业绩复盘
收益回顾、持仓表现、对错总结 · 共 488 条 · 滚到底自动加载更多
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列出 AI Displacement 等权组合年初至今回报，认为自己无意中做出了一个很强的 ETF。
我看了一下书签数量，才意识到： 我低调地搞出了一个很能打的 ETF？ AI Displacement 等权组合年初至今： $AXTI：+191.53% $AAOI：+144.47% $SNDK：+140.38% $SOI：+114.3% $LITE：+61.22% $AEHR：+60.97% $BE：+56.56% $VRT：+47.42% Samsung：+42.8% $TER：+37.99% $MU：+35.1% SK 海力士：+34.42% $NBIS：+25.57% $COHR：+24.92% Mediatek：+17.01% $INTC：+16.23% $ASML：+15.63% Advantest：+11.78% $TSM：+5.85% $COPX：+4.56% $TSEM：+2.44% $MRVL：-1.71% $NVDA：-4.55% $AVGO：-7.32% 这只是我脑子里第一时间想到的名字。 我个人持有其中很多，也没持有另外一些，比如 $NVDA 或 $BE，但我还是把它们放进来了。 不过老实说，如果我现在不是在主动管理仓位集中度，我会很愿意把这些名字等权配置。 我预计 AI Displacement ETF 还会继续上涨： 因为这些公司都是人工智能扩展算力和推理最主要的受益者。
英文原文
I realized by the amount of bookmarks. I lowkey dropped a banger ETF? AI Displacement Equal Weighted YTD: $AXTI: +191.53% $AAOI: +144.47% $SNDK: +140.38% $SOI: +114.3% $LITE: +61.22% $AEHR: +60.97% $BE: +56.56% $VRT: +47.42% Samsung: +42.8% $TER: +37.99% $MU: +35.1% Sk Hynix: +34.42% $NBIS: +25.57% $COHR: +24.92% Mediatek: +17.01% $INTC: +16.23% $ASML: +15.63% Advantest: +11.78% $TSM: +5.85% $COPX: +4.56% $TSEM: +2.44% $MRVL: -1.71% $NVDA: -4.55% $AVGO: -7.32% These are just the first names that came to my head. I own a lot of these personally (and don't own others like $NVDA or $BE ) but included them anyway. But honestly, I'd be happy to equal weight all these names if I weren't actively managing my portfolio concentrations. I expect the AI Displacement ETF to keep rising: As they're the largest beneficiaries of scaling compute and inference for artificial intelligence.
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认为光子板块一周大跌通常会换来后续新高。
@FuckElon54528 光子板块这周刚经历了大跌，$LITE 跌到 550 美元，$AAOI 也跌到 83 美元。 这种回调出现后，通常后面就会冲出历史新高。
英文原文
@FuckElon54528 Photonics just had major red days this week, $LITE crashed to $550 and $AAOI dipped to $83. When corrections happen like that it usually leads to ATHs after
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回看自己在 X 上的大部分一周收益都为正，并列出多个强势持仓。
我刚刚跳出自己的小圈子看了一眼。 X 上大部分人的状态都是： - 组合一片深红。 - 对着 1 周图发 doompost。 - 在担心原油。 而我大多数个股的一周回报，好像都还是绿的？ $AXTI +46.9% $SOI +48.59% $NBIS +29.59% $IQE +27.92% $TSEM +13.99% 诸如此类……也许只是运气？
英文原文
Just looked outside my little bubble. Majority of folks on X are: - posting deep red portfolios. - doomposting 1W charts - fearing about oil Feels like most of my individuals stock 1W returns are way in the green? $AXTI up +46.9% $SOI up +48.59% $NBIS up +29.59% $IQE up +27.92% $TSEM up +13.99% And so on… maybe luck?
