🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 15:54:44时区推断·⟳ 抓取 16:00:13·⚡ 决策 06-16 16:07:23 +7m10s·133.1 天前
KOL发帖回顾Memory主题投资业绩，无新催化剂
📄 原文Serenity↗ 原文
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC. Started talking more about Samsung Electronics/Sk H…
不做 MU.US
KOL马后炮回顾贴，无新催化剂；且MU市值已达1.23T，充分price-in无预期差
不做 NVDA.US
仅作为对比基准提及，无实质催化
不做 SNDK.US
SanDisk早已退市(被WDC收购)，代码无效无法交易，KOL用错代码
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 · 360 字
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is playing out well!
Hope people had fun with $EWY longs too, those are up a lot.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is playing out well!
Hope people had fun with $EWY longs too, those are up a lot.
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。