存储以后的资金出来,谨慎考虑的话计划70%梭哈 $qqq ,留30%现金卖put赚利息,
等美股机会事件发生,可能是特朗普抽风,也可能是ai故事崩盘,美元崩盘,不管发生啥,如果qqq接近腰斩就把30%现金梭哈qqq,等市场恢复。
这可能得等明年下半年才有机会这样开始执行计划。

川沐|Trumoo
@xiaomustock
How to pinpoint the timing for SanDisk running among the storage big three—
it's when, after being redefined by the market, PE inflates to 18-20,
then clear out and walk away. Before that happens, it's dirt cheap to the point of desperation.
Even now, estimating by

来自推特
免责声明:以上内容仅为作者观点,不代表Followin的任何立场,不构成与Followin相关的任何投资建议。
喜欢
收藏
评论
分享






