我的关注

原文：
What's the next $BWET if you guys have ideas?

Need more weird ideas like short dated tanker freight future ETFs...

I didn't know this existed until last week. https://t.co/kguL6svZNj

翻译：
如果你们有想法，下一只 $BWET 会是什么？

需要更多奇怪的想法，比如短期油轮运费期货ETF……

我直到上周才知道这东西的存在。 https://t.co/kguL6svZNj

原文：
Apparently my "bottleneck thesis" has made it into a quant fund research pipeline?

Hope the institutions enjoy reading my takes on DDR2, CW lasers, and InP substrates...

Didn't expect to end up in the same paragraph as Trump on a Friday. https://t.co/j5leamPwJV

翻译：
显然我的“瓶颈论”已经进入量化基金的研究流程？

希望机构们喜欢阅读我对 DDR2、CW 激光器和 InP 基板的见解……

没想到会在周五的同一段落里和特朗普并列。 https://t.co/j5leamPwJV

原文：
Looks like Situational Awareness is back:

Sources say Leopold bought options in $AMD, $BE, $CRWV, and $DRAM.

And was active in other stocks such as $SKHY, and $SNDK.

Little surprising since option IV across the board is quite high. https://t.co/P2Pg5szbvO

翻译：
看起来情境意识又回来了：

消息称 Leopold 在 $AMD、$BE、$CRWV 和 $DRAM 上买入了期权。

并且在其他股票如 $SKHY 和 $SNDK 上也很活跃。

有点令人惊讶，因为整体期权隐含波动率相当高。 https://t.co/P2Pg5szbvO