· 方法论

反驳散户影响市场论,强调基本面驱动股价。

涉及标的:

中文翻译

@optionsreaper 即使散户不知道他的存在,他的观点在 $SNDK 或 $BE 上本来也会兑现。散户对 NAND(闪存)短缺或超大规模云服务商对 Bloom 的需求不会有任何改变。将其贬低为仅仅是散户在模仿他,也是非常糟糕的。

英文原文

@optionsreaper His ideas would have played out anyway with $SNDK or $BE even without anyone from retail knowing he existed. Retail wouldn't have changed a thing with NAND shortages or hyperscaler demand for Bloom. Downplaying that to just retail copying him is also terrible.

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