eigo5GX
2K posts
eigo5GX
@eigo5G
ふらふらしてる人 しばらくの間投資アカウント(自動車と半導体AIがメイン)になります
東京 荒川区 Katılım Ekim 2017
188 Takip Edilen92 Takipçiler
@FIREEEEEEEEERIF SKhynixの決算待ちやろ
発表前に上がったら材料出尽くしでまた売られるのが目に見えでる
逆に発表前にパニック売り来たら一気に反発だな
日本語
eigo5GX retweetledi
師匠が、大損した時と大儲けした時は必ずポジションを大きく縮小しろ、と言ってたのを思い出す。多分バックボーンがこういうことなんだろうな。
山田@u2yamada
これ経験あるけど自分のキャパ以上の損失額を食らうと触覚取れたアリみたいになって訳分からんギャンブル取引やっちゃうんだよね。キャパ以上の利益を出した時も脇が甘くなる。こういうのはマネーリテラシーを積みながら無くなっていくものだけどね
日本語
eigo5GX retweetledi
Agreed! It’s nice to remember your thesis during a market crash.
From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC.
Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly earnings… when it’s 2026?
Same applies to my CPO sector exposure like $SIVE, an architecture shift led by $NVDA.
If scale out volume ramps from H2 2026 into 2027, and scale up heavily volume ramps into 2028.
Is it “over” that $0 -> $91B TAM expansion (per GS) hasn’t even hit yet?
With robotics like Agility, is it over in 2026 if the listing hasn’t even happened yet and humanoids haven’t ramped?
I personally think current market conditions are a reflection of liquidity and leverage, not individual fundamentals.
It’s brutal for everyone to see KOSPI, TW, Nikkei, and AI, space, robotics sector stocks crash recently.
Especially when there’s a lot of irrational behavior stemming from those leverage.
In the end, we can’t tell you what stocks to buy, what timeframe you should sell, how to size your positions, or what you should do.
Only share personal thoughts or research and track if they get validated over time.
So it’s extremely important to build your own thesis, since everyone has unique risk tolerance or investing timeframes.
And that usually leads to having higher conviction during crashes.
Pepe Invests@pepemoonboy
Stop panicking. Take a second and really evaluate what you’re holding in your portfolio. Now ask yourself… Why did you buy it in the first place? What was your investment thesis? Relax. Take a deep breath. Did you buy it for a quick trade? Or did you invest because you believe in where the company will be years from now? If your long term thesis hasn’t changed… Close your brokerage app. Go live your life. Be present with your family. Good night fam. 💚
English
eigo5GX retweetledi
eigo5GX retweetledi
eigo5GX retweetledi
昨日に続いて、
今日も、
日損 参億 突破っ‼️(;´༎ຶД༎ຶ`)
参億で許されますか⁉️(;´༎ຶД༎ຶ`)
日本語
@FIREEEEEEEEERIF 連休前だから含み損バンザイしたい心理が働く。
ただし韓国休場だからいつものディレイ爆撃は来ない。
逃げるなら午前中の遅めに。買い向かうなら後場引け辺りで。
日本語
これ今日も押し目と信じて株買わないといけないんか？
2日で日経平均-4000円、日経半導体−18%以上下げてるんですが...
日本語