2025-04-04-rising
- 精選方式: RISING
討論重點
以下是26篇文章的摘要重點整理，以條列方式呈現並附上對應錨點連結：
文章摘要重點整理
#1 Donald Im sorry I didnt say thank you.
- 網路社群與用戶數據
- Reddit用戶數據統計（發文數、帳號年齡等）與WSB論壇參與度相關。
- 政治與媒體諷刺
- 引用農業部長對川普的評價，諷刺Fox媒體（拼寫為「fox-populi」）。
- 迷因文化
- 無厘頭內容（如「Big 10 Women's Swimming!!!」）反映WSB的戲謔風格。
#2 This morning NASDAQ dropped more than during Lehman Monday
- 散戶市場參與
- WSB用戶數據顯示散戶互動對市場的影響。
- 市場情緒批判
- 對「華爾街貪婪」的不滿，提及Nike看跌期權暴漲15,000%。
- 社群文化
- 煽動性語言（如「偉大才剛開始」）和Discord連結。
#3 Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
- 用戶活躍度
- 長期參與WSB的數據（提交次數、評論數）。
- 企業高管嘲諷
- 諷刺RH（Robinhood）CEO的決策（如「CEO of the year award」）。
- 消費定價批評
- 荒謬家具定價案例（原價$5000沙發折價$500）。
#4 Sold at open - 165% gain - I am out!
- 用戶數據摘要
- 帳號年齡6個月，發文4篇，評論270條。
- 社群互動
- 迷因圖片與WSB幽默風格（如「fucked around, found out」）。
- 社群推廣
- 文末附WSB Discord連結。
#5 Thank you orange man
- 高風險交易行為
- 用戶一夜投入5.3萬美元操作。
- 社群反應
- WSB調侃（如「My god man」）與認可（「someone's happy」）。
#6 My first big win
- 情緒化交易風險
- 短期獲利後因過度交易回吐收益。
- 社群影響
- 留言反映「多巴胺成癮」與非理性氛圍。
#7 Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
- 散戶投資表現
- 收益從474美元增至2628美元。
- 市場動態
- NASDAQ當日下跌3.97%。
#8 $100 put spreads into $9,400 gain
- 投資行為評價
- 社群質疑技術分析（「straight gamble」）。
- WSB文化
- 高風險交易與戲謔留言（如「No Wendys shift for you」）。
#9 [DD] How to Profit Off the Trade War [$500k invested]
- 貿易戰投資策略
- 聚焦美國關鍵礦產（鈦、鋰）與政策驅動機會。
- 具體案例
- MP Materials獲政府合約，垂直整合優勢。
#10 Microsoft is Rethinking I``` Server Farm Strategy and Pulling Back on Data Centers All Across The Globe
- 科技產業策略調整
- 微軟因經濟不確定性暫停數據中心投資。
- AI熱潮質疑
- 作者認為AI炒作將消退，ROI未達預期。
#11 Daily Discussion Thread for April 03, 2025
- 平臺相容性問題
- 內容不支援舊版Reddit，可能涉及新功能（如即時數據分享）。
#12 The most important move in the marke``` right now in my opinion is...
- 美元指數下跌
- 盤前跌2%，聯準
文章核心重點
以下是各篇文章標題對應的一句話摘要（條列式輸出）：
-
Donald Im sorry I didnt say thank you.
- 文章混合網路社群數據、政治諷刺與迷因文化，呈現Reddit用戶對川普與媒體的戲謔調侃。
-
This morning NASDAQ dropped more than during Lehman Monday
- 分析散戶在WSB論壇的集體行動如何引發市場異常波動，並批判華爾街貪婪與政策失能。
-
Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
- 嘲諷Robinhood CEO在財報會議中股價暴跌的窘境，並以社群用語「GUH」凸顯散戶不滿。
-
Sold at open - 165% gain - I am out!
