· 供应链分析

通过线索发现一个未披露的超大客户供应商,感慨“找彩蛋”也能用于股票。

涉及标的:

中文翻译

原来……股票里找彩蛋也行? 真不敢相信,我的某个关注者居然通过下面这些步骤,找到了像 $NVDA 或 $GOOGL 这样的 T1 超大规模客户的未披露供应商: -> 看某位高管在 LinkedIn 上发的帖子。 -> 把他们照片左上角放大 5 倍 -> 找到一台外形足够特别、可以识别的机器 -> 根据机器的配色追溯到一家小公司 -> 最后锁定这家未披露供应商 我真的佩服。

英文原文

Turns out... Easter egg hunting works in stocks as well? Can't believe one of my followers found the undisclosed supplier of a T1 hyperscaler like $NVDA or $GOOGL by: -> Looking at an executive's from LinkedIn posts. -> Magnified the edges of one of their posted photo by 5x -> Found one of the machines that looked distinct enough to identify -> Traced the color scheme of a machine back to a small company -> Identified the undisclosed supplier. I'm genuinely impressed.

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