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TSLA基本面差，但或因马斯克拉升股价预期而买入。
@unusual_whales 说实话，$TSLA 的基本面很烂，但可能值得买入，只是因为 @elonmusk 看起来想拉升股价 lol。
英文原文
@unusual_whales Honestly, $TSLA has crap fundamentals, but might be a buy just because @elonmusk looks like he wants to pump the stock price up lol.
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批评盲目跟随Shkreli做空非生物股，指出市场常无逻辑。
@unusual_whales 抱歉，但对于任何非生物技术股，尤其是 $OPEN，关注 @MartinShkreli 是最愚蠢的主意。市场并非事事都有逻辑可循。看看他们所有的量子空头头寸，比如 $QBTS，现在都变成什么样了。
英文原文
@unusual_whales Sorry but following @MartinShkreli is the dumbest idea for any non-biotech stock, especially with $OPEN. Not everything needs to make sense with markets. Just look at how all their quantum shorts like $QBTS is going.
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认为HIMS能解决某问题
@unusual_whales $HIMS 可以解决这个问题。
英文原文
@unusual_whales $HIMS can fix this.
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博主因不确定而建立迷你仓位。
@junyongisusing1 我现在买了一个迷你仓位，只是因为我拿不准。https://t.co/ZXzZHFRABT
英文原文
@junyongisusing1 I bought a mini position now just cause I’m unsure https://t.co/ZXzZHFRABT
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博主坚持集中持仓高确信度标的，不看好特斯拉基本面。
@babyfolio 我并没有很分散的投资组合，我专注于几只基本面优秀且具备潜力的高确信度股票，并灵活调整仓位。 我在 $TSLA 身上看不到这些特质 lol，不过各有所好吧。
英文原文
@babyfolio I don’t really have a wide portfolio, I focus on a few high convictions stocks with great fundamentals + potential and shift around. I don’t see that with $TSLA lol but to each their own
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博主表示因缺乏专业知识而不投资生物技术板块。
@GeorgeGeor70147 @LibertadEterno 我不碰生物技术(biotech)，因为我没有这方面的专业知识。
英文原文
@GeorgeGeor70147 @LibertadEterno I don’t touch biotech since I’m not educated on it.
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批评在ETH高点买入其控股公司，指出1600美元才是最佳买点。
@robswainept 不，这是一家以太坊(ETH)控股公司，你正在历史最高价(ATH)时买入并陷入非理性繁荣(FOMO)。 最佳买入时机是我在1600美元时。而不是在4800美元时，然后再去买这些控股公司。
英文原文
@robswainept No, it’s an $ETH holding company and you’re buying into the fomo at ATH. Best time to buy was $1600 when I did. Not at $4800 and then buying the holding companies.
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看好NBIS回调买入，认为HIMS短期潜力最大。
我高确信度的股票不多，但 $NBIS 在 90 美元时是其中之一。任何回调都是强力买入机会。 一家拥有如此多远期营收的公司市值仅为 210 亿美元，这简直不可思议。$IREN 也很棒，但目前更具投机性且需要稀释。 不过 $HIMS 在未来 3 个月内的潜力最大，空头比率(SI)高达 42%。https://t.co/Mg9ZN12rRV
英文原文
I don’t have many high conviction stocks but $NBIS is one at $90. Strong Buy on any dip 21B MC for a company with so much forward rev is insane. $IREN is great as well but more speculative atm + needs dilution $HIMS has the most potential though over the next 3m from 42% SI. https://t.co/Mg9ZN12rRV
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查理·柯克逝世引发悲伤，但看好$RUM因保守派热度及估值回调带来的投机机会。
为查理·柯克(Charlie Kirk)的离世而交易感到极其悲伤，但我怀疑在下次回调时，$RUM 是否是一个不错的投机性买入机会。 由于新发现的保守派参与度增加以及白宫流媒体业务，$RUM 的财报可能高于预期，且该股年初至今下跌 42%，更具吸引力。https://t.co/pf8Se71gcR
英文原文