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Anduril 获得 200 亿美元合同，对 PLTR 等整合型供应链伙伴有利，但对大型下游伙伴提振较小。
Anduril 获得了美国战争部授予的累计 200 亿美元合同。 这对 $PLTR、$KRKNF、$SPIR、$ACHR 以及其他供应链 / 集成合作伙伴是利好消息。 而像 $ORCL、$AMD、$NVDA 这种更大的合作方，拿到的顺风可能没那么多。 “Anduril……获得了一份固定价格合同，累计总额 200 亿美元，用于整合当前和未来的商业解决方案，包括自家的开放架构、AI 驱动的 Lattice 套件、集成硬件、数据、计算基础设施以及技术支持服务。”
英文原文
Andruil $20 Billion USD cumulative total contract awarded by US Department of War. Positive news for $PLTR, $KRKNF, $SPIR, $ACHR and other supply chain/integration partners. Larger partners from $ORCL, $AMD, and $NVDA are less likely to get much of a tailwind. “Andruil… was awarded a firm-fixed-price contract with a cumulative total of $20,000,000,000 to consolidate current and future commercial solutions, including the proprietary, open-architecture, AI-enabled Lattice suite, integrated hardware, data, computer infrastructure, and technical support services”
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EWY 的 IV 交易成功后，自己转而看多韩国内存股，认为利润会压过宏观恐慌。
EWY 的 IV 交易是成功的。韩国指数的隐含波动率从 32% IV 上升到了 46-48%。 现在它更像是对 SK 海力士 / 三星内存的方向性做多。 Q1 NAND 价格上调了 100%+，三星据说 Q2 又再提了 100%+。DRAM 价格也远远超出预期。 氦气 / 石油 / LNG 的担忧目前被夸大了，所以我还会继续看多韩国内存板块。 经营利润最终会压过任何宏观恐慌。
英文原文
IV $EWY trade was successful. Volatility of the Korean Index went from 32% IV -> 46-48%. Now it's more of a directional long on memory from SK Hynix/Sasmung. NAND prices hiked up 100%+ Q1 and Samsung reportedly jacked up 100%+ again Q2. DRAM prices also hiked way past expectations. Helium/Oil/LNG fears are overblown currently so I'm staying long on Korean memory sector. Operational income should blow away any macro fears.
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根据 WSJ 关于伊朗海雷的报道，认为海底防御板块将获得更多关注和合同。
WSJ：伊朗海雷是它最强大的武器之一。 “水雷一直是美国海军面对过最具破坏性的武器之一。” 现在更多注意力正被投向水下防御板块。 像 $KRKNF、$OPTT、$CODA 这类在 X 上很热门、用于声呐和反水雷应用的海洋防御公司，可能会获得更多投资者关注，甚至拿到防务合同。 尤其当美国媒体周期开始聚焦霍尔木兹海峡下的水雷时。
英文原文
WSJ: Iran’s Sea Mines Are One of Its Most Powerful Weapons “Mines have been among the most destructive weapons that the U.S. Navy has faced” More attention is now being poured into the Underwater defense sector. Ocean defense names such as $KRKNF, $OPTT, and $CODA that are popular on X for sonar and mine neutralization applications. May finally see more investor attention and possible defense contracts. Especially as US media cycles focus on the mines beneath the Strait.
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回顾光子股涨幅，强调持有波动并关注基本面。
$AAOI 自 30 美元以来已上涨 4 倍。 如果你听了匿名者的建议，我做过研究（thesis）的每一个光子学（Photonics）名字，从 $AXTI 到 $LITE，都上涨了 2 倍、3 倍或 4 倍。 希望那些炒作“原油涨至 200 美元”或 $IREN “内部人抛售”的末日论者没有让你在 80 美元时恐慌性抛售你的头寸。 这就是为什么你要在波动中持有并关注底层基本面。 并非每家公司都能在一年内从 4.5 亿美元营收增长到 45 亿美元。
英文原文
$AAOI is now up 4x since $30. Every photonics name from $AXTI to $LITE I’ve done a thesis on increased 2x, 3x, or 4x if you listened anon? Hope the Crude Oil to $200 or $IREN troll “insider sales” doomposters didn’t make you panic sell your positions at $80. This is why you hold through volatility and look at underlying fundamentals. Not every company can go from 450m revenue to $4.5B in just one years time.
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展示做空原油逻辑下$JETS期权3小时内的盈利表现。
才过了3个小时，$JETS 的交易就涨了不少，哈哈。 隐含波动率(IV)为25%的情况下，实现了5.35%的波段收益。 永远要相信你的吉姆·克拉默(Jim Cramer)、X散户以及Wallstreetbet指标。
英文原文
It’s only been 3 hours and the $JETS trade is up a lot LOL. 5.35% swing off 25% IV. Always trust in your Jim Cramer, X retail, and Wallstreetbet indicators. https://t.co/38poYZZRA0
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回顾 $CRCL 一个月翻倍，强调应关注基本面而非图表。
$CRCL 现在到了 109 美元。 Circle 自从我在 54 美元发帖以来，涨幅已超过 100% 至 109 美元…… 那是一个月前的事了。 我真的很喜欢回头看那些看跌的评论，声称它会“下跌 50%”或“图表看起来很丑”，所以最终会跌至 20 美元。 当 $CRCL 在 50 美元时，X 上的所有人都在看跌，但现在它回到 100 美元，人们又转为看多了。 市场是判断对错的最终仲裁者。 但最大的教训是：关注基本面，而不是图表。
英文原文
$CRCL is now at $109. Circle has increased more than 100% to $109... Since my post at $54. This was 1 month ago. I really love going back and seeing all the bearish comments claiming it would "Go down"50%" or "chart looks ugly" so it ends up at $20. Everyone on X was bearish on $CRCL at $50, but now that it's back at $100, people are bullish again. The market is the final arbiter of right and wrong. But the biggest lesson: Look at underlying fundamentals, not the chart.
