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本采

穷则独善其身，达则兼济天下

IP属地：江西

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0勋章

2024-09-26

$ARM 20241004 150.0 CALL$ 生死有命富贵在天[微笑]

2024-08-02

$NVDA 20240920 150.0 CALL$

04-02

$美光科技(MU)$ 内存价格会慢慢降下来

2024-06-14

$特斯拉(TSLA)$ fsd真的要来了啊[微笑] [微笑]

2024-10-11

$特斯拉(TSLA)$ 太相信老马了

2024-08-20

$英伟达(NVDA)$ 最近打飞机把脑子打坏了，我怎么空单啊[捂脸]

03-19

$美元指数(USDindex.FOREX)$ 感觉要涨

2024-09-04

$NVDA 20240920 110.0 PUT$ 喝了点汤就走了，肉都没吃[捂脸] [捂脸] [捂脸]

01-30

$苹果(AAPL)$ 业绩大概率超预期，期待突破

01-30

$AAPL 20260130 257.5 CALL$

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[爱你] [爱你]","text":"[爱你] [爱你] [爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368070939673008","repostId":"367828260745248","repostType":1,"repost":{"id":367828260745248,"gmtCreate":1730819413081,"gmtModify":1730819438507,"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"740450932848","idStr":"740450932848"},"themes":[],"title":"写在大选日，选择持仓Trump概念股过大选！","htmlText":"美国大选正式开始了，上周开始画风突变，原以为提前猜到结局的大戏进入了新的高潮。目前唯一揭榜的新罕布什尔州各获得3票。推荐路透的跟踪票选网站 <a href=\"https://www.reuters.com/graphics/USA-ELECTION/RESULTS/zjpqnemxwvx/ \" target=\"_blank\">https://www.reuters.com/graphics/USA-ELECTION/RESULTS/zjpqnemxwvx/ </a>关于大选的本身，市场上信息太多太全面了，没什么好说的。我的主观bias当然是倾向trump，因为我是坚定的马斯克粉丝呗，仓位决定判断，持仓特斯拉过大选，多少是有点刺激。上周在Harris 追赶上来的时候，我有思考过要不要减Tesla，我的观点是不管是T还是H，民主党还是共和党，只是带来短期的震荡，不会改变Tesla越来越清晰的确定性，我选择扛。另外，我还持有Tesla 220和240的sell put，以及coinbase 180的sell put。为了对冲，我选择了 <a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> sell call 对冲，本质上是做空DJT 超过500%的IV。当然我也看到DJT 的一些单向Buy Call 百万千万级大单都挂在65-70的高价，耐人寻味工作之后跟踪的第四届美国大选，从2012年到今年，越发有意思了，信息传播的速度正在掌控并催化一切。2012年奥巴马是超过300票压倒性连任，没有什么大看点。2016年民主党把4大媒体全控盘造势希拉里，仿佛美国历史上第一位女总统就要来了，最后大跌眼镜。2020年就更抓马了，特朗普先宣布了连任，然后最后拜登当选。纸牌屋演到这一季也是最跌宕起伏，毕竟连枪杀都演过了。从一开始不看好拜登，到","listText":"美国大选正式开始了，上周开始画风突变，原以为提前猜到结局的大戏进入了新的高潮。目前唯一揭榜的新罕布什尔州各获得3票。推荐路透的跟踪票选网站 <a href=\"https://www.reuters.com/graphics/USA-ELECTION/RESULTS/zjpqnemxwvx/ \" target=\"_blank\">https://www.reuters.com/graphics/USA-ELECTION/RESULTS/zjpqnemxwvx/ </a>关于大选的本身，市场上信息太多太全面了，没什么好说的。我的主观bias当然是倾向trump，因为我是坚定的马斯克粉丝呗，仓位决定判断，持仓特斯拉过大选，多少是有点刺激。上周在Harris 追赶上来的时候，我有思考过要不要减Tesla，我的观点是不管是T还是H，民主党还是共和党，只是带来短期的震荡，不会改变Tesla越来越清晰的确定性，我选择扛。另外，我还持有Tesla 220和240的sell put，以及coinbase 180的sell put。为了对冲，我选择了 <a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> sell call 对冲，本质上是做空DJT 超过500%的IV。当然我也看到DJT 的一些单向Buy Call 百万千万级大单都挂在65-70的高价，耐人寻味工作之后跟踪的第四届美国大选，从2012年到今年，越发有意思了，信息传播的速度正在掌控并催化一切。2012年奥巴马是超过300票压倒性连任，没有什么大看点。2016年民主党把4大媒体全控盘造势希拉里，仿佛美国历史上第一位女总统就要来了，最后大跌眼镜。2020年就更抓马了，特朗普先宣布了连任，然后最后拜登当选。纸牌屋演到这一季也是最跌宕起伏，毕竟连枪杀都演过了。从一开始不看好拜登，到","text":"美国大选正式开始了，上周开始画风突变，原以为提前猜到结局的大戏进入了新的高潮。目前唯一揭榜的新罕布什尔州各获得3票。推荐路透的跟踪票选网站 https://www.reuters.com/graphics/USA-ELECTION/RESULTS/zjpqnemxwvx/ 关于大选的本身，市场上信息太多太全面了，没什么好说的。我的主观bias当然是倾向trump，因为我是坚定的马斯克粉丝呗，仓位决定判断，持仓特斯拉过大选，多少是有点刺激。上周在Harris 追赶上来的时候，我有思考过要不要减Tesla，我的观点是不管是T还是H，民主党还是共和党，只是带来短期的震荡，不会改变Tesla越来越清晰的确定性，我选择扛。另外，我还持有Tesla 220和240的sell put，以及coinbase 180的sell put。为了对冲，我选择了 $特朗普媒体科技集团(DJT)$ sell call 对冲，本质上是做空DJT 超过500%的IV。当然我也看到DJT 的一些单向Buy Call 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