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博主互动，无实质内容
@hummingbirdcap1 💡🚀🌝🎉
英文原文
@hummingbirdcap1 💡🚀🌝🎉
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看好MRVL因绑定MSFT ASIC及光子学，但个人因放量推迟暂不持仓。
完全同意。我确实看好 $MRVL。他们与 $MSFT 的专用集成电路(ASIC) 放量紧密绑定，并且正如你提到的，在 Celestial 之后涉足光子学等许多热门领域。去年有报道称 Maia 200 推迟了约 6 个月。我目前并未持有 $MRVL，因为我个人正在等待 H2（这只是我个人的看法），因为财务放量要等到今年晚些时候才进入 2027 年。
英文原文
Absolutely. I do like $MRVL. They're especially tethered to $MSFT ASIC ramp and seem to be touching upon a lot of hot areas like photonics like you mentioned after Celestial. There were reports last year that Maia 200 was pushed back by about 6 months. I don't have $MRVL right now, since I'm personally waiting for H2 (thats just me), since financial ramp starts later this year into 2027.
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回应质疑，分享AXTI股价大涨验证其上游瓶颈研究逻辑。
谢谢！我记得曾看到很多评论说 $AXTI 是“骗局股”之类的，因为其市值较小。但许多瓶颈隐藏在上游深处。我曾为许多风险投资机构(VC)做尽职调查(DD)，因此习惯于研究这类小盘股及其财务报表。我并非事事正确，但很高兴 $AXTI 前景看好，且我的投资论点已反映在股价60%以上的涨幅中。
英文原文
Thank you! I remember seeing a lot of comments that stuff like $AXTI was "scam stock", etc. bc of the market cap. But a lot of bottlenecks are hidden deep upstream. I used to do DD for a lot of VC, so I'm used to looking into smaller stocks + financials like these. I don't get everything right, but glad $AXTI is looking promising + my thesis so far is reflected in the 60%+ stock price increase.
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AXTI因InP供应链瓶颈逻辑6周涨60%，成AI光子学关键瓶颈标的。
自我发布关于 $AXTI 的初始帖子以来，已经过去了6周。 它的股价又上涨了60%。 几乎没有人在这上面讨论这只市值仅7亿美元的小盘股。 尤其是从磷化铟(InP)供应链与光子学的角度。 现在它已成为一家14亿美元的公司，进入了机构和政府的视野。 在此期间： - 中国出口管制禁止了其竞争对手的前体材料 - 7N级磷化铟(InP)价格周周创历史新高 - 他们从Northland筹集了1亿美元以翻倍产能 - $LITE 业绩大超预期，预计光学需求将超过供应 - 所有超大规模云服务商(Hyperscaler)的资本支出均超出预期 - 特朗普签署行政令，从美国境内的外国拥有公司手中接管磷化铟(InP)供应链。 这6周里，我预计光子学在未来两年及以后将增长最快。 每只股票都有波动性（这只股票每天上下波动20%+），所以在入场交易前，重要的是建立你自己的信念。 但 $AXTI 是我从7亿美元微小市值开始的最有趣的瓶颈多头标的之一。
英文原文
It’s been 6 weeks since I made the initial $AXTI post. It’s now up another 60%. Almost nobody talked about this tiny $700M stock on X. Especially not from angles of InP supply chains with photonics. And now it’s a $1.4B company on institution and gov radars. Since then: - China export control banned precursors to their competitors - 7n InP prices hit all time highs week after week - They raised $100M from Northland to double their capacity - $LITE blows out earnings with expectations of optical demand outstripping supply - Every hyperscaler blew out expectations of capex - Trump signed executive orders to seize InP supply chains from foreign owned companies in the US. It’s been 6 weeks. And I expect photonics to ramp up the most over the next two years onwards. Every stock has volatility (this one moves 20%+ up and down daily) so it’s important to develop conviction by yourself before entering a trade. But $AXTI is of my most interesting bottleneck longs starting from a tiny $700M MC.
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互动回复，无实质内容。
@gofallingknife 🎯
英文原文
@gofallingknife 🎯
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赞扬政治家独立思考，未受制药公司收买。
@RepLuna 很高兴看到有些政治家能够独立思考，且未收受制药公司的贿赂。
英文原文
@RepLuna Glad there’s some politicians out there that can think independently and aren’t paid off by pharma companies.
