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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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 $POET
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纳斯达克上市后不一样了
@jcolt1111 现在不一样了，最近的上涨加上未来会在美国纳斯达克上市。
英文原文
@jcolt1111 not anymore with the recent rally and future US nadaq listing.
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UBS 打工会很搞笑
@Clement_Ang17 那要是他们在 UBS 工作的话就太好笑了。
英文原文
@Clement_Ang17 That would be hilarious if they worked at UBS
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IQE 走势太夸张
@匿名网友 你听了吗，$IQE？ 欧洲半导体那边真是离谱的表现……而且它们刚好都是我的持仓。 https://t.co/hoA4W0un3i
英文原文
Uhh… did listen anon with $IQE? Just ridiculous performance in European semi land… and they all happen to be my picks. https://t.co/hoA4W0un3i
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瑞典人卖， آمریک人买
@ThriveSnap 可能是因为每天早上都有一些本地瑞典打击稿在写 $SIVE。 然后美国人就把本地人卖出的东西全买走。 这就是公司控制权在公司还小的时候转移的方式。
英文原文
@ThriveSnap Probably because every morning there’s some local Swedish hit piece on $SIVE. Then Americans just buy everything locals sell. Thats how control of the company gets transferred while it’s still small.
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不错的视频
@Wizeguy114 很棒的视频。
英文原文
@Wizeguy114 goated video
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CAR 很好笑
我没持有 $CAR，但这绝对是我今年在市场里见过最搞笑的股票之一，仅次于 $BIRD。 机构做空机构，在一个无限循环里挤空彼此…… 如果它们真的找到办法协调，理论上甚至可以一直持续下去（但那不合法）。 不过大概率它们最后还是会在创纪录利润下开始获利了结，所以我一直没有建仓。
英文原文
I don’t own $CAR but this is gotta be the funniest stock I’ve seen in the markets this year next to $BIRD? Institutions short squeezing other institutions in an infinite loop… Could technically go on forever if they found a way to coordinate (which is not legal). But most likely they start taking profits eventually at record profit, which is why I haven’t taken positions.
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想起 VICR 了
@PhotonCap 忘了 $VICR，不过很高兴看到它表现不错。
英文原文
@PhotonCap Forgot about $VICR but glad to see it’s doing well