🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-15 07:01:34时区推断·⟳ 抓取 06-03 18:22:25回填·⚡ 决策 06-17 02:30:50·132.7 天前
KOL调侃某'president'持仓半导体供应链(JBL/AMAT)并猜测买入CRBS
📄 原文Serenity↗ 原文
Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT? Looks…
不做 JBL.US
KOL调侃帖，底层持仓列表(如13F或国会披露)属已公开旧闻，JBL为中盘股，单一持仓披露无实质资金面或基本面驱动，纯情绪噪音
不做 AMAT.US
同上，AMAT为千亿市值半导体设备龙头，单一持仓披露对股价毫无驱动力，且信息已充分price-in
不做 CRBS.US
代码存疑(美股无主流半导体标的为CRBS，疑为CRUS/COHR等笔误)，且仅为KOL主观猜测('Not surprised if he picks up')，无事实依据，无法消歧交易
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展开原文 · 294 字
Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT?
Looks more like a self-made ETF rather than picking individual longs tbh.
Not surprised if he picks up $CRBS too lol.
Here were the top 100 long positions if you were curious.
Looks more like a self-made ETF rather than picking individual longs tbh.
Not surprised if he picks up $CRBS too lol.
Here were the top 100 long positions if you were curious.
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