2026-05-23 · 方法论

长文阐述用百分比回报验证thesis，而不是用金额炫富卖订阅。

涉及标的： $AXTI $SIVE $AAOI $LITE $IQE $AEHR $CRCL $EWY $OSS $GDRZF $RPI $SOI $ALRIB $SNDK $SIMO $VPG $TSEM $ARM $MRVL $INTC $LPK $NBIS $MU

中文翻译

我不公布美元金额，因为那并不重要。重要的是回报百分比。说到这个…… 年初至今：3840.39%。我可能是世界上唯一一个在短时间内点出多个10倍股的人。你还记得这些 thesis 吗？ 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU 它们都上涨了100-1000%+，因为： 1. 我发布 thesis。 2. 人们可以看到几个月后股票表现。 3. 它们最终正确（thesis 被验证），因为上涨数百个百分点并保持回报。我非常不喜欢传统 X 网红展示大额美元数字、名表、豪车、私人飞机。然后用这些来卖昂贵订阅，而不是靠市场回报赚更多。所以我想通过免费的 thesis 帖和之后的百分比回报结果，建立一种基于纯信息发现/综合的新趋势。简而言之：验证 thesis 最重要的是市场百分比回报。不是赚到的美元金额。

英文原文

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

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