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Recent Episodes
【EN】The AI Era's Leveraged Ticket: My 2-Year QQQ LEAP Call Experiment
🎧 Listener’s GuideDate: March 13, 2026 | Read [Full Article]Description:As the retail market obsesses over the get-rich-quick allure of leveraged ETFs, is your understanding of the market just…
【CN】买入 AI 时代的“杠杆船票”：我的 QQQ 两年期实盘推演
🎧 听众导读日期: March 13, 2026 | 阅读 [全文链接]当全网陷入“买期权一夜暴富”的流量狂欢，你的认知是跟风加杠杆的“燃料”，还是拆解底层风控逻辑的“手术刀”？在本期深度解读中，我们将逐层剥开 AI 时代财富重分配背后的杠杆真相。这份记录拒绝将纳斯达克…
【EN】The “OpenClaw” Frenzy: Everyone’s Rushing to Hire AI Agents, But Who is Really Profiting?
🎧 Listener’s GuideDate: March 11, 2026 | Read [Full Article]Description:As the internet obsesses over “raising lobsters” (the OpenClaw agent), is your understanding of the AI landscape just…
【CN】全网爆火的“养龙虾”：都在抢着让 AI 替自己打工，谁在背后闷声发大财？
🎧 听众导读日期: March 11, 2026 | 阅读 [全文链接]当全网陷入“养龙虾”（OpenClaw）的流量狂欢，你的认知是跟风炒作的“放大器”，还是拆解底层算力逻辑的“手术刀”？在本期深度解读中，我们将逐层剥开 AI 智能体（AI…
【EN】The Price of Panic: 1.23% Implied Growth & 24% Margin of Safety—Why UNH is Cheaper Now Than the CEO's Buy-In Price
🎧 Listener’s GuideDate: March 11, 2026 | Read [Full Article Link]Description:Is your valuation model a crystal ball for the future, or a scalpel for dissecting the present?In this deep-dive episode,…
【CN】恐慌的代价：1.23% 隐含增长与 24% 安全边际，现在的 UNH 为何比 CEO 抄底时更便宜？
🎧 听众导读日期: March 11, 2026 | 阅读 [全文链接]当市场的暴跌警报拉响，你的估值模型是预言未来的“水晶球”，还是拆解当下恐慌的“手术刀”？在本期深度解读中，我们将逐层拆解全美医疗基建底座——联合健康 (UNH) 的暴跌迷局。这份记录拒绝将市场视为充满情绪噪音的赌场，而是将其视为一个充满错杀机会的“法证审计现场”。在这里，我们不妄图扮演先知去预测 Medicare…
【EN】Decoding Expectations Investing: Why I Confidently Load Up on AMZN and TSLA During Market Crashes
🎧 Listener’s GuideDate: March 7, 2026 | Read [Full Article Link]Description:Is your valuation model a crystal ball for the future, or a scalpel for dissecting the present?In this deep-dive episode,…
【CN】读懂《预期投资》：为什么我敢在暴跌时，重仓去接 AMZN 和 TSLA？
🎧 听众导读日期: March 15, 2026 | 阅读 [全文链接]你的估值模型是预言未来的“水晶球”，还是拆解当下恐慌的“手术刀”？在本期深度解读中，我们将逐层拆解经典巨著《预期投资》的核心——“逆向 DCF…
【EN】The "Profit Formula": How to Trade Like an Insurance Company (Not a Gambler)
🎧 Listener’s GuideDate: February 15, 2026 | Read Full ArticleDescription:Is your portfolio built for a sunny day, or is it built to survive a hurricane?In this deep-dive episode (17 min), we dissect…
【CN】像保险公司一样赚钱：揭秘华尔街“不赌涨跌”的【盈利公式】
🎧 听众导读日期: February 15, 2026 | 阅读 全文你的投资组合是为晴天设计的，还是为风暴准备的？在本期长达 20 分钟 的深度解读中，我们将逐层拆解《DoctorX.AI 2026 投资协议》的核心——“XSP…
【CN】把期权变成手术刀：DoctorX 的反脆弱财富保全术
🎧 听众导读日期: February 9, 2026 | 阅读 全文你的投资组合是为晴天设计的，还是为风暴准备的？在本期长达 16 分钟的深度解读中，我们将逐层拆解《DoctorX.AI 2026 投资协议》。这份备忘录的作者拥有独特的“医生+EMBA”双重背景，他拒绝将市场视为赌场，而是将其视为一个精密的手术室——在这里，风险控制就是他手中的手术刀。本期音频精彩看点：* 💉 交易即手术…
