中文翻译
人们做多 $MU / $SNDK 押注“存储超级周期(Memory Supercycle)”。 或者因为需求做多“铜(Copper)”。 但显而易见的交易就在你面前吗？ $BBW - Build a Bear（泰迪熊工厂）。 5年回报率： 泰迪熊：1301.55% 英伟达(Nvidia)：+1,258.68% 当你在 GPU/存储/铜供应链中为残羹冷炙争斗时，你本可以像我一样买一只泰迪熊。
· 个股论点
作者认为$BBW五年回报超英伟达，讽刺热门赛道拥挤。
英文原文
People are long $MU / $SNDK for "The Memory Supercycle". Or "Copper" because of demand. But is obvious trade in front of you? $BBW - Build a Bear. 5y Return: Teddy Bear: 1301.55% Nvidia: +1,258.68% While you're fighting for crumbs in the GPU/Memory/Copper supply chains, you could have just bought a Teddy Bear like I did.