It’s extremely sad to trade Charlie Kirk’s passing but I wonder if $RUM would be a good speculative buy in the next dip. RUM earnings likely higher than expected from all newfound conservative engagement + White House streams and stock is more attractive down 42% YTD. https://t.co/pf8Se71gcR
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批评对$BMNR的虚假技术分析，警示新手勿信。
@traderVoltron @MrMikeInvesting 我确信你们对 $BMNR 有自己的分析，但原帖对一家以太坊(ETH)控股公司进行的技术分析(TA)毫无意义，且表明他们在诈骗他人。 我为那些为这种编造的分析付费订阅的新手感到难过。 看到这一幕真令人悲哀。
英文原文
@traderVoltron @MrMikeInvesting I’m sure you have your own analysis with $BMNR but the way OP TA’s an ETH holding company is just meaningless and shows that they’re scamming people. I feel bad for newcomers who get pay for subscriptions on a made up analysis. It’s sad to see
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分析$HIMS突破交易逻辑，指出抢跑宏观预期收益最大。
是的，宏观因素是其中很大的一个方面。当我做 $HIMS 的突破交易时，我考虑了抢跑降息作为对42%做空比例(SI)的买入压力，以及PPI数据+惊喜睾酮产品发布，当时股价低于$50，从而创造了突破+逼空(short squeeze)。 由于降息几乎确定，股票已经被抢跑。但大量未平仓合约(open interest)将在19日到期。这通常有助于许多散户基于“九月抛售(Sell in September)”进行看空押注，但做市商(MMs)可能会总是清洗看涨期权(calls)。 我不知道当天的方向，所以我承担的风险较小，但抢跑(frontrunning)赚得最多。
英文原文
Yeah macro is large aspect of it. When I do breakouts like for $HIMS I considered front running rate cut as buying pressure for the 42% SI as well as PPI data + surprise testosterone product release when it was back sub $50 to create a breakout + short squeeze. Stocks already got frontran since cuts at almost certain. But much open interest expiring 19th. Helps a lot of retail bet bearish from “Sell in September” usually, but MMs might always flush calls. I don’t know the direction day of so im taking less risk but front running made the most money.
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博主批评原帖发布误导性图表且缺乏专业知识。
@zenman8620 @MrMikeInvesting 是的，原帖(OP)在不明就里的情况下发布了毫无根据的“画饼”图表。
英文原文
@zenman8620 @MrMikeInvesting Yeah OP posts snake oil charts without knowing what they’re doing
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批评博主用技术分析误导新手，指出BMNR本质是ETH持有公司。
@MrMikeInvesting 你难道喜欢用这些图表欺骗新手，并借此售卖课程吗？你难道不清楚 $BMNR 是一家持有 $ETH 的公司吗？ 虽然 ETH 上涨确实有可能带动它涨到 100 美元，但在 BMNR 上叠加技术分析(TA)会让任何懂行的人觉得你蠢透了。
英文原文
@MrMikeInvesting Do you enjoy scamming newcomers with these charts and selling courses from it? You do realize $BMNR is an $ETH holding company.. There’s always a chance it goes to $100 from ETH rallying but adding a TA on BMNR makes you look so stupid to anyone who knows what they’re doing
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揭露X博主用伪技术分析骗课，指出其忽略基本面与事后归谬。
X 上许多热门用户是试图出售订阅的骗子，其中就包括这位。 原因如下： 技术分析(TA) 对某些公司几乎毫无意义。$BMNR 是一家持有 $ETH 的公司。忽略 $ETH 而试图对 $BMNR 进行图表分析只会让人发笑。 从根本上说，$BMNR 追踪 $ETH，其价格约为净资产值(NAV) 的 1.3 倍。若 $BMNR 要上涨 100%，$ETH 需要上涨 82%。 Polymarket 预测 $ETH 在年底前（而非一个月内）达到 8000 美元的概率仅为 16%。 除非出现低浮盘盘前买入，或者在 $ETH 反弹后 NAV 脱钩，否则很难实现。 至于他们关于 $NBIS 的说法，其股价从 40 美元涨至 110 美元以上，是因为获得了 $MSFT 意外宣布的 170 亿美元合同，而不是因为有人在图表上画线声称技术分析(TA) 预测到了突破。 在分析突破时，这正是你不应该做的。 他们在每只股票上发布糟糕的预测，然后吹嘘事后诸葛亮说猜对了一两只，以此推销课程。
