美股投资网
@TradesMax · YouTube · ZH
- Subscribers
- 132K
- Win rate
- 26.7%
- vs S&P 500
- -21.7%
- Calls scored
- 15
Simulated from public calls, 3M
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On record
254 public stock calls from 美股投资网 on YouTube, each linked to the video or post it came from. In the last 3 months, 39 calls: 24 bullish, 15 bearish. By stock: bullish only on NVDA, MU, AMZN; bearish only on CRWV, ORCL, INTC; both ways on NBIS, META. Latest: bearish on NBIS (2026-11-13).
Most calledNBISCRWVNVDA
Opinion overview
2026-11-08 – 2026-11-14
第一層最容易受到資金衝擊的是NBIS CRWV這類新興AI雲廠商，它們和英偉達最大的區別是，英偉達賣晶片、擁有CUDA生態和強大定價能力。
微軟、谷歌、亞馬遜和Meta的AI資本開支沒停，英偉達下一代產品的統治力沒變，股價卻已經提前把最壞的恐慌定價進去了，所以可以分批建倉。
只要11月18日國會的閉門簡報把調查範圍限定在“內部申報流程與客戶合規審查”，而不是系統性的違法外泄，那麼這顆被空頭人為吹大的炸彈就會當場失效，隨之而來的必然是做空資金的踩踏式回補。
Simulated performance
Simulation
Strategy
Period
- Return
- -24.0%
- Excess vs SPY
- -21.7%
- Sharpe
- -1.71
- Max drawdown
- -34.1%
- Win rate
- 26.7%
- Samples
- 15
Beta2.91
Sharpe-1.71
MDD34.1%
Volatility53.0%
Win rate26.7%
Positive bias87.3%
Backtest performance
Conviction-weighted · 3M
Simulated cumulative return with the stocks the influencer discussed
- Positive
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Nov 14, 2026, 2:35 AM UTC · Not counted (no prices): CRCL, CRWV, FLY
Historical tickers
Biggest winners and losers
Conviction-weighted · last 3 months
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Portfolio
Current holdings
Conviction-weighted
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FAQ
Common questions
What stocks does 美股投资网 talk about most?
In the last 3 months, 美股投资网 talks most about NBIS (Nebius Group N.V., 5 calls: 3 bullish, 2 bearish), CRWV (CoreWeave, Inc., 4 calls: 0 bullish, 4 bearish), NVDA (NVIDIA, 3 calls: 3 bullish, 0 bearish), ORCL (Oracle Corporation, 2 calls: 0 bullish, 2 bearish), INTC (Intel, 2 calls: 0 bullish, 2 bearish).
Is 美股投资网 bullish or bearish lately?
In the last 3 months, 24 of 美股投资网's 39 stock calls were bullish and 15 bearish.
What does 美股投资网 think of NBIS (Nebius Group N.V.)?
In the last 3 months, 美股投资网 made 5 calls: 3 bullish, 2 bearish on NBIS; the latest, on 2026-11-13, was bearish. In their words: “第一層最容易受到資金衝擊的是NBIS CRWV這類新興AI雲廠商，它們和英偉達最大的區別是，英偉達賣晶片、擁有CUDA生態和強大定價能力。”
What does 美股投资网 think of CRWV (CoreWeave, Inc.)?
In the last 3 months, 美股投资网 made 4 calls: 0 bullish, 4 bearish on CRWV; the latest, on 2026-11-13, was bearish. In their words: “第一層最容易受到資金衝擊的是NBIS CRWV這類新興AI雲廠商，它們和英偉達最大的區別是，英偉達賣晶片、擁有CUDA生態和強大定價能力。”
What does 美股投资网 think of NVDA (NVIDIA)?
In the last 3 months, 美股投资网 made 3 calls: 3 bullish, 0 bearish on NVDA; the latest, on 2026-11-13, was bullish. In their words: “微軟、谷歌、亞馬遜和Meta的AI資本開支沒停，英偉達下一代產品的統治力沒變，股價卻已經提前把最壞的恐慌定價進去了，所以可以分批建倉。”
How many of 美股投资网's calls are tracked?
254 public stock calls from 美股投资网 on YouTube are on record, the latest from 2026-11-13, each linked to the original post or video.
Where do 美股投资网's calls come from?
From 美股投资网's public videos or posts on YouTube. Each call is extracted with the stock, the bullish or bearish view and the horizon, and kept with a link to its source so it can be checked.
How does Opinion Alpha present 美股投资网's calls?
Every call is placed on the stock's price chart on the day it was made and can be filtered by stock, direction and horizon. Public opinions only, not investment advice.