北京时间 2026-08-30 14:24:05 · 杂谈

博主批评X财经圈付费墙乱象，坚持免费公开研究以建立新文化。

涉及标的： $AEHR $ARM $AXTI $CCXI $COHR $EWY $INTC $IQE $JBL $LITE $LPKF $MRVL $MU $MXL $NBIS $RPI $SIVE $SOI $TSEM $XFAB

中文翻译

看到我在 X 上互动的一些人呈现出的模式，我感到有些失望： - 试图接触同一受众，然后迅速转向激进变现 - 当我选择不参与或放大付费群组时感到不满 - 抛出人身攻击或非逻辑指责，并试图将其重构为仅仅是基本面分歧当我刚加入 X 时，许多财经内容围绕名表/私人飞机+期权、承诺“华尔街秘密”的付费社区以及杂乱图表展开。我想做的不同之处在于公开出版我的研究和推理，面向所有人。鉴于我的粉丝增长，我认为这确实引起了共鸣。但当然，这种增长也会与那些商业模式依赖利用 X 将受众引流至付费服务或昂贵付费墙的人产生摩擦。我的订阅费几个月来一直是 1 美元，并将保持在最低水平，尽管起初声称会涨到 100 美元。我所有的核心论点都免费发布在主时间线上。我可以将更多内容放在付费墙后。我只是不想这么做。我更喜欢公开分享想法，让每个人自行决定。许多想法进展顺利：$AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR 等。其他一些遇到了意外的行业延迟，如 $LPKF 的玻璃基板和 Auros 的混合键合。一些仍在 2027/2028 年展开，包括 $SIVE, Foci, Shunsin, $CCXI, $XFAB 以及更广泛的共封装光学(CPO)/人形机器人主题。有些是全新的，如 Etron/ESMT 的 DDR2/DDR3。许多如 $JBL 到 Murata 到 $MXL，我只是出于乐趣分享，看看想法是否正确。并非每个想法都会正确。这是研究的一部分。但我更希望有一个人们公开出版论点和推理以便每个人都能从中学习的 X。而不是一个信息日益消失在 100 美元付费墙后或被参与诱饵噪音稀释的 X。希望我能帮助在 X 上创造一种新文化，而不是放大旧文化。

英文原文

It’s been a little disappointing to see a pattern with some people I've interacted with on X: - try to engage with the same audience, then quickly move toward aggressively monetizing it - get upset when I choose not to participate in or amplify paid groups - throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts. One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone. I think this definitely resonated with folks given my follower growth. But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls. My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100. All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to. I just prefer sharing the ideas openly and letting everyone decide for themselves. Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more. Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding. Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes. Some are brand new like Etron/ESMT for DDR2/DDR3. And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right. Not every idea will be right. That's part of research. But I'd much rather have an X where people openly publish the thesis and reasoning so everyone can learn from it. Than one where information increasingly disappears behind $100 paywalls or becomes diluted with engagement-bait noise. Hopefully I can help create a new culture on X rather than amplify the old one.

在 X 上查看原推 ↗