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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market
20 atoms · 跨 16 天 · 首见 2026-04-14 · 最近 2026-06-26
三色: 🟦 fact 1 · 🟥 take 19 · stance ▲8/▼4/◆6
来源: X 20
时态: fresh:16 · stale:2 · aging:2
标签: 好观点:16 · 好思考:4 · 好信源:1
叙事 (narrative) (12)
- 2026-05-16 · has buyer and seller both happy
markets work because there is a buyer and seller and both are happy
tags: 好观点·好思考 · → daily
- 2026-05-05
[老化中] · reaction_to_El_Paso_SPV_exposure
market will gladly take it for now
tags: 好信源 · → daily
value: direction=吸收
- 2026-06-18 · reaction to strong fundamentals
My empirical observation is that the market literally looks through nothing if fundamentals are really strong.
tags: 好思考 · → daily
value: direction=does not look through cycles
- 2026-06-26 · 未定价监管和数据中心延迟风险
Don't think anyone is pricing in this risk yet
tags: 好观点 · → daily
- 2026-06-18 · optimistic about the inflation cooling path
The market is optimistic about the inflation cooling path
tags: 好观点 · → daily
- 2026-06-18 · hikes already priced in
These are already priced in by the markets. Hikes are already baked in.
tags: 好观点 · → daily
- 2026-06-09 · selling before first Fed meeting with new chair
the market has to sell before the first fed meeting with the new chair. it's so that people garner 'respect' and fear for the fed. 'come in swinging' so to say.
tags: 好观点 · → daily
- 2026-06-03 · positioning
Looks like the market is full on long CPU and AVGO and short GPU today
tags: 好观点 · → daily
- 2026-05-29 · 评论: 当前市场氛围
This is the easiest market since 2021.
tags: 好观点 · → daily
- 2026-05-15 · gaining consciousness to inflation is healthy
The market gaining consciousness to inflation is such a health thing especially right now
tags: 好观点 · → daily
- 2026-05-14 · pricing vs revenue estimate
monet 1m or market is wrong idgaf
tags: 好观点 · → daily
- 2026-04-28
[老化中] · 买点稀少
These buying opportunities come sparingly
tags: 好观点 · → daily
预测 (forecast) (4)
- 2026-05-29 · 市场规模判断
how big that market is
tags: 好思考 · → daily
- 2026-06-24 · anti momentum strategy works in July
I think it works in July.
tags: 好观点 · → daily
- 2026-06-18 · every CPI/PPI print will be a volatility event
I imagine every CPI/PPI print will be a volatility event in the future—literally NVDA ER every month.
tags: 好观点 · → daily
- 2026-04-17 · expected performance
I don't expect the market to rise as much next week as it has this week
tags: 好观点 · → daily
value: direction=less rise
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-05-23
[老旧] · undermining NVDA is a big mistake
currently market undermining NVDA is something I think is a big mistake
tags: 好观点 · → daily
- 2026-04-14
[老旧] · supported by token demand, ample liquidity, declining rate volatility
Market insight by @ShanghaoJin -reversal of CTA selling and shorting position -market rebound supported by token demand, ample liquidity, declining rate volatility -short-term bull -bullish on $AMD and $NOK
tags: 好观点 · → daily
事实 (fact) (2)
- 2026-05-17 · pullback发生条件
You need a genuinely bad macro out AI news shock for a pullback to hold
tags: 好思考 · → daily
value: direction=down
- 2026-06-16 · pause near records
Stocks Pause Near Records Ahead of First Warsh Fed Decision – US Market Wrap
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-26 ·
narrative · 未定价监管和数据中心延迟风险 · → daily
- 2026-06-24 ·
forecast · anti momentum strategy works in July · → daily
- 2026-06-18 ·
narrative · optimistic about the inflation cooling path · → daily
- 2026-06-18 ·
forecast · every CPI/PPI print will be a volatility event · → daily
- 2026-06-18 ·
narrative · hikes already priced in · → daily
- 2026-06-18 ·
narrative · reaction to strong fundamentals · → daily
- 2026-06-16 ·
fact · pause near records · → daily
- 2026-06-09 ·
narrative · selling before first Fed meeting with new chair · → daily
- 2026-06-03 ·
narrative · positioning · → daily
- 2026-05-29 ·
narrative · 评论: 当前市场氛围 · → daily
- 2026-05-29 ·
forecast · 市场规模判断 · → daily
- 2026-05-23 ·
position · undermining NVDA is a big mistake · → daily
- 2026-05-17 ·
fact · pullback发生条件 · → daily
- 2026-05-16 ·
narrative · has buyer and seller both happy · → daily
- 2026-05-15 ·
narrative · gaining consciousness to inflation is healthy · → daily
- 2026-05-14 ·
narrative · pricing vs revenue estimate · → daily
- 2026-05-05 ·
narrative · reaction_to_El_Paso_SPV_exposure · → daily
- 2026-04-28 ·
narrative · 买点稀少 · → daily
- 2026-04-17 ·
forecast · expected performance · → daily
- 2026-04-14 ·
position · supported by token demand, ample liquidity, declining rate v · → daily
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