存儲以後的資金出來,謹慎考慮的話計劃70%梭哈 $qqq ,留30%現金賣put賺利息,
等美股機會事件發生,可能是特朗普抽風,也可能是ai故事崩盤,美元崩盤,不管發生啥,如果qqq接近腰斬就把30%現金梭哈qqq,等市場恢復。
這可能得等明年下半年才有機會這樣開始執行計劃。

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

來自推特
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