中文翻译
不。重点是，在高贝塔(高波动性)股票如 $RDDT 或 $SOFI 下跌 30-40% 后卖出，转而重新配置到已被抢跑且处于历史新高的拥挤交易（如国防/石油）中，并不是个好主意。 就我个人而言，针对我的石油/国防对冲头寸，我正在寻找任何主要的散户抛售潮，以便在这些标的中净重新建立多头头寸。 我只是在想机构可能会做同样的事。
· 方法论
反对在高位股大跌后追涨拥挤的防御板块，建议利用散户抛售机会建仓。
英文原文
No. Point was that it's not a good idea to sell high-beta like $RDDT or $SOFI after dropping 30-40% to reposition into crowded plays like defense/oil that have already been frontrun and are ATHs. For me personally with my oil/defense hedges, I'm looking for any major retail selloff to net reposition long in a lot of these names. I was just thinking institutions might do the same.