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讽刺监管时机，认为HIMS案实为保护大药企股东。
两年前，Solana 和加密资产被定性为“非法”，许多创始人因涉及“证券”交易而面临执法威胁甚至入狱风险。 在 $NVO 股价下跌 8% 之后，这一时机的出现真是令人啼笑皆非。 $HIMS 的案例看起来更像是以“安全”为由，保护大型制药公司的股东利益。
英文原文
Solana and crypto assets were “illegal” 2 years ago and many founders were threatened with enforcement + jail for dealing with “securities”. The timing of this after $NVO’s share price went down 8% is hilarious to watch. The $HIMS case looks more like protecting big pharma shareholders over “safety” reasons.
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类比监管打压，批评药企与银行游说扼杀创新。
这看起来为何与2022年Gary Gensler试图将$HOOD和Coinbase创始人送进监狱的情景如此相似？ $HIMS在4年后正在做创新的事情，而大型制药公司（Big Pharma）正在游说禁止它。 稳定币（Stablecoins）和银行目前的情况也是如此，在“清晰法案（Clarity Act）”下，以保护消费者免受稳定币收益风险为幌子。 到了这一步，当$NVO和摩根大通（JP Morgan）可以以“安全原因”游说这些政客时，美国的创新也就到此为止了。
英文原文
Why does this looks eerily similar to Gary Gensler trying to jail $HOOD and Coinbase founders back in 2022? $HIMS is doing something innovative now 4 years later and big pharma is lobbying to ban it. Same with Stablecoins and Banks right now with the “Clarity Act” under the guise of protecting consumers from the safety with stablecoin yields. At this point, so much for innovation in America when $NVO and JP Morgan can lobby these politicians for “safety reasons”.
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NBIS等公司持有的GPU资产升值，构成重大投资利好。
@jng500 有趣的是，现在连关于GPU折旧的争论都不存在了。 $NBIS、$CRWV 和 $IREN 持有的GPU实际上像投资品一样升值了…… 上个月H100价格上涨29%以上，A100价格上涨23%以上。 这是一个极其巨大的顺风利好。 https://t.co/2udzG1dYVW
英文原文
@jng500 It's funny how it wasn't even GPU depreciation arguments anymore. The GPUs $NBIS, $CRWV, and $IREN are sitting on have actually gone up in price like an investment... H100s went up 29%+ and A100% went up 23%+ last month. This is an incredible, incredible tailwind. https://t.co/2udzG1dYVW
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超大规模云厂商资本支出激增导致GPU供应紧张，利好新云服务商。
黄仁勋在CNBC表示：“六年前销售的GPU价格正在上涨。” GPU折旧曾是$NBIS、$IREN和$CRWV最大的担忧。 但现在，它们拥有： - 超大规模云厂商资本支出增加带来的顺风 - 全面的需求增长 - GPU折旧担忧缓解。 所有顺风同时利好新云服务商(Neoclouds)。 （引用内容：根据3Fourteen Research：2月份主要云服务的GPU可用性大幅下降。随着$META、$AMZN、$GOOGL大幅增加基础设施资本支出，主要赢家是新云服务商：$IREN、$NBIS和$CRWV是三家提供AI云服务的企业。随着Opus 4.6等新AI模型的推出，可能出现新一轮需求冲击。从B200等新一代到旧型号，需求全面增长。这是产能限制累积效应的可视化体现。）
英文原文
Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS, $IREN, and $CRWV. But now, they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation fears eased. Every tailwind just hit at once for Neoclouds.
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云厂商GPU供应紧缺，Neoclouds因需求冲击受益。
根据3Fourteen Research的数据：2月份主要云服务提供商的GPU可用性大幅下降。 与此同时，$META、$AMZN和$GOOGL大幅增加了基础设施资本支出。 主要的受益者是Neoclouds（新型云服务商）： $IREN、$NBIS和$CRWV是拥有AI云服务业务的三家。 随着Opus 4.6等新AI模型的发布，很可能出现了一波新的需求冲击。 这种需求增长是全方位的，涵盖了B200等新一代芯片以及旧型号。 这是产能限制累积效应的直观体现。
英文原文
According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META, $AMZN, $GOOGL have increased infrastructure capex spend immensely. The major victors, Neoclouds: $IREN, $NBIS, and $CRWV are the three with AI cloud offerings. There's likely been a new wave of demand shock with new AI models coming out from Opus 4.6 and others. And the demand increase is across the board with newer gens like B200, and older models. This is the cumulative effect of capacity constraints, now visualized.
