Guoxin Shi

[Guoxin Shi @GuoxinS30133]

Andrew McKee 早在 1999 年就参与了Sive公司的创建，在今年4、5 月份卸任了总经理职务，交棒给了新社长 Alex McCann，自己退居到了纯粹的技术顾问——一个干了近 30 年，退隐江湖的老人，把手里的股份分批变现，当作自己职业生涯的终结，这很合理，这是根本不是对未来的恐慌，而是人家的退休费。

[Guoxin Shi @GuoxinS30133]

@JaeryangY65697 你还年轻，都会过去的，让时间冲淡一切；以及其实你应该再坚持坚持...祝好；

[Anders Storm @StormDirac]

$SIVE fell today on an EFN article claiming the photonics chief sold his entire holding — presented as alarming insider panic. Here is what I think the article can have missed.

Andrew McKee founded CST now Sivers Photonics in 1999— 27 years ago. He built the photonics business from scratch. Earlier this year Alex McCann appeared publicly as the new MD of Sivers Photonics in April/May communications. McKee moved totechnology role only. His Q1 and Q2 share sales seems to align with this transition and was probably sold (if sold at all in full) parts of it even before share re-rating.

My take is that is was done probably with no negative view on the company's prospects. A man monetizing his life's work after almost 30 years of building a company is not insider panic. IMO this is probably more a career ending on his own terms. He deserves it for sure. Even if he sold over 6 months, IMO this is still not a major negative signal.

Three things EFN did not check: A) Holdings has known blind spots — transfers to holding companies, ISK structures and family vehicles are not captured. Did anyone verify McKee holds zero shares in any structure? B) One option program was realized in early July. If McKee sold old shares to participate that is not a major negative signal (he is not insider hence would not report sell or buy) — Holdings would not show this yet since it was in early July C) The role change probably happened before most shares was sold, Context matters.

Later in the afternoon two board members has publicly shared insider purchases.

Todd Thomson — board member, former Citigroup CFO, — bought 535,000 SEK on-market today at 42.80 SEK into the panic. Karin Raj bought 460,000 SEK at 34.68 SEK — the intraday low. Both reported to FI same day. People with more information about the full picture, that also had been part of approving today clarifications around the Q-reports and US Nasdaq listing.

Update Vikram CEO have also aquired shares for approximately 1.000.000 SEK

Summing up: Journalism created the dip. Insiders bought it.

What's X view on today?

[Guoxin Shi @GuoxinS30133]

@cherryPayment 其实，这反而可能是一个底部的信号...当散户极度恐慌并割肉时

[Asa @app_sail]

https://t.co/CDD9AmB3Pn

[大宇 @BTCdayu]

连续多次创业大成，联合创办OKX，早期投资泡泡玛特，13年就预言比特币会成为多国国家储备的神人

《麦刚投资逻辑全集》

无论是要创业、关注比特币或泡泡玛特，都可以收藏起来慢慢读。

https://t.co/zrG7V8klVc

[Guoxin Shi @GuoxinS30133]

https://t.co/YyHHrQVVIS

[Guoxin Shi @GuoxinS30133]

https://t.co/WBG2qnfPvC

[Guoxin Shi @GuoxinS30133]

https://t.co/aO0uMr5AGS

[交易员小帅 @diaomao2023]

心里话：他们最讨厌普通人这样玩美股

摩根大通统计过过去二十年的散户交易记录，得出一个结论：账户收益排名前10%的人，平均每年只交易4次。排名后10%的人，平均每年交易超过200次。

交易越多，亏得越多。不是因为判断力差，是因为每一次交易都在跟自己的情绪对赌，而人类在恐惧和贪婪面前的胜率天然低于50%。

所以第一条建议，如果你是普通投资者，不要做短线。

你打不过算法，打不过机构，打不过那些凌晨三点盯盘的全职交易员。你唯一能赢他们的地方是你可以不动。

第二条建议，不要分散到自己看不懂的地方。

很多人听说"不要把鸡蛋放在一个篮子里"，然后买了二十只自己完全不了解的股票。这不叫分散风险，这叫分散注意力。

3-5只你真正理解逻辑的标的，比20只你叫不出名字的票强一百倍。

第三条建议，用你亏了50%也不会影响生活的钱。

这不是鸡汤，这是数学题。如果你用的是明年要交房租的钱，跌20%你就慌了，慌了就割肉，割完就涨回来，然后你再追回去，买在更高的位置。这个循环会一直持续到你的钱耗完为止。

