剑王看看， 他说得对吗，我看是减少了？$721M 怎么来的？

Ray Dalio's Bridgewater just went huge on AI infra in Q4: $NVDA +54% ramp (3.87M shares → ~$721M, #1 single stock, only behind massive SPY & IVV ETFs) $ORCL exploded +361% (now 1.87M shares → ~$365M) pic.twitter.com/egLOnHJKnu

— The AI Investor (@The_AI_Investor) February 16, 2026

所有跟帖： 

• 不太清楚 -越王剑- ♂ (63 bytes) () 02/16/2026 postreply 13:41:02

• X 上很多人都说增加了，如这位： -chyang98- ♂ (864 bytes) () 02/16/2026 postreply 14:06:41

• 极有可能，这些人经常是说一套做一套 -越王剑- ♂ (0 bytes) () 02/16/2026 postreply 14:54:34

• 当然是布局了，说了你们不信 :-p -bogbog- ♀ (0 bytes) () 02/16/2026 postreply 16:37:35