🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-22 03:46:40时区推断·⟳ 抓取 06-03 20:34:07回填·⚡ 决策 06-17 07:00:00·132.7 天前
KOL Serenity 推文提及 MXL TAM 扩张但自身未建仓
📄 原文Serenity↗ 原文
There’s always going to be new opportunities in the markets. like scale across with $MXL tam expansion. I’ll keep point…
不做 MXL.US
KOL闲聊举例，无实质新催化剂，且KOL明确表示未建仓新想法，纯噪音无edge
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There’s always going to be new opportunities in the markets.
like scale across with $MXL tam expansion.
I’ll keep pointing them out for fun but I’m not long on many ideas unless it’s super super compelling like cpo.
But I’m personally happy chilling in existing longs I’ve mentioned recently, like win, Shunsin, sivers, IQE, and those types.
Sometimes it’s better to just let them play out if they’re early in the cycle, or a bit further in like Nebius, or even $EWY for memory or $COHR for photonics.
Then constantly hopping ship to ship to catch a completely new wave like glass core substrates and such.
Helps remove a lot of the fomo since a lot of times winners keep on winning when a thesis is validated.
like scale across with $MXL tam expansion.
I’ll keep pointing them out for fun but I’m not long on many ideas unless it’s super super compelling like cpo.
But I’m personally happy chilling in existing longs I’ve mentioned recently, like win, Shunsin, sivers, IQE, and those types.
Sometimes it’s better to just let them play out if they’re early in the cycle, or a bit further in like Nebius, or even $EWY for memory or $COHR for photonics.
Then constantly hopping ship to ship to catch a completely new wave like glass core substrates and such.
Helps remove a lot of the fomo since a lot of times winners keep on winning when a thesis is validated.
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