Tigris | 会讲课教授是好老师 ✓
@tig88411109 · Seattle, WA · joined 07 Sep 2012
Fund Partner | Professor | CFA 30 yrs in buy-side investing 宏观、AI、半导体、周期与估值｜长文研究 Facts cheap. Interpretation expensive.
76 207Followers
306Following
12 621Posts total
1MViews on collected posts
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突然有点理解为何做主播比做买方投资写作要快乐。刚刚直播录完人生第一次将近一个小时的分享，把整个九月的策略变化，从美联储加息、利率范式转移，到AI审计、油价、中东、三巫日，再到SNDK、MU和下一阶段的仓位思路，基本完整讲了一遍。录完以后突然发现，我好像有点喜欢上“当主播”的感觉了。
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投资真正有价值的，往往也不只是最后那一句结论，而是结论是怎么一步一步形成的。 有时间开讲，第一次和大家聊聊，新体验新挑战新的打开方式。
Set a reminder for my upcoming Space! https://t.co/77STt3cEv9
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@tig88411109 作者 @tig88411109
的账号定位宣言，相当于给自己的X 账号立下一个“使用说明书”。 明确把自己的内容定义为专业买方视角的投资日志，而不是常见的“看新闻炒股”或“每日喊单”模式。这一点非常专业，也很务实——在 X
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订阅者指南 订阅前请仔细阅读
也是投资的秘籍心法 让你更好的利用订阅知识 创造自己的价值
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30万流量的中推第一
投资和财富自由指南必读
花10分钟看一下简单但深刻的个人财务自由的“21条原则 ”，经常重复复习，不断去在生活中实践。
即便是我自己，也是常读常新，相信这里面的经典智慧，会恒久远。
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订阅者分享 你能得到什么【必读】
感谢大家订阅，也简单说明一下这个订阅内容的边界。
我会从买方角度、持续分享我对市场、主题和重点公司的系统性看法，会比free公开内容讲的更深，也会在值得的时候展开具体公司的投资价值和买卖点位分析。
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订阅前必读：‼️
为何我能在2月底开战提醒“这次不一样”，3月底，精准预测股市见底“buy the dip”；第一周大涨后，继续明确“hold the line” 逼空行情？同时，提示拆解标的公司价值和买入/卖出时机价格？
要珍惜推特X上还有手搓周报，深度拆解美伊战争的博主，虽然很多人评论我中文有着英文风格。 https://t.co/eHxZVCNdzl
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Don’t chase narratives. track constraints. HBM remains a controlled bottleneck (allocation, yields, packaging, delivery), $MU ’s earnings power can stay ahead of consensus.
Tourists trade the heat. Owners track the variables. Full $MU series (threads + key comments + IC memo):
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去年整理汇总写的一系列AI时代的投资地图，从半导体行业、公司、交易、心理、宏观不同角度试图拆解。
免费但是最贵 因为Free如果你低估错过的是时代机遇和风险
所有精华，一键直达👇
https://t.co/EO3o2UtYCi
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$MU Supercycle Audit Bundle ：IC memo + quarterly checklist.
This is the PB-to-PE framework, the earnings audit, and the survivability filter in one place.
No updates, no hype. Just the process.
Access here: (subscribers check free link）
https://t.co/3pcqA8tHuo
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Intel: A Structural Re-pricing of Strategic Infrastructure ( $INTC)
If you want the full, IC-grade breakdown, it’s here:
https://t.co/iCHAHqRhj7
This is not a “called the bounce” victory lap.
It’s a framework on the page before the tape:
how pricing power can migrate from
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Deck archive (Gumroad). Start here: The Eighth Wonder (Compounding principles): https://t.co/BsBeieqkFB
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Silicon Inflation in AI (1GW denominator): https://t.co/ZhX4c0M2ob
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Vibe Investing Human–AI system (playbook + templates): https://t.co/eE235dnViS
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Intraday = acceptance.
Close = verdict.
Options = pressure.
Volume = testimony.
中文补一句：不求高频发但求最深刻，每次更新都是可审计因果链。重大事件盘前盘中拆结构、期权、量价，帮你区分真强和噪音。
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This is a buy-side log, not a news feed.
I post audited causal chains when the denominator shifts.
Major events: live tape + options + structure.
Different cost bases, same mechanics.
Commentary, not advice. Full IC deck archive in comment。 https://t.co/DngKBSBxgo
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Today’s tape isn’t “ $MU went up.” It’s the market’s math changing.
The company side: MU didn’t just beat. It reset the curve. This guide wasn’t incremental. It was slope.
Macro side: CPI cooled, yields eased, the hurdle rate blinked. In audit season, that’s the difference http
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大多数人炒股是“看新闻涨跌”，真正聪明的投资者只看一件事：逻辑结构变化。
整理汇总近期写的一系列AI时代的投资地图，从半导体行业、公司、交易、心理、宏观不同角度试图拆解。
免费但是最贵 因为Free如果你低估错过的是时代机遇和风险
所有精华，一键直达👇
不是长篇报告 力求言简意赅 https://t.co/0Dzdga3gyQ
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🏆如何实现财务自由的21条准则：
顶级商学院课件 深入浅出 初学专业兼具底层思维分享
🌟 https://t.co/SLJYFSU4Ih
313.6K views · 585 likes
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Rispetto ad account della stessa dimensione
5 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. copertura nella norma per la sua dimensione, reazione più debole della media.
Visualizzazioni mediane3 216questo account989mediana per 10K–100K
Copertura, %4.22%questo account3.87%mediana per 10K–100K
Interazione, %0.62%questo account1.53%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 3 216 | 989 | 3.25× |
| Copertura (visualizzazioni ÷ follower) | 4.22% | 3.87% | 1.09× |
| Tasso di interazione | 0.62% | 1.53% | 0.40× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
22.5K21 Jan
5K22 Jan
5.8K27 Jan
15.7K15 Apr
4.8K17 Apr
115.1K26 Apr
5.2K27 Apr
8.2K1 May
385 May
6.6K19 Sep
221
3.2K20 Sep
4.7K
27
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.04%21 Jan
0.20%22 Jan
0.09%27 Jan
0.35%15 Apr
0.06%17 Apr
0.13%26 Apr
0.41%27 Apr
0.10%1 May
2.63%5 May
0.62%19 Sep
0.45%
0.68%20 Sep
1.57%
0.00%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.53%.
What the audience does
Likes39.9%1 109 in total
Reposts9.6%267 in total
Replies4.3%119 in total
Quotes0.9%26 in total
Bookmarks45.3%1 259 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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