· 业绩复盘

博主回应批评改在盘中发文,并展示其过往论点均获正收益。

涉及标的:

中文翻译

感谢大家的指正。很多人私信我,认为在盘后或隔夜发布投资论点(Thesis)会因流动性不足而加剧市场波动。因此,我改为在交易时段发布我的思考过程。我无法控制市场如何为信息发现定价,也无法控制我分享观点后的影响。自发布以来,$AIRO、$AXTI、$OSS 等大多数股票上涨了 70% 且仍在上涨。像 $VLH 或 $LPTH 这样的股票也上涨了约 20-30%。我认为到目前为止,还没有任何一个论点在长期来看是亏损的。

英文原文

Thanks for calling me out on that. A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of liquidity. So I end up posting my thought process during market hours instead. I have no control over how markets price in information discovery or me sharing my perspective on things. Most stocks from $AIRO, $AXTI, $OSS are up 70% since I posted and still keep going up. Stuff like $VLH or $LPTH are up roughly 20-30%. I don't think there's been a single thesis that's been red over time so far.

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