投資 TLAK 君

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@TJ_Research My Holdings 👇

大空头MICHAEL BURRY说跟着他说“周期股买在P/E高点，卖在P/E低点”。3月底的时候 $MU 估值5倍不到，然后涨到11倍，同期价格涨2.6倍。虽然一般他指的周期更长，以半年起跳，但明显不能刻舟求剑。 我并非要帮存储守护者心理按摩，相反要提醒一句，去杠杆的时候估值，基本面都没用，市场是不理智的，拿着杠杆标的去抗去杠杆，你疯了，左侧试图去摸底，杠杆抄底，就和3月份一来左侧一路去做空存储一样，赌鬼，总有一天你会因为你的判断错误付出惨重的代价

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@TJ_Research My Holdings~~ 👇

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My Holdings 👇

Just enjoyed the coziest night in with my favorite people—homemade pizza, silly board games and way too much laughter. Home isn’t a place, it’s these messy, perfect moments. #FamilyTime

My lazy Sunday at home: making toast, sipping warm milk, and catching up on my favorite show

Unwind with a 20-minute watercolor sketch class tonight! No experience needed—just pick up a brush and turn ordinary shapes into soft, dreamy little artworks.

Nothing beats a cozy lunch of homemade vegetable soup and crusty sourdough on a lazy weekday afternoon ,

Chilly autumn breeze with golden leaves swirling—perfect for a warm latte stroll! ，

Just whipped up garlic butter shrimp toast at home Crispy bread, plump shrimp, and that rich garlic butter flavor hit different on a lazy weekend! Who’s trying this，

“Laughing with a friend over coffee: best 10 mins of my whole week #SmallJoys”，

Just spent the whole Sunday making chocolate chip cookies with my tiny chef sidekick—flour everywhere, way too many taste tests, and the sweetest memories that’ll last forever. ，

Stocking up for the week! Fresh veggies, free-range eggs, and whole-grain staples grabbed from the local market—freshness is non-negotiable

Just found a handwritten note I jotted down years ago – suddenly the cozy, nervous excitement of my first book draft hits me out of nowhere. Nostalgia’s such a warm, tiny spark, isn’t it，

Caught my colleague trying to hide their half-eaten instant noodles in the office plant pot. Guess the canteen’s rice just couldn’t compete with the midnight snack craving!

It’s 2 a.m. in our tiny late-night diner – steamy matcha latte + warm red bean bun, just for you.

Just stumbled on a hidden coastal cove at golden hour—salt air in my hair, waves lulling, no crowds, just pure magic. This is the kind of unplanned travel joy I live for!