🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-20 04:40:18时区推断·⟳ 抓取 06-03 20:35:23回填·⚡ 决策 06-17 07:14:39·132.8 天前
KOL Serenity 发推回顾已大涨的半导体与AI标的清单
📄 原文Serenity↗ 原文
Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks) By the way, my l…
不做 MRVL.US
KOL事后回顾清单帖，自述标的已大涨且市场已重新定价，无新底层催化剂，追高无edge
不做 AMD.US
KOL事后回顾清单帖，自述标的已大涨且市场已重新定价，无新底层催化剂，追高无edge
不做 ARM.US
KOL事后回顾清单帖，自述标的已大涨且市场已重新定价，无新底层催化剂，追高无edge
不做 AAOI.US
KOL事后回顾清单帖，自述标的已大涨且市场已重新定价，无新底层催化剂，追高无edge
不做 AEHR.US
KOL事后回顾清单帖，自述标的已大涨且市场已重新定价，无新底层催化剂，追高无edge
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原文全文
展开原文 · 762 字
Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $AMD, $ARM and others.
Short term entry points do though with names like $AAOI to $AEHR. And they make the difference between +10-20%.
I focus a lot about the “undiscovered” ones like Riber or $SIVE or $RPI or $IQE in analysis when I make a new entry -> wait for it to play out.
But the same thesis around $LITE or $NBIS or $AXTI from last year is still the same.
And I don’t need to post that same thesis multiple times, since it’s not new anymore.
But the reason they’re not new is because markets have validated the thesis and are repricing the stocks live because of them.
By the way, my long term opinion doesn’t change on any of them from $MRVL, $AMD, $ARM and others.
Short term entry points do though with names like $AAOI to $AEHR. And they make the difference between +10-20%.
I focus a lot about the “undiscovered” ones like Riber or $SIVE or $RPI or $IQE in analysis when I make a new entry -> wait for it to play out.
But the same thesis around $LITE or $NBIS or $AXTI from last year is still the same.
And I don’t need to post that same thesis multiple times, since it’s not new anymore.
But the reason they’re not new is because markets have validated the thesis and are repricing the stocks live because of them.
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