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认为比特币防御性最强，ETOR因高现金储备次之。
@spaghhettimon 是的，比特币(Bitcoin)在那里面可能是防御性最强的。也许是 $ETOR 排第二，因为他们拥有高得离谱的现金储备。
英文原文
@spaghhettimon Yeah Bitcoin is probably the safest up there defensibly. Maybe $ETOR second because of their stupidly high cash balance.
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提及并点赞 RJCcapital 账号
@RJCcapital ✍️
英文原文
@RJCcapital ✍️
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加密资产大幅回调后机构正在买入，建议等待波动结束并顺势反弹。
我一直参与内存/AI交易，比如 $MU、$SNDK。但像这样的机会并不常见。 所有加密货币相关标的都已重置： 比特币 - 从 $125k 跌至 $70K 以太坊 - 从 $4k 跌至 $2.05K Solana - 从 $233 跌至 $88 $COIN 从 $415 跌至 $162 $CRCL 从 $240 跌至 $56 $GLXY 从 $40 跌至 $19 $ETOR 从 $68 跌至 $26 $MSTR 从 $434 跌至 $132 如果人们认为比特币会回到 $30K，我不知道该说什么。我亲眼看到的每家机构在清算清洗后都在现在买入。 等待波动性过去并顺势反弹很容易。
英文原文
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 from $68 $MSTR $132 from $434 If people think Bitcoin is going back to $30K idk what to tell you, every institution I've seen personally is buying now after the liquidation wipeout. Easy to wait out volatility and ride the wave back up.
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指出不应依赖ChatGPT，以某帖为例。
@CameronBoswell8 这条帖子典型地说明了为什么你不应该依赖 ChatGPT。
英文原文
@CameronBoswell8 This post is exemplifies why you shouldn’t rely on ChatGPT
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eToro 估值极低且现金充裕，业务高速增长，严重被低估。
$ETOR 目前绝对是纳斯达克被低估的公司之一。感觉市场已经把它遗忘了。市值 21 亿美元，净现金 12 亿美元，无债务。这意味着经纪业务估值仅为 9 亿美元。远期企业价值/息税折旧摊销前利润 (EV/EBITDA) 约为 2.6 倍……而大多数同行估值在 10-15 倍以上。凭借现有的 12 亿美元现金储备，几年内 eToro 的现金将超过其市值。第三季度 (Q3) 单季净收入为 5700 万美元。若以此增速推算……仅需 3.9 年。沃尔玛目前的市盈率 (P/E) 高达 45 倍。更不用说 $ETOR 还在增长（例如资产管理规模 (AUM) 同比增长 76%+）。
英文原文
$ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B, no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: ~2.6x... Most are valued at 10-15x+. In a couple years, Etoro will have more cash than their marketcap with their existing $1.2B cash pile. Net income per quarter (Q3) was $57 million. If you use that number growing forward... 3.9 years. Walmart is valued at 45 P/E now. Not to mention $ETOR is growing too. (eg. AUM 76%+ Y/Y).
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加密货币恐惧指数创历史新低，主要资产本周大幅暴跌。
最新消息：CMC 加密货币恐惧与贪婪指数(CMC Crypto Fear and Greed Index)触及... 加密货币历史上的最低水平。 极度恐惧：5/100 与此同时，比特币和 $MSTR 本周均暴跌 21.7% 以上。 而 $ETH 和 $BMNR 本周暴跌超过 31%。 https://t.co/oOb5KmRMIj
英文原文
Just in: CMC Crypto Fear and Greed Hits... The Lowest Level of All Time in Crypto history. Extreme Fear: 5/100 This comes as Bitcoin and $MSTR both crashed 21.7%+ this week. And as $ETH and $BMNR have crashed 31%+ this week. https://t.co/oOb5KmRMIj
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质疑$VSH高税率下的利润率转化，并提及Optimus供应链新动态。
我今天刚查了他们的财报，有效税率高达82%……应税收入560万美元，但税费支出却达460万美元。不过这可能是一次性的，因为他们在某些司法管辖区无法抵扣资本支出(capex)，而在其他地区却支付了极高的税费。所以我不太认为极端的需求已经转化为$VSH的利润率。我可能会去查查该领域的其他公司，看看它们的状况是否更好。另外，关于中国Optimus机器人供应链的新消息也出来了，所以原引用TLDR中的大规模生产数字可能已经发生了变化。
英文原文
I just looked up their earnings today, 82% effective tax rate... $5.6M in taxable income, but $4.6M tax expense. But maybe one-off bc they couldn't offset capex in some jurisdictions, while paying extremely high tax in others apparently. So don't quite think extreme demand translated into margins with $VSH. I'll probably look up some other companies in that area to see if they're faring better. Also new news came out regarding Optimus robotics supply chains from China so those mass production numbers in the original quote TLDR might hv changed.