英文原文
Many popular users on X are scammers who try and sell subscriptions and this is one of them. Here’s why: TA barely means anything for some companies. $BMNR is an $ETH holding company. Ignoring $ETH and trying to chart $BMNR makes anyone laugh. Fundamentally $BMNR tracks $ETH and it’s roughly 1.3x NAV. For $BMNR to go up 100%, ETH would need to go up 82%. Polymarket predicts a 16% chance $ETH hits $8K by end of year, not 1 month. Either there would need to be a low float buy premarket or NAV depegging after an $ETH rally. As for their $NBIS claim, it went from $40 to $110+ from an unexpected 17 billion dollar $MSFT contract, not because anyone drew lines on a chart saying the TA predicted a breakout. When you analyze breakouts, this is exactly what NOT to do. They post crappy predictions on every stock then brag hindsight that they got one or two right to sell courses.
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看好LULU当前价位，预计11-12月反弹但受税务影响力度减弱。
@soulbiri1 我喜欢在这些价位附近的 $LULU。下个月可能会进一步下跌，但由于该板块通常在11月至12月表现最佳，因此应该会恢复。不过，由于今年迄今已下跌58%，出于税务亏损平均化(tax loss averaging)的考虑，其复苏力度应会比往年更温和。
英文原文
@soulbiri1 I like $LULU around these levels. Could drop more next month but should recover Nov -> December because sector usually performs best around then. Recovery should be more muted though from previous years from tax loss averaging cause it’s down 58% ytd.
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建议美联储会议前降险，利用降息预期抢跑或逢低买入。
我不会在美联储会议当天进行交易。我个人会在会议前降低风险，并保留高确信度的股票，因为我没有明确的答案。更好的做法是将抢跑交易作为催化剂，因为降息几乎确定，这就是我之前的做法，例如 https://t.co/5pzt65jDUc。不过我猜测，做市商(MM)可能会利用降息作为借口，清洗掉19日到期的巨额未平仓合约。如果他们这样做，将是一个良好的买入机会；但如果你需要对冲，VIX看涨期权始终是一个不错的选择，因为目前它相当低。当然我也可能错了，因为由于美元印钞+特朗普削减企业税，人们预计股票会处于这些水平甚至更高，尽管已经有很多针对降息的抢跑交易，我们仍在不断推高股价。但总体而言，这对未来一年的股票是积极的，所以除非你持有0DTE或本周到期的看涨期权，否则我根本不会交易它，如果下跌，就利用这个机会买入更多。
英文原文
I wouldn't trade the day of FED meeting. I'd personally de-risk before + keep high conviction stocks since I don't have an answer. The better thing to do would be to trade the frontrunning as a catalyst since rate cuts are almost certain, which was what I was doing eg. https://t.co/5pzt65jDUc For my guess though, MM's might use rate cut as an excuse to wipe out the extreme amount open interest expiring the 19th. If they do, it's a good buying opportunity, but if you need to hedge, VIX calls is always a good option since it's pretty low right now. Could be wrong though since stocks are expected to be at these levels or even higher because of USD printing + Trump cutting corporate taxes and we keep pumping higher even though there's been a lot of frontrunning for rate cut. But generally it's positive for stocks over the next year so unless have 0dte or doing calls expiring this week, I just wouldn't trade it and if it falls, use the opportunity to buy more.
