Pierre Ferragu 在 X 说什么、押什么
持续盯他的公开发声，合成一条按时间倒序、可一直刷的中文速递流——每条提炼判断、挂相关标的、留原帖出处。有标的的点进去看他对这只票的独特读法。
A
6💬观点 Happy birthday America, from beautiful Brittany! 07-04
💬观点 Profound first sentence. Satya has the most audible, credible, coherent messaging about how AI impacts works. 07-02
Profound first sentence. Satya has the most audible, credible, coherent messaging about how AI impacts works.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 → 
TTSLA 他认为特斯拉2026年二季度交付中，美国市场已恢复并超预期，可能出现FSD驱动的拐点早期迹象。 07-02
💬观点 This is the key. Everybody asks what is the best chip. It is the wrong question. The right one is: who uses their chip the best. Reason why TPU has near 100% share at Google and Nvidia the same elsewhere. 06-30
This is the key. Everybody asks what is the best chip. It is the wrong question. The right one is: who uses their chip the best. Reason why TPU has near 100% share at Google and Nvidia the same elsewhere.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 → 
RRKLB 他认为Rocket Lab收购Iridium会加速全栈航天布局，并进一步降低SpaceX反垄断风险。 06-29
TTSLA 他预计Tesla二季度交付在中国跑赢、欧洲恢复、美国趋稳，整体交付态势改善。 06-29
💬观点 他提出数据中心是否能飞行或漂浮，关注AI算力基础设施的新部署形态。 06-29
💬观点 Guernsey Marina, Monday morning. Starlink connections showing up all around. Looking at Starlink’s potential as a replacement to home broadband is one thing, but I think greenfield use cases like boating, trucks, campers, cars easily doubles the opportunity. 06-29
Guernsey Marina, Monday morning. Starlink connections showing up all around. Looking at Starlink’s potential as a replacement to home broadband is one thing, but I think greenfield use cases like boating, trucks, campers, cars easily doubles the opportunity.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 他判断Sunonwealth风扇仍然重要，说明AI硬件散热环节并未被边缘化。 06-28
💬观点 他指出Ushio的EMIB-T订单正在积累，相关生产节奏预计落在2028年。 06-26
💬观点 It is indeed Satisfaction = Reality - Expectations. Best applies to entrepreneurship and the greatest Entrpreneur of all times: Bet against the odds, and (rationally) assume you will fail. Guaranteed exhilarating time in which you’ll give your best. Enjoy and have fun. 06-26
It is indeed Satisfaction = Reality - Expectations. Best applies to entrepreneurship and the greatest Entrpreneur of all times: Bet against the odds, and (rationally) assume you will fail. Guaranteed exhilarating time in which you’ll give your best. Enjoy and have fun.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 → 
AARM 研究流持续出现Tech Infrastructure Bible、Arm、Besi和Starlink主题。 06-25
研究流持续出现Tech Infrastructure Bible、Arm、Besi和Starlink主题。
短摘可能上下文缺失·以原文为准 原文链接 ↗
BBESI
SSATS 💬 还想深入？和 AI 接着聊这条 → 
NNVDA Nvidia公司页用于核对评级换挡和Blackwell/Rubin产品周期。 06-25
TTSLA Tesla公开活动是跟踪其FSD、Robotaxi和硬件代际框架的入口。 06-25
AASML ASML跟踪要同时看订单、WFE和AI资本开支，不能只看长期EUV需求。 06-25
AAI 目标价和评级属于卖方语境，本站只呈现来源与验证条件。 06-25
💬观点 Most important equation in life: S = R - E Who knows what it represents? 06-25
Most important equation in life: S = R - E Who knows what it represents?
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 The party that nominated her as its presidential candidate is broken, period. 06-22
The party that nominated her as its presidential candidate is broken, period.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 Sadly true. Protect yourself well, Elon, please. 06-19
💬观点 Carlson is a horrible dangerous jerk. Beware. 06-19
XXAI Grok事实核验与误判风险并存，他把X内AI助手当研究工具·2188 06-17
XXAI 前沿模型可能寡头化但不一家独大，xAI仍是追赶变量·7865 06-17
NNVDA token被他类比新晶体管，AI效率提升继续拉动硅需求·4575 06-17
AAI AI提高劳动与知识工作效率，需求扩张比岗位替代更关键·6946 06-16
💬观点 Let’s do it. Who is in? 06-16
💬观点 😂 06-15
💬观点 Thoughtful. Aligns with what we do at New Street, developing and using our own agent, Ezra. It is not Ezra learning from what we do and doing stuff in our place. It is us working with Ezra, learning from Ezra and Ezra learning from us, the latter two continuously. 06-14
