🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-20 19:52:49时区推断·⟳ 抓取 19:55:16·⚡ 决策 06-21 19:57:11 +1m55s·128.0 天前
KOL Serenity发帖回顾过往荐股战绩，无新催化剂
📄 原文Serenity↗ 原文
I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are.…
不做 AXTI.US
KOL回顾过去战绩的旧闻帖，提及AXTI为数月前的旧逻辑（InP substrate），无新催化剂，无交易价值。
不做 RDDT.US
推文中提及的$RDDT指代Reddit的WSB论坛（$RDDT WSB forum），并非推荐RDDT股票，属于文本误识别，纯噪音。
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I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later.
$RPI - everyone called it some meme stock.
Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals.
Analysts went and said the idea was stupid and said it was going to crash “as a fact”.
Earnings came out? Blew away any projection with 58% fwd revenue growth.
But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no.
$SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up.
Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason.
But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS.
Same hate with:
- $AAOI at $30, when everyone called management a “scam” or “shady”
- $LITE at $300 when everyone called photonics a “bubble”
- $RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock.
- $HOOD at $20 when everyone recalled them freezing GME buys/sells
- $IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships”
- $SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new
- $NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat
- $I
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later.
$RPI - everyone called it some meme stock.
Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals.
Analysts went and said the idea was stupid and said it was going to crash “as a fact”.
Earnings came out? Blew away any projection with 58% fwd revenue growth.
But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no.
$SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up.
Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason.
But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS.
Same hate with:
- $AAOI at $30, when everyone called management a “scam” or “shady”
- $LITE at $300 when everyone called photonics a “bubble”
- $RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock.
- $HOOD at $20 when everyone recalled them freezing GME buys/sells
- $IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships”
- $SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new
- $NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat
- $I
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