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以LTC ETF为例，展示如何独立于市场情绪进行催化剂分析。
仅举一例——关于莱特币(LTC) ETF申请： 我平时不会特意去搜索莱特币 ETF，因为莱特币(Litecoin)根本不在我的考虑范围内。 然而，只是在浏览时看到 X/Reddit 上的人们在讨论它被拒的消息。 -> 搜索莱特币 ETF 申请，发现日期是10月2日。 -> 搜索 Polymarket + 彭博社(Bloomberg) 赔率（Reddit/X 上的情绪是“因为延迟所以会被拒”，但我忽略它） 我自行判断这是一个足以影响市值的重要催化剂，因为机构资金流入，且 ETF 有助于储备以及其它 ETF 购买其中的 LTC。
英文原文
Just one example - with LTC ETF filings: I don't go out of my way to search up Litecoin ETFs since Litecoin is never in the back of my mind. However, just browsing online people on X/Reddit were talking about it getting rejected. -> Search up Litecoin ETF filing, find it's Oct 2nd. -> Search up Polymarket + Bloomberg Odds (sentiment on Reddit/X are like "it's going to be rejected because of delays", but ignore it) Made my own decision that it's consequential enough of a catalyst to the marketcap because of institutional inflows and that ETFs help with reserves + other ETFs buying LTC in it.
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通过把握实际催化剂并忽略市场情绪来把握股票突破时机。
1. 通过交易实际催化剂(catalysts)来把握股票突破(breakouts)的时机。学习催化剂如何影响股价，同时忽略散户/新闻情绪(sentiment)。
英文原文
1. Time stock breakouts by trading on actual catalysts. Learn how catalysts affect stocks while ignoring retail/news sentiment. https://t.co/ozo2YzL5vy
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分享基于催化剂交易股票突破的方法论及实战案例。
1. 把握股票突破时机 + 基于催化剂进行交易。 技巧 #1： - 阅读 $RDDT、X、WSJ 等以获取财报等即将到来的事件信息。但**忽略市场情绪**，因为它通常是错的。我不得不强调要忽略市场情绪。 技巧 2： - 了解什么是真正的催化剂并提前买入。真正的催化剂 = 标普 500 指数纳入 $HOOD 导致 20 亿+资金流入。虚假的（针对空头）= CFO 辞职或随机会议（除非像 $SMCI 那样具有实质性影响）。 近期案例： HOOD (22.21%+) - 我在 $HOOD 被纳入标普 500 指数的当天购买了价值 32.5 万美元的股票，随后第二天上涨了 15%。催化剂是标普 500 指数纳入。 https://t.co/Q3ebNeJ7QU UNH 案例 (10.71%+) - 我在 318 美元时购买了价值 22.5 万美元的股票，几天后涨至 360 美元。作为主要的高股息股票，股息在一两周内发放，成为买入压力的催化剂。 https://t.co/M8qpeYRep9 LTC 案例（当前）- 两个催化剂是 1 个月后的 ETF 申请以及 ETF 推出后建立的 LTC 储备。 https://t.co/wtvfs4ANEc 显然，除了催化剂之外，还有很多其他因素需要同时考虑，但这是关于你应该学习的第一条建议。
英文原文
1. Time stock breakouts + trade based on catalysts. Tip #1: - Read $RDDT, X, WSJ, etc to get info on upcoming events like earnings/etc. But **IGNORE the sentiment** since it's usually wrong. I cannot stress ignore the sentiment enough. Tip 2: - Know what a real catalyst is and buy beforehand. Real = 2B+ from S&P flowing into $HOOD MC on inclusion. Fake (for shorts) = CFO resigning or random conferences (unless it's material like $SMCI). Recent examples: HOOD (22.21%+) - I bought $325K worth of $HOOD day of S&P 500 inclusion then it went up 15% the next day. Catalyst was S&P 500 inclusion. https://t.co/Q3ebNeJ7QU UNH example (10.71%+) - I bought $225K worth at $318 and then few days later it went to $360. As a major dividend stock, the dividend was in a week or two and a catalyst for buying pressure. https://t.co/M8qpeYRep9 LTC Example (currently) - Two catalysts are ETF filing in 1 month and LTC reserves built after ETF launch. https://t.co/wtvfs4ANEc Obviously there's a lot more should go on your mind CONCURRENTLY with catalysts but this is advice #1 on what to learn.
