Unicorn
55 posts


美伊和解、世界杯开幕、spacex ipo,三喜临门。但是对我来说还有第四喜。就在刚刚社区达成里程碑,人数突破一万人,正式成为万人社区!!非常感动,感谢大家的支持,离目标五万人又进了一步。😍😍
去年十月微信群被封,个人微信被查,痛定思痛,来到了discord。今年2月小红书也被封,被迫转战X。
当时起步X只有100粉丝,DC只有300人,相当一段时间,没有人知道我,流量很低,我一度觉得X可能走不通了。不过我没有放弃,那时市场也很不好,横盘4个月下跌2个月,美股情绪降到了冰点,我就一点一点的在X上发帖熬鸡汤,给大家打气,和空头对线,让各位坚持不要卖,要相信科技,相信人类,相信川普。
没想到就是这一个字一个字打出来的鸡汤,受到了非常多人的喜爱。X和Discord的粉丝数也以飞速增长,甚至连 @aleabitoreddit 白毛股神都看到了我,给予我支持,感谢各位。
我以后就做散户的盾牌,新人的保护伞,刺向空头心脏的矛。市场不好时我就熬鸡汤给大家喝,天塌下来我顶着。牛市了我就疯狂喊单,喊到令空头怀疑人生。总之下跌了我们一起哭,上涨了我们一起赚。😂😂
特别感谢在最初关注我的朋友,永远爱你们。😍
Discord在个人资料,buy the dip,长期持有。

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@chitengyu @MinMin89485072 是这个理,但我们受到的限制太多了,远比其他国家要多的多,我知道这样有好处,但是!还记得哈耶克说过的话吗:愿意放弃自由换取保障的人,最终既得不到自由,也得不到保障”,这是真的,虽不至于说闭关锁国,但是真的失去了很多,我也不明白到底在怕什么?美国不怕,英国不怕,日本也不怕,就我们怕?
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@MinMin89485072 我这么说吧,骂中共的全是中国的对手要么是假冒的要么是汉奸!真正爱国的人都知道中共干的不错祖国现在很好很强大!
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当别人问我来自哪里时,我总是难以坦然地说出“我来自中国🇨🇳”。每次说出口,心里都会涌起一种难以言喻的羞耻和压抑。很多时候,我甚至希望自己是台湾人🇹🇼、日本人🇯🇵,或者任何一个来自更文明、更自由社会的人。并不是因为我憎恨这片土地,而是因为我来自独裁统治的国家,我坚决反对共产党,我渴望拥有另一种身份,一种不必为国籍感到尴尬、不必在介绍自己时心生负担的身份。
When people ask me where I’m from, I often find it difficult to say openly, “I’m from China.🇨🇳” Every time I say it, I feel an indescribable sense of shame and oppression. Many times, I wish I were Taiwanese🇹🇼, Japanese🇯🇵, or from any society that is freer and more civilized.
It is not because I hate the land where I was born. Rather, it is because I come from a country under authoritarian rule, and I firmly oppose the Chinese Communist Party. I long for a different identity—one that would not make me feel embarrassed about my nationality or burdened whenever I introduce myself to others.
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Unicorn retweetledi

Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE
Just throwing out other thoughts aside from $AAOI and $AEHR.
N@NabQ321
@aleabitoreddit Hey Serenity, If you already have a position in $AAOI, and a small bag of $AEHR, what 2-3 other stock would you look to add now/next few weeks to hold for 1+ years? (Excluding $SIVE and the small Asian stocks as not available for me) thanks for all you share!
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@Mi94786181 @ju_tuan24528 我只是一个新思路哈,好奇而已,如果当初国民党赢了,那新国家也是”新中国“,那没差啊,今天拍的影视剧,应该就是国民党主角了
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@ju_tuan24528 你要说洗脑镇压,不至于,但是确实制度不完善,工会纯摆设,工人根本不敢游行示威,上一次敢明目张胆拍出来的,还是民国时期的学生示威吧,没明目张胆拍出来的应该是疫情时期的上海街头游行,因为那已经涉及生命安全了,所以没人在乎镇压。平时的话其实还好吧,没感觉多大的压迫,可能我没有感受过国外
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