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复盘今日持仓表现，VRT符合预期，LITE与COHR意外。
@InFoTheLongTerm 鉴于预测市场赔率，我原本预期今天会是 $VRT。$LITE 和 $COHR 的表现则令人意外。
英文原文
@InFoTheLongTerm I expected $VRT today given prediction market odds. $LITE and $COHR together came in as a surprise.
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期权因波动率扩张接近翻倍，预期IV与股价将同步上涨
@exitvalley 是的！我认为在我买入一些行权价(strikes)后，标的资产(underlying)实际上跌得更多，但看涨期权(calls)仅因波动率扩张就已接近翻倍。 而且我预计本周事件发生后，隐含波动率(IV)将进一步上升（同时标的股票也会上涨） https://t.co/TwCJrLo0Z3
英文原文
@exitvalley Yeah! I think the underlying actually dropped more after I bought some strikes but calls are close to double anyway off volatility expansion alone. And I expect IV to increase further after this week’s events (alongside underlying stock to go up) https://t.co/TwCJrLo0Z3
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博主回顾并炫耀其 $EWY 隐含波动率套利交易的成功表现。
天哪……这笔 $EWY 隐含波动率(IV)交易有多神？ 自3周前发帖以来，韩国指数波动率已从32%飙升至51%。 如果 $AAOI 翻倍我也不会太惊讶，但这笔对韩国波动率的押注简直传奇。 https://t.co/RtkOarv3i9
英文原文
Holy… How goated was this $EWY IV trade? The South Korean Index volatility went from 32% -> 51% since posting 3 weeks ago. I’m not as impressed if $AAOI doubles but this call on South Korea’s volatility was legendary. https://t.co/RtkOarv3i9
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博主更正 $RPI 涨幅数据，承认其表现严重滞后。
@leglock140448 我的错，$RPI 自上月发帖以来仅上涨 18.2%，并未翻倍。它是表现严重滞后的股票之一。https://t.co/Ww00UZhb3U
英文原文
@leglock140448 My bad $RPI is only up 18.2% since posting last month instead of doubling. One of the heavy underperformers. https://t.co/Ww00UZhb3U
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博主自嘲父母投资眼光更好，$PL涨幅远超其持有的$AXTI。
我爸妈其实是比我更好的投资者，哈哈。也许部分原因是基因？ 我爸一直告诉我他当时在$1.7时有多喜欢$PL。我并不太相信地理空间智能(geospatial intelligence)。但这只股票最终上涨了约16倍。 这会跑赢我的$AXTI收益。
英文原文
My parents are actually better investors than I am lol. Maybe part of it is genetics? My dad kept telling me how much he liked $PL back at $1.7. I didn’t really believe in geospatial intelligence. But the stock ended up going up like 16 times. Would have beaten my $AXTI returns.
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博主晒出501%收益，称持有了光子、存储及亚洲瓶颈环节的所有领涨股。
我碰巧持有了今年所有表现最好的个股： 从光子学领域的 $AXTI 和 $AAOI， 到存储领域的 $SNDK 和 SK 海力士， 再到亚洲瓶颈环节的 Nittobo、 Macronix 和 Unimicron。 所有持仓在两个月内均实现三位数回报。 年初至今收益率：501.38% 只是运气好吧？
英文原文
I happened to own every single top individual stock performer this year: From $AXTI and $AAOI in photonics. To $SNDK and SK Hynix in memory. To Nittobo, Macronix, and Unimicron for Asia Bottlenecks. All triple digit returns in 2 months. Year to Date: 501.38% Just lucky I guess?
