$200
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痛斥 SLNH 的高稀释
我很生气，因为有人在为了自己的私利，主动坑害散户投资者。 把人忽悠去买一只市值 2 亿美元的 $SLNH 股票，同时伴随 10 亿美元稀释和 5 亿美元的持续 ATM，这种行为简直令人作呕。 如果你在意股权增值，这种做法完全说不通。
英文原文
I get angry when people are actively trying to screw over retail investors for their own personal gain. Absolutely disgusting behavior leading people to buy a $200m MC stock in $SLNH with $1 BILLION DILUTION and a $500,000,000 ACTIVE ATM. Literally makes 0 sense if you care about equity appreciation.
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TTD/HIMS/RDDT 都有均值回归机会
像 $TTD 在 22 美元这样的价位是有吸引力的，大概还有 40% 到 50% 的上行空间，能回到低 30 美元。 $HIMS 在 28 美元也差不多，我能看到它均值回归到 40 美元。 还有 $RDDT，我在 140 美元附近做多，现在也还可以。
英文原文
Stuff like $TTD at $22 is compelling, probably 40-50% upside back to low 30's.. Same with $HIMS at $28, I can see mean reversion to $40. And $RDDT at $163, went long around $140, posted some thesis on the way down to $125, but glad it's recovered a bit. Could probably chop a bit but I do see it recovering to $200+ in better macro.