$CREDO
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降息预期推动成长股反弹，机构提前布局，年底指数或涨5-8%。
分析一下这意味着什么：短期内，这对成长股(growth stocks)非常有利，因为成长股对利率(rates)高度敏感。 像 $HOOD、$RKLB、$NBIS、$IREN、$ALAB、$CREDO 这样的许多股票将创历史新高，而 $HIMS、$CRWV、$SMCI、$MRVL、$TSSI 等股票也将恢复至历史高点(ATH)。 机构今年提前押注了“九月疲软”(September weakness)（大约在比特币达到 12.4 万美元时），因此随着降息预期叠加，股票在 9 月初再次上涨。 由于今年早些时候因关税(tariffs)和高通胀(high inflation)导致市场大幅崩盘，标普 500 指数 ETF (SPY) 的表现并未超越往年，因此我们可以看到指数在年底前再上涨 5%-8%。 17 日的降息几乎板上钉钉，所以机构正在提前布局(front-running)。散户可能认为降息当日股票会上涨，但实际消息公布后可能会导致抛售(selloff)。
英文原文
Just an analysis on what this means: short term, it's great for growth stocks = since growth stocks have high sensitivity to rates. You have a lot of stocks like $HOOD, $RKLB, $NBIS, $IREN, $ALAB, $CREDO that will hit all time highs or with $HIMS, $CRWV, $SMCI, $MRVL, $TSSI, and others, recovering to ATH. Insitutions frontran "September weakness" this year (Around the time BTC reached $124k), so stocks climbed again early SEPT due to rate cut on top of it. SPY hasn't really outperformed previous years either with the massive market crash earlier this year from tarrifs + high inflation so we can see index go up another 5%-8% by EOY. Rate cut is almost certain on the 17th, so institutions are front-running it. Retail probably thinks stocks go up on rate cut date, but the actual news might lead to a selloff.
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买入TSSI，看好小盘半导体随AI板块反弹。
鉴于半导体反弹已扩展至如 $SMCI 等服务器机架领域，我买入了 $40K 的 $TSSI。该股从 $31 跌至 $13.6，考虑到 $TSM、$CREDO、$NBIS、$AVGO、$MRVL、$ALAB 等其他半导体/AI 股票均已反弹，小盘股反弹的机会很大。https://t.co/jWkww0Avro
英文原文
Bought $40K of $TSSI now that the Semi rally extended back to server racks like $SMCI. Down from $31 -> $13.6, good chance for a rebound for small caps given the rest of semis/AI from $TSM, $CREDO, $NBIS, $AVGO, $MRVL, $ALAB and others have rallied. https://t.co/jWkww0Avro
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不看好SG但预期其反弹，更看好TSM等标的。
@moonman6577 我对 $SG 不太看好。如果让我挑选我看好（bullish）的股票，我会选 $TSM、$HOOD、$RKLB、$CREDO、$NBIS 等。但我认为 $SG 会反弹，因为它因短期期权（option）资金流而超卖（oversold），而且我单纯就是喜欢他们的沙拉。
英文原文
@moonman6577 I'm not too bullish on $SG. If I had to pick stocks I'm bullish on it would be $TSM, $HOOD, $RKLB, $CREDO, $NBIS and others. But I see $SG rebounding since it's oversold from short-term option flows and I simply just like their salad.
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平仓 $ALAB 多头并做空，用 $CREDO 对冲，认为前者超买后者将补涨。
我改变了对 $ALAB 的看法，在 $217 获利了结，因此平掉多头并建立空头头寸，同时使用 $CREDO 作为对冲。$ALAB 在上涨 14% 后感觉有些超买。不过 $CREDO 应该很快会补涨。
英文原文
Changed my mind on $ALAB, took profit at $217 so exited long and opened up short with $CREDO as a hedge. ALAB feels a bit overbought after going up 14%. $CREDO should play catchup soon though. https://t.co/oDIuqi0mFn
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趁恐慌在 $8.22 买入 $SG，认为极度恐惧是最佳买点。
当人们感到恐慌时，我在股价跌至 $8.22 时买入 $100k 的 $SG。没有任何消息，股价下跌 8.2%+。与此同时，市场以及像 $HOOD、$RKLB、$ALAB、$CREDO、$HIMS、$APP 这样的高贝塔股票正在上涨。最佳的买入时机是在散户恐慌抛售他们 $40 买入的筹码时的极度恐惧时刻 https://t.co/vBZhOJF1y0
英文原文
While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme fear when retail are selling the shares they bought at $40 https://t.co/vBZhOJF1y0
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博主列出各领域高增长潜力股，预测5年千倍回报。
基于当前估值，我5年1000%回报的“登月”组合(Moonshot baskets)。 太空 - $RKLB (2200亿) AI - $CRWV (4700亿) 半导体(Semi) - $CREDO (2000亿), $TSSI (38亿) 加密货币(Crypto) - $BKKT (18亿) 金融科技(Fintech) - $DJT (490亿) 社交(Social) - $BMBL (62亿) 健康(Health) - $HIMS (950亿) 软件(Software) - $UPWK (190亿) 你们的选择是什么？
英文原文
My moonshot baskets for 1000% returns in 5y given current valuations. Space - $RKLB (220B) AI - $CRWV (470B) Semi - $CREDO (200B), $TSSI (3.8B) Crypto - $BKKT (1.8B) Fintech - $DJT (49B) Social - $BMBL (6.2B) Health - $HIMS (95B) Software - $UPWK (19B) What are your picks?
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ALAB类比英伟达，CREDO高增长，两者均为优质投资。
ALAB 让我想起英伟达的成长路径（极高的 GPU 利润率）+ 服务 Mag7。在半导体领域，从增长角度看，唯一相似的公司可能是 $CREDO，拥有 XAI/AWS/MSFT 客户，同比增长 180%。两者都是极佳的投资标的。
英文原文
ALAB reminds me of how Nvidia grew (extremely large GPU profit margins) + serving Mag7. Only similar company out growth wise in semis is probably $CREDO with XAI/AWS/MSFT customers with 180% y/y growth. Both are amazing investments.