🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-11 10:06:53时区推断·⟳ 抓取 06-03 18:54:52回填·⚡ 决策 06-17 03:37:48·132.6 天前
KOL复盘吹嘘韩国市场与内存股过去两个月逆势做多收益
📄 原文Serenity↗ 原文
Just two months ago. Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like…
不做 EWY.US
KOL事后复盘吹水，无新催化剂；声称两个月涨350%+严重失真或为杠杆收益，标的已充分price-in过去行情，追高无edge
不做 MU.US
作为内存板块代表被KOL提及，纯情绪复盘无新基本面信息，过去涨幅已price-in，无操作价值
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展开原文 · 514 字
Just two months ago.
Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble".
And that LNG/Helium/Oil fears would tank markets.
Now suddenly everyone that was doomposting was "bullish" all along.
There's a difference between just tagging along the news flow.
Then having money at stake and having the correct contrarian opinion while everyone was bearish.
Anyway, $EWY longs are now up 350%+, just goes to show how much noise there is nowadays.
Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble".
And that LNG/Helium/Oil fears would tank markets.
Now suddenly everyone that was doomposting was "bullish" all along.
There's a difference between just tagging along the news flow.
Then having money at stake and having the correct contrarian opinion while everyone was bearish.
Anyway, $EWY longs are now up 350%+, just goes to show how much noise there is nowadays.
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