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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labubu_trader portfolio
6 atoms · 跨 2 天 · 首见 2026-05-08 · 最近 2026-06-14
三色: 🟦 fact 1 · 🟥 take 5 · stance ▲4/▼0/◆1
来源: X 6
时态: fresh:6
标签: 好数字:3 · 好观点:3
叙事 (narrative) (5)
- 2026-06-14 · roughly 30+% of positions now in Semicap
Roughly 30+% of my positions now.
tags: 好数字 · → daily
value: qty=30+% · date=2026-06-15
- 2026-06-14 · 35% roughly of portfolio is semicap holdings
35% roughly, I mostly added semicap last Thursday and Friday
tags: 好数字 · → daily
value: qty=35% · date=2026-06-15
- 2026-06-14 · new additions last week were mostly in Semicap
My new adding last week was mostly in Semicap.
tags: 好观点 · → daily
- 2026-06-14 · storage basket includes MU, SNDK, SK Hynix, Samsung
storage basket(mu, SNDK, SK Hynix, Samsung)
tags: 好观点 · → daily
- 2026-06-14 · only has small exposure to COHR, AAOI, NOK in optics
I already have some optical names exposure(LITE, AAOI, NOK)
tags: 好观点 · → daily
事实 (fact) (1)
- 2026-05-08 · 本周收益率
+53.15% Total return in the past week
tags: 好数字 · → daily
value: qty=+53.15% · date=past week
时间轴 (近 20)
- 2026-06-14 ·
narrative · new additions last week were mostly in Semicap · → daily
- 2026-06-14 ·
narrative · roughly 30+% of positions now in Semicap · → daily
- 2026-06-14 ·
narrative · 35% roughly of portfolio is semicap holdings · → daily
- 2026-06-14 ·
narrative · storage basket includes MU, SNDK, SK Hynix, Samsung · → daily
- 2026-06-14 ·
narrative · only has small exposure to COHR, AAOI, NOK in optics · → daily
- 2026-05-08 ·
fact · 本周收益率 · → daily
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