🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-27 18:53:56时区推断·⟳ 抓取 06-03 20:43:37回填·⚡ 决策 06-17 23:29:11·131.9 天前
宏观情绪吐槽帖：列举市场大跌与地缘及供应链逆风
📄 原文Serenity↗ 原文
Turns out… we had no cards after all. -> Indexes from $SPY are down -5% -> Individual stocks from $HOOD and $RDDT are d…
不做 SPY.US
宏观情绪吐槽帖，复盘已知逆风（地缘政治、供应链、AI竞争）与已发生的跌幅（SPY -5%，个股 -40%+），无新增可交易催化剂，方向不明，属于纯噪音。
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原文全文
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Turns out… we had no cards after all.
-> Indexes from $SPY are down -5%
-> Individual stocks from $HOOD and $RDDT are down worse 40%+
-> Rare earths supply chains needed for robotics or AI are a mess.
-> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these)
-> Iran situation is now a mess
-> Main beneficiaries are Oil companies and War contractors
-> Russia is happy from Oil sanctions being lifted
-> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints)
-> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs.
Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks.
Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran?
I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen.
WTF is even happening?
-> Indexes from $SPY are down -5%
-> Individual stocks from $HOOD and $RDDT are down worse 40%+
-> Rare earths supply chains needed for robotics or AI are a mess.
-> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these)
-> Iran situation is now a mess
-> Main beneficiaries are Oil companies and War contractors
-> Russia is happy from Oil sanctions being lifted
-> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints)
-> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs.
Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks.
Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran?
I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen.
WTF is even happening?
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