杂谈
日常、致谢与其他 · 共 1564 条 · 滚到底自动加载更多
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SIVE 破千就稳了
@01100101j 等 $SIVE 涨到 1000% 再说吧。
英文原文
@01100101j When $SIVE hits 1000% sure.
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最近太分心了
@troyofsparta 不知道，哈哈。我只是说这是在订阅者聊天里做规模扩展的好机会。 最近几天我邻居一直在吵，我也太分心了。
英文原文
@troyofsparta No clue lol, I literally said it was a good opportunity for scale across in subscribers chat. My neighbors kept going at it and I got too distracted past few days
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只是相邻赛道
@mi20483980476 嗯，算是相邻领域，它们分布在多个空间里，但确实有一线光收发器公司。
英文原文
@mi20483980476 Eh, adjacent, they’re in multiple spaces but have T1 optical transceiver companies
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SIVE 正在走纳斯达克流程
@CludioNune67383 对？这意味着 $SIVE 正在积极推进纳斯达克上市的步骤，而不是只是在“想一想”。
英文原文
@CludioNune67383 Yeah? That means $SIVE is actively doing the steps to list on Nasdaq not just “thinking about it”
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台湾股票只是正常回调
@miraclemaster07 像 shunsin、fittech、win semi 这些台湾股票最近回调了很多。 这只是正常波动，基本面没有发生变化，我还是都喜欢。
英文原文
@miraclemaster07 A lot of Taiwanese stocks like shunsin, fittech, win semi and others corrected recently. It's just normal volatility, nothing's fundamentally changed, still like them all.
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希望是正和主义
@AndreasSch52269 谢谢你指出来。 我原本以为那会更像一种正和的社会主义思路，也就是如果本地公司发展起来，经济里的每个人都能受益。 不是那种“把其他成功的人都拉下来”的社会主义。
英文原文
@AndreasSch52269 Thank you for pointing that out. I thought it would be more of a positive sum socialist mindset where everyone in an economy benefits if a local company does. Not the "bring anyone else successful down" type socialism.
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没有泄密，上市本来就是公开材料
@CludioNune67383 @xm_build 我根本不知道那份新闻稿，也没有泄露任何东西。 管理层一直都想在美国上市，这本来就是公开材料。 只是时点太巧了而已，他们爱怎么折腾是他们的事。
英文原文
@CludioNune67383 @xm_build Had 0 clue about press release and I didn't leak anything. Management always wanted US listing, that's literally public material. Just uncanny timing, they're free to waste their time.
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AAPL 这样的客户本该被庆祝
@StormDirac 是啊，通常如果一家美国公司有 $AAPL 这种大概率的超大规模云客户……大家都会欢呼。 可某个地方的大多数评论却都在唱反调，挺有意思的。
英文原文
@StormDirac Yeah, normally if a company in the US has $AAPL as a likely hyperscaler customer... Everyone would be cheering. Yet most of the comments in a certain place were negative. Amusing indeed.
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两周等权收益回顾
先放这儿…… 如果等权计算，两周回报会是 +15.02%。 在 30 只不同股票上……大多是中大盘。 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11. $IBIT +7.68% 12. $NBIS +15.22% 13. $GOOGL +6.41% 14. $AMKR +32.25% 15. $HOOD +19.14% 16. $CRCL +17.58% 17. $META +4.9% 18. $LITE -5.28% 19. $LPTH +20.23% 20. $FN +11.54% 21. $JBL +15.45% 22. $MP +17.48% 23. $HIMS +42.53% 24. $SMTC +18.83% 25. $POWL +9.26% 26. $VPG +17.44% 27. $MOG.A -3.96% 28. $MSFT +11.44% 29. $CVX -1.47% 30. $XLU -2.29% 显然时间周期很短，但我预计这些里面很多还会继续上涨。 如果你在特定名字的下跌时点位进场，而不是一口气同时做多，结果可能会更高。 也不算差吧？
英文原文
Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11. $IBIT +7.68% 12. $NBIS +15.22% 13. $GOOGL +6.41% 14. $AMKR +32.25% 15. $HOOD +19.14% 16. $CRCL +17.58% 17. $META +4.9% 18. $LITE -5.28% 19. $LPTH +20.23% 20. $FN +11.54% 21. $JBL +15.45% 22. $MP +17.48% 23. $HIMS +42.53% 24. $SMTC +18.83% 25. $POWL +9.26% 26. $VPG +17.44% 27. $MOG.A -3.96% 28. $MSFT +11.44% 29. $CVX -1.47% 30. $XLU -2.29% Obviously short timeframe, but I expect many of these to keep going up more. And probably would have been higher if you time the drop on specific names, rather than going long all at once. Not too shabby?
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18,500 订阅者的里程碑
也谢谢大家把订阅数推到 18,500！ 我正在争取短期内拿到整个 X 平台第一名。 这也算是对我“让普通散户民主化获取信息发现 / 整合能力”这个使命的一种验证…… 尤其因为股票本来就是正和游戏，除了做空者之外，大家都会受益于股价上涨。 离马斯克还有一半路呢？
英文原文
Also thank you everyone for 18,500 subscribers! I’m trying to get #1 on the entire X platform as a short term goal. It’s nice validation of my mission to democratize information discovery/synthesis for regular retail investors… especially since stocks are positive sum and everyone (aside from short sellers) benefit from names going up. Close to halfway there to Elon?
