🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-01 23:30:39时区推断·⟳ 抓取 06-03 16:49:49回填·⚡ 决策 06-16 20:41:39·132.8 天前
KOL晒单EWY长期期权获利485%并长期看多韩国存储芯片
📄 原文Serenity↗ 原文
And a few months later... my $EWY leaps are now up 485%. From IV expansion and directional memory longs. Unfortunately…
不做 EWY.US
KOL晒单与情绪喊单帖，无新增基本面催化剂；标的已大幅上涨（期权涨485%），属于趋势确认而非边际新信息，追高期望值为负。
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And a few months later... my $EWY leaps are now up 485%.
From IV expansion and directional memory longs.
Unfortunately I did see a lot of people sell during the Iran volatility, due to doomposting everywhere on X.
But returns going long on the memory sector from Samsing SK Hynix / $MU have been absolutely disgusting to watch.
If you can model Samsung / SK Hynix becoming the most profitable companies in the world in 2028...
Maybe it's a good idea to just embrace the volatility and let that thesis play out.
From IV expansion and directional memory longs.
Unfortunately I did see a lot of people sell during the Iran volatility, due to doomposting everywhere on X.
But returns going long on the memory sector from Samsing SK Hynix / $MU have been absolutely disgusting to watch.
If you can model Samsung / SK Hynix becoming the most profitable companies in the world in 2028...
Maybe it's a good idea to just embrace the volatility and let that thesis play out.
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