中文翻译
如果 thesis 本身不扎实，Point72 和其他机构就不会在历史高位买入。 每个人都想找下一个 10 倍股，而当我终于用 $AXTI 或 $IQE 这样的名字把它指出来时，很遗憾，总有人会拿市值或粉丝数来试图削弱原始 thesis。
· 方法论
说机构在高位买入说明 thesis 本身是成立的。
英文原文
Point 72 and other institutions would not be buying at ATHs if the thesis were not fundamentally sound. Everyone wants to find the next 10x, and when I finally point it out with names like $AXTI or $IQE, it's unfortunate so many people try and undermine the original thesis by citing MC/follower count.