🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-15 06:37:35时区推断·⟳ 抓取 06-03 20:36:58回填·⚡ 决策 06-17 07:49:25·132.5 天前
KOL Serenity 发帖吹嘘年初至今推荐的 RPI/AAOI/LITE 等14只股票已翻倍
📄 原文Serenity↗ 原文
$RPI hit triple digit % return intraday today, just 2 months later. That’s 14 different stocks I’ve called YTD from $AA…
不做 RPI.US
KOL事后吹嘘清单帖，标的盘中已涨超100%，底层财报催化剂已充分price-in，无新edge，防范出货风险
不做 AAOI.US
KOL事后吹嘘清单帖，标的已翻倍，无新催化剂
不做 LITE.US
KOL事后吹嘘清单帖，标的已翻倍，无新催化剂
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原文全文
展开原文 · 620 字
$RPI hit triple digit % return intraday today, just 2 months later.
That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns.
Maybe if I’m able to write a thesis on 14 separate longs that double in a short time period… I’m decent at it?
I was the first person to long it as AI agentic hardware orchestration.
But everyone called my thesis a "Meme" back in Feb.
(Special S/O to FT, Reuters, Bloomberg)
But I called out revenue acceleration expecting a 3x beat compared to consensus. And their earnings report validated my estimates.
It's now being re-rated as an AI hardware company.
That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns.
Maybe if I’m able to write a thesis on 14 separate longs that double in a short time period… I’m decent at it?
I was the first person to long it as AI agentic hardware orchestration.
But everyone called my thesis a "Meme" back in Feb.
(Special S/O to FT, Reuters, Bloomberg)
But I called out revenue acceleration expecting a 3x beat compared to consensus. And their earnings report validated my estimates.
It's now being re-rated as an AI hardware company.
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