- 用戶分享短期交易獲利後退場的紀錄，反映WSB典型的高風險投機與社群互動文化。
-
Thank you orange man
- 以戲謔語氣討論散戶一夜豪賭5.3萬美元的行為，凸顯投資社群中追求暴利的非理性心態。
-
My first big win
- 個人經驗分享高風險交易成癮性，警告情緒驅動決策可能導致獲利回吐的循環。
-
Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
- 用戶炫耀因關稅政策獲利2萬美元，同時反映市場對政策不確定性的投機心態。
-
$100 put spreads into $9,400 gain
- 用戶分享以小博大的期權交易成功案例，引發社群對「運氣vs.技術」的爭論。
-
[DD] How to Profit Off the Trade War [$500k invested]
- 提出透過美國關鍵礦產與能源產業投資，因應貿易戰的結構性機會，強調政策驅動策略。
-
Microsoft is Rethinking I``` Server Farm Strategy and Pulling Back on Data Centers All Across The Globe
- 分析微軟因全球經濟不穩暫停數據中心擴張，並質疑AI熱潮與核能發展的現實限制。
-
Daily Discussion Thread for April 03, 2025
- 推測為WSB社群的日常討論串，可能涉及新舊Reddit功能差異對投資內容分享的影響。
-
The most important move in the marke``` right now in my opinion is...
- 探討美元指數下跌對通膨與聯準會政策的潛在衝擊，反映市場對經濟脆弱性的擔憂。
-
Just a reminder
- 解釋股市熔斷機制規則，並以疫情期間極端行情為例，結合社群戲謔風格討論。
-
When Marke``` open
- WSB散戶空頭預測市場短期反轉陷阱，展現社群對多空角力的迷因化分析。
-
Stock market futures drop -2% in 45 seconds as Trump announces tariff rates, erasing $1.9 trillion from the S&P 500 in 15 minutes.
- 以陰謀論調嘲諷關稅引發市場崩盤，反映散戶對官方數據透明度的不信任。
-
guys look on the bright side no tariff on tendies
- 透過迷因語言調侃關稅政策矛盾，呈現WSB社群以幽默解構嚴肅財經議題的特色。
-
You know your calls are cooked when the board comes out
- 零散的社群互動紀錄，包含對不明表格的玩笑反應，缺乏明確主題。
-
TARIFF CHART RELEASED
- 討論美國對中國商品加徵54%關稅的市場預期，反映散戶對政策衝擊的即時反應。
-
So how bad will the Bear Market be?
- 預測全球化終結將引發長期熊市，並以歷史數據佐證高通脹與市場萎縮風險。
-
I'm Officially Bankrupt Today
- 投資者因Nike看漲期權虧損致破產，懊悔之餘尋求社群財務建議。
-
SPY 540 1DTE Pu``` ($4k -> $51k)
- 用戶炫耀高風險期權交易暴利，凸顯WSB社群賭博心態與矛盾情緒（羨慕/自嘲）。
-
Some goods will not be subject to the Reciprocal Tariff. These include: semiconductors
目錄
- [1.
Donald Im sorry I didnt say thank you.](#1-``` donald-im-sorry-i-didnt-say-thank-you-
- [2. ```
This morning NASDAQ dropped more than during Lehman Monday
```](#2-```
this-morning-nasdaq-dropped-more-than-during)
- [3. ```
Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
```](#3-```
oh-shit-rh-ceo-reac```-live-to-stock-tanking)
- [4. ```
Sold at open - 165% gain - I am out!
```](#4-```
sold-at-open-165-gain-i-am-out-
```)
- [5. ```
Thank you orange man
```](#5-```
thank-you-orange-man
```)
- [6. ```
My first big win
```](#6-```
my-first-big-win
```)
- [7. ```
Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
```](#7-```
happy-liberation-day-regards-20-000-gain-fro)
- [8. ```
$100 put spreads into $9,400 gain
```](#8-```
-100-put-spreads-into-9-400-gain
```)
- [9. ```
[DD] How to Profit Off the Trade War [$500k invested]
```](#9-```
[dd]-how-to-profit-off-the-trade-war-[-500k-)
- [10. ```
Microsoft is Rethinking I``` Server Farm Strategy and Pulling Back on Data Centers All Across The Globe
```](#10-```
microsoft-is-rethinking-i```-server-farm-st)
- [11. ```
Daily Discussion Thread for April 03, 2025
```](#11-```
daily-discussion-thread-for-april-03-2025
`)
- [12. ```
The most important move in the marke``` right now in my opinion is...
```](#12-```
the-most-important-move-in-the-marke```-rig)
- [13. ```
Just a reminder
```](#13-```
just-a-reminder
```)
- [14. ```
When Marke``` open
```](#14-```
when-marke```-open
```)
- [15. ```
Stock market futures drop -2% in 45 seconds as Trump announces tariff rates, erasing $1.9 trillion from the S&P 500 in 15 minutes.
