· 方法论

强调在事件发生前发布论点,避免追高。

涉及标的:

中文翻译

一般来说,如果你还在等波士顿动力Atlas机器人实现规模化量产,那你可能已经有点晚了。我喜欢在事件发生前就发布我的投资论点,就像之前对$AXTI或这次的$SSYS那样,这与那些只在行情波动后反应或在高位入场的人不同。

英文原文

In general, if you're waiting for Boston Dynamics Atlas to be at scale already, you're probably a little late. I like to post my thesis at the start before any moment happens like with $AXTI or in this case $SSYS, which is different than others who just react to movements or enter near the top.

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