中文翻译
$CRCL... 三周内已反弹53%。 $54 是最佳的买入时机，而不是财报后涨幅超50%的时候。 有时很难逆着市场情绪操作。 但例如： $CRCL - 尽管股价暴跌，USDC 流通供应量仍是我关注的顶级指标之一。 $AXTI - 7N InP 在 SMM 上非标准化。 生存法则：股价与运营指标之间的脱节。 有时，股价可能反映一种情况，但财报和现实却是另一种。
· 方法论
强调股价与基本面脱节，通过运营指标寻找错杀机会。
英文原文
$CRCL... is now back up 53% in 3 weeks. $54 was the best chance to buy, not 50%+ later after earnings. Really hard to go against the sentiment sometimes. But for example, on: $CRCL - USDC circulating supply one of the top indicators I looked at despite the stock price tanking. $AXTI - 7N InP nonstandard on SMM. Alive lives within: the disconnect between stock prices and operational indicators. Sometimes, stock prices might reflect one thing, but the earnings and reality are another.