```](#15-```
stock-market-futures-drop-2-in-45-seconds-a)
- [16. ```
guys look on the bright side no tariff on tendies
```](#16-```
guys-look-on-the-bright-side-no-tariff-on-t)
- [17. ```
You know your calls are cooked when the board comes out
```](#17-```
you-know-your-calls-are-cooked-when-the-boa)
- [18. ```
TARIFF CHART RELEASED
```](#18-```
tariff-chart-released
```)
- [19. ```
So how bad will the Bear Market be?
```](#19-```
so-how-bad-will-the-bear-market-be-
```)
- [20. ```
I'm Officially Bankrupt Today
```](#20-```
i-m-officially-bankrupt-today
```)
- [21. ```
SPY 540 1DTE Pu``` ($4k -\> $51k)
```](#21-```
spy-540-1dte-pu```-4k->-51k-
```)
- [22. ```
Some goods will not be subject to the Reciprocal Tariff. These include: semiconductors
```](#22-```
some-goods-will-not-be-subject-to-the-recip)
- [23. ```
Both Forbes and Bloomberg reporting Chinas tariff is 54%. (The 34% announced today is additive to the previous 20% from earlier this year.)
```](#23-```
both-forbes-and-bloomberg-reporting-chinas-)
- [24. ```
Tariffs Were Priced In
```](#24-```
tariffs-were-priced-in
```)
- [25. 2400% Gain Apple Pu```](#25-2400-gain-apple-pu```)
- [26. ```
Angry bought pu``` on yesterdays run-up
```](#26-```
angry-bought-pu```-on-yesterdays-run-up
```)
---
## 1. ```
Donald Im sorry I didnt say thank you.
``` {#1-```
donald-im-sorry-i-didnt-say-thank-you-
```}
這篇短文的核心討論主題較為零散且混雜，但可歸納為以下幾個重點：
1. **網路社群與用戶數據**
- 開頭的表格顯示Reddit用戶的數據統計（如發文數、帳號年齡等），可能與WallStreetBets（WSB）論壇的參與度或影響力有關。
2. **政治與媒體的諷刺性評論**
- 引用美國農業部長對川普領導的評價（「我們非常幸運有川普的領導」），並提及Fox媒體（諷刺性拼寫為「fox-populi」），暗示對政治言論或媒體立場的調侃。
- 「總統先生，我對一直贏感到厭倦了」可能是引用或惡搞川普過去的名言，反映對其政治風格的戲謔。
3. **迷因文化與無厘頭內容**
- 圖片連結和「akshually its Jim whos go no lube」等無上下文句子，顯示典型的網路迷因或玩笑文化，可能與WSB的社群風格相關。
- 「Big 10 Women's Swimming!!!」的突兀提及，可能是諷刺或隨機插入的無關內容。
**總結**：核心主題圍繞「網路社群文化」（如WSB的數據與迷因）和「政治諷刺」，但缺乏連貫的嚴肅討論，更多是碎片化的戲謔與調侃。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqo16m/donald_im_sorry_i_didnt_say_thank_you/](https://reddit.com/r/wallstreetbets/comments/1jqo16m/donald_im_sorry_i_didnt_say_thank_you/)
- **外部連結**: [https://i.redd.it/1sptzzyojnse1.jpeg](https://i.redd.it/1sptzzyojnse1.jpeg)
- **發布時間**: 2025-04-04 01:08:38
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 7 | First Seen In WSB | 1 year ago
Total Commen``` | 83 | Previous Best DD |
Account Age | 2 years | |
"We're very very lucky for Donald Trump's leadership... I've got this chart here!"
The secretary of agriculture, today, on fox-populi.
akshually its Jim whos go no lube.
Worth it to ensure the integrity of Big 10 Women's Swimming!!!
Mr president, i'm tired of winning.
