Serenity
@aleabitoreddit
AI / 半导体供应链瓶颈猎手 · 白毛股神
Followers: 945,915 · Posts: 7,126 · Calls: 0
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Public Answers
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Indiscriminate AI selloffs: falling knife or opportunity?
When everything crashes together on the same day — $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, all down -4% to …
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Why Indiscriminate Selloffs Are Buying Opportunities (and 30 Stocks I Like)
Two separate questions, one framework: fundamentals pick the names, market structure picks the timing. On names — I kee…
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Trading Geopolitical Shocks: The Venezuela Playbook in Second-Order Thinking
The edge in geopolitical shocks isn't speed — it's thinking one level deeper than the obvious trade while everyone else …
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