原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown:
1. $AXTI - InP substrates
2. $NBIS - Neoclouds
3. $MU - Memory
4. $INTC - Foundry
5. $LITE - Photonics
6. $IQE - Epiwafers
7. $AAOI - Photonics
8. $GDRZF - Venezuela
9. $AEHR - Machines
10. $EWY (volatility + underlying)
11. $RPI - AI orchestration
12. $SOI - SIlicon Photonics Substrates
13. $SNDK - Memory
14. $SIMO - Memory
15. $MRVL - ASICs
16. Nanya - memory
17. Unimicron - substrates
18. $ARM - CPUs
19. $SIVE - Photonics
From H1 2026, around 19 names across several themes up 100%+ still from the selection of winners.
Since many like $TSEM / $HPS.A / $LPK / $ALRIB fell out of the range. (obviously not all are green like Shunsin / $XFAB and disappointed by performance).
Regardless, glad a lot of my ideas turned out decently, rather than just being known for one like $AXTI. To the point the Chinese community gave my investing style a name "Perilla Leaf Theory".
Again not too sure if my new ideas replicate this performance again in H2 2026 or 2027...
For H2, my new thesis was on $CCXI for humanoids/downstream physical AI shift and ESMT for DDR2/DDR3/legacy memory.
But I'll keep sharing my core ideas and thought process for free so people can poke holes or debate it until things get validated.
翻译：
好奇之下决定追踪哪些我的论点在最近的回撤后仍然实现了 100%+ 的年初至今涨幅：
1. $AXTI - InP 基板
2. $NBIS - Neoclouds
3. $MU - 存储
4. $INTC - 铸造厂
5. $LITE - 光子学
6. $IQE - 外延晶圆
7. $AAOI - 光子学
8. $GDRZF - 委内瑞拉
9. $AEHR - 机器
10. $EWY（波动率 + 标的）
11. $RPI - AI 编排
12. $SOI - 硅光子基板
13. $SNDK - 存储
14. $SIMO - 存储
15. $MRVL - ASIC
16. Nanya - 存储
17. Unimicron - 基板
18. $ARM - CPU
19. $SIVE - 光子学
从 2026 上半年起，约有 19 个跨多个主题的标的仍然实现了 100%+ 的涨幅，仍属赢家。
由于 $TSEM / $HPS.A / $LPK / $ALRIB 等已跌出范围（显然并非全部都像 Shunsin / $XFAB 那样表现良好，令人失望）。
不过，仍然很高兴我的很多想法表现不错，而不是只因 $AXTI 而被记住。恰好中文社区给我的投资风格起了个名字——“Perilla Leaf Theory”。
Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown:
1. $AXTI - InP substrates
2. $NBIS - Neoclouds
3. $MU - Memory
4. $INTC - Foundry
5. $LITE - Photonics
6. $IQE - Epiwafers
7. $AAOI - Photonics
8. $GDRZF - Venezuela
9. $AEHR - Machines
10. $EWY (volatility + underlying)
11. $RPI - AI orchestration
12. $SOI - SIlicon Photonics Substrates
13. $SNDK - Memory
14. $SIMO - Memory
15. $MRVL - ASICs
16. Nanya - memory
17. Unimicron - substrates
18. $ARM - CPUs
19. $SIVE - Photonics
From H1 2026, around 19 names across several themes up 100%+ still from the selection of winners.
Since many like $TSEM / $HPS.A / $LPK / $ALRIB fell out of the range. (obviously not all are green like Shunsin / $XFAB and disappointed by performance).
Regardless, glad a lot of my ideas turned out decently, rather than just being known for one like $AXTI. To the point the Chinese community gave my investing style a name "Perilla Leaf Theory".
Again not too sure if my new ideas replicate this performance again in H2 2026 or 2027...
For H2, my new thesis was on $CCXI for humanoids/downstream physical AI shift and ESMT for DDR2/DDR3/legacy memory.
But I'll keep sharing my core ideas and thought process for free so people can poke holes or debate it until things get validated.
翻译：
好奇之下决定追踪哪些我的论点在最近的回撤后仍然实现了 100%+ 的年初至今涨幅：
1. $AXTI - InP 基板
2. $NBIS - Neoclouds
3. $MU - 存储
4. $INTC - 铸造厂
5. $LITE - 光子学
6. $IQE - 外延晶圆
7. $AAOI - 光子学
8. $GDRZF - 委内瑞拉
9. $AEHR - 机器
10. $EWY（波动率 + 标的）
11. $RPI - AI 编排
12. $SOI - 硅光子基板
13. $SNDK - 存储
14. $SIMO - 存储
15. $MRVL - ASIC
16. Nanya - 存储
17. Unimicron - 基板
18. $ARM - CPU
19. $SIVE - 光子学
从 2026 上半年起，约有 19 个跨多个主题的标的仍然实现了 100%+ 的涨幅，仍属赢家。
由于 $TSEM / $HPS.A / $LPK / $ALRIB 等已跌出范围（显然并非全部都像 Shunsin / $XFAB 那样表现良好，令人失望）。
不过，仍然很高兴我的很多想法表现不错，而不是只因 $AXTI 而被记住。恰好中文社区给我的投资风格起了个名字——“Perilla Leaf Theory”。
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