【EN】Cash as Shield, Panic as Friend: The DoctorX Anti-Fragile Options Protocol
🎧 Listener’s GuideDate: February 9, 2026 | Read Full ArticleDescription:Is your portfolio built for a sunny day, or is it built to survive a hurricane?In this deep-dive episode (15 min), we dissect…
【EN】Mag 7 Safe Haven: X-Raying Institutional Defense Lines
🎧 Listener’s GuideDate: February 9, 2026 | Read Full ArticleOverviewWhy do retail investors consistently buy the top and panic-sell the bottom? Because they are treating the market like a casino,…
【CN】机构的底牌：透视期权数据背后的 1.8 万张防线
🎧 听众导读日期: February 9, 2026 | 阅读 全文在 Mag 7 科技巨头的宏大博弈中，散户常常陷入“追涨杀跌”的死循环。本期 17 分钟的深度研讨不谈 K 线，不聊新闻，而是带您像医生看 X 光片一样，通过“期权数据 (Options Data)”透视市场的骨骼结构。我们将揭示机构投资者如何在 NVDA 150 美元、SPY 800…
【EN】The $185B Bet: Is Alphabet the Ultimate AI Infrastructure Tax Collector?
In this episode, we break down Alphabet’s massive metamorphosis:* The Hegemony: How Google Cloud’s 31.6% operating margin signals a shift from “Digital Landlord” to “AI Tax Collector.”* The Gamble:…
【CN】AI 统治力的代价：为何 Alphabet 1800亿的资本开支是估值的十字路口
Alphabet 营收首破 4000 亿，但 1800 亿的资本开支却引发市场震荡。本期音频深入拆解：* 算力霸权： 谷歌云如何实现 31.6% 的利润率质变？* 1800亿豪赌： 为什么这是创始人意志对华尔街短期压力的绝对胜利？* 操盘逻辑： 面对 $271 的内在价值与 $333 的现价，如何利用期权 Sell Put 策略进行博弈？ Get full access to…
【EN】The Art of Selling Puts: Turning Market Patience into 25% Yield
Episode Overview: Why do most investors fail at options? They gamble on direction. At DoctorX.AI, we harvest volatility. In this episode, we dissect a disciplined, data-driven system to transform…
【CN】Sell Put：把耐心变成现金流的艺术 | DoctorX 投资实战录
【本期摘要】真正的投资不应是赌博，而应是一场精密的“手术”。在本期节目中，原医疗从业者、资深价值投资者 DoctorX 将深度解析一套将 Buffett 价值哲学与期权统计学完美结合的实战系统。我们不预测涨跌，我们只通过“卖出波动率”来经营概率。【你将听到】* 逻辑底座：为何“商业模式质量”是所有期权操作的唯一前提？* 避坑指南：从 MSFT 财报大跌中总结出的“不在财报前加仓”钢铁纪律。*…
【EN】Don’t Buy a Single Share Unless You’re Willing to Buy the Whole Company: Revisiting Duan Yongping’s “Benfen” Wisdom
Episode AbstractIn this 15:27 deep-dive, we strip away the market hysteria of 2026 to revisit a timeless 2007 interview with Duan Yongping. Often called the “Chinese Warren Buffett,” Duan’s…
【中文】如果你没打算买下整家公司，就一股也别买：重温段永平的“本分”智慧
穿越 19 年的常识，依然振聋发聩最近，我重新观看了段永平 2007 年做客《波士堂》的访谈。虽然那是 19 年前的影像，但他在镜头前展现出的那种极度理性、回归常识的智慧，即便在 AI 驱动的 2026 年，依然是投资者最宝贵的“避雷指南”。作为一名长期坚持“Quality First（质量第一）”的投资者，我发现段永平所说的“本分”，本质上就是对商业模式质量的极致追求。在这场 16 分钟…
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DoctorX.AI has published 39 episodes since May 2025, covering topics in Business, Technology.
DoctorX.AI is currently dormant with new episodes daily. Average episode length is 16m.
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