-3.3%return · 30D
$1,000 follows their calls into $967
VT $977
Sep 22Oct 19
- Win rate
- 50%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #182
- 7 ranked closes
- Longest streak 7
Basket now
6 positions · Oct 19- AEHR1%
$1,000 follows their calls into $967
Herman Jin@ShanghaoJin这轮下调起初,有一半没清的持仓在AMD 真要谢谢小垃圾给我温暖、帮我躲过风暴,我回去找前任INTC啦
Herman Jin@ShanghaoJin还得法国~~ AAOI像德国,你觉得他牛的时候就要小心了
Herman Jin@ShanghaoJin德国队为什么那么菜
Herman Jin@ShanghaoJin我坚定看好,现在是一起砸爆仓一个多头,跌了几天,你们觉得基本面会有变化吗? 这轮行情是IR vol — credit/FX — neocloud CDS — semi stock,并不是网上大家说的Semi要供大于求了 不信的话,等到年底看OAI + Anthropic + CSP数据,我有绝对信心好到让你们目瞪口呆
Herman Jin@ShanghaoJin我不卖,不过换INTC不算卖
Herman Jin@ShanghaoJin我不会卖AMD的
Herman Jin@ShanghaoJinVera Rubin其实就像我们之前说的,并没有实质性delay 但随着市场deleverage,各种小作文。实质性delay过去几个月已经被充分定价了。等这轮流动性改善之后,或者业绩后,都需要定价回去 @RYANHINGSHING