中文翻译
今天大幅加仓了 $TSM，价格约 $302.5。 同时也适度加仓了 $CRCL，价格约 $87.2。 自 $TSM 创下纪录般的业绩以来，股价一直在震荡整理，直觉告诉我它随时可能突破。这纯粹是凭感觉。 至于 $CRCL，虽然降息对其不利，但美元稳定币 (USDC) 的铸造仍在持续。加密货币也从12月的降息中反弹，且股份解禁已完成。 因此我认为 $190亿市值是一个很好的机会。自首次公开募股 (IPO) 以来我就想做多 Circle，但直到最近才等到机会。
· 个股论点
大幅加仓TSM并适度买入CRCL，看好其突破机会及USDC业务前景。
英文原文
Added very heavily in $TSM today ~$302.5. Also added a decent amount in $CRCL positions at ~$87.2. We’ve been chopping since record breaking earnings from $TSM just felt it would breakout anytime now. This is just gut feeling. As for $CRCL rate cuts hurt, but the USDC printer keeps on going. Crypto also rebounding from Dec rate cut, and share unlock is done. So felt $19B MC was a good opportunity. I wanted to go long on Circle ever since IPO but never got the opportunity to until recently.