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分享AXTI暴涨4倍收益，并乐享挖掘AI行业瓶颈。
@Veri_ta5321 随时欢迎！自从我发帖时的日内低点以来，$AXTI 已上涨近4倍！短短两个半月，这趟旅程真是疯狂。 我很享受像淘金一样挖掘整个AI行业的小型瓶颈环节。
英文原文
@Veri_ta5321 Anytime! $AXTI has increased close to 4x since intraday low when I posted! In just two and a half months, it’s been a crazy ride. Having a fun time gold mining for small bottlenecks of the entire AI industry.
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博主晒出AXTI持仓455%收益，并期待IQE表现。
@ryansfinance 谢谢！你肯定错过了 $AXTI，我的持仓收益已达 455%。 是的，希望 $IQE 接下来也能有积极表现！https://t.co/LAST4fVcmh
英文原文
@ryansfinance Thanks! You missed out on $AXTI for sure, my positions are up like 455%. Yep hope to see something positive with $IQE next! https://t.co/LAST4fVcmh
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博主回顾去年研究，庆幸精准预判英伟达投资及光模块股表现。
@invspoter 如果我能帮上忙，我很高兴！ 不过很高兴我去年在研究论文中精准预判了这一点。$NVDA 最终投资了 $LITE 和 $COHR。然后 $AAOI 今年也大幅上涨。https://t.co/gVDuPdkRrf
英文原文
@invspoter I'm happy if I was able to help! Glad I got this part spot on from my thesis last year though. $NVDA ended up investing in both of $LITE and $COHR. Then $AAOI ended up popping off this year. https://t.co/gVDuPdkRrf
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博主炫耀选股大幅跑赢大盘，部分持仓翻倍后回调。
@Investmnt_Eagle 哈哈，是的，我选的所有股票比如 $AAOI 和 $IQE 最近每天涨幅都在 20-40% 左右。$AXTI 和 $LITE 在本月翻倍后正在小憩调整。说实话，市场其他部分并没有玩得这么开心。
英文原文
@Investmnt_Eagle LOL yeah all my picks like $AAOI and $IQE are up like 20-40% a day recently. $AXTI, $LITE have been taking a tiny rest after doubling this month. Rest of the market not having as much of a fun time tbh.
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博主分享期权大涨144%及XLU周涨幅示例
@Ngen704 我那些极度虚值(OTM)的看涨期权已经上涨了144%+。我刚才只是以接近平值(ITM)的行权价为例，来说明 $XLU 本周3%的涨幅 https://t.co/PhgmsJDz39
英文原文
@Ngen704 My very OTM calls are up 144%+ I was just sharing closer to ITM strike as an example of the 3% increase this week for $XLU https://t.co/PhgmsJDz39
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澄清讨论标的为AAOI，并提及此前成功预判AXTI涨幅。
@FractalVeritas 这里讨论的是 $AAOI，不是 $AXTI。不过我确实在 $AXTI 过去两个月上涨3倍之前就指出过它。
英文原文
@FractalVeritas Talking about $AAOI in this, not $AXTI. But I did point out $AXTI before it went up 3x in the last two months.
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博主指出此前看多的XLU期权一周大涨，波动罕见。
@annapych1 是的，自从我指出这一点以来，一些 $XLU 的期权合约在一周内上涨了 80-150%。 一周内出现 3.3% 的波动极其罕见 https://t.co/wmGI7Sysv1
英文原文
@annapych1 Yeah some $XLU strikes are up 80-150% in a week since I called it out. Extremely rare to have a 3.3% movement in a week https://t.co/wmGI7Sysv1
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博主庆祝两个月前的光子学研究验证，相关个股获三位数回报。
我只是在庆祝我两个月前做的一些深度研究(DD)！ 看到 $AXTI、$AAOI 和 $LITE 的股价都实现了三位数的回报，这种验证我最初关于光子学(photonics)论点的过程非常有趣。 显然不是在告诉其他人要建仓，只是分享一些更新。
英文原文
I’m just celebrating some of the DD I did two months ago! Seeing it play out with stock prices from $AXTI, $AAOI, and $LITE all hitting triple digit returns is very fun to see (and helps validate my original thesis on photonics). Obviously not telling others to take positions, just sharing some updates.
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建议高位适度止盈但不清仓，长期持有光子学资产将大幅跑赢市场。
是的，在过去两个月疯狂上涨后，适当减仓并锁定部分利润是合理的！不过不要完全清仓所有头寸。 对我来说，我对自己的投资组合进行更多的主动管理。 我相信，鉴于光子学(Photonics)产能的爬坡，如果你只是持有这些资产三年，其表现将大幅跑赢大多数投资组合。
英文原文
Yeah it makes sense to trim a bit and take some profits after the insane rally last two months! Not completely sell all positions though. For me I do more of active management for my own portfolio. I’m sure if you just hold things for the next three years given photonic ramp, it would strongly outperform majority of portfolios.
