陶瑞 ToaRya'

@TaoRay x.com/igormishin/sta…

@TaoRay 核心关注策略！ 👇

是的，几个礼拜前，AI上游硬件被炒得最热的时候，我在Space逆势断言，“市场拐点将至，上游跌倒，下游吃饱，是时候布局软件现金牛了”。后续市场确实是这样发展的。我有个很重要的观察，“近年市场中散户和投机资金的增多，会增大波动幅度，但反而让市场的规律更确定，因为散户更难对抗人性的规律。”但是我也说，以美股的任性，并不代表彻底的风云巨变，目前还是以板块轮动为主。而且上游这些股票大概率会通过超大的宽幅震荡，时间换空间，来消化掉泡沫，不太会彻底走熊。虽然前几天连续下跌，非常惨烈，但其实后续跌跌涨涨才会是常态，腾挪出来空间给“现金牛”公司补上去。

@TaoRay @ro_yamata x.com/igormishin/sta…

@TaoRay @ro_yamata 核心关注策略！ 👇

@TaoRay x.com/igormishin/sta…

@TaoRay 核心关注策略！ 👇

我的内部计划如下 ⬇️

Got cozy with homemade oatmeal + fresh strawberries this morning — no fancy stuff, just fuel for the day!

Just finished this cozy DIY macramé plant hanger with cotton rope! Adds such warm boho vibes to my balcony #DIYCrafts #Macramé，

Just got my bar exam result — I PASSED! All those late nights and practice essays finally paid off. Grateful for every support along the way!

Staring at the screen at 9 PM again—takeaway coffee’s cold, but this last project’s gotta wrap up today. Grind mode unlocked, one step closer to the weekend.

Homemade creamy tomato pasta tonight Cooked the sauce with fresh basil and a dash of garlic—way better than takeout, and took only 20 mins!

New semester, new chapters, fresh starts! Let’s chase those goals, learn something new, and make this term unforgettable. Ready

[Just had the best iced latte with a flaky croissant—breakfast win by the window on a rainy Tuesday ]

Adjusting to a new sleep schedule Try going to bed 15 mins earlier daily and waking up 15 mins earlier too — small steps lead to big changes for better rest u0026 energy!

Just hit SEND on my final project for the semester—all-nighter paid off, coffee’s cold but I’m done!，

Just escaped a 60-min horror escape room! My heart’s still racing—shoutout to my team for cracking that final puzzle in the nick of time ♂，