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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博主点赞粉丝在大幅下跌日的交易操作。
@soulbiri1 我喜欢在下跌 5% 的日子进行的操作!
英文原文
@soulbiri1 I like the play on a -5% drop day!
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嘲讽那些展示巨额模拟盘却靠低价订阅收费的博主。
@zenovaire 我只是在笑,因为有些人发布价值500万美元以上的纸上投资组合(paper portfolios),却只要求5美元的订阅费。做一笔波段交易(swing trade)你就能赚40万美元。 如果你真的相信自己的交易观点(calls)很好,你就不需要订阅费,因为你早就靠交易(self-funding)养活自己了。
英文原文
@zenovaire Yeah I'm just laughing since some of these people post $5M+ paper portfolios but ask for $5 subscriptions. One swing trade and you make $400k. If you actually believed your own calls were good, you wouldn't need subscriptions, since youd be funding yourself off your trades.
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更正$TGT日期错误,预计10月因股息前效应恢复。
@soulbiri1 谢谢。抱歉我把 $TGT 的日期搞错了一个月哈哈,希望你已经卖出看涨期权(CC)以防止时间价值损耗(theta decay)。 股息日是11月12日,所以我预计股价会在10月而非本月恢复。
英文原文
@soulbiri1 Thx. Sorry I got $TGT off by a month lol, hope you sold CCs to prevent theta decay. Dividend is November 12th so I'd expect recovery Oct instead of this month.
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批评营销付费群组的行为,赞赏博主分享持仓与见解。
@pepemoonboy 同意,他们发布糟糕或无稽之谈的建议时,却只是无休止地营销付费群组。你是我在 X 上关注的极少数人之一,因为你在分享持仓的同时也分享见解。如果一个人是真正的交易者,就不会乞求粉丝订阅。
英文原文
@pepemoonboy Agreed, it's just relentless marketing of paid groups when they post terrible or BS advice. You're one of the very few people I follow on X because you post insights while sharing your positions If someone was an actual trader, they wouldn't be begging followers for subs https://t.co/FpCfD5fKRd
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博主幽默调侃对方想法聪明
@soulbiri1 你脑海中的声音听起来非常聪明
英文原文
@soulbiri1 The voices in your head sound very intelligent
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讨论跟随散户交易标的及机构意图,并收藏推荐组合。
@taleino93 如果我们要跟随散户(WSB)群体,可以加入 $OPEN、$MU 和 $OKLO 的周权(Weeklies)期权,以及 SPY 的零日到期(0DTE)期权。 我有80%的把握认为,Citadel 等机构只是想让散户在那里亏钱。 不过,你的投资组合确实很有前景。我需要收藏一下,看看明年它的表现如何。
英文原文
@taleino93 add $OPEN, $MU + $OKLO weeklies, and SPY 0DTE if we wanted to follow the WSB crowd. I'm 80% convinced Citadel and others just want retail to lose money there. But yeah your basket also is pretty promising. I need to bookmark this to see how well it performs next yr.
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回复网友提问,建议同时选择两个选项。
@__visionxry__ @pepemoonboy 为什么不两个都选呢
英文原文
@__visionxry__ @pepemoonboy why not both
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博主调侃为抄底CIFR、AMZN和NBIS不惜代价。
@pepemoonboy 为了逢低买入 $CIFR、$AMZN 和 $NBIS,捐出一两个肾都是值得的。我是基于亲身经历说的。
英文原文
@pepemoonboy Donating a kidney or two is worth it to buy the dip on $CIFR, $AMZN, and $NBIS. Speaking from experience here.
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博主澄清在Reddit发帖仅为嘲讽技术分析,非真实观点。
@fakeboycarti 我只是在 Reddit 上写些愚蠢的东西,以此来嘲弄那些胡扯的技术分析(TA)图表,所以人们大概就以为我很蠢吧。
英文原文
@fakeboycarti I just write stupid stuff on Reddit as a way to make fun of BS TA charting, so people just assume I'm dumb I guess
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博主澄清财富主要来自公司而非投资,视交易为乐趣。
@Lovefist17 我只是单纯享受看着数字上涨的乐趣。我99%的净资产来自我的公司,而非投资。但我确实觉得帮助他人并将我的知识与市场进行博弈很有趣。
英文原文
@Lovefist17 I just have a fun time watching numbers go up. 99% of my net worth comes from my company, not investing. But I do find it fun to help others and test my knowledge against the markets.
