Chris Luckcomes

老程序员，老韭菜
趋势交易，顺势而为。
A股美股都做

[Chris Luckcomes @ChrisLuckystar]

是时候回归生活，出去走了

[Crypto/戒色交易员 @snake_w]

今天不讲大盘，板块，今天就是整体情绪，行情差就不要盯着盘面，多出去走走，这个月我在很早就判断整体是派发的状态，所以风险提示也提示了很久，今天大盘确实跌破重要支撑，那后面的走势，大家控制好仓位，不要满仓，分仓操作，因为现在是行情下行阶段，然后情绪上也不要有太多的压力，大家都难赚钱在这种状态下，所以也不要过度自责，管住手就已经很不错了

[Chris Luckcomes @ChrisLuckystar]

Time to hike outside forget markets

[Mansi @drmansipd]

Stopped out of most of my positions today.

Case for bears:
-Todays action feels like a change in character for the market.
-If semis are any indication of what’s ahead for the broader market, it looks like we’re seeing Stage 3 tops across the board and could be heading into a Stage 4 downtrend.
-A stage 4 mkt is not something we have experienced in quite a while. So it wouldn’t be particularly surprising.
-A lot of setups have broken down today, and many charts will take time to become constructive again. DELL is a good example.
-The selling has also been relentless since the morning—very systematic, steady, and persistent.

The bullish case:
-The QQQs are sitting right at the 50-day MA, which is a strong area of support, with an unfilled gap up below/around that area.
-And, as often happens, when everyone has been stopped out and is sitting in cash, the market puts in a bottom and a new rally begins.
-That would also align with seasonality, given that we’re approaching the end of the year, when we typically see a strong rally.

So there’s still a lot to figure out:
1. whether this is an actual top
2. whether we’re entering a correction
3. how deep or prolonged that correction might be
4. and whether it plays out as a price correction or a time correction.

WL for tomorrow:
Gral
Crwd
Amd
Mstr
Spcx

Plan for tomorrow:
After a day like today, I also tend to become a little trigger-shy. I’d rather let things settle before acting again, or wait for a proper flush-out with extreme oversold conditions before looking to get back in. For now, I think it’s a matter of watching how things develop rather than forcing trades in an environment where the odds may no longer be in our favor.

One thing I’ve been thinking about is that if this doesn’t turn out to be a major flush-out followed by a V-shaped recovery, but instead marks the beginning of a longer-term bear market like 2022, I would probably do very little. Based on my backtesting, I haven’t found a way to generate consistent positive returns in that kind of environment. The longs don’t work, the shorts don’t work, and eventually everything cancels itself out. It becomes a massive waste of time and energy. By the time the market eventually turns, I’m exhausted and frustrated, and then I struggle to act when I should.

[Ariel Hernandez @RealSimpleAriel]

I've seen people repeatedly endorsing stocks like $SOFI, $APP, $CRWV, $IREN, and $IONQ, yet they continue to slide.

Why anyone insists on giving stocks trading below their 200sma so much attention will forever make no sense to me.

You can love the company, believe in the story, and still recognize that the stock is in a downtrend.

The goal is to make money, not to be right about a narrative.

[Chris Luckcomes @ChrisLuckystar]

$CRWV ST CRWV

[Chris Luckcomes @ChrisLuckystar]

拔剑四顾心茫然，我就这么看着跌了

[VICTOTY @Victory_1919]

@maitian99 放眼看过去全部都在跌，一时间竟然不知道空什么好。

[Elon Musk @elonmusk]

@RealNickMugalli Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget …

Micron is making is the smart move for long-term customer loyalty.

[Leopold Stock Tracker @LeopoldTracker_]

Leopold Aschenbrenner's biggest positions are getting hit again

Here's what his top holdings done since October highs:

• SanDisk $SNDK: down 19%
• Bloom Energy $BE: down 6%
• Nebius $NBIS: down 11%
• CoreWeave $CRWV: down 13%
• Micron $MU: down 14%
• SharonAI $SHAZ: down 30%

SanDisk and Micron are 55% of the fund, per Q2 13F

In July, a drawdown like this triggered a forced sale of his book to Citadel

[Chris Luckcomes @ChrisLuckystar]

@xtony1314 那个评论傻狗一条

[逍遥XTony（2分钟版） @xtony1314]

我不会交社保，我不在乎我以后能不能回本，哪怕我一分钱拿不出来我都愿意交，
我在乎的是他不公平，一点公平都没有。

如果我 作为农民的父母，一个月不说多也能拿个两三千，我也会去交社保，因为有了一点公平。

我父母累了一辈子子苦了一辈子，像蝼蚁一样苦了一辈子被剥削了一辈子，中国老百姓的勤劳善良没有换来回报，还却成了他人疯狂剥削的资本。

年轻的时候给拉去 挖沟挖运河，建国之后最大的人工运河就在我们那，200W 人纯手工整整挖了 10 年！
年年交公粮都要被粮站的畜生刁难，碰到灾荒年份交公粮交不够还被村干部像日本鬼子一样来家里抢粮食，一辈子不是在挖沟就是在种地要么到处都是躲计划生育罚款，

这么勤劳的人连子女也就是我，上学交学费都交不起，只能用粮食来抵，像评论区这种畜生怎么还说我爹妈怎么不努力考公务员的，连我上学都上不起，他们当年没饿死都算幸运了，我父母均不识字，没上过一天学。

我妈跟我说过 她生我第二天还要下地割麦子，当年发大水，麦子都泡在大腿深的地里，

而他们的养老金是 0，我很心寒，
“没好好学习” 但凡你还有点人性，都不会说出这样的话。

[Chris Luckcomes @ChrisLuckystar]

大暴雷，直接爆杀了纳指，川子taco都不好使了

[Wall St Engine @wallstengine]

OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT

OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month.

