🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-18 00:48:32时区推断·⟳ 抓取 06-03 20:35:57回填·⚡ 决策 06-17 07:20:22·132.3 天前
KOL复盘帖提及AXTI/AEHR/AAOI并降低涨幅预期，无新基本面催化剂
📄 原文Serenity↗ 原文
$HPS.A is up 21% since my thesis 2 weeks ago. Unfortunately, not everything can go up 100% every 2 weeks like $AXTI? If…
不做 AXTI.US
KOL复盘与情绪安抚帖，无新订单或业绩等基本面催化剂，且明确对标的降温、降低涨幅预期，无交易边际信息
不做 AEHR.US
KOL复盘与情绪安抚帖，无新订单或业绩等基本面催化剂，且明确对标的降温、降低涨幅预期，无交易边际信息
不做 AAOI.US
KOL复盘与情绪安抚帖，无新订单或业绩等基本面催化剂，且明确对标的降温、降低涨幅预期，无交易边际信息
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原文全文
展开原文 · 536 字
$HPS.A is up 21% since my thesis 2 weeks ago.
Unfortunately, not everything can go up 100% every 2 weeks like $AXTI?
If the transformers bottleneck is that extreme for multiple years…
Sometimes it’s better to wait for markets to price that in.
$AEHR or $AAOI triple digit rallies in few week timeframes probably set unrealistic expectations…
Even 10% return yearly is usually good in markets?
This has been 21% so far and I have comments asking if this is still good, but I’m hoping it’s another triple digit return in due time.
Unfortunately, not everything can go up 100% every 2 weeks like $AXTI?
If the transformers bottleneck is that extreme for multiple years…
Sometimes it’s better to wait for markets to price that in.
$AEHR or $AAOI triple digit rallies in few week timeframes probably set unrealistic expectations…
Even 10% return yearly is usually good in markets?
This has been 21% so far and I have comments asking if this is still good, but I’m hoping it’s another triple digit return in due time.
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