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超大规模云厂商AI资本支出激增，利好上游半导体供应链，建议坚守基本面做多。
市场正遭受AI资本支出(AI capex)冲击的洗礼。 这实质上是超大规模云服务商(hyperscalers)与外国之间的一场AI军备竞赛。 2025年至2026年间，资本支出(capex)增长如下： $GOOGL：从910亿-930亿美元增至1750亿-1850亿美元 $AMZN：从1250亿美元增至约2000亿美元 $META：从720亿美元增至1150亿-1350亿美元 $MSFT：从1100亿美元增至1500亿美元 $TSLA：从85亿美元增至200亿美元以上 当谷歌表示其年度支出（用于数据中心、TPU、基础设施）从去年的920亿美元激增至1850亿美元时，这一规模是巨大的。 $AMZN等公司的资本支出预测涵盖机器人到太空领域，情况不一，但同一家内存公司和半导体公司实际上能从中双重受益。 市场可能不欣赏$GOOGL如此巨大的支出，但上游AI供应链 certainly 乐见其成。 尤其是那些最明显受益的公司，例如： 专用集成电路(ASICs)：$AVGO（谷歌TPU、Meta MTIA等） 内存：SK海力士、三星、美光 $TSM（没有台积电你造不出“上帝”） $NVDA（训练） 每个建设项目中都有隐藏的受益者（例如$MSFT带动的$AAOI，$MRVL带动的$POET，$GOOGL带动的$LITE）。但有时，像内存或$TSM这样显而易见的“傻瓜式”标的反而就是最好的选择。 判断AI交易是否持续的最大信号是超大规模云服务商的支出： 而他们刚刚彻底超出了所有预期。 在AI建设浪潮中保持做多，基本面比宏观环境和短期流动性冲击更重要。
英文原文
Markets have been hit with an AI capex shock. This is effectively an AI arms race between hyperscalers and foreign nations. Between 2025 to 2026, capex has increased from: $GOOGL: $91B - $93B to $175B – $185B $AMZN: $125B to ~$200B $META: $72B to $115B-$135B $MSFT: $110B to $150B $TSLA: $8.5B to $20B+ When Google says they are spending $185 Billion in 1 year (on DCs, TPUs, infrastructure), from $92B the previous year, that is enormous. Capex projections like $AMZN are mixed from robotics to space, but the same memory companies and semiconductors actually benefit twice. Markets might not appreciate $GOOGL spending that much but AI supply chains upstream certainly do. Especially the most obvious ones that benefit from most such as: ASICs: $AVGO (Google TPUs, Meta MTIA, etc.) Memory: SK Hynix, Samsung, Micron $TSM (You cannot build God without TSM) $NVDA (training) There's hidden beneficiaries in each buildout (eg. $AAOI with $MSFT to $POET with $MRVL, $LITE with $GOOGL). But sometimes, the braindead obvious plays like memory or $TSM are are just the best. The biggest signal of whether the AI trade continues is hyperscaler spending: And they just blew all expectations out of the room. Stay long in the AI buildout, fundamentals matter more than macro and short term liquidity shock.
