🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-04 01:08:38时区推断·⟳ 抓取 06-03 20:40:36回填·⚡ 决策 06-17 08:58:19·132.3 天前
KOL发推抱怨媒体并晒出MSFT/AXTI/LITE多头仓位，无实质催化剂
📄 原文Serenity↗ 原文
I got cited by Bezinga today after I made fun of Jim Cramer. They included my quote: “Thanks for saving $MSFT Jim”. But…
不做 MSFT.US
纯KOL情绪推文与晒仓位，无底层实质性催化剂，且作为超大盘股不受此类喊单影响
不做 AXTI.US
纯KOL晒仓位，无AI供应链新订单或基本面催化剂，不构成交易依据
不做 LITE.US
纯KOL晒仓位，无AI供应链新订单或基本面催化剂，不构成交易依据
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 380 字
I got cited by Bezinga today after I made fun of Jim Cramer.
They included my quote: “Thanks for saving $MSFT Jim”.
But in the title they called me a Meme Trader…
I didn’t know all my longs in AI supply chain bottlenecks from $AXTI to $LITE were memes?
Always appreciate the news coverage though… especially if it’s comments around Cramer on Bezinga or Burry on Yahoo Finance.
They included my quote: “Thanks for saving $MSFT Jim”.
But in the title they called me a Meme Trader…
I didn’t know all my longs in AI supply chain bottlenecks from $AXTI to $LITE were memes?
Always appreciate the news coverage though… especially if it’s comments around Cramer on Bezinga or Burry on Yahoo Finance.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。