杂谈
日常、致谢与其他 · 共 1566 条 · 滚到底自动加载更多
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博主简短回复确认两位用户。
@TradingChamp @bryan_johnson 是的
英文原文
@TradingChamp @bryan_johnson Yep
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祝贺博主取得成就，并感慨其成长历程备受粉丝关注。
@pepemoonboy 恭喜，这是一项了不起的成就！ 我认为这很好地反映了有多少人喜爱关注你的成长历程。
英文原文
@pepemoonboy Congrats, what an achievement! Think it's a great reflection on how many people love watching your journey.
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博主自嘲投资决策纯属随机掷骰子。
@Neat_Lama 哈哈，我只是掷了个骰子，没什么值得骄傲的。
英文原文
@Neat_Lama lol I just rolled a dice, nothing to be proud of.
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确认盘后交易情况。
@itsthesquonky 是的，盘后。
英文原文
@itsthesquonky Yeah after hours
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博主解释交易生物科技股仅为博弈低浮筹，非核心专业领域。
@juremyu 我在长文中写了更多深度研究(DD)，我不想冒早盘稀释的风险。生物科技(Biotech)板块本质上具有极高的波动性和风险，我只是想交易低浮筹(low float)股票。此外，这也不是我的专业领域，否则如果我真的看好，我会投入100万美元。
英文原文
@juremyu I wrote more DD in the thread, I don’t want to take the risk of dilution in the morning. Biotech stuff is inherently extremely volatile and risky, but I just wanted to trade the low float. Also not my domain expertise otherwise I’d put in $1M if I really believed in it.
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博主解释因对加密货币更感兴趣而转向该领域。
@MqwantyMqwanty 我只是碰巧对加密货币/金融科技比人工智能更感兴趣。与深度学习相比，比特币和法定货币对我来说是更有趣的话题，所以我最终追随了自己的热情。
英文原文
@MqwantyMqwanty I just happened to be more interested in crypto/fintech than AI. Bitcoin and fiat currencies were just such an interesting topic of interest to me compared to deep learning, so I ended up following my passion.
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博主澄清自己直接入职工业界，并提及在AI领域的贡献。
@MqwantyMqwanty 不，我最终直接进入了工业界。 不过，在我身处人工智能(AI)领域期间，我确实为卷积神经网络(CNNs)做出了相当多的贡献。
英文原文
@MqwantyMqwanty Nope, ended up going straight to industry. I did contribute a decent amount to covnets while I was in the AI space though.
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博主澄清仅众包收集SPRB信息，非发表观点，自称不懂生物技术。
@tr90605549 我只是想通过众包方式收集关于 $SPRB 的信息以深入学习，并非要分享方向性观点。我对生物技术(biotech)领域真的完全不了解。
英文原文
@tr90605549 Oh I’m just trying to crowdsource information on $SPRB to learn more, not share a directional opinion. I genuinely have zero clue about biotech.
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祝贺粉丝并约定达成十万目标后再庆祝。
@Crypto_LogicD @Sandeman52 @sunxliao @babyfolio 太棒了！等你达到 $100k 时我们再庆祝。
英文原文
@Crypto_LogicD @Sandeman52 @sunxliao @babyfolio Nice! Let’s celebrate again when you hit $100k.
