注册并分享邀请链接,可获得视频播放与邀请奖励。

与「SBC」相关的搜索结果

SBC 贴吧
一个关键词就是一个贴吧,路径全站唯一。
创建贴吧
用户
未找到
包含 SBC 的内容
I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted: That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though. Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility. As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action). Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown. I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time. But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap. Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well. With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too. The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD. But I've definitely missed a few. Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad. But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.
显示更多
0
221
2.1K
122
转发到社区
Fate/Grand Order ジャンヌ・ダルク・オルタ photo:@sbcb112829
0
13
2K
230
转发到社区
💡出演情報 6/4(木)13:55〜放送の SBC信越放送「#ずくだせテレビ」に長野県出身の# #杉本萌# #北澤百音# #中田麻実# の3名がVTR出演します📺 6/6(土)開催「大人の文化祭」に向けて奮闘する3人に密着✨ 意気込みやレッスンの様子をぜひご覧ください!
显示更多
0
1
400
86
转发到社区
勝利の女神:NIKKE アルカナ:フォーチュンメイト photo:@sbcb112829 #NIKKEcosplay# #NIKKE#
0
6
265
32
转发到社区
【推せ推せ! YOKOHAMA☆IDOL SERIES 2026】 今年も #baystars# の皆様に パフォーマンスでエールを送ることができて嬉しかったです! 試合中も全力で声出しちゃいました🧡 熱い試合だったなぁ! 明日も良い試合になりますように🫧 AKBのライブを盛り上げてくれた皆も ありがとうございました!
显示更多
0
71
3K
425
转发到社区
SBC公認 脂肪吸引エキスパートドクターです。 アゴ下脂肪吸引モニター ¥55,600 受けたい方いますか?? コメントかDMお待ちしています✉️ 専用の予約URLお送りします!!
显示更多
Fate/Grand Order ジャンヌ・ダルク・オルタ photo:@sbcb112829
0
13
1.1K
140
转发到社区
/ 本日5/15(金)13:00~🌼 SBCラジオ「 #ミックスプラス# 」内 月一コーナー「くぼひなののもっといい日なの!」に #久保姫菜乃# が出演します🦋 \ どうぞお楽しみに。✧。・゚ @MIXxxxxPlus_SBC @hinano_kubo0202
显示更多
0
0
464
58
转发到社区