🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-26 22:28:43时区推断·⟳ 抓取 06-03 17:15:26回填·⚡ 决策 06-16 23:47:09·132.7 天前
KOL回顾VPG投资已涨3倍并提及TSLA design out风险
📄 原文Serenity↗ 原文
Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production r…
不做 VPG.US
KOL事后投资回顾，标的已涨3倍充分price-in，无新催化剂
不做 TSLA.US
KOL回顾中提及的已知design out风险，无新催化剂
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展开原文 · 256 字
Well $VPG ended up tripling since my thesis post.
I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management.
And $TSLA design out risk made me cut concentration.
But 3x regardless not too shabby.
I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management.
And $TSLA design out risk made me cut concentration.
But 3x regardless not too shabby.
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