· 杂谈

回应外界质疑,强调自己分享的是想法与回报,不需要靠炫富来证明。

涉及标的:

中文翻译

谢谢你替我说话。去年我只有几百个关注者、发出 600%+ 收益时,大家都还挺支持的。 现在我有 10 万+ 关注后,反而多了无尽的嫉妒,或者一些莫名其妙的评论,比如: - “除非他们晒净资产,不然就是拿 2000 美元在交易”: 我不需要像其他网红那样发跑车或名表来证明自己是个好交易员。对我来说,最重要的是想法,而收益率已经证明了这些想法在市场里是对的。 - “拉盘砸盘”:几乎每只我持有的股票都保住了涨幅,比如 $AXTI 都涨了 500%+?我大部分收益其实还没兑现。 我从开始发帖以来,自己点名过的高信念标的,几乎都是绿的:$NBIS、$CRCL、$TSM、$RKLB、$HOOD、$ALAB、$CRDO。 也有一些新的,比如 $RDDT,但它现在也只回撤了大概 6-8%,还需要时间兑现。 还有一些更小的标的,比如 $LPTH 或 $VLN,虽然还没兑现,但从发帖以来也就跌了大约 10% 左右,具体取决于进场点,并不是因为它们基本面不好就直接崩掉。 我发的是几十只股票,所以拿其中几只还没跑出来的来代表我全部做过的东西,这真的很荒谬。如果你把所有标的等权平均,你会发现整体还是很绿的。 - “偷票”:很多这些股票都已经存在很多年了,过去也有成千上万的人做多过。 市场之所以对它们反应不同,是因为我在帖子里做了新的信息整合,或者我把它和一个别人没想到的催化剂联系了起来。 以前有人说他们先发现了 $OSS,但它之所以上涨,是因为我把它和委内瑞拉入侵联系起来了(这才是新的)。只是说一句“边缘 AI,看多 $OSS”其实什么都不说明。 以前有人说他们先发现了 $RPI,但它上涨的原因,是因为我第一个把它和 OpenClaw 的投资逻辑联系在一起(这才是新的)。光说“树莓派适合个人使用”也没什么意义。 例子还有很多,比如 $SOI、$SIVE,或者其他任何股票。 我也没说我是第一个发现 $TSEM 或 $NBIS 之类的人,那些本来就是大家都知道的光子代工厂或者 neocloud,我个人只是喜欢,也愿意跟着上车。 别人想怎么说都行,但市场才是真相的最终裁判。

英文原文

Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive. Now that I have 100k+ followers, there's endless jealously or random comments like: - "Only trading with $2K unless they show net worth": I don't need to post lambos/fancy watches like other influencers to prove I'm a good trader. My opinion is ideas what matters the most, and the % return validates that they're correct in the market. - "Pump and Dump": Almost every stock held their gains like $AXTI is up 500%+? Most of my returns are unrealized. Every high conviction stock I've named over time since starting is green: $NBIS, $CRCL, $TSM, $RKLB, $HOOD, $ALAB, $CRDO. There's new ones like $RDDT but that's only down ~6-8% and needs time to play out. There's other smaller picks $LPTH or $VLN that haven't but they're only down like 10% from posting or more depending on entry point and don't just crash because they're all fundamentally good picks. I post tens of stocks, so cherry picking a few that haven't played out yet to represent everything I've done is just ridiculous. If people just take the equal weighted average of everything they're way green. - "Stealing Picks": Many of these stocks have been around for years. Thousands of different people have been long at one point in time. The reason markets react differently is I either bring novel information synthesis to a post, or I time it with a catalyst others don't. People were claiming they found $OSS first, but the reason it went up from $6 was because I linked it to Venezulea's invasion (which was novel). Just saying "edge AI, go long on $OSS doesn't mean anything". People were claiming they found $RPI first, but the reason it went up was because I was the first to link it OpenClaw as an investment thesis (which was novel). People claiming "raspberry pi for personal use doesn't mean anything". List goes on and on with $SOI or $SIVE or any other stock. I'm not claiming I'm the first either to stuff like $TSEM or $NBIS either, that's already a well known photonics foundry or neocloud, I personally just liked it and wanted to hop ont he bandwagon. People can say anything they want but markets are the final arbiter of truth.

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