$TE · 海外大V持仓追踪

$TE 现在是什么情况？

最近有人说了 $TE 什么？

下面是最近 8 条提及 $TE 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-07-31看空原文
  @Schulz_Research Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memory concentration but energy/grid from $BE, $TE, or neoclouds like $SHAZ / $IREN but I'd expect them to outperform given compute/capacity shortages.
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• 2026-05-20看空原文
  Yeah I'm not sure all the shorts on $TE is a good idea... When the OpenAI runway model likely has enough to buy the entire company. That being said: Anyone remember I predicted Faker to win worlds, and they actually did? https://t.co/F9ugI8M2Vb
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• 2026-02-26中性原文
  @RancicYaro4064 I’m glad a lot of people from $RDDT found me here! It’s been fun posting $TE and $ETH meme ta posts on there. Just got too much negativity from my $AXTI post which ended up tripling so haven’t really posted since lol
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• 2026-02-20中性原文
  I don't do your hold for dear life strategy with a few individual stocks and hedge along the way. I personally hedge by shifting portfolio concentration by doing sector rotation. For example Iran/US tensions $CVX / $XLE and likely defense goes up, trim other weightings. These are natural hedges rather than puts, and as long as more things go green then red, it's effective. Post-greenland peace deal for example -> trim $OSS and related sector correlation to military. Post Google capex -> up exposure to semi trade/photonics BOM. I think you focus more on small cap like $TE, $QS where my portfolio is split between semi supply chain bottlenecks + energy. Strategy would probably be a lot different, mine is extremely active management based on macro catalysts, supply chain mapping, and earning forecasts.
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• 2026-02-15看多原文
  OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.
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• 2026-01-05中性原文
  "FinX vs Wall Street" report This is FinX 15, a weighted port of the most popular names: 1. $ONDS +33.26% 2. $SKYT +27.46% 3. $TE +22.62% 4. $MU +13.98% 5. $ASTS +13.24% 6. $BMNR +12.24% 7. $IREN +11.19% 8. $CIFR +8.64% 9. $AXTI +7.56% 10. $KRKNF + 7.69% 11. $NBIS +5.93% 12. $POET +5.81% 13. $RKLB +2.67% 14. $HOOD -.31% 15. $ZETA -2.36% Here's how FinX did last week: FinX 15 Return (1-Week): 11.3% For the entire 2025 calendar year: - WallStreetBets = +76.00% - Bridgewater’s Pure Alpha II = +34% - ARKK Innovation ETF = +35.5% - Perishing Square = +25.3% - SPY Index = +17.72% - Poinpoint Multi-Strategy = +11.6% - - Berkshire Hathaway = +11.4% - Millennium Management = +10.5% - Citadel = +10.5% The Bottom Line: In just 5 trading days, the FinX community beat Citadel’s entire year. We are officially smoking the institutions entering 2026
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• 2025-12-20中性原文
  @goatyishere @PolymarketMoney Being a cheat code for esports is just a side quest for me when I trade stocks like $TE. I knew t1 would win during group stages. There’s just some things written in the stars, $15->$3.2m is easy! https://t.co/DLAZnalCRM
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• 2025-12-20中性原文
  So for a “safer” 10x. I’d say $RKLB and $NBIS next 5 years. I could definitely see Rocketlab at $300B valuation and Nebius at $200B one day. The chance of a 10x increases the smaller marketcap they are (eg. Sub $2B), and it’s obviously much harder for companies like $HOOD to double in a year. But for smaller caps, $AAOI, $WLAC, and $TE are those types of moonshots I like to dabble in.
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