杂谈
日常、致谢与其他 · 共 1649 条 · 滚到底自动加载更多
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批评 Armstong 为了牌照出卖散户
@OriginalRollo 挺可悲的，@brian_armstrong 为了拿到自己的银行牌照，居然去反对 yield ban。 却根本不在乎真实散户。
英文原文
@OriginalRollo Pretty pathetic @brian_armstrong fought the yield ban for leverage on getting their own banking charter approved. Without actually giving a **** about actual retail audiences.
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说自己仓位太多，没法一一提到
@GagHendo007 因为我有 16 个以上的名字都涨了 100%+，要提的 ticker 太多了。
英文原文
@GagHendo007 Because I have 16+ names that are all up 100%+ and there’s too many tickers to mention.
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祝贺对方单月 56% 回报
@YabbaDabba1x 听到这个很高兴！单月 56% 回报太厉害了，恭喜。
英文原文
@YabbaDabba1x Glad to hear! 56% 1M returns are amazing, congrats.
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说自己把一个人静音是因为他总传播假消息
@zhamvest @zizonchain @Plaskpojken 不，起初我只是把那个人静音，因为他的观点很烂，而且事实证明总是错的。 后来就变成了为了流量而传播假消息。
英文原文
@zhamvest @zizonchain @Plaskpojken No, at first I muted the guy because his opinions are trash and turn out wrong. Then it just turned into disinformation for clout chasing.
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解释屏蔽Moody的原因，强调与专业人士合作研究SIVE
不，我屏蔽Moody是因为他们靠散布我告诉他们的某个名字的虚假信息来建立粉丝群体。我是和@Plaskpojken一起研究$SIVE的论点，不是和一些用猫图片的随机家伙。
英文原文
@zizonchain No, I blocked Moody because they build their entire following spreading disinformation that they told me about a name. Worked on $SIVE thesis with @Plaskpojken, not some random guy with a cat picture. https://t.co/jekBxsDgNy
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对别人订阅收入表示祝贺，并说自己不靠订阅费
@jwilliams_ttu10 听到这个我很开心！对，我不需要那些订阅费，它只是个挺有意思的验证，说明我的想法值得被听。 恭喜。
英文原文
@jwilliams_ttu10 That makes me happy to hear! Yeah I don’t need any of the subscription fees, it’s just a fun validation that my ideas are worth listening to. Congrats
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说自己揭穿了氦气危机的恐慌论
@Astrabiene 我当时就把那个“氦气危机”的胡扯戳穿了，别人还在让大家因为这个 panic sell。 https://t.co/jU3PrI3D1m
英文原文
@Astrabiene I called out the “Helium crisis” BS while others were telling people to panic sell based off of it https://t.co/jU3PrI3D1m
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祝贺别人突破 100 万收益
@Michael13277144 听到这个我真的很开心，恭喜你突破 100 万美金！这绝对是个大里程碑。
英文原文
@Michael13277144 Makes me really happy to hear that. congrats on hitting $1M+! It’s definitely a big milestone
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用一句话嘲讽“堵堵看”的政策
“要打破封锁，先封锁封锁本身。” 等等，这真的奏效了？ https://t.co/QC7QEiuBAk
英文原文
"To unblock a blockade, one must blockade the blockade" Wait this is actually working? https://t.co/QC7QEiuBAk
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说自己今年表现大概全球第一
@funniestlines 谢谢！我现在基本确信自己今年全世界业绩第一。
英文原文
@funniestlines Thanks! Pretty confident I’m #1 in the entire world for performance this year
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先看完财报再说 AXTI
@OperationATM 我还在看财报，过一会儿再看 $AXTI。
英文原文
@OperationATM Still going through the earnings, will look at $AXTI in a bit.
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大概只有极少数人能做到
@Sandeman52 我的意思是……当然有可能？也许每几千个人里只有一个能真正做好。
英文原文
@Sandeman52 I mean… It’s definitely possible? Maybe like one in every few thousand ppl can do it properly.
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帮更多狗狗
@HandersonPhil 太好了，很高兴听到这个，想尽可能帮助更多狗狗。
英文原文
@HandersonPhil Yay! Happy to hear that, want to help as many dogs as possible.
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JPM 也成军工了？
@rulerofbronze5 我还不知道 JPM 连那些大炮都算军工承包商。
英文原文
@rulerofbronze5 I didn’t know JPM was a military contractor too with those cannons.
