以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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semis
9 atoms · 跨 8 天 · 首见 2026-04-15 · 最近 2026-06-13
三色: 🟦 fact 1 · 🟥 take 8 · stance ▲5/▼3/◆0
来源: X 9
时态: fresh:5 · aging:4
标签: 好观点:7 · 好问题:1 · 好数字:1
叙事 (narrative) (8)
- 2026-06-13 · Uncertainty premium exists
Uncertainty premium
tags: 好观点 · → daily
- 2026-06-10 · 短期交易展望
Not going to be good for semis trade in short term
tags: 好观点 · → daily
value: direction=负向 · date=短期
- 2026-06-10 · 中期交易展望
fine in mid term
tags: 好观点 · → daily
value: direction=正向 · date=中期
- 2026-05-26 · moat and barriers to entry relative to hyperscalers
Semis has much stronger moat and barriers to entry than hyperscalers (evident in the surge of neoclouds recently)
tags: 好观点 · → daily
- 2026-05-04
[老化中] · 空头持仓疑问
Anyone still short semis?
tags: 好问题 · → daily
value: date=2026-05-04
- 2026-05-03
[老化中] · 拥挤且盈利状态持续时间
It can stay crowded and profitable longer than shorts can stay solvent.
tags: 好观点 · → daily
value: direction=long
- 2026-04-30
[老化中] · full port for next 3 years as escape from permanent underclass
most of the people who escape the permanent underclass won’t be employees at big AI labs but mainly people who decided to full port semis for the next 3 years.
tags: 好观点 · → daily
- 2026-04-15
[老化中] · 资金流出至其他落后板块
lots of dispersion/rotation out of semis into other lagging sectors
tags: 好观点 · → daily
事实 (fact) (1)
- 2026-05-09 · share of S&P 500 grew from 6% to 22% in four years
Semis went from 6% to 22% of the S&P 500 in four years
tags: 好数字 · → daily
value: qty=6% to 22% · date=four years
时间轴 (近 20)
- 2026-06-13 ·
narrative · Uncertainty premium exists · → daily
- 2026-06-10 ·
narrative · 短期交易展望 · → daily
- 2026-06-10 ·
narrative · 中期交易展望 · → daily
- 2026-05-26 ·
narrative · moat and barriers to entry relative to hyperscalers · → daily
- 2026-05-09 ·
fact · share of S&P 500 grew from 6% to 22% in four years · → daily
- 2026-05-04 ·
narrative · 空头持仓疑问 · → daily
- 2026-05-03 ·
narrative · 拥挤且盈利状态持续时间 · → daily
- 2026-04-30 ·
narrative · full port for next 3 years as escape from permanent undercla · → daily
- 2026-04-15 ·
narrative · 资金流出至其他落后板块 · → daily
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