🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-29 02:41:15时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 06:03:45·132.4 天前
KOL 提及光学超级周期与变压器积压，疑似认错标的 SOI.US
📄 原文Serenity↗ 原文
The fact that a large correction looks like a little blip in the overall charts. Is pretty telling for how “Serenity St…
不做 SOI.US
KOL 疑似认错标的。SOI.US 为油服公司 Solaris Oilfield Infrastructure，与推文提及的光学超级周期及变压器 backlog 逻辑无关（KOL 实际可能意指法国 Soitec SOI.PA 或代码错误）。底层催化剂无法映射到该美股标的，属认错标的噪音，回避。
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The fact that a large correction looks like a little blip in the overall charts.
Is pretty telling for how “Serenity Stocks” performs over time?
That aside, I’m starting to think everyone’s expectations are too high.
Now if $SOI or $HPS.A are not up 10% a day people are sad. Before 15% return a year was considered very good.
Corrections like these are normal if you zoom out, even if they’re self-inflicted by US media.
Usually if something is a core component in a multi year optical supercycle… Or are backlogged by multiple years for transformers/switchgear.
It’s a lot easier to sleep at night.
Is pretty telling for how “Serenity Stocks” performs over time?
That aside, I’m starting to think everyone’s expectations are too high.
Now if $SOI or $HPS.A are not up 10% a day people are sad. Before 15% return a year was considered very good.
Corrections like these are normal if you zoom out, even if they’re self-inflicted by US media.
Usually if something is a core component in a multi year optical supercycle… Or are backlogged by multiple years for transformers/switchgear.
It’s a lot easier to sleep at night.
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