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感谢分享，正研究他股，稍后关注美光。
@Deenobrown123 @kermankohli 是的，感谢这篇分析文章。目前我正在对另一家公司进行深入研究，以便明天发布一篇投资论点(Thesis)帖子，之后我会再看 $MU。
英文原文
@Deenobrown123 @kermankohli Yeah thanks for the write up. Right now I’m doing a deep dive into another company right now for a thesis post tomorrow but will look at $MU next
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博主感谢粉丝支持，分享涨粉喜悦并乐于交流投资观点。
@pepemoonboy 谢谢，被称为🐐（Greatest of All Time，指“史上最佳”）让我非常受宠若惊。 我还是 X 平台的新手，过去两周粉丝从 600 涨到 5000+ 真的超酷。 我很高兴能和你以及社区里的其他人交流想法和高确信度股票。
英文原文
@pepemoonboy Why thank you, being called a 🐐is very flattering. I’m still new to X and going from 600 followers to 5k+ in the last two weeks is super cool. Im just happy I get to exchange ideas and high conviction stocks with other people like yourself and the rest of the community
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博主吐槽无法摆脱不断出现的机器人骚扰
@Edu4rdo26 是啊，我似乎就是没法摆脱那些东西。我一直屏蔽机器人，但它们还是源源不断地来 lol
英文原文
@Edu4rdo26 Yeah I just can't seem to get rid of those. I keep blocking the bots but they keep coming lol
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批评新手易受博眼球账号误导，错失优质深度研究博主。
@moninvestor 很遗憾，那些大型博眼球/引战账号总是新手最先接触到的。而像 @pepemoonboy 分享投资历程，或像 @DeepValueBagger 提供真正优质尽职调查(DD)的博主，交易者们往往在被炒作伤害后才后知后觉地发现。
英文原文
@moninvestor It's sad that those types of large engagement-bait accounts are always the ones newcomers discover first. And people who share their journey @pepemoonboy or have genuine great DDs like @DeepValueBagger, traders find out afterward after they get burned from the hype.
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批评在X平台变现粉丝而非专注市场盈利的错误心态。
@Neat_Lama 是的，带着完全错误的心态进入 X 平台，试图通过变现粉丝而不是从市场中赚钱。
英文原文
@Neat_Lama Yeah it's the completely wrong mindset going into X trying to monetize followers instead of making money from the markets.
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博主回应感谢，强调自己坚持事前公开论点和持仓的透明度。
@heaty70 很高兴听到这个消息，我只是真心实意想提供帮助。 我有时会犯错，但我总是在事情发生之前公开我的投资论点(Thesis)和持仓(Positions)。
英文原文
@heaty70 Glad to hear it, just genuinely trying to help. I can be wrong sometimes, but I always post my thesis and positions before anything happens.
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批评博主为刷互动发布暴涨股代码，损害投资者利益。
@soulbiri1 这不是退出流动性(exit liquidity)。而是他们不知道如何从市场中赚钱，所以转而通过变现粉丝来获利。我愤怒的是，他们为了刷互动量(engagement farming)，不惜以人们的生计为代价，发布那些已经上涨了1000-4000%的股票代码。
英文原文
@soulbiri1 It's not exit liquidity. It's that they don't know how to make money from the markets so they resort to monetizing followers. What I'm angry about is that they're engagement farming at the cost of people's livelihoods by posting tickers that already went up 1000-4000%.
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批评网红无依据推荐暴涨股，呼吁揭露以保护投资者。
看到那些最热门的 X 用户出售订阅服务，然后告诉人们 $OKLO、$RGTI 等是必持的顶级股票，却连任何实质性信息都不提供，这真令人悲哀。 我快疯了，这正在给人们的生活造成巨大的潜在伤害，因为他们为了获取互动量，随意挑选那些涨幅达 1000-4000% 的热门股票。 迟早得有人站出来揭露这种行为，否则它会给人们带来真正的伤害。 如果有人列出这类清单，并围绕它们给出更有辩护力的观点，那我宁愿选择“求同存异”，而不是公开指责。
英文原文
It's just sad to see the most popular X users selling subscriptions and then telling people $OKLO, $RGTI, etc. are the top stocks to own without even giving any material information. I'm losing my mind and it's just causing so much potential damage to people's lives because they pick any popular stock that went up 1000-4000% for engagement. Someone needs to call this out eventually, otherwise it will cause so much real harm to people. If someone made theses types of lists and then gave a more defensible opinion around them, then I'd just agree to disagree rather than call it out.
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博主感慨纸面富贵与早年财务窘境的巨大反差。
@aarondotdev 确实如此，我的纸面估值(paper valuation)曾一度超过1亿美元，但我年轻时几乎连大学学费都付不起。
英文原文
@aarondotdev So true, my paper valuation was worth more than $100m+ at one point but I barely could pay off college tuition when I was younger.
