Optimus Tom
619 posts

Optimus Tom
@TomOptimus
专注开卡、🌍eSIM的挖掘者, 美股投资玩家🧑💻| 用工具打破边界,用知识守护主权| 实测、避坑、独立思考🤔,只为更彻底的数字自由与财务独立💰💵 永爱自由,不是口号,而是持续行动
Phoenix, AZ Beigetreten Mayıs 2023
720 Folgt1K Follower
Angehefteter Tweet

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.



CryptoCat|猫姐🐈@Crypto_Cat888
中国证劵报写了一篇标题为:“白毛股神”究竟是谁? 的文章! 要知道中国证券报在中国资本市场地位极高,是新华社主办的官方指定信息披露核心媒体,与上海证券报、证券时报并列三大权威渠道,属于T0级别,具有法定公信力和政策引导“一锤定音”的影响力 @aleabitoreddit 你真的太火了! #白毛股神
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昨天差不多互关了150人。
继续 #蓝V互关
只要你是蓝V,关注我,我会慢慢回关。
不管你是什么类型的账号,哪怕搞黄的,当然,涉政的不回啊,昨天有几个这种账号我差点回关了。😰

0x31ad.sun@greenhandwe
又到了mask发钱的日子,都在晒收入了。 推特的流量算法里面蓝v的权重是很高,所以最近新加入的正在认真创作内容的朋友,欢迎来互关互助。 一起成长,共同把账号做起来。 都会慢慢回关,如果没有可能是被刷下去了,取消关注重新关注一下或者评论区dm我和私信我。 #蓝V互关
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music.youtube.com/watch?v=oMsizm… 韩国🇰🇷的朋友们,真的是每晚都要有Blackpink陪伴才能入睡啊🤓🎧🎤
中文


Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.
With further announcements tomorrow.
$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

Serenity@aleabitoreddit
$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.
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