· 业绩复盘
$RPI 今天盘中已经涨到三位数回报了，才两个月。 这说明我年内已经从 $AAOI 到 $LITE，命中了 14 只涨幅 100%+ 的股票。 如果我能在很短时间内写出 14 篇分别对应不同多头、而且它们都翻倍的 thesis……也许我确实还行？ 我最早把它定义成 AI agentic hardware orchestration。 但二月份的时候大家都把我的 thesis 叫成“meme”。 （特别感谢 FT、Reuters、Bloomberg） 不过我当时就指出了营收加速，预计会比共识高出 3 倍。财报也验证了我的估计。 现在它正在被重新定价成一家 AI 硬件公司。
$RPI hit triple digit % return intraday today, just 2 months later. That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns. Maybe if I’m able to write a thesis on 14 separate longs that double in a short time period… I’m decent at it? I was the first person to long it as AI agentic hardware orchestration. But everyone called my thesis a "Meme" back in Feb. (Special S/O to FT, Reuters, Bloomberg) But I called out revenue acceleration expecting a 3x beat compared to consensus. And their earnings report validated my estimates. It's now being re-rated as an AI hardware company.