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分享AXTI持仓两月涨283%，并提及NVDA财报后的高飞股抛售。
@AvivaMarket 也许是因为即便算上今天的跌幅，本月涨幅也已达 102%？ 我持有的 $AXTI 仓位在过去两个月仍上涨了 283%。 除了健康的回调外，在 $NVDA 财报发布后，许多高飞股出现了抛售。 https://t.co/lzX2ZA2ewu
英文原文
@AvivaMarket Maybe because it just went up 102% this month even accounting for the drop today? Still up 283% in the last two months on one of my $AXTI positions. Healthy correction aside there was a selloff in a lot of high flying names after $NVDA earnings. https://t.co/lzX2ZA2ewu
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博主复盘YTD 477%收益，归功于AI供应链瓶颈研究与亚盘资金轮动策略。
年初至今在 $NVDA 财报后表现： 477.27%。 大部分收益源于我过去几个月的研究： 例如从近期上涨数百倍的 $AXTI 磷化铟(InP)瓶颈中获利。 或者利用 Jane Street 因 SK 海力士/三星的隐含波动率(IV) Vega 扩张而在 $EWY 上的交易获利。 许多其他交易在短期内也获得了百分之几十甚至数百%的回报。 比如 $XLU 一周上涨 3%，以及 $MU 和 $SNDK 史诗级的方向性反弹。 人们通常喜欢看这样的最终结果，这确实最引人注目。 但当前收益的大部分基础早在几个月前就已奠定，从对 $LITE 的 Google BOM 分析，到去年对 Unimicron、Nittobo 甚至 $TSM 的半导体供应链瓶颈研究。 即使现在，我也在为未来播种，例如对电力/电网板块 $XLU 的分析，或理解上风险较高但作为光子学供应链中 $LITE 供应商的 $IQE。 我通常遵循以下流程： > 研究帖子（初始论点） > 将其转化为实际想法和交易 > 对 Alpha 进行后续尽职调查（例如 SMM InP 定价） > 当行情上涨时庆祝。 跨行业，且通常关注有动量的板块。 而不是死守单一个股，或只做分析而不交易。 我认为人们可能觉得这种风格令人耳目一新。 我认为最近我只是在利用两个不同的趋势： 1. 聚焦 AI 供应链中的活跃瓶颈 - 存储：$SNDK、$MU、SK 海力士、三星、$SIMO - 光子学：$LITE、$COHR、$AAOI、$IQE、$AXTI 和 Yamamura - 电力电网：$XLU - 先进封装/良率：$AMKR、$ONTO、$CAMT、$KLIC、$FORM 和 $AEHR 2. 然后聚焦资金轮动至台湾、日本、韩国。 基本上上周资金轮动是从美国/中国 -> 韩国、台湾、日本。 像 $EWJ 这样的 ETF 或 Nanya Plastics 等个股正在起飞。 - 台湾股票基金最近单周净流入超过 10 亿美元，这是几个月来首次 - 对于日本：高盛图表显示 +0.37 的标准差净买入 - 对于韩国，外国人在 2 月上半月净买入约 1.37 万亿韩元（约 10 亿美元） 而高盛图表显示北美空头活动令人震惊的 -1.52 标准差。 所以这可能是我对 $HOOD 投资者因缺乏亚洲股票敞口而表现不佳的假设原因。 原因是超大规模云厂商的资本支出交易流向供应链中的亚洲国家（例如，一些分析师预测 SK 海力士 2027 年远期市盈率仅为 2.2，这很荒谬）-> 机构跟随资金流进行资本轮动。 至于一些反思，我真惊讶于如今有多少人阅读我的帖子，这真的让我感到谦卑！ 我通常不太庆祝（去年我只做过一次，当时是 1 年回报 600%+），但我惊讶于今年我在时机把握和论点正确率上的好运。 我并不完美，我确实会犯一些错误，但更重要的是我每天绿色的日子多于红色的。 但感谢大家，我在两三个月内从小账户增长到了 83K！
英文原文
Year to Date post $NVDA earnings: 477.27%. Majority of the gains are the result of the research I've done the past few months: From the $AXTI's InP chokepoint that went up few hundred percent recently. or profiting off Jane Street from $EWY IV vega expansion for Sk Hynix/Samsung. Many others were tens of % or hundreds of percent returns each in a short timeframe. Like $XLU going up 3% in a week to the epic directional rally of $MU and $SNDK. I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to semi supply chain bottlenecks from Unimicron, Nittobo, and even $TSM last year. Even now I’m planting the seeds for the future with analysis on $XLU for the power/grid sector, or understandably higher risk companies like $IQE as a $LITE supplier for the photonics supply chains. I typically shift from: > Research Posts (Initial thesis post) > Map that into actual ideas + trades > Follow-Up DDs on Alpha (eg. SMM InP pricing) > celebrate when things go up. cross-industry, and typically on sectors with momentum. Rather than sticking single stocks, or just analysis only (instead of trading). And I think people might have found this style refreshing. I think recently, I’m is just capitalizing on two different trends: 1. Focusing on active