🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-09 12:51:32时区推断·⟳ 抓取 06-03 18:59:36回填·⚡ 决策 06-17 03:47:18·133.0 天前
KOL 发推感叹半导体 YTD 大涨 200-400%，纯情绪帖无新催化剂
📄 原文Serenity↗ 原文
I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last ye…
不做 INTC.US
纯情绪与马后炮帖，无新催化剂；KOL 自述板块已涨 200-400%，属于迟到的清单与情绪高潮，已充分 price-in，无 edge
不做 SNDK.US
SNDK (SanDisk) 早已退市被收购，代码无效或 KOL 笔误，结构上无法交易
不做 FISV.US
帖子中仅作为跑输半导体的反面教材提及，无看多逻辑与新催化剂
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 278 字
I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle?
Was very popular, even last year…
But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD.
X feed is just AI bottlenecks now, feel like I helped start a new trend?
Was very popular, even last year…
But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD.
X feed is just AI bottlenecks now, feel like I helped start a new trend?
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。