Read as: Long AMD · Medium confidence
Rank since this call: #251 → #296 · 7 scored days 这次英伟达股东胜利!老黄为了出货量,都等不及hbm了,指引怎么会差。老黄真是节奏大师9d agoview on X ↗
tweeted Thu, Aug 27 · counted from Fri, Aug 28 close
@henghaer123 · ranked 7 of 7 scored days
#296
35down today
Score
51
Rank · last 14 scored days
Return · last 30 days
Total
-2.9%
Last close
+0.7%
Win rate
9%
Read as: Long AMD · Medium confidence
Rank since this call: #251 → #296 · 7 scored days 这次英伟达股东胜利!老黄为了出货量,都等不及hbm了,指引怎么会差。老黄真是节奏大师9d agoview on X ↗
tweeted Thu, Aug 27 · counted from Fri, Aug 28 close
Read as: Long BE · Medium confidence
Rank since this call: #251 → #296 · 7 scored days 前天发小红书上了,低点买的沪电涨了,准备捏捏,工业富联本身就是波动小的票,等财报看看能蹭到不,蹭不到就撤。$be是赚了,蹭be买的潍柴和三环表现不咋的,幸好昨天开盘买的,目前只挣了2个点。不行赚点就跑,拿着be吧🤣10d agoview on X ↗media on X
tweeted Wed, Aug 26 · counted from Thu, Aug 27 close
Read as: Long BE, Long WEICHAI, Long SANHUAN · High confidence
Rank since this call: #251 → #296 · 7 scored days 昨天抄了佩洛西奶奶的作业,买了be,今天A股买了潍柴动力和三环集团,赌一波🥹11d agoview on X ↗
tweeted Tue, Aug 25 · counted from Wed, Aug 26 close
Read as: Long BTC, Exit LITE, Exit MRVL · Medium confidence
Rank since this call: #251 → #296 · 7 scored days 大跌时候买的光、链接,还有cpu、新云在这些天都陆续清掉了……lite和mrvl也大幅减仓,还剩的仓位重的只剩下低点加仓的海力士和三星正股,一半一半。14d agoview on X ↗media on X
tweeted Fri, Aug 21 · counted from Mon, Aug 24 close
Read as: Long BTC · High confidence
Rank since this call: #251 → #296 · 7 scored days 一般流动性好转,利好BTC,同时BTC又和港股正相关,而港股又和A股的科技负相关……太难了,A股的家人们,咋也不对,无关基本面了15d agoview on X ↗
tweeted Thu, Aug 20 · counted from Fri, Aug 21 close
Read as: Mentions COHR · High confidence
Rank since this call: #251 → #296 · 7 scored days 富信为什么20cm涨停……有没有懂哥给解释下,要不要卖掉,不会真是擦边cohr财报吧😂😂😂21d agoview on X ↗
tweeted Fri, Aug 14 · counted from Mon, Aug 17 close
Read as: Long MURATA, Long TAIYOYUDE · High confidence
Rank since this call: #251 → #296 · 7 scored days 日韩mlcc也都全面起飞,真是太不容易鸟……韩国真的是太妖了,三星电机从低点已经拉了50个点了,现在150万韩元了。拥有凝视深渊的勇气比什么乱七八糟的分析重要太多了…不过我主要仓位还是村田,昨天跟着X上喊单也买了太阳诱电试试……但我觉得A股mlcc能回调买A股的最好23d agoview on X ↗
tweeted Thu, Aug 13 · counted from Fri, Aug 14 close
Read as: Mentions COHR · High confidence
Rank since this call: #251 → #296 · 7 scored days $COHR 财报,要不要冲富信科技,侧击赌上一波。有没有拥有丰富擦边经验的A股老油条,给点意见。24d agoview on X ↗
tweeted Wed, Aug 12 · counted from Thu, Aug 13 close
Read as: Long LYTE · High confidence
Rank since this call: #251 → #296 · 7 scored daystweeted Thu, Aug 6 · counted from Fri, Aug 7 close · view on X ↗