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预计年底前三次降息带来流动性,不看好大幅回调。
@waynercoin 并非如此,年底前预计有三次降息,大量流动性应该会流入市场。显然风险管理很重要,但我并不预期会出现大幅回调或崩盘。
英文原文
@waynercoin Not really, there's 3 rate cuts for end of year and a lot of liquidity should flow into the markets. Obviously risk management is important but I'm not expecting any large correction or crash
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博主批评某账号利用粉丝牟利且拒绝理性辩论。
是的,这个账号最终被证实是那种试图利用粉丝牟利的账号,这确实令人遗憾。 这是我第一次与其互动(可能是因为与 @SCurveCapital 或 @theBTCMiningGuy 有共同的兴趣)。 对方没有就基本面或稀释历史进行辩论,而是首先选择屏蔽信息并拉黑。 这就足以说明一切了。
英文原文
Yeah, pretty sad this account turned out to be one of those just trying to profit off followers. First time I interacted (probably cause of shared interests with @SCurveCapital or @theBTCMiningGuy). Instead of debating fundamentals or dilution history, the first move was to censor info and block. Tells you everything you need to know.
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博主回应质疑,强调其实盘交易透明且从不删帖。
@lekkerguyy @mikealfred 是的,当然,但我几乎没有(持仓)。我是实时与大家进行实盘交易的。 我不会删除持仓帖子,你可以翻阅我在 X 和 Reddit 上的所有历史记录。 https://t.co/zN69ZMdOFM
英文原文
@lekkerguyy @mikealfred Yep of course, but I barely have any though. I trade live, real time with everyone. I don't delete position posts and you can go through my entire history on X and Reddit. https://t.co/zN69ZMdOFM
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博主互动,无实质内容。
@vicecarloans @mvcinvesting :D
英文原文
@vicecarloans @mvcinvesting :D
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提及稀土博主疑似被封号,表示惊讶
@taleino93 @SimionAdvisory 哦,是的,那位稀土(rare earths)人士就是我提到的另外几个人之一。他也被封号了吗?这太奇怪了
英文原文
@taleino93 @SimionAdvisory oh yeah the rare earths person was one of the other few guys I was referring to. did he get banned too? that's so weird
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建议忽略WSB论坛,因其多为噪音,真正有价值的建议极少。
@taleino93 @SimionAdvisory 哈哈,忽略华尔街梗(WallStreetBets),那可能是亏钱最快的方式。那里只有那么一两个用户真正给出好建议并花时间发帖。
英文原文
@taleino93 @SimionAdvisory lol ignore WSB, probably the best way to lose money. There's only like one or two other users on there with genuinely good advice + spends time to make posts.
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博主调侃将信任对方推荐的仙股,并提及ABAT回报丰厚。
@LibertadEterno 哈哈,以后我就盲目信任你推荐仙股(penny stocks)了。$ABAT 回报相当丰厚。
英文原文
@LibertadEterno I'll just blindly trust you in the future for penny stocks lol. $ABAT returned quite a bit.
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调侃特朗普持有LAC股权属内幕消息。
@LibertadEterno 我的意思是,除非你有内幕消息,否则很难知道特朗普想要持有 $LAC 的股权。
英文原文
@LibertadEterno I mean it's kind of hard to know Trump wants to take an equity stake in $LAC unless you had insider knowledge.
