· 方法论

强调高置信 thesis 最后都会翻倍

涉及标的:

中文翻译

你在开玩笑吗?如果我对 thesis 有把握,我会直接写高置信。 我对 $SIVE、$AEHR、$AAOI 都是这么做的,最后它们都翻了三倍。 我不会分享仓位大小,因为这并不重要。

英文原文

Are you kidding? I always write high conviction if I’m confident in my thesis. And I do it with $SIVE, $AEHR, $AAOI, which all end up tripling. I don’t share position sizing since I don’t want blind copy traders. People should manage their own portfolio and build their own conviction. Without just copying me.

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