🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-23 06:53:35时区推断·⟳ 抓取 06-03 20:33:15回填·⚡ 决策 06-17 06:46:55·132.7 天前
KOL发文呼吁投资美国本土AI供应链与电力基础设施(AMSC/NVTS)
📄 原文Serenity↗ 原文
Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and su…
不做 AMSC.US
纯KOL情绪观点与长期宏观叙事，无实质事件或政策催化剂，不具备短期交易edge
不做 NVTS.US
纯KOL情绪观点与长期宏观叙事，无实质事件或政策催化剂，不具备短期交易edge
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Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and supply chains like $AMSC or $NVTS.
For the longest time hedge funds shorted domestic American sectors like energy + Solar to the point of bankruptcy...
By betting with China on their state subsidies.
and many years later, as a result: we have little excess energy capacity needed for AI compared to China.
By investing alongside the White House and $NVDA to securing US supply chains with up and coming American companies…
Stocka goes brrr? US companies go brrr? And America goes brrr?
(Disclosure: I’m American, and heavily biased toward US)
For the longest time hedge funds shorted domestic American sectors like energy + Solar to the point of bankruptcy...
By betting with China on their state subsidies.
and many years later, as a result: we have little excess energy capacity needed for AI compared to China.
By investing alongside the White House and $NVDA to securing US supply chains with up and coming American companies…
Stocka goes brrr? US companies go brrr? And America goes brrr?
(Disclosure: I’m American, and heavily biased toward US)
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