bottlenecks in AI supply chains - Memory like $SNDK, $MU, Sk Hynix, Samsung, $SIMO - Photonics like $LITE, $COHR, $AAOI, $IQE, $AXTI, and Yamamura - Power Grid like $XLU - Advanced Packaging/Yields - $AMKR, $ONTO, $CAMT, $KLIC, $FORM, and $AEHR 2. Then focusing on Capital Rotation into Taiwan, Japan, Korea. Basically past week capital rotation was rotating from US/China -> Korea, Taiwan, Japan. ETFs like $EWJ or individual stocks from Nanya Plastics have been taking off. - Taiwan Equity Funds recently took in over $1 billion in a single week for the first time in months - For Japan: GS chart's +0.37 long buying - For Korea, foreigners were net buyers of roughly 1.37 trillion won (~$1 billion USD) in the first half of February While GS chart shows a staggering -1.52 SD in short activity for North America. So that's probably my assumption on why $HOOD investors haven't been doing too well from a lack of Asian equity exposure. The reason being Hyperscaler capex trade flows into Asian countries in the supply chains (eg. Some analysts projected Sk Hynix to have 2.2 2027 fwd p/e, which is absurd) -> institutions following the flow with capital rotation. As for some reflection, I'm genuinely surprised by how many people read my posts nowadays and it’s really humbling! I don’t really celebrate this much (last year I only did one time with a 600%+ 1Y return) but I’m amazed by how lucky I am this year with timing and getting a lot my thesis right. I’m not perfect, I do get a few things wrong, but what’s more important is I get more green than red every day. But thanks to everyone, I grew from a little account to 83K in like two or three months!
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NVDA回调属健康调整，AI投资核心仍看台积电与云厂商资本开支。
我目前只是持有仓位，仍在四处寻找机会。发这条推文只是不想让大家因为 $NVDA 下跌 5% 就觉得世界末日到了。这是健康的回调，在我看来，AI 交易中最重要的是关注 $TSM 和超大规模云服务商( Hyperscaler )的资本支出(capex)，而这些数据我们都有了。
英文原文
I'm just sitting on positions, still shopping around. Just wanted to make a post so people don't think the world is over because $NVDA dropped 5%. Healthy correction, most important thing to look out for with the AI trade is $TSM / Hyperscaler capex IMO and we already have those.
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分享 $NVDA 投资者从20万本金获利830万的案例，强调选对赢家的重要性。
真令人惊叹，竟然有人通过 $NVDA 获得了 $830 万 的收益。他们的初始投资：约 $20 万。如果你选对了赢家，市场可以轻松改变人生并造就新百万富翁。
英文原文
It's really amazing that there's people out there with $8.3M gains on $NVDA. Their initial investment: ~$200K. Markets can easily change lives and mint new millionaires if you choose the right winner. https://t.co/0HL93Fd6NJ
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博主调侃自己的收益跑赢了某只热门股的3倍杠杆ETF。
@SingularityRes 哈哈，我仍然不敢相信我的收益竟然跑赢了某只股票每天翻绿（上涨）的3倍杠杆ETF。
英文原文
@SingularityRes LOL, I still can’t believe my returns beat the 3x leveraged ETF of a stock going green every day.
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博主分享AXTI持仓两个月涨幅达310%。
@c_hadjikyriacou 是的，我的 $AXTI 持仓在两个月内上涨了 310% 哈哈。https://t.co/wm237iEqHT
英文原文
@c_hadjikyriacou Yeah I’m up 310% on my $AXTI position in 2 months lol. https://t.co/wm237iEqHT