XL
19 posts
根据最近的思索，我ORCL认错略亏先走
不管他以后业绩如何星辰大海，在美股融资刷卡大周期里我是不会碰做Capex的那个的
复盘一下，我都买AMZN CDS了，ORCL不清掉是不应该的
同样我也不会碰neocloud，只要“兑现财富”的一概躲开
Herman Jin@ShanghaoJin
@wansaneb16 @LeoLu21353340 回答你下orcl我确实觉得的从capex看业绩很好 但是长期我担心所有云厂都会融资。这个担心也是最近思索想到的 请允许trader每天想法豆会变，另外我不“推荐”股票。只是谈谈我个人对市场行业看法 你对自己钱包负责
中文
Right guys, give me some new stocks to research:
-> AI supply chain only
-> High growth potential like $SNDK, $SIVE or $AAOI
What's your highest conviction pick?
English
It has been 10 days since I opened my subscription.
This is probably the best thing I have done since joining X.
Not for the money. I have made 10,000 times that just on Sivers alone.
But to share ideas, and to have people who support me. Even on the bad trades.
I always share first on the subs – just a gut feeling and an early idea – and then work out the complete thesis on the main timeline.
It is just that I get a gut feeling on things, but building a thesis takes time.
So far in 10 days: $SHT, $SMOL, the bottom of $AAOI, a 75% profit on a call option, LG Innotek before it ran, $ADTN. I could keep going.
I loved the roast my portfolio part hahaha.
It has only been 10 days.
You cannot beat someone who is having fun.
Sorry for the spam my fellow subs 🫶🏻
English
@AntonLaVay 这个热度感觉已经不能加了 我40+的成本 30%的仓位 本来想干到40% 但是我看全都在转发sive，有点不敢了…
中文
Americans
Koreans
Chinese
All eyeing the same Swedish stock $sive
PeterRich@PeterRich_ho
$SIVE $SIVEF 저번 500만주 청산으로 이만큼 올라왔는데 6450만달러면 934만주 정도네. 거기에 남은 공매도 물량에 각종 호재 겹치면,, 너 어디까지 갈꺼니? 🤪
English
XL retweetet
You idiots all bought the wrong Kura ( $KRUS )
Serenity@aleabitoreddit
Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NVDA. If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains. Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.
English