🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-26 00:54:25时区推断·⟳ 抓取 06-03 19:00:18回填·⚡ 决策 06-17 06:31:46·132.7 天前
KOL发帖回顾Reddit用户炒作AMD与RKLB的过往暴富故事
📄 原文Serenity↗ 原文
Two most viral stories on $RDDT: 1. Turning $252K -> $7.7M with $AMD 2. Turning $167K -> $2.2M with $RKLB. These stores…
不做 AMD.US
KOL投资感悟帖，引用Reddit过去的晒单故事(后视镜)，无新基本面催化剂，属噪音
不做 RKLB.US
同上，回顾过去涨幅，无新催化剂
不做 RDDT.US
仅作为故事发生平台被提及，无业务层面利好，属噪音
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原文全文
展开原文 · 714 字
Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche leaders to change your life around:
Again and again across different industries with semis to space.
What matters is:
-> Finding these rare gems / leaders in a niche field.
-> Having enough concentration, for it to matter.
-> Having enough conviction to sit through volatility.
-> Letting the thesis play out (even if it's across multiple years).
You've already seen me do it multiple times with photonics like $AXTI, $IQE, $SIVE, and others.
But everything is just speedran from 5 years to months due to AI capex acceleration.
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche leaders to change your life around:
Again and again across different industries with semis to space.
What matters is:
-> Finding these rare gems / leaders in a niche field.
-> Having enough concentration, for it to matter.
-> Having enough conviction to sit through volatility.
-> Letting the thesis play out (even if it's across multiple years).
You've already seen me do it multiple times with photonics like $AXTI, $IQE, $SIVE, and others.
But everything is just speedran from 5 years to months due to AI capex acceleration.
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