· 供应链分析

称自己掌握了很多供应链漏洞,但不会公开所有细节。

涉及标的:

中文翻译

我到处都映射了很多供应链漏洞。我觉得有些最好还是不要公开,因为那只会把国家安全风险暴露出来。 不过我还是决定拿 $AXTI 来玩一下……如果碰上日本出口管制,结果可能就没那么好了。 所以啊,有些东西我不会提,但如果我有一些核心想法,而且它们是不错的多头,我还是会尽量公开出来。

英文原文

I mapped a ton of supply chain vulnerabilities here and there. I think it's better not to share some since it would just spotlight national security risks. Decided to have some fun with $AXTI though... it might not have turned out as well with Japan export controls. So yeah, there's some I don't mention but any core ideas I have I try and publish them if they're good longs.

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