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博主感叹Gemini让日语学习变简单。
@beauty_oe 没错！多亏了 $GOOGL 的 Gemini，学习日语变得非常简单。
英文原文
@beauty_oe ですよね！$GOOGL のGeminiのおかげで、日本語の勉強がすごく簡単になります。
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暴跌重创高贝塔散户持仓，半导体材料股表现稳健
@LivingITMoney 是的，今天的暴跌让许多重仓 $HOOD、$SOFI、$HIMS 或 $PLTR 等股票的散户投资组合遭受重创。通常高贝塔值(高波动性)的个股会率先被拖累下跌。当然，持有 $FORM、$LITE、$AXTI 或 $SNDK 的投资者则稳如泰山 https://t.co/5rpa9RHZ9t
英文原文
@LivingITMoney Yeah, today’s crash wiped out a lot of retail portfolios that have high concentration in stocks like $HOOD, $SOFI, $HIMS, or $PLTR. Lot of high beta names are typically the ones that get dragged down first. Of course others that are in $FORM, $LITE, $AXTI, or $SNDK are chilling https://t.co/5rpa9RHZ9t
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博主在$17建仓$GLXY，明确仅作波段交易而非长期持有。
@DigestingX 我在财报发布前没有持有 $GLXY 的头寸，但现在我在 $17 的价格建仓了。我只是在做波段交易，对我来说这不是长期持有的标的。
英文原文
@DigestingX I didn't have $GLXY positions before earnings, but I do now at $17. I've been just swing trading it, not a hold for me.
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有人全仓做多亚马逊看涨期权，财报后爆仓。
@hopefulmetsfan 我是说有人全仓买入 $AMZN 看涨期权。但在今天亚马逊财报发布后，他们被洗盘了。https://t.co/FKa4U27ZyW
英文原文
@hopefulmetsfan I mean someone else did full port $AMZN calls. But they got wiped out after Amazon earnings today. https://t.co/FKa4U27ZyW
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散户在此次市场崩盘中遭受重创，情况比表面更糟。
@Perugius__ 你读得越多，情况就越糟糕。散户在这次崩盘中真的被洗盘得惨不忍睹。 https://t.co/KksVVxgf8d
英文原文
@Perugius__ It gets even worse the more you read. Retail really got wiped out on this crash. https://t.co/KksVVxgf8d
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Reddit 用户借贷买期权爆仓，警示投资需保持正确视角。
Reddit 上有人借了 8 万美元贷款买入 $PYPL 看涨期权。PayPal 在过去 3 个月暴跌 40%，那些期权现在价值为 $0。该 Redditor 现已负债且失业。故事的寓意是：如果你对自己的投资组合感到沮丧，关键在于视角。
英文原文
Someone on Reddit took out an $80K loan and bought $PYPL calls. PayPal has since crashed 40% in the past 3M and those calls are now worth $0. The Redditor is now in debt with no job. Moral of the story: if you ever feel bad about your portfolio, it’s all about perspective. https://t.co/FkvrOfFGiD
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分析$VPG在Optimus供应链中的护城河及被中国供应商替代的风险。
这只是文章的直接引用，我尚未进行深入分析。文中提到了“数百家中国供应商”，因此其他潜在威胁可能包括柯力传感、汉威电子、东华等。 关于 $VPG，我同意，考虑到他们在箔技术方面的护城河，我认为他们被要求提供高端 Optimus 版本。我目前仍持有仓位。 话虽如此，发布风险披露总是好的，以便人们自行研究，因为他们被设计剔除（design out）的可能性并非为零。毕竟 Elon 的目标是 $20K 的 Optimus 实现量产。
英文原文
So that’s just the direct quote from the article, haven’t gone further into analysis. It did mention “hundreds of Chinese suppliers” so other threats may be Keli Sensing, Hanwei Electronics, Donhua, etc. Regarding $VPG, agreed I’d assume they’re required high-end Optimus versions given their moat in their foil tech. And I still have positions. That being said it’s always good to publish risk disclosure so people can do their own research, since the chance they get designed out is nonzero. Elon is targeting $20K Optimus for mass production after all
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特斯拉Optimus或分中美双供应链，高端用VPG，量产用中国。
情况比这更微妙。根据我的研究，为了实现 $20k Optimus 的廉价大规模生产，特斯拉可能正在设计两种不同的型号。大规模生产的型号可能仅采用中国供应链。然而，面向大众市场的中国传感器尚未完全匹配美国高成本、超专业化的精密传感技术。$VPG 可能被用于高端或高精度的 Optimus 版本，例如特斯拉超级工厂级别/工业级版本。因此，首批数千台特斯拉人形机器人可能会使用 $VPG。这仅仅是关于可能的大规模生产/消费级版本，这些版本很可能为了追求最低成本而交由中国制造商生产。这也发出了中国对美国本土机器人供应链构成威胁的信号。
英文原文
It’s a lot more nuanced than that. From my research, for cheap mass production $20k Optimus, it’s possible Tesla is designing two different models. The mass production models may just be Chinese supply chains. However, the mass-market Chinese sensors haven't quite matched US high cost ultra specialized precision sensing. $VPG may be used for high-end or high precision Optimus versions, like the Tesla giga factory grade/industrial versions. So the first thousands of Tesla humanoids may use $VPG. This was just talking about possible mass production/consumer grade versions that likely went to China manufacturers for the lowest cost possible. This also signals the threat China has on Made in America robotics supply chains.
