The Analysts

Call · @godotsancho · #47 on the leaderboard

@godotsancho

@godotsancho · Mon, Aug 31

戈多Godot@GodotSancho
我对半导体这周走势反而没有那么悲观。沃什在 Jackson hole 讲话偏鹰，不是坏事，反而偏鸽才是问题🧐 偏鹰，短线确实会压估值，但对半导体这类长久期资产，结果未必差。讲话之后，2年期美债收益率从约 4.22% 升到 4.35%，9月加息概率也从约 35% 升到接近 58%。
4d agoview on X ↗

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long NVDA, Long MU, Long MRVL · High confidence

Confidence

High0.90

Counted from

Tue, Sep 1 · market close

Rank since this call

#53 → #47 · 3 scored days

#53

Sep 1

#45

Sep 2

#47

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 3 · counts fully until Sep 14 · fades out by Oct 12