🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-15 05:27:00时区推断·⟳ 抓取 06-03 20:36:58回填·⚡ 决策 06-17 07:56:31·132.8 天前
KOL分享买入NVDA亚洲CPO供应链标的计划
📄 原文Serenity↗ 原文
4 new longs in $NVDA CPO Asia ecosystem + 1 misc pluggable/test one. Will just announce one every day so I can spend so…
不做 NVDA.US
KOL喊单NVDA的亚洲CPO供应链，NVDA本身作为超大市值标的不会受此KOL资金轮动影响，且推文未提供NVDA自身的新基本面催化剂。
不做 TSEM.US
KOL明确表示TSEM是过去已买入的标的，非本次新增多头，无新催化剂。
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展开原文 · 402 字
4 new longs in $NVDA CPO Asia ecosystem + 1 misc pluggable/test one.
Will just announce one every day so I can spend some more time doing a mini write up/answer more questions about it.
I'm personally trimming some longs and just rotating capital into purer play names since volume ramp should hit h2.
Just as a recap Shunsin, was the latest one. Already took a few others like $TSEM in the past.
Will just announce one every day so I can spend some more time doing a mini write up/answer more questions about it.
I'm personally trimming some longs and just rotating capital into purer play names since volume ramp should hit h2.
Just as a recap Shunsin, was the latest one. Already took a few others like $TSEM in the past.
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