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别晒自己的年内收益了
现在大家都在分享自己在 $MRVL、$INTC 到 $ARM 上涨之后的年内收益…… 我想我还是先不晒自己的，免得让别人心情好点？
英文原文
Everyone’s out there sharing new YTDs after $MRVL, $INTC to $ARM went up… I think I’ll stop sharing mine just to let others feel better?
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别在每条帖子下都重复它
@AD97___ 我很清楚这件事，所以大家不用在我每一条帖子下面都反复贴它。 我也不太想针对这些名字多评论，以免增加波动。
英文原文
@AD97___ I’m well aware of it so people don’t need to keep posting it underneath every one of my posts. Prefer not to comment on some of these names just in case it adds volatility.
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后悔没早点上 MXL
@AtlasShrug1 对啊，我之前说 $MXL 很适合做 scale across 时就该直接上多仓的，太有 FOMO 了。
英文原文
@AtlasShrug1 Yeah should have went long when I said $MXL was compelling for scale across lol. Feeling the fomo for sure
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LULU CEO 梗
@woofystocks 如果 CEO 是 Sydney Sweeney，$LULU 早就涨了 300% 了。
英文原文
@woofystocks Sydney Sweeney as the CEO would have sent $LULU up 300%
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宏观回调很正常
@Spunkybunny520 今天从 $AAOI 到 $AMSC 的所有名字，都因为宏观因素出现了健康回调。
英文原文
@Spunkybunny520 Everything from $AAOI to $AMSC today had a healthy correction from macro.
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夸一句自己捐得不少
@XtineFang 哈哈！我肯定没带来 35.5 万美元，只是贡献了其中相当一部分。
英文原文
@XtineFang lol! I definitely didn’t bring 355k, just contributed to a material fraction of that.
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OpenAI 也有传染风险
@YCM47233993 对，如果 OpenAI 倒下，会有很强的连带风险。好消息是，他们融到的钱够再撑一年……
英文原文
@YCM47233993 Yeah OpenAi has so much contagion set up if they go down. But good thing is, they raised enough to last another year…
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OpenAI 融资与估值循环
我很抱歉，但这到底怎么运作的？ > Softbank 贷 400 亿美元过桥贷款去投资 OpenAI > OpenAI 的纸面估值上涨 > Softbank 再用 OpenAI 新估值去拿保证金贷款……也许是为了还最初那笔贷款？ 这让我想起 FTX 的股权 / FTT 代币，只不过换成了 OpenAI 股权。
英文原文
I'm sorry, but how does this work? > Softbank takes out $40B bridge loan to invest in OpenAi > OpenAi paper valuation goes up > Softbank gets margin loan off OpenAI's new valuation... maybe to pay back original loan? I'm getting PTSD from the FTX equity/FTT token but with OpenAI equity.
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IBKR 也赚了点中介费
@x4tsr 大概会少赚几百万的推荐费……不过没关系，至少让 $IBKR 的净利润稍微多了一点。
英文原文
@x4tsr Probably would have been millions in referral fees… it’s okay though, improves $IBKR earnings net income by a tiny bit.
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不会回应这种蠢话
@Jesusjlloret 我都不知道该怎么回应这么蠢的话。
英文原文
@Jesusjlloret I’m not sure how to respond to something so stupid
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Win Semi 没错
@LMutaaya 就是 Win Semi……所以是的。
英文原文
@LMutaaya It's Win Semi... so yes.
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台湾的处置规则很烦
@mininginvestorr 是啊，不知道为什么台湾会有那样的处置规则……没有流动性的时候，它只会让价格更容易往下砸。 他们真的应该改一改交易政策。
英文原文
@mininginvestorr Yeah not sure why Taiwan has disposition rules like that... It just really exacerbates price movements downward off no liquidity? They really need to change some of their trading policies.
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ARM 一天涨 12%
兄弟，这才刚过一天和 $ARM。 一家 2000 亿美元以上的公司怎么会涨 12% https://t.co/4BNSjjk88c
英文原文
Bruh it’s only been one day with $ARM. How does a $200B+ company go up 12% https://t.co/4BNSjjk88c
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同意 PhotonCap
@PhotonCap yes
英文原文
@PhotonCap yes
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不能覆盖所有名字
@afasano23 不，我没有。我只是把自己做的一些研究发出来，希望能帮到别人。$VSH 其实是个好名字。 名字太多了……没法把每一个都覆盖到。
英文原文
@afasano23 No I don't. I'm just publishing some of the research I did in case it helps others. $VSH was a good one though. There's too many names... can't get exposure to everything.
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NVTS 小仓位
@daniel_koss 谢谢！不过 $NVTS 只是小仓位。我整体上还是更看好光子学这条主线。 没必要对 $NVDA 出现的每个故事都去配置。
英文原文
@daniel_koss thanks! small positions on $NVTS though. I find photonics theme more compelling overall. People don't need to get exposure to every story that pops up with $NVDA.
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AOSL 也知道，但还是选了 NVTS
@pennycheck 我知道 $AOSL，只是最后还是选了 $NVTS。
英文原文
@pennycheck Was aware of $AOSL, just went with $NVTS instead.
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POET 小仓位
@LNMDad POET 只持有小仓位。
英文原文
@LNMDad Small positions in $POET
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纳斯达克上市后不一样了
@jcolt1111 现在不一样了，最近的上涨加上未来会在美国纳斯达克上市。
英文原文
@jcolt1111 not anymore with the recent rally and future US nadaq listing.
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UBS 打工会很搞笑
@Clement_Ang17 那要是他们在 UBS 工作的话就太好笑了。
英文原文
@Clement_Ang17 That would be hilarious if they worked at UBS