🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-29 04:42:53时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 06:02:28·132.9 天前
KOL炫耀过往战绩并喊单IQE与AXTI，无实质底层催化剂
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This is true. A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since t…
不做 AXTI.US
纯KOL情绪喊单，无实质底层事件（如订单/业绩/产品），'抢跑机构'叙事属典型散户FOMO诱导，迟到的清单往往是为出货，预期值为负。
不做 IQE.US
纯KOL情绪喊单，无实质底层催化剂；且IQE主要为伦敦上市(IQE.L)，美股代码流动性与可交易性存疑，属纯噪音。
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This is true.
A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since then.
Same with $SIVE and it’s risen a few hundred percent (and keeps going up)
But these same institutions are the one buying afterward on $IQE to $AXTI.
Usually institutions have silent accumulation periods blocks over months to not raise the price + accumulate the float off retail.
Then tell retail investors after it’s risen a lot and they own 5% of the company.
But if markets price that in a lot faster, institutions are forced to buy a lot higher.
Which is basically frontrunning institutions on supercycle names.
A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since then.
Same with $SIVE and it’s risen a few hundred percent (and keeps going up)
But these same institutions are the one buying afterward on $IQE to $AXTI.
Usually institutions have silent accumulation periods blocks over months to not raise the price + accumulate the float off retail.
Then tell retail investors after it’s risen a lot and they own 5% of the company.
But if markets price that in a lot faster, institutions are forced to buy a lot higher.
Which is basically frontrunning institutions on supercycle names.
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