Code,...

Bring realtime market data and research workflows into Claude Code, Cursor & beyond — 29 open-source Skills for stocks, options and commodities. - AlphaGBM/skills

github.com
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科技股大跌，AI行情结束了吗？ 十月最后一个交易日，纳指跌近3%，英特尔单日跌近三成 市场对科技公司的盈利要求提高了：订单能不能兑现，利润跟不跟得上，现金流有没有改善 科技有未来，但也要看公司能赚多少钱，以及你付了什么价格 #AI #nasdaq
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SpaceX，业绩报告太牛逼，吓得腿都软了。最终利润预期15.7亿美元→实际44亿美元。市场预期的约2.8倍！ 啥？已经赚这么多啦？火箭？星链？想着看了下财报，销售额第一的居然都不是。靠哪个业务赚这么多？↓
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销售额也大幅超过预期。预期127.2亿美元 → 实际145.8亿美元。约15%超预期！而且同比+161%。2.6倍！ 什么卖得那么好？按业务分部看销售额， ①AI → 75.6亿美元 ②星链等通信 → 52.5亿美元 ③火箭·航天 → 17.7亿美元 ⬇️
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Memory Stayed Weak. Our Directional Call Came Late. | Weekly Signal Review, Oct 12–16 alphagbm.substack.com/p/memo…
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9.29半导体跨市场追踪：
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9.28半导体跨市场追踪
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One Agent for All Markets 🔍AlphaGBM
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9.26 半导体跨市场追踪
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9.25半导体跨市场追踪：
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9.24 半导体跨市场跟踪：
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9.21 半导体跨市场追踪：
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9.17跨市场半导体追踪：
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9.16跨市场半导体追踪：
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9.15 跨市场半导体追踪：
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9.14 跨市场半导体市场追踪：
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今年二级投资胜率和迄今回报⬇️
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8.24 海力士回购
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