本轮热门四大 AI 股神梳理。
AI 股神 - Leopold
前 OpenAI 研究员,24 年被解雇后撰写投研长文爆火。在创办对冲基金后,重仓 AI 基建,规模从几亿美金快速膨胀到超 200 亿。@leopoldasch
白毛股神 - Serenity
最强个体投研分析师,账面回报率高达 45 倍,拒绝过多家投行邀约,擅长找 AI 热门上游的小盘股。 @aleabitoreddit
字节股神 - Leto Bao
前字节跳动员工,字节内部美股群的群主,偶尔分享大方向和收益结果,擅玩期权,本轮押注 AI 基建财务自由后,从字节离职。@leto_bao
白宫股神 - Trump
自带总统身份,经常一句话或演讲提及,将相关企业市值直接带飞,并且配合政策预期,如关税、芯片法案、制造业回流等,让股票获得政策利好光环。
Dear son,
Rejection is not your enemy.
It is redirection in disguise.
Every “no”
Carves out the path to your real “yes.”
Never beg to be seen.
Never plead to be chosen.
Your value is not up for debate.
If they walk away,
Let them.
If they don’t recognize you,
You were never meant to shrink for them.
Kings do not chase thrones.
They become so worthy
The throne arrives.
Accept rejection.
Don’t beg.
Build.
And let the world adjust.
— The Master Builder 👑 @KingsProtocol