JapanDeepValue1

8 atoms · 跨 7 天 · 首见 2026-04-27 · 最近 2026-06-02

三色: 🟦 fact 1 · 🟥 take 7 · stance ▲6/▼1/◆0

来源: X 8

时态: fresh:5 · aging:2 · stale:1

标签: 好观点:6 · 好思考:1 · 好信源:1

叙事 (narrative) (5)

• 2026-05-25 · elite risk management recommendation
  seriously. elite risk mgmt= learn to code
  tags: 好观点 · → daily
• 2026-05-23 · 观点：延迟对市场影响
  Delays = hopes for a better deal down the road. Bull markets are built on hopes and dreams so delays in the outcome are likely bullish
  tags: 好观点 · → daily
• 2026-05-21 · posting where ideas get zero engagement is alpha
  this is literally why I post here. if it gets lots of likes and bookmarks its a dead end. zero engagement is alpha
  tags: 好观点 · → daily
• 2026-05-07 [老化中] · 市场趋势判断
  It’s a mega trend
  tags: 好观点 · → daily
• 2026-04-27 [老化中] · 市场感受
  not a pleasant market for JDV.... even if I have kept some moderate semis beta exposure, nothing will ever be enough to keep up with this madness.
  tags: 好观点 · → daily
  value: direction=bearish

预测 (forecast) (1)

• 2026-05-13 · 猜测KCRO-05样品客户
  My guess is Marvell and Broadcom
  tags: 好思考 · → daily
  value: qty=Marvell and Broadcom

立场 (position) (1)

事实 (fact) (1)

• 2026-06-02 · mentions silver diamond substrate heat spreader technology in Japan
  Silver diamond substrate (heat spreader) technology in Japan
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-06-02 · fact · mentions silver diamond substrate heat spreader technology i · → daily
• 2026-05-25 · narrative · elite risk management recommendation · → daily
• 2026-05-23 · narrative · 观点：延迟对市场影响 · → daily
• 2026-05-21 · narrative · posting where ideas get zero engagement is alpha · → daily
• 2026-05-13 · position · 对River Electec持仓信心 · → daily
• 2026-05-13 · forecast · 猜测KCRO-05样品客户 · → daily
• 2026-05-07 · narrative · 市场趋势判断 · → daily
• 2026-04-27 · narrative · 市场感受 · → daily

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