---
## 2. ```
This morning NASDAQ dropped more than during Lehman Monday
``` {#2-```
this-morning-nasdaq-dropped-more-than-during}
該文章的核心討論主題是 **散戶投資者在網路論壇（如WallStreetBets, WSB）中的市場參與現象**，具體內容可能涉及以下幾點：
1. **用戶參與數據**：表格顯示用戶在WSB的發文、評論紀錄及帳號活躍時間，反映散戶在論壇中的互動與影響力。
2. **市場情緒與批判**：
- 文中提到「政府責任」與「華爾街貪婪」的對比，暗示對當前金融體系或政策的不滿。
- 「Nike看跌期權暴漲15,000%」可能影射散戶集體行動（如Meme股炒作）對市場的衝擊。
3. **社群文化**：
- 帶有煽動性的語句（如「偉大才剛開始」「記得說謝謝嗎？」）體現WSB典型的挑釁或幽默風格。
- 附圖與Discord連結強化了社群動員的特質。
**總結**：文章聚焦於散戶透過網路論壇集結，對市場（如期權、個股）造成的非常規波動，並夾雜對傳統金融權威的批判，屬於「散戶vs.機構」的投資文化討論。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqkd3u/this_morning_nasdaq_dropped_more_than_during/](https://reddit.com/r/wallstreetbets/comments/1jqkd3u/this_morning_nasdaq_dropped_more_than_during/)
- **外部連結**: [https://www.cnbc.com/2009/09/14/the-financial-crisis-this-dayone-year-ago-sept-15-2008.html](https://www.cnbc.com/2009/09/14/the-financial-crisis-this-dayone-year-ago-sept-15-2008.html)
- **發布時間**: 2025-04-03 22:46:42
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 2 years ago
Total Commen``` | 39 | Previous Best DD |
Account Age | 3 years | |
The greatness is just starting. Did you remember to say thank you?
Completely fucking self-inflicted too. Back then, greedy wall street execs were responsible. Now it's the government i```elf.
Some nike put strikes are up 15,000% !
---
## 3. ```
Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
``` {#3-```
oh-shit-rh-ceo-reac```-live-to-stock-tanking}
這篇文章的核心討論主題可以總結為以下幾點：
1. **用戶活躍度與社群參與**：
- 透過數據（如提交次數、評論數、帳號年齡）反映該用戶在WallStreetBets（WSB）社群的長期參與度與影響力。
2. **對企業高管的嘲諷與調侃**：
- 文中提及「CEO of the year award」和「GUH」等用語，暗指某位CEO（如RH/Robinhood的Gary Friedman）的言論或決策引發社群不滿，並以幽默或諷刺方式回應。
3. **對消費定價的荒謬性批評**：
- 以損壞家具的定價為例（如原價$5000的沙發僅折價$500），諷刺企業定價策略脫離現實，並質疑目標客群的存在。
4. **WSB社群的次文化語言**：
- 使用「regards」（故意拼錯的「retards」）、「GUH」（表達崩潰的迷因）等社群特有詞彙，凸顯其反傳統、戲謔的溝通風格。
**整體核心**：
透過用戶數據、具體案例和社群用語，反映WSB社群對企業高管、商業行為的批判態度，並展現其獨特的網路次文化表達方式。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqjclr/oh_shit_rh_ceo_reacts_live_to_stock_tanking_40/](https://reddit.com/r/wallstreetbets/comments/1jqjclr/oh_shit_rh_ceo_reacts_live_to_stock_tanking_40/)
- **外部連結**: [https://www.cnbc.com/2025/04/03/oh-sh-rh-ceo-reacts-live-to-stock-tanking-on-tariffs-poor-earnings.html](https://www.cnbc.com/2025/04/03/oh-sh-rh-ceo-reacts-live-to-stock-tanking-on-tariffs-poor-earnings.html)
- **發布時間**: 2025-04-03 22:06:12
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 4 | First Seen In WSB | 5 years ago
Total Commen``` | 2960 | Previous Best DD |
Account Age | 5 years | |
CEO of the year award to this man for speaking the mind of all WSB regards
I have a RH outlet near my house where they sell damaged furniture and their prices are totally insane. Like a $5000 couch with some major damage and they discount it by $500. Who the fuck is buying a damaged $5000 couch for $4500?
Tl;dr CEO Gary Friedman said in many wordsGUH.
Legendary
---
## 4. ```
Sold at open - 165% gain - I am out!
