徐冲浪
徐冲浪|Jun 06, 2025 15:45
We still need to distinguish what our own opportunities are. Mid to long term: Think clearly about the business model, calculate how much money the business earns, always buy at a low point, and if you feel that the business has deteriorated and the past business path has been changed, such as when GPT took over Google's search, then Google needs to consider whether to reduce its holdings or liquidate its position. Short term: focus on emotions and technical indicators, run away with just one shot, and heavily invest in intraday options Circle is clearly not my opportunity, I won't buy Miyuki, I won't buy PLTR, and I've sold out of Pop Mart
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