第四条建议，也是最重要的一条——定好你的买入纪律，然后闭眼执行。

如果你看好AI主线但不想选个股：每月定投QQQ（纳斯达克100指数基金），不管涨跌都买，持有三年以上不动。

历史数据，纳斯达克100任意时点买入持有15年，正收益概率100%，年化12%-14%。

如果你愿意选个股：上一条列的几个方向里，选你最能理解的那一个，用不超过总仓位30%的资金分三次买入（现在买三分之一，跌10%再买三分之一，再跌10%买最后三分之一）。

如果你什么都不想研究：买SPY（标普500指数基金），然后卸载APP，一年后再打开。过去二十年标普500年化回报10%，跑赢了90%的基金经理。

投资这件事，最反人性的真相是：赚最多钱的策略，往往是最无聊的那个。

[Jason Z @JasonZX]

https://t.co/2u8GsNhKXR

[Guoxin Shi @GuoxinS30133]

@HardAlphaX @aleabitoreddit 根据 X-FAB 官方的技术路线和公开资料，他们确实拥有基于 p-GaN工艺的 eMode 晶体管加工技术。  X-FAB 的策略是：标准开放平台先上更成熟的 dMode；而对于有 eMode 需求的客户，他们是通过客户定制化的方式在紧密合作；

[Serenity @aleabitoreddit]

If I had to stereotype my X experiences with markets:

China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD.

America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations

Europe 🇪🇺: from $SIVE to $SOI, cares more about water usage than the AI buildout. Somehow can only look at past 12 months. (Belgium is cool so far), looking at you France + Sweden

Korea 🇰🇷: leveraged degens. I’ve never seen a market so volatile. Equivalent of 50x hyperliquid traders but with stock markets.

Japan 🇯🇵: somehow supportive of everything, haven’t seen any Japanese person aggressively bear post and short stocks before.

Not enough data on other places yet like Latin America, but will have some soon enough ig.

[硅谷王川 Chuan @Svwang1]

很多情况下，价值的捕捉来自稀缺，稀缺的形成需要高度克制，而克制的底气源于自身的足够冗余。

这时，就会有‘’人越克制和悠闲，越能制造稀缺，赚的越多；越忙反而赚的越少 ‘’的反直觉现象。

因为这个机制的作用原理是间接的，即使有时无心插柳的因为自身的克制赚了大钱，人往往会错误的归因，不会把它归结于克制 （少做或不做），而会误以为是自己某些地方做了什么所致。

[Guoxin Shi @GuoxinS30133]

Europe's top aerospace and physics institutions (e.g., CERN) widely prefer X-FAB’s XT018 thick-film SOI as a thoroughly proven, radiation-hardened platform for extreme space-grade detector chips.

[Guoxin Shi @GuoxinS30133]

$XFAB targets Power/Analog SOI over advanced nodes, prioritizing high-voltage capability and absolute stability under extreme environments like automotive engines or cosmic radiation. It’s fundamentally a mission-ready foundry for aerospace, backing a strong long-term bull case.

[Guoxin Shi @GuoxinS30133]

@aleabitoreddit $SIVE's current low-volume drop from 88 to 73 SEK is a classic institutional shakeout to trigger retail panic and scoop up cheap shares before passive funds are forced to buy into tomorrow's MSCI Index inclusion.

[Guoxin Shi @GuoxinS30133]

@aleabitoreddit @IamRamenPanda @PhotonBull Hi Serenity, someone is impersonating your account in your replies under the name 'Seranity/Assistant'. They are posting to drive traffic and funneling people into private chat scams. If this isn't you, it's best to issue a warning so your followers don't get scammed.

[Guoxin Shi @GuoxinS30133]

@aleabitoreddit Hi Serenity, someone is impersonating your account in your replies under the name 'Seranity/Assistant'. They are posting to drive traffic and funneling people into private chat scams. If this isn't you, it's best to issue a warning so your followers don't get scammed.

[Guoxin Shi @GuoxinS30133]

@aleabitoreddit Hi Serenity, someone is impersonating your account in your replies under the name 'Seranity/Assistant'. They are posting to drive traffic and funneling people into private chat scams. If this isn't you, it's best to issue a warning so your followers don't get scammed.