· 杂谈
感谢你留下这条友善的评论，很高兴我的想法对你的150%年初至今回报率有任何帮助（真的令人印象深刻）。 让我困扰的是，人们把我免费分享的研究观点称为"不道德的"。如果没有付费墙，这种污蔑就会发生。 如果我将这些内容设置在500美元以上的substack订阅后面，跟踪我的对冲基金仍然会这样做？ 我免费分享想法，因为我从帮助散户投资者中获得满足感。在看到他们被机构一次又一次地坑害之后，我决定这样做。 尤其是AI资本支出和瓶颈动量交易，是散户能够识别利基关键公司的难得机会之一。他们终于可以抢先一步，而不是沦为退出流动性。
Thanks for leaving a nice comment and happy my ideas were helpful in any way for your 150% YTD returns (genuinely impressive). It’s bugging me that people are calling a thesis I share for free. Without paywalls slander like “Unethical”. I could just paywall this behind a $500+ substack subscription to the hedge funds that follow me and the same thing would play out anyway? I share my ideas for free since i get fulfillment helping retail investors after seeing them get shafted over and over by institutions. The AI capex and bottleneck momentum trade especially, is one of the only chances retail can get to identify niche critical companies. And they can finally get a head start instead of being exit liquidity.