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特斯拉Optimus量产供应链或在中国，成本大幅降低威胁美国制造。
看起来 $TSLA Optimus 的大规模量产供应链将在中国制造。 - 浙江华正（热管理） - 宁波拓普（执行器） - 埃文（传感器） 本周的一份新报告将这些公司列为潜在供应商。 据报道，由于中国的补贴和低成本制造，Optimus 的成本从超过 10 万美元降至 4.5 万美元以下，“美国制造”的机器人供应链可能受到威胁。
英文原文
It looks like $TSLA Optimus supply chains for mass production will be manufactured in China. - Zhejiang Huazheng (thermal control) - Ningbo TuoFu (actuators) - Everwin (sensors). Were named as likely suppliers from a new report this week. “Made in America” robotics supply chains are likely threatened as China subsidies and low cost manufacturing reportedly brings Optimus costs from over $100K+ down to <$45k.
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市场因对美联储政策感知的恐慌而抛售，但这可能是自4月以来的最大机会。
白银暴跌。比特币暴跌。从 $CRDO 到 $HOOD 的股票都在暴跌。 这恰好发生在与 2021 年相同的时间点，图表看起来基本一样。 价值百万的问题是，这次是一样的吗？ 从结构上讲，是的。 它看起来令人毛骨悚然地相似，市场正在抢跑 2021 年的流动性枯竭。 上一次的触发因素是量化紧缩 (Quantitative Tightening, QT)，在鲍威尔表示美联储将加速“缩减购债 (Tapering)”和 QT 以抑制通胀后。随后他们在 2022 年 1 月以超出任何人想象的速度开始了 QT。 今年，有中期选举。特朗普希望降低利率并增加流动性，以确保 11 月获胜。而且，最重要的是，他非常关心股市。 就在 2025 年 12 月，也就是两个月前，鲍威尔悄悄宣布恢复购买资产，即隐性量化宽松 (stealth QE)。 这一次，这看起来像是表面文章和自证预言。 然而，市场运作基于越南战争的闪回和创伤后应激障碍 (PTSD)，主要鉴于新任美联储主席 (Fed chair) 的样子。 如果新任美联储主席按照特朗普的政策行事（人们可能会预期如此），这可能是自 4 月以来最大的机会之一。 这一次，市场抛售是因为“感知”而非任何正式的政策变化。 历史不会重演，但会押韵。
英文原文
Silver is crashing. Bitcoin is crashing. Stocks from $CRDO to $HOOD are crashing. Happened to be around the same time as 2021 and chart looks basically the same. The million dollar question, is it the same this time? Structurally, yes. It looks eerily similar with markets frontrunning a liquidity drain back in 2021. The trigger last time was Quantitative Tightening after Powell stated the Fed would accelerate "Tapering" and QT for inflation to come down. And then they began QT faster than anyone imagined in Jan 2022. This year, there's Midterms. Trump wants lower rates and higher liquidity to ensure a win in November. And, most of all, he cares deeply about the stock market. And just 2 months ago in December 2025, Powell gave a stealth QE announcement to resume purchasing assets. This time, it looks like optics and a self-fulfilling prophecy. However, the market operates off Vietnam flashbacks and PTSD, mainly given the look of the new Fed chair. If the new Fed chair operates in line with Trump's policies (which one might expect), this could be one of the biggest opportunities since April. This time, markets are selling off because of "perception" rather than any formal policy change. History doesn't repeat itself but it does rhyme.
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确认$VPG与Optimus关联及机构长期看好逻辑
@kacper_kalinski 是的，抱歉，我应该补充说“极有可能”。$VPG 与 Optimus 的关联是由 Citron 发现的。最近我也通过几份提及因 Optimus 而长期看好 $VPG 的机构报告/通讯进行了交叉验证。https://t.co/1THByp4zKP
英文原文
@kacper_kalinski Yes sorry I should have added highly likely. $VPG link to Optimus was found by Citron. And cross checked that with a few institutional reports/newsletters recently that mentioned long $VPG because of Optimus. https://t.co/1THByp4zKP