原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
It’s been a little disappointing to see a pattern with some people I've interacted with on X:
- try to engage with the same audience, then quickly move toward aggressively monetizing it
- get upset when I choose not to participate in or amplify paid groups
- throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals
When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts.
One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone.
I think this definitely resonated with folks given my follower growth.
But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls.
My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100.
All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to.
I just prefer sharing the ideas openly and letting everyone decide for themselves.
Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more.
Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding.
Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes.
Some are brand new like Etron/ESMT for DDR2/DDR3.
And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right.
Not every idea will be right. That's part of research.
But I'd much rather have an X where people openly publish the
It’s been a little disappointing to see a pattern with some people I've interacted with on X:
- try to engage with the same audience, then quickly move toward aggressively monetizing it
- get upset when I choose not to participate in or amplify paid groups
- throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals
When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts.
One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone.
I think this definitely resonated with folks given my follower growth.
But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls.
My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100.
All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to.
I just prefer sharing the ideas openly and letting everyone decide for themselves.
Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more.
Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding.
Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes.
Some are brand new like Etron/ESMT for DDR2/DDR3.
And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right.
Not every idea will be right. That's part of research.
But I'd much rather have an X where people openly publish the
Could not load this section.