Thoughtful. Aligns with what we do at New Street, developing and using our own agent, Ezra. It is not Ezra learning from what we do and doing stuff in our place. It is us working with Ezra, learning from Ezra and Ezra learning from us, the latter two continuously.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 Sadly true. 06-14
💬观点 ❤️❤️ happy Sunday to all. 06-14
💬观点 Can you imagine Bernie Sanders’ wealth is closer to Bezos’ than Bezos’ is to Elon’s? Let that sink in. Bernie is in the wrong cluster. 06-13
Can you imagine Bernie Sanders’ wealth is closer to Bezos’ than Bezos’ is to Elon’s? Let that sink in. Bernie is in the wrong cluster.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 I so much love this video. 06-13
💬观点 “And beyond”. If your bull case is about Mars, you don’t get it. This is all about beyond Mars. 06-12
“And beyond”. If your bull case is about Mars, you don’t get it. This is all about beyond Mars.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 → AAI 轨道数据中心要用功率、散热和太阳能回本周期拆解·6928 06-11
💬观点 😂😂 06-11
💬观点 ❤️🥹❤️ 06-10
💬观点 Starship发射节奏被他视为太空基础设施创新速度计·6051 06-09
💬观点 # of people without any sense of sarcasm in decline but still material. Some really good responses 😂. 06-04
# of people without any sense of sarcasm in decline but still material. Some really good responses 😂.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 😂 06-02
💬观点 Horrific chart. Dems stopped being proud of America during Trump’s first term; Republicans didn’t budge through Biden’s. Polarization and suicidal hate unambiguously comes from one side. Teach your children to be proud of being American. 06-02
Horrific chart. Dems stopped being proud of America during Trump’s first term; Republicans didn’t budge through Biden’s. Polarization and suicidal hate unambiguously comes from one side. Teach your children to be proud of being American.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 → SSATS Starlink体验和直连手机让卫星网络进入电信主航道·2969 05-30
💬观点 Yes 05-30
💬观点 You may not share the views of Dries, or even not like him. But don’t ignore this: he is sentenced to prison for expressing scientific evidences, as disturbing as they may be. If we let it happen, we are accomplices. This is the way totalitarian regimes emerge. 05-27
You may not share the views of Dries, or even not like him. But don’t ignore this: he is sentenced to prison for expressing scientific evidences, as disturbing as they may be. If we let it happen, we are accomplices. This is the way totalitarian regimes emerge.
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 👍 05-25
💬观点 🫡🫡🫡 05-22
💬观点 Just saying… keep an eye on this… 05-18
💬观点 I appreciate that v14.3.2 let me nap in slow safe traffic. Do you experience the same? 05-17
I appreciate that v14.3.2 let me nap in slow safe traffic. Do you experience the same?
短摘可能上下文缺失·以原文为准 原文链接 ↗
💬 还想深入？和 AI 接着聊这条 →💬观点 This is my Elon! 👊 05-15
SSATS EchoStar覆盖显示他把频谱和卫星通信纳入科技基础设施同一框架。 05-13
💬观点 New Street Research initiated on Space tonight. 05-13
💬观点 算力所有权比租用更值钱，SpaceX可向AI基础设施延伸·9820 05-09
TTSLA FSD和Robotaxi判断转向任务交付、利润乘数和体验验证·8048 05-02
TTSLA Tesla讨论围绕硬件代际、自动驾驶体验和平台利润重估·3295 04-27
NNVDA Nvidia入最佳想法来自Blackwell和Rubin周期，不是泛泛押AI热度。 03-19
TTSLA CES系列判断把自动驾驶竞争量化为硬件代际滞后，而非口号比较。 01-06
M AASML ASML降级承认AI长期强，但认为设备链处在较差周期赔率窗口。 10-06
XXAI xAI与X合并观点带个人投资冲突，价值判断必须降低权重。 03-29
NNVDA 8月股灾后迅速升回Nvidia，说明他能在价格变化后快速修正判断。 08-06
NNVDA Benzinga转述Nvidia降级，关键词是首次怀疑其不能继续超预期。 07-06
NNVDA 2024年Nvidia降级不是看空AI，而是认为超预期空间被价格提前吃掉。 07-05
NNVDA 他在CNBC解释Nvidia降级，核心是需求正常化和价格已满的组合。 07-05
NNVDA Yahoo/Bloomberg口径强调fully valued，说明问题在预期差而非需求崩塌。 07-05
XXAI 他看好Grok最终胜出时，需同时标注分发优势和个人偏见。 06-01
NNVDA 2023年Nvidia转多成为代表作，核心是AI算力需求进入可兑现阶段。 02-23
TTSLA Tesla再降级强调获利了结，但长期电动车平台判断仍未完全转空。 12-09
NNVDA 2020年Nvidia看空是其估值纪律失手案例，AI上修周期会惩罚早下车。 10-15
TTSLA Tesla回调后重新转多，说明他把评级当价格函数而非身份标签。 10-07
TTSLA Tesla暴涨后转中性体现估值纪律，不把长期信仰等同当下赔率。 02-05
TTSLA 2018年Tesla逆势初覆盖，核心是工程代差和资本效率被市场误读。 05-11
TTSLA Barron转引说明他把市场对Musk的误读归因于不懂技术和组织。 05-11
NNVDA New Street为他设立全球科技基础设施研究，覆盖通信、网络和半导体设备。 04-18
免费看了最新 5 条。他累计 186 条观点的完整中文速递、每只票的个体视角研报、思想体系与课程 —— 单人通一次全解锁。
- 📡 全部 186 条观点中文速递 · 每日盯更
- 🎯 每只 AI 标的的个体视角研报（他怎么看这只票）
- 🧠 思想体系 + 方法论课程 · 学会他的打法