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博主感谢早期粉丝,表示起步不久但很高兴能提供帮助。
@babyfolio 感谢你是最早关注的人之一!是的,我刚开始做才2-3个月,现在只有很少的粉丝。很高兴其他人觉得我有帮助。
英文原文
@babyfolio Thanks for being one of the first ones! Yep, just started out 2-3 months ago and now I have a tiny following. Glad other people think I'm helpful
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博主表示对某条新闻标题感到震惊,反复阅读了十遍。
作为一个经常逛 Reddit 的用户,我不得不把这条标题读了 10 遍 https://t.co/oH8wwzwBVg
英文原文
As a frequent Redditor, I had to re-read this headline 10 times https://t.co/oH8wwzwBVg
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博主感谢粉丝支持,提及自己是X平台新用户。
@pepemoonboy 谢谢!很感激,尤其是因为我刚加入 X 平台不久。
英文原文
@pepemoonboy Thanks! Appreciate it, especially since I'm newer to X
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博主回应粉丝,表示核心观点依然成立且对后市有信心。
@LibertadEterno 没关系!这算是篇长文,我还没把想法全部打完…… 但总的来说核心观点依然成立,我对未来走势相当有信心,即便是在历史高点(ATHs)也是如此。
英文原文
@LibertadEterno No worries! It's kinda a long read and I didn't finish typing out all my thoughts yet... But generally core statement holds and I'm pretty confident about this one going forward, even at ATHs.
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博主回复粉丝,表达兴奋与期待。
@soulbiri1 让我们出发!
英文原文
@soulbiri1 Lets goo!
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美联储预防性降息非危机驱动,旨在刺激需求,股市顺势上涨。
@MMerrino569447 此前的三次降息都是由危机驱动的。(2001年互联网泡沫破裂、2008-09年金融危机、2020年新冠疫情)。 这一次美联储在重大危机前降息 = 股市立即暴涨。 美联储发出信号,希望降低借贷成本并刺激需求。只是顺势而为。
英文原文
@MMerrino569447 Triple rate cuts were crisis driven previously . (2001 - .com burst, 2008-09 - financial crisis, 2020 - covid). This time Fed cuts before a major crisis = stocks moon immediately. Fed signaled they want to lower borrowing costs and stimulate demand. Just following the flow
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博主吐槽平台移除其RKLB帖子,股价随后大涨。
@soulbiri1 当我在 $25 时发布我的 $RKLB 时,他们也移除了一条,随后它立刻涨到了 $45+。我想他们不喜欢香蕉。
英文原文
@soulbiri1 They removed my $RKLB one too when I posted it at $25 then it went to like $45+ right after. I guess they don't like bananas
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欢迎HIMS传播团队入驻X,以对抗做空谣言。
@HimsHersComms 很高兴你终于加入!在这里拥有一个传播团队来对抗做空者的虚假信息非常重要。X 上有一个庞大的 $HIMS 社区。
英文原文
@HimsHersComms Glad you finally joined in! It's important to have a communications team here to combat all the false information from short sellers. X has a huge $HIMS community.
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前花旗分析师爆料卖方数据造假,其合伙人却重仓做空HIMS。
千真万确:前几天我和一位前花旗(Citi)卖方分析师共进午餐。他告诉我,他们凭空捏造数据,以便在公司活动和投资者晚宴上与大家相处融洽。不幸的是,他们的合伙人对 $HIMS 做空超过45亿美元,而人们都知道其目标价(PT)是胡扯。
英文原文
True story: I had lunch with a former Citi sellside analyst the other day. He told me they pull numbers out of thin air so they can get along better at the corporate events and investors dinners. Unfortunately their partners are short $4.5B+ on $HIMS and ppl know the PT is bs
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三次降息未完全定价,小盘股仍有上涨空间。
@LibertadEterno 目前进展顺利。市场尚未完全计入三次降息预期,因此罗素2000指数(Russell 2000)和小盘股仍有上涨空间。https://t.co/GYsPTKvfdK
英文原文
@LibertadEterno So far so good. 3 rate cuts still haven't been priced in yet so Russell and small caps should have more time to go up. https://t.co/GYsPTKvfdK
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博主调侃粉丝盲目跟风推荐ABAT股票,结果一语中的。
盲目信任第二轮粉丝推荐 $ABAT。你们真是笑死人了,完全说中了。https://t.co/aPFdgGjbfH
英文原文
Blindly trusting another follower round 2 $ABAT. You guys are hilariously spot on. https://t.co/aPFdgGjbfH
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更正股息发放日期为11月12日,暂停更新。
搞错了股息发放日期,是11月12日而不是10月。保留这条推文,但下个月之前不再添加更多内容。
英文原文
Got dividend date wrong, it's November 12th instead of Oct. Keeping this anyway but not adding more until next month.