🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-26 12:44:40时区推断·⟳ 抓取 06-03 23:04:44回填·⚡ 决策 06-17 23:50:34·131.8 天前
KOL Serenity 发帖炫耀光子学标的过去数月已涨100-1000%
📄 原文Serenity↗ 原文
I’m curious… With $AXTI, $IQE, or $SIVE. And the many other photonics winners I’ve longed like $LITE that returned 100-…
不做 AXTI.US
KOL炫耀贴，无新催化剂；自述市值已从4.5亿涨至38.5亿，属迟到的清单与潜在出货贴，已充分price-in，无edge
不做 LITE.US
KOL炫耀贴，无新催化剂；光子学板块过去数月已大涨，属迟到的清单，无新信息驱动
不做 IQE.US
KOL炫耀贴，无新催化剂；标的已大幅上涨，属迟到的清单，无edge
不做 SIVE.US
KOL炫耀贴，无新催化剂；标的已大幅上涨，属迟到的清单，无edge
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原文全文
展开原文 · 1,105 字
I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the salty folks out there to admit…
That my thesis are just right after all. Instead of downplaying it?
$20B+ companies like $TSEM don’t just move up 70% in 2 weeks, unless institutions validated the thesis and found it compelling.
Same with $AXTI, it wouldn’t have ran from $450M MC to $3.85B MC unless institutions found it compelling.
I just spot these before others do, and post information synthesis/discovery.
In these cases, retail has clearly frontrun institutions and made life changing returns.
If the thesis were wrong, institutions can take the other end of the trade. Which they don’t.
Everyone on X keeps asking for the next 1000%.
And when there’s someone out there on X that posts multiple (for free) ideas.
Posts a clear directional trade before the price even moved.
-> then they do ~10x like $AXTI:
They’re met with slander instead?
Ever stop to think… maybe the thesis/idea was right after all?
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the salty folks out there to admit…
That my thesis are just right after all. Instead of downplaying it?
$20B+ companies like $TSEM don’t just move up 70% in 2 weeks, unless institutions validated the thesis and found it compelling.
Same with $AXTI, it wouldn’t have ran from $450M MC to $3.85B MC unless institutions found it compelling.
I just spot these before others do, and post information synthesis/discovery.
In these cases, retail has clearly frontrun institutions and made life changing returns.
If the thesis were wrong, institutions can take the other end of the trade. Which they don’t.
Everyone on X keeps asking for the next 1000%.
And when there’s someone out there on X that posts multiple (for free) ideas.
Posts a clear directional trade before the price even moved.
-> then they do ~10x like $AXTI:
They’re met with slander instead?
Ever stop to think… maybe the thesis/idea was right after all?
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