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博主因耗时且偏离主业，仅演示一次策略而非每周更新。
@JK6483 呃，每周做这件事有点累人，所以我只做了一次作为示例 + 实时结果。 如果我个人执行这个策略，我会更愿意发布我的操作，但这有点耗时 + 偏离主业。
英文原文
@JK6483 Uh it's a bit tiring doing this every week, so I just did it once to give an example + live results. If I were personally doing this strategy I'd be happier posting what I do but it's a little time consuming + out of the way
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博主坦言未研究该话题，因跟踪50+股票已精力有限。
@tulipincali 最近没有深入研究，无法给出有依据的观点。 光是跟踪50多只股票的最新动态就已经够吃力了。
英文原文
@tulipincali Haven't looked into it recently to give an informed opinion on. Hard enough keeping up to date on like 50+ stocks
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祝贺粉丝达成首十万美元里程碑，强调复利效应。
@InvestWithJxsh @TJTheWheelDeal @amitisinvesting @DeepValueBagger @optionscjp 恭喜，赚到第一个 $100k 是最难的成就之一。从 $100k 到 $1M 的速度比你想象的快。既然你22岁就开始了，你有足够的时间让复利发挥作用！
英文原文
@InvestWithJxsh @TJTheWheelDeal @amitisinvesting @DeepValueBagger @optionscjp Congrats, first $100k is one of the hardest achievements. $100k -> $1M goes by faster than you think. Since you started really early at 22, you have so much time to compound!
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解释盈透证券因最佳执行导致订单拆分，造成交易记录显示异常。
@DeepValueBagger @joeytee_ 噢，盈透证券(IBKR)经常搞砸交易。如果你买入1000股股票，有时他们会将其拆分成许多不同的买单，然后将其中一笔归类为12股。这是为了最佳执行(Best Execution)而进行的部成成交(Partial Fill)，所以原帖作者可能下了10笔交易。
英文原文
@DeepValueBagger @joeytee_ Oh IBKR messes up the trades a lot. If you buy 1000 of stock, sometime they break it up into many different buys then it categories one buy as like 12. Partial fill for best execution so maybe OP did like 10 trades.
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调侃对方在波动率飙升时卖出看涨期权。
@regard_capital 你是在波动率飙升时卖出看涨期权(Call Options)哈哈，而不是在随机时间！
英文原文
@regard_capital You write calls at spikes lol, not at random times!
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感谢博主运营账号，称其给社区留下持久影响。
@jonathanrstern 感谢运营这个账号。我通过 Hims House 关注 $HIMS 新闻的频率很高。希望你回首往事时能露出微笑，知道你给社区留下了持久的影响。
英文原文
@jonathanrstern Thanks for running the account. I tuned in a lot to get news on $HIMS through Hims House. I hope you can smile looking back knowing you left a lasting impact on the community.
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认同对方观点，表示否则会增加仓位。
@soulbiri1 这个观点也很中肯。否则我肯定会在这里建立更大的仓位。
英文原文
@soulbiri1 That's a fair take too. Otherwise I'd take larger positions here for sure
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博主回应关于家的定义，并称赞对方房屋。
@DeepValueBagger 我意识到，家在于你的家人和关系，而非一个物理地点。除此之外，这房子真的很不错！
英文原文
@DeepValueBagger I learned that home is where your family and relationships are, not a physical location. That aside, the house is really nice!
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对借逝者消息交易表示悲哀，指出市场运行逻辑。
@okcnav 是的，借某人之死进行交易确实令人悲哀，但市场就是这样运行的。
英文原文
@okcnav yeah, it's a sad way to trade someone's passing but that's how markets work
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博主回忆早年全仓比特币因交易所被黑而巨亏的经历。
@nothoughttrade @EestiRadar 回想我18或19岁时，我全仓押注了$BTC。然后它在交易所被黑了。那笔资产可能价值500万到1000多万美元。gg（游戏结束/完蛋）。
英文原文
@nothoughttrade @EestiRadar Back when i was 18 or 19, I went all in on $BTC. Then it got hacked on an exchange. Might have been be worth 5-$10M+. gg
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博主凭记忆进行简单的数值估算。
@vicecarloans 凭记忆估算，130/30 = 4.3 * $124 ≈ $533 左右。
英文原文
@vicecarloans Off the top of my head, 130/30 = 4.3 * $124 = $533 ish.
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博主调侃某分析师直播中断信号的行为。
@arny_trezzi 这让我想起那位在电视直播中假装切断信号的那位 Upstart 分析师。
英文原文
@arny_trezzi Reminds me of that one Upstart analyst who pretended to cut off on national TV