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博主预告将连载分享其交易思维与操作流程。
如何像我一样交易——长文系列 我在 Reddit 和 X 上以精准预测股票突破的时机而闻名。 在接下来的几周里，我将每隔一天发布一篇帖子，详细拆解我的操作流程，让大家了解我的思维方式和交易方法。 读一读没坏处！https://t.co/L21Ewv2iJz
英文原文
HOW TO TRADE LIKE ME – LONG THREAD I'm known for uncanny accuracy and timing stock breakouts on Reddit + X. Over the next few weeks I’ll share one post every other day walking through my process so you can see how I think and trade. Doesn't hurt to read! https://t.co/L21Ewv2iJz
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博主回应粉丝请求，表示将撰写内容但需耗时。
@triforcerytp @MaximChistov 嗨，我会为你们写点东西。不过可能需要花点时间，因为内容还挺多的。
英文原文
@triforcerytp @MaximChistov Hi I'll write something up for you. It will probably take some time though since there's quite a lot of stuff
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分析SOL与LTC走势差异，建议利用杠杆清算机会逢低买入。
如果你在没有大盘大幅下跌的情况下看到这种情况： 1. 杠杆率为10-50倍的交易者被清算。 2. LTC ETF 将被拒绝。 大概率是 #1。 $SOL 已经被抢跑（7天内上涨20%+）。$LTC 尚未被抢跑，且发射日期为10月2日。 在杠杆清算期间逢低买入是有利可图的 https://t.co/95GmmYW9LR
英文原文
If you see this without a wide market drop: 1. Traders with 10-50x leverage got liquidated. 2. LTC ETF will get denied. It's prob #1. $SOL already got frontran (up 20%+ in 7D). $LTC has not and launch is Oct 2nd. It's profitable to buy dips during leverage liquidations https://t.co/95GmmYW9LR
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博主将分享深度研究逻辑，强调基本面与文件细节而非技术图表。
此外，我将开始发布更深入的幕后分析，解释为何我认为某只股票会突破，或者回顾我之前发布过的一些历史案例，这样即使我退出后，大家也能自行操作。 这些才是股票真正上涨的原因。而不是因为那些你花钱购买的、愚蠢的线条绘制，比如什么 ABCDEFGHIJK 修正波浪 51。 通常我发的是梗图，但每一份尽职调查(DD)背后都有大量工作。这也是为什么大家对我在次日股价上涨 5-20% 时那不可思议的时机把握感到好奇的原因。 如果你看过我对 $RDDT 的 $BULL 套利操作，你就会知道我也会阅读随机的 SEC Edgar 文件，这种细节程度才是必须的。
英文原文
Also, I’ll start posting a deeper analysis behind why I think a stock would breakout or some historical ones I’ve posted before so people can do it without me when I quit. And these are the reasons why a stock actually goes up. Not because of some stupid line drawing, with ABCDEFGHIJK correction wave 51 that you pay for. Usually I post memes, but theres a ton that goes into each DD. And it’s why everyone wonders why I have uncanny timings with things going up 5-20% the next day. If you saw my $BULL arbitrage on $RDDT, you would know I read through random sec Edgar filings too, so that level of detail is whats required.