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JPM 迎来男性申请潮
看起来 $JPM 今天涨了 1.29%，因为它似乎“据说”迎来了一波新的男性申请者。 https://t.co/vPYvLVBTL9
英文原文
Looks like $JPM is up 1.29% today as it’s anecdotally receiving an influx of new male applications. https://t.co/vPYvLVBTL9
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收到，补上信息了
@vlmkapital @kxshxl 好的，谢谢，这很有帮助。我漏掉了那个。
英文原文
@vlmkapital @kxshxl Okay thanks that’s helpful. I missed that
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被验证了
@Jamie18JB 终于被证明是对的。
英文原文
@Jamie18JB Vindicated
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meme trader 的标签未必准确
@kumant_soran 我的意思是，他们一直叫我“meme trader”，虽然我今年迄今点名的 16 只个股多头里，有不同的个股已经回报了 100% 以上。 也许现在轮到它发生了 lol
英文原文
@kumant_soran I mean they keep calling me a “meme trader” although 16 different individual longs YTD that I’ve called out returned 100%+. Maybe it’s happening now lol
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感谢补充 Lightmatter 线索
@Plaskpojken 是啊，我之前确实找到了 $SIVE 和 Lightmatter 的一些引用，但因为没找到像你那样的确认，就一直没写进评论里。 谢谢你指出来。
英文原文
@Plaskpojken Yeah I found some references to $SIVE and Lightmatter but never included it in my commentary since I couldn’t find confirmation like you did. Thanks for pointing it out.
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时区里都有仓位
@ps_georg 我在所有时区里都有仓位，所以我喜欢尽量晚一点睡。
英文原文
@ps_georg I have positions in all timezones so I like to stay awake as long as possible.
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回复太多，靠前跟进最有效
只是提前说一声：（我平时尽量保持主题一致） 但我每天会收到大概 50 到 100 条新私信请求…… 我会尽量回复所有直接消息，但确实很难跟上。 所以如果有紧急内容，或者我漏回了，你再发一次跟进消息，确实会把它顶到前面。 不过我确实会尝试阅读所有评论，尤其是现在要删掉很多假账号回复。
英文原文
Just a PSA: (I normally try to stay on topic) But I get like 50-100 new message requests a day... I try my best to respond to all your direct messages, but it's really hard to keep up. So sending follow ups does push it to the top if there's something urgent or I missed a reply. I do try and read all the comments though (esp. since I need to remove a lot of the fake account replies nowadays)
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对金融信息记忆很好
不幸的是，我对金融信息的记忆真的很好。 所以当新闻出来或者出现某个名字时，我脑子里能把很多名字串起来……有点像国际象棋里的 GM 会往前想 10 步。 缺点也不少，比如记不住脸，但就是数字记得住。
英文原文
I unfortunately have really good memory when it comes to financial information. So when news comes out or there’s a name, I can map a lot of names in my head… Similar to like GMs in chess that think 10 moves ahead. Lot of downside like not being able to remember faces, but just numbers.
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澄清对象
@AstuteKara @frsinvesting 我知道 @frsinvesting，我说的是其他人。
英文原文
@AstuteKara @frsinvesting I know @frsinvesting was I’m talking about others
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还能继续深挖
@0xInitialAce 我之前在子聊天里做过，比如看 SEC 文件里的竞争对手名单之类的线索，但我可以继续往下挖。
英文原文
@0xInitialAce I did in sub chat earlier for clues like competitor lists in SEC filings but I can go further
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不想被 $1 绑着发帖
有些人因为给了我 1 美元，就觉得自己有权告诉我必须发什么……哈哈。 不过我还是很感激，因为对我来说，这更像是他们觉得我的想法有吸引力，而不是金额本身。 但我更希望自己能在一天中自然地分享想法，而不是被无意中“逼着”发帖。
英文原文
People feel entitled to tell me what I have to post because they gave me a $1 lol… I still appreciate it though, because it’s most symbolic to me of finding my ideas compelling rather than the amount. But I’d prefer just to post my thoughts throughout the day without inadvertent coercison.
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不够吸引我建仓
@nguy38219253 我知道这个名字，大家不用一直在评论里反复打出来。只是我觉得它还不够有吸引力，所以没建仓。
英文原文
@nguy38219253 I'm well aware of the name, people don't need to keep typing it in the comments. Just didn't find it compelling enough to take positions in.
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等转录本都出来再说
@JuicedWealth 等所有转录本都出来后我会再做一次跟进。我确信到目前为止的实际发布里还有很多细节。
英文原文
@JuicedWealth I'll do a follow-up once all the transcripts go live. I'm sure there's a ton of nuance in the actual releases so far.
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忘了 GOOGL
@peedgdev 我把 $GOOGL 忘了，等他们所有转录本都发布完我会再做一次跟进。 有意思的是，Google 上居然正好显示了这条帖子。 https://t.co/SPMfIbmkj9
英文原文
@peedgdev I forgot about $GOOGL, I’ll do a follow up once all their transcripts are published. It’s funny how they’re showing this post on Google though. https://t.co/SPMfIbmkj9
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信息发现让别人受益
很高兴看到我的关注者正在借助 $SIVE、$AAOI 之类的名字，或者其他名字，摆脱永久性的低层阶级。 股票本来就是正和游戏。 如果信息整合 / 发现是正确的，而且能帮助别人建立自己的判断，那大家都会受益。 我最感谢的还是那 1 美元！
英文原文
Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others. Stocks really are positive sum. Everyone benefits if information synthesis / discovery is correct and helps people from their own conviction. I appreciate the $1 the most!
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ARM 其实涨很多了
@__visionxry__ 兄弟，$ARM 这个月都涨 45% 了，你还在抱怨什么哈哈
英文原文
@__visionxry__ Bro $ARM is up 45% this month, what are you complaining about lol