中文翻译
我感觉这轮周期里，所有做 $FISV、$PYPL、$NVO 这类价值 / 股息投资的人都“灭绝”了？ 去年还很流行…… 但如果你转去做 $INTC 或 $SNDK 这类半导体，年内其实已经能赚 200-400%+。 X 上现在全是 AI 瓶颈话题，感觉这波趋势还是我带起来的？ https://t.co/tj7ykBGMyr
· 业绩复盘
感叹价值股投资者都被这轮周期淘汰了
涉及标的： $FISV$PYPL$NVO$INTC$SNDK
英文原文
I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last year… But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD. X feed is just AI bottlenecks now, feel like I helped start a new trend? https://t.co/tj7ykBGMyr