``` {#4-```
sold-at-open-165-gain-i-am-out-
```}
這篇文章的核心討論主題是 **用戶在WallStreetBets（WSB）論壇上的活動統計與互動內容**，具體包括以下重點：
1. **用戶數據摘要**：
- 帳號年齡（6個月）、在WSB的首次出現時間（5個月前）、總發文數（4篇）、總評論數（270條）等數據，反映該用戶的參與活躍度。
2. **社群互動與內容分享**：
- 包含多張圖片連結（可能為迷因、圖表或交易相關內容），並附帶簡短文字（如「Say thank you」「fucked around, found out」），顯示WSB典型的幽默或諷刺風格。
- 最後一句「He did it for you」可能指向某種社群認同行為（如致敬某個知名用戶或事件）。
3. **社群推廣**：
- 文末附帶WSB Discord群組的邀請連結，強調社群擴張或互動渠道。
整體而言，主題圍繞**WSB用戶的數據分析與社群文化**，結合數據統計、迷因式交流及社群號召，符合該論壇以散戶投資討論為核心、混合網路文化的特色。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqisn4/sold_at_open_165_gain_i_am_out/](https://reddit.com/r/wallstreetbets/comments/1jqisn4/sold_at_open_165_gain_i_am_out/)
- **外部連結**: [https://www.reddit.com/gallery/1jqisn4](https://www.reddit.com/gallery/1jqisn4)
- **發布時間**: 2025-04-03 21:43:03
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 4 | First Seen In WSB | 5 months ago
Total Commen``` | 270 | Previous Best DD |
Account Age | 6 months | |
Say thank you
fucked around, found out
He did it for you.
https://preview.redd.it/0wjpv95ejmse1.png?width=1024&format=png&auto=webp&s=f1ff3f3e5e73936e75c55f9c3a0923e553acb8b3
---
## 5. ```
Thank you orange man
``` {#5-```
thank-you-orange-man
```}
這篇文章的核心討論主題是 **高風險的短期投資（或賭博式交易）行為及其結果**。具體重點包括：
1. **高額賭注交易**：用戶一夜間投入5.3萬美元進行高風險操作，引發討論。
2. **社群反應**：WSB（WallStreetBets）社群對此類行為的調侃（如「My god man」）與部分認可（如「someone's happy」）。
3. **短期獲利案例**：另一用戶提及其子成功預測SPY期權（562 PUT）並獲利，強化此類交易的投機性質。
4. **娛樂與風險並存**：內容反映散戶投資文化中追求暴利、無視風險的傾向，同時帶有戲謔語氣（如「The important thing is that someone's happy」）。
整體圍繞「高風險交易在投資社群中的現象與爭議」展開。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqk930/thank_you_orange_man/](https://reddit.com/r/wallstreetbets/comments/1jqk930/thank_you_orange_man/)
- **外部連結**: [https://i.redd.it/2pvaywmktmse1.jpeg](https://i.redd.it/2pvaywmktmse1.jpeg)
- **發布時間**: 2025-04-03 22:42:13
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 3 weeks ago
Total Commen``` | 9 | Previous Best DD |
Account Age | 3 years | |
This dude gambled $53k overnight. My god man.
The important thing is that someone's happy.
Hahaha kudos, told my son to buy spy 562 pu``` yesterday at 3pm hes a happy son now.
---
## 6. ```
My first big win
``` {#6-```
my-first-big-win
```}
這篇文章的核心討論主題是 **散戶投資者的情緒化交易行為及其風險**，主要體現在以下幾點：
1. **短期投機的成癮性**
用戶分享自身經歷（短期獲利後因過度交易回吐收益），強調市場交易容易引發類似賭博的「多巴胺成癮」，導致理性判斷被情緒取代。
2. **情緒管理的必要性**
文中建議「暫停交易一週」以冷靜情緒，反映衝動決策的常見後果，並呼籲投資者需控制興奮感（"let the excitement leave your body"）。
3. **社群環境的推波助瀾**
留言如「又一個多巴胺成癮者誕生」及反諷「全押Call期權成為百萬富翁」，凸顯網路論壇（如WallStreetBets）中非理性氛圍如何加劇高風險行為。
4. **散戶投資的典型陷阱**
案例呈現「過度自信→過度交易→獲利回吐」的循環，直指缺乏風險管理的散戶常見下場。
總結：文章透過個人經驗與社群互動，批判性地探討「情緒驅動交易」在散戶市場中的普遍性與潛在危害。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqjr0s/my_first_big_win/](https://reddit.com/r/wallstreetbets/comments/1jqjr0s/my_first_big_win/)
- **外部連結**: [https://www.reddit.com/gallery/1jqjr0s](https://www.reddit.com/gallery/1jqjr0s)
- **發布時間**: 2025-04-03 22:22:14
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 2 months ago
Total Commen``` | 6 | Previous Best DD |
Account Age | 10 months | |
Congra``` and fuck you
Advice: sell now and don't trade for a week. Let the excitement leave your body and come back cold again.