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建议避开高位股，因市场非理性少做空，吐槽平台付费墙。
@MaximChistov 我之前发帖建议避开处于历史高位的 $CRCL 和 $DUOL，但由于市场像 $OKLO 和 $QBTS 一样非理性，我很少做空。 关于另一个问题，我打算以后离开 X 平台，因为我觉得自己现在正在帮助他人。 那些对愚蠢且错误的图表设置付费墙的用户让我留了下来。
英文原文
@MaximChistov I posted to stay away from $CRCL and $DUOL at ath but I don’t short much since markets are irrational like $OKLO | $QBTS For the other q, I’ll leave X down the road since I feel like I’m helping others right now. The users paywalling stupid + wrong charting is keeping me here
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博主晒出多只股票交易成功案例，展示其交易记录以证明实力。
喜欢看大家晒盈利截图。看看我的 $RDDT 发帖历史——到目前为止，我分享的每一次突破都成功了：$GOOGL、2倍杠杆的 $HIMS、$ETH、$UPWK、$RKLB、$OSCR 都中了。去 X/Reddit 上翻翻我的历史记录，亲自看看。我是 X 的新人，但暂时在这里帮助大家学习交易。
英文原文
Love seeing people post profits. Check my $RDDT post history—so far, every breakout I’ve shared from $GOOGL, 2x $HIMS, $ETH, $UPWK, $RKLB, $OSCR has hit Scroll through my history on X/Reddit and see for yourself. I’m new to X but here temporarily to help people learn to trade
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对比 Oracle 与微软在 AI 领域的交易确定性，质疑 OpenAI 支付能力。
@taleino93 @unusual_whales 我真的不知道 $ORCL 该往哪个方向走。Oracle 的交易对象是 OpenAI，而 OpenAI 甚至没有 3000 亿（美元）的体量。$MSFT 与 $NBIS 的交易已确认金额为 170 亿美元，鉴于微软的背景，NBIS 被低估了。时间会证明 OpenAI 能否支付得起。
英文原文
@taleino93 @unusual_whales I genuinely don’t know which direction to go with $ORCL. Oracle’s deal was with OpenAi, which doesn’t even have 300B. $MSFT deal with $NBIS is is confirmed with $17B, since it’s Microsoft so NBIS is undervalued. Time will tell if OpenAI can pay up.
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看好LTC因ETF预期及供应稀缺性，预计数月内涨幅达300%。
注意，#LTC 在未来几个月内有望上涨 300%。 1. LTC ETF 将于 10 月 2 日推出，抢跑行情才刚刚开始（自从我发帖以来已上涨 5.35%）。 2. 市值仅 80 亿美元，却已获得机构采用。 3. 少量的 LTC 储备将实质上消耗掉大部分流通供应，且已有 5-15% 的供应永久丢失。 我很少发布关于加密货币的内容，主要的一次是在 #ETH 从 1600 美元涨到 4800 美元之前。
英文原文
Heads up, #LTC is a potential 300% in the next few months. 1. LTC ETF October 2nd and the front running has just begun (up 5.35% since I posted. 2. Puny 8B MC with institutional adoption. 3. Small amounts of LTC reserves will literally eat up majority of the supply and 5-15% of the supply is already permanently lost. I don’t post much about crypto, and the main time I did was with #ETH before it went from $1600 to $4800.
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博主分享主要做股票，低波动率时做期权的交易偏好。
@TPvegaa 我主要做股票，我之前发过我的持仓，如果隐含波动率(IV)低于35%我通常做期权，但各人有各人的偏好。
英文原文
@TPvegaa I mainly do shares posted my position earlier, I usually do options if IV is <35 but to each their own. https://t.co/0tL98qdiJR
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建议买入高IV股票现货，避免高风险虚值期权。
@koji_dev 我总是建议买入高隐含波动率(IV)股票的现货，除非你做一些极度虚值的看涨期权，并且碰巧押对了时机。
英文原文
@koji_dev I always recommend shares for high IV stocks unless you do some stupid way out of money call and somehow get the timing right.
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博主对他人内容表示赞赏。
@taleino93 不错！
英文原文
@taleino93 Nice!