原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Apparently there’s a new popular trend to bearpost trillion dollar companies.
Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed.
-> if the company doesn’t respond, stock prices/sentiment are damaged.
-> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them
-> Poster gain more impressions, then does it again with more views the next time.
Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.
翻译：
显然，有一种新的流行趋势，就是针对市值万亿美元的公司进行负面帖子。
比如 $NVDA 或 $TSM。
通过找到某些技术细节，然后夸大其词，声称他们的整个项目都被延迟了。
-> 如果公司不回应，股价/市场情绪就会受到损害。
-> 如果公司发出回应，他们不能透露细节，因为供应链是保密的…… 但人们仍然会怀疑他们
-> 发帖人获得更多的浏览量，然后下次再这样做，获得更多的浏览量。
我不认为这是一种健康的趋势，尤其是在激励结构方面，更多的人会复制这种做法。
Apparently there’s a new popular trend to bearpost trillion dollar companies.
Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed.
-> if the company doesn’t respond, stock prices/sentiment are damaged.
-> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them
-> Poster gain more impressions, then does it again with more views the next time.
Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.
翻译：
显然，有一种新的流行趋势，就是针对市值万亿美元的公司进行负面帖子。
比如 $NVDA 或 $TSM。
通过找到某些技术细节，然后夸大其词，声称他们的整个项目都被延迟了。
-> 如果公司不回应，股价/市场情绪就会受到损害。
-> 如果公司发出回应，他们不能透露细节，因为供应链是保密的…… 但人们仍然会怀疑他们
-> 发帖人获得更多的浏览量，然后下次再这样做，获得更多的浏览量。
我不认为这是一种健康的趋势，尤其是在激励结构方面，更多的人会复制这种做法。
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