Late Feb I went up 150k on shorting the market. I kept trading and within 3 weeks I was back to where I started. It really is addictive and the feelings are stronger than you are
And another dopamine junkie was born.
What a good trade imagine how much money youll make if you put that all into another call you could be a millionaire!
---
## 7. ```
Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
``` {#7-```
happy-liberation-day-regards-20-000-gain-fro}
這段文字的核心討論主題是：
1. **散戶投資者在WallStreetBets（WSB）論壇上的交易表現與市場反應**，包括個人投資收益（從474美元增至2628美元）以及對未高額押注的遺憾。
2. **當日NASDAQ指數大幅下跌（-3.97%）的即時市場動態**，反映市場波動性與投資者關注。
3. **對企業行為的假設性討論**，例如企業若無視關稅政策（「不付關稅」）可能帶來的影響，觸及商業環境與政策合規的議題。
整體而言，內容圍繞「高風險散戶投資文化」與「市場不確定性下的投機心態」，並夾雜對企業決策的諷刺性提問。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqinqx/happy_liberation_day_regards_20000_gain_from/](https://reddit.com/r/wallstreetbets/comments/1jqinqx/happy_liberation_day_regards_20000_gain_from/)
- **外部連結**: [https://i.redd.it/dfcuitpzhmse1.jpeg](https://i.redd.it/dfcuitpzhmse1.jpeg)
- **發布時間**: 2025-04-03 21:37:19
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 10 months ago
Total Commen``` | 17 | Previous Best DD |
Account Age | 1 year | |
NASDAQ down 3.97% at this moment, 18 minutes after open.
Wish I bet way more but whatever lol. $474 -> $2628
seriously though - what if business were like "fuck him" and didn't pay the tariffs and it was business as usual.
---
## 8. ```
$100 put spreads into $9,400 gain
``` {#8-```
-100-put-spreads-into-9-400-gain
```}
這篇文章的核心討論主題是 **用戶在論壇（如WSB, WallStreetBets）中的投資行為與社群反應**，具體包括以下重點：
1. **用戶的投資表現與歷史紀錄**：
- 透過數據（如提交次數、評論數、帳號年齡）呈現該用戶的活躍度與經驗。
- 提及「Previous Best DD」（過往最佳深度分析），暗示對其投資策略的關注。
2. **社群對投資行為的評價**：
- 留言顯示兩極反應，例如質疑其技術分析的合理性（「straight gamble」）、嘲諷（「No Wendys shift for you」），或歸因於運氣（「You got lucky」）。
- 反映WSB文化中高風險、娛樂化的投資氛圍，以及社群對「賭博式操作」的爭議。
3. **平台互動與文化**：
- 附帶Discord連結，強調社群的延伸交流。
- 留言風格（如幽默、諷刺）體現WSB特有的非正式討論文化。
總結：討論圍繞「個體投資行為在迷因驅動社群中的評價」，並凸顯高風險交易與社群互動的關聯性。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqfkva/100_put_spreads_into_9400_gain/](https://reddit.com/r/wallstreetbets/comments/1jqfkva/100_put_spreads_into_9400_gain/)
- **外部連結**: [https://i.redd.it/161lvnzerlse1.png](https://i.redd.it/161lvnzerlse1.png)
- **發布時間**: 2025-04-03 19:09:07
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 6 | First Seen In WSB | 4 years ago
Total Commen``` | 8599 | Previous Best DD |
Account Age | 6 years | |
I have no clue as to how this works but good for you I guess
This guy straight gamble no way technical analysis makes any sense for this play
Bravo! No Wendys shift for you
You got lucky. Next time, close all your spreads.
