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← @starzq

$SNDK

BULLISH2026-05-18
Price around the call
↑ 2026-05-18
By horizon✓ hit+55.9%
1d
…
5d
✓ +12.7%
21d
✓ +55.9%
Original post
Star@Day1Global Podcast · 2026-05-18

新一代股神 SITUATIONAL AWARENESS 的 Q1 13F 来了 可能很多人要失望了,几乎没有财富密码,最大变化是从“股票 + Call 多头”变成“股票 + 大量 Put 对冲”,62% 都是 PUT, 放在 Q1 价格高位 + 战争的背景下,到也能够理解 最大的三个 Call $SNDK , $BE 和 $CRWV ,清仓了所有光 4 月份这波上涨, 他大概率也做了调整,但没有显示在文件里 这个操作肯定不能照抄,市场变化这么快,但可以学习思路,股神觉得什么样的价格是过热了 完整链接放在评论区

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