中文翻译
X平台的好处之一是能观察到文化差异：我看到一群欧洲旁观账户，躺着收银行存款利息，年内收益2%。现在冒出来说，当初投资$AAOI做光子学或三星做内存的都是赌徒。终于等到从$MRVL到$NBIS再到$INTC的所有AI相关股票在暴涨数倍后崩盘了，然后在那里庆祝。我认为主要是对技术变革缺乏理解，加上资本保值文化与成长型投资文化的碰撞。
· 方法论
欧洲投资者保守晒2%收益嘲笑科技股暴跌，但反映的是文化差异而非技术判断。
相关概念： 光子学 Photonics
英文原文
The nice thing about X is seeing cultural differences: I get a bunch of sidelined European accounts up 2% YTD off bank saving interest. Coming out of hibernation, and saying all along that investing in $AAOI for photonics or Samsung for memory is considered gambling. And celebrating when everything AI from $MRVL to $NBIS to $INTC finally had a crash after a few hundred percent rally. Think it’s mainly a lack of understanding of technological shifts mixed with capital preservation culture vs. growth.