The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not.

Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate.

OpenAI declined to comment.

Source: Financial Times.

[风无向🦅 @Web3Feng]

今天整个恒指暴跌，几乎所有得恒生的互联网全部集体暴跌。你无需听什么狗屁复盘。

是的，不用听任何复盘，因为都是放屁为了下跌找理由。

港股就是个粪坑市场，不会给好的公司好估值，就这么简单，再好的公司也没有好估值。而且流动性非常差。

港股对比大陆A股，优秀公司第一没有好估值，其次垃圾空气公司联合坐庄炒的飞起。

有人吹香港多么开放，哥们，香港的证监会和没有是一样的，坐庄不犯法的，能骗多少人都可以，随便内幕交易，没人管的。

窃听风云那都是拍电影的，香港证监会都是一帮饭桶。

比如经纬天地，纯纯的操纵市场，庄家控盘把市值炒到200多亿，纳入恒生指数和港股通，然后地推骗大陆股民买入，然后一天砸掉90%市值，200多亿。

有人管吗？直到大陆证监会立案，香港证监会才做做样子查一下。

钱峰雷这种不是纯粹诈骗犯？但是香港证监会呢？他们吃屎的哥们。全世界都知道钱峰雷罪行累累，换大陆和美国，早把你抓进去法办了。但是香港执法机关呢？

法律不是人人平等，是有钱人高人一等。

不知道为什么有人吹香港法制，保护诈骗犯的法制也算法制？？？

香港为什么没有什么散户玩股票了呢？因为都被割完了，还不简单吗。

对比执法力度保护投资人，大陆顶级，香港全球末流。
对比限制大股东增发和减持，大陆顶级严格，香港随意配股增发把小股东坑死。
流动性：大陆顶级，香港大部分股票一潭死水，换手率低于1%。

看看对比大陆和香港的执法严格程度，大陆你被没1罚3都是幸运的了，现在AI执法，很多内幕交易，一毛钱没赚甚至亏钱的，都被罚几百万。

大陆面对内幕交易和操纵市场，都是没1罚3，就是没收违法所得，然后罚款三倍。你交易赚800万，直接没收再给你2400万罚单，你敢内幕交易吗？

这才是真的保护投资人，至于港股，诈骗犯的天堂。

霍景良当年说：外面十栋大楼，我敢说，九栋都是骗来的。

没错，香港是骗子的天堂。

[Chris Luckcomes @ChrisLuckystar]

@snake_w 喝酒

[tae kim @firstadopter]

AI needs Synopsys's expertise

"SAN FRANCISCO and SUNNYVALE, Calif., Sept. 30, 2026 /PRNewswire/ -- Synopsys (Nasdaq: SNPS) and OpenAI today announced a strategic partnership that brings together OpenAI's advanced AI capabilities with Synopsys' industry-leading EDA tools and agentic AI capabilities to revolutionize the design of semiconductors. The companies signed an expansive, multi-year agreement to jointly develop GPT-Synopsys, a specialized model, optimized to use Synopsys EDA tools to perform semiconductor design workflows. The agreement includes a revenue sharing arrangement and go-to-market collaboration to jointly make GPT-Synopsys available to customers worldwide."

[Chris Luckcomes @ChrisLuckystar]

@RichardMoglen MXL

[Chris Luckcomes @ChrisLuckystar]

Sell the news always happen. Never fomo

[CK Capital @CKCapitalxx]

This is why I will never FOMO into a stock after a huge deal was announced.

We’ve seen it over and over again where stocks fade an entire 20%+ pump.

$AKAM was up 25% pre market and closed up 3%.

[Ma Wukong 马悟空 @Ma_WuKong]

🇨🇳 Los chinos han lanzado un videojuego que consiste en irte del trabajo, en hora, sin que se enteren tus superiores.

[Chris Luckcomes @ChrisLuckystar]

@BabybusFL amat开盘俯冲，还是存强

[Chris Luckcomes @ChrisLuckystar]

@BabybusFL 先砸再拉

[Chris Luckcomes @ChrisLuckystar]

你可以来试试

[Casey Donaldson @caseyjdonaldson]

Chinese stocks have been left for dead while the S&P 500 melted up.

That underperformance created something nobody wants to say out loud.

Then Iran happened.

Asian allies watched America stumble and are now being forced to spend more on their own defense.

PDD is outgrowing Amazon.
EWBC is outperforming Bank of America.
Alibaba is cheaper than Google.

China doesn't need to fire a shot.

America handed them the geopolitical win and the valuation opportunity at the same time.

Sun Tzu said the supreme art of war is to subdue the enemy without fighting.

China is executing that strategy in real time.

China is investable again.

[Casey Donaldson @caseyjdonaldson]

Chinese stocks have been left for dead while the S&P 500 melted up.

That underperformance created something nobody wants to say out loud.

Then Iran happened.

Asian allies watched America stumble and are now being forced to spend more on their own defense.

PDD is outgrowing Amazon.
EWBC is outperforming Bank of America.
Alibaba is cheaper than Google.

China doesn't need to fire a shot.

America handed them the geopolitical win and the valuation opportunity at the same time.

Sun Tzu said the supreme art of war is to subdue the enemy without fighting.

China is executing that strategy in real time.

China is investable again.