---
## 9. ```
[DD] How to Profit Off the Trade War [$500k invested]
``` {#9-```
[dd]-how-to-profit-off-the-trade-war-[-500k-}
这篇文章的核心討論主題是：**在當前貿易戰背景下，如何透過「板塊輪動」策略投資被低估的美國關鍵礦產與能源產業**，並具體分析相關投資機會與方法論。
### 詳細總結：
1. **主要論點**：
- 作者認為零售投資者誤判當前市場為熊市開端，但實際上貿易戰（如關稅政策）將推動資金從部分產業轉向長期被低估的領域，尤其是與「美國國家安全利益」相關的關鍵礦產（如鈦、鋰、稀土）、能源及材料產業。
- 中國在這些領域的市場主導地位，促使美國政府通過政策（如補貼、許可加速）扶持本土供應鏈，創造結構性投資機會。
2. **投資方法論**：
- 作者提出五項篩選標準，優先選擇：
- 美國本土或盟友（如加拿大、Quad國家）的礦業與加工企業。
- 已獲政府合約或政策支持的企業。
- 具政治人脈或機構投資者背書的公司（如MP Materials案例）。
- 強調「垂直整合能力」與產業鏈關鍵節點（如精煉、磁鐵製造）的重要性。
3. **具體案例**：
- 以**MP Materials**為例，說明其如何符合所有投資原則（如政府合約、機構持股暴增、垂直整合優勢）。
- 其他持倉如鈾礦（UUUU）、鋰業（LAC）等，均圍繞「關鍵礦產自主化」主題。
4. **市場情緒與策略呼籲**：
- 建議投資者避免恐慌，轉而關注政策驅動的長期趨勢，並透過槓桿工具（如選擇權）放大收益。
### 關鍵字：
**貿易戰效應、板塊輪動、關鍵礦產投資、美國本土供應鏈、政策驅動機會**
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqfz91/dd_how_to_profit_off_the_trade_war_500k_invested/](https://reddit.com/r/wallstreetbets/comments/1jqfz91/dd_how_to_profit_off_the_trade_war_500k_invested/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jqfz91/dd_how_to_profit_off_the_trade_war_500k_invested/](https://www.reddit.com/r/wallstreetbets/comments/1jqfz91/dd_how_to_profit_off_the_trade_war_500k_invested/)
- **發布時間**: 2025-04-03 19:31:07
### 內容
Hello everyone,
This morning, I wanted to discuss the implications of the trade war for your investment strategies. I get the sense that many of you are misunderstanding what is happening right now. Retail investors consider this to be the beginning of a bear market. But they dont realize that a bear market in one sector can mean tremendous opportunity in another. Institutional investors consider this to be the beginning of a major sector rotation into a sector that has been massively undervalued and neglected: American industry, energy, and materials. I am going to explain how you can come to understand all of this as an opportunity.
Those that follow my last few pos on mining, infrastructure, energy transitions (e.g. [here](`https`://www.reddit.com/r/wallstreetbe/commen/1iuykwm/the_sector_youve_never_touched_is_a_10bagger_but/) and, most recently, [here](`https`://www.reddit.com/r/wallstreetbe/commen/1j42h15/blackrock_made_a_move_on_panama_por_theyre/)) know that I have been anticipating continued actions (including steep tariffs) by the present administration to combat Chinese influence over critical mineral and metal supply chains. My entire portfolio has more-or-less been restructured from the beginning of the term with this background assumption in mind. My research over the last months has focused on understanding which companies stand to benefit from increased import/controls. Again, my emphasis is on domestic metals, minerals, and mining specifically.
I. Context Setting
My thesis remains fundamentally unchanged. It is as follows:
>Thesis/Summary: the mining industry presen a massive opportunity anywhere from right now to the end of the present US administration and hopefully beyond. The investmen that will matter most have to do with the processing, extraction, separation, and manufacturing of titanium, lithium, and rare earth minerals deemed critical. These investmen must be allied with western interes, ideally operating in the United States. The issue that is most relevant is the complete market dominance China has over these metals and rare earth minerals.
In the past, I have supported this position by examining the present administrations executive orders, legislative agenda, as well as conducting an analysis of major hedge fund and institutional holdings beginning 2024 Q4. In this post, I will instead point out the general features of my most treasured investmen``` which have earned them the right to exist in my portfolio.
As I explained previously, my methodology for investment decisions have been guided by the following principles:
-
First, priority should be given to domestic companies looking to mine, refine, and develop critical metals/minerals in the USA or who may be substantial suppliers of our critical minerals stockpile. Secondary priority should be given to those companies part of the Quadrilateral Security Dialogue, and/or within Canada, and wishing to mine, refine, or develop critical metals/minerals in the USA, or who may be stockpile suppliers.
-
Priority should be given to companies that have substantial federal contrac
already or have projecpresently awaiting government permi```, funding, or regulative actions, where such action would be expressly in the USA national security interest. -
Priority should be given to companies that have institutionally and politically well-resourced members involved in their board, leadership, governing body.
-
Priority should be given to companies represented unusually strongly in the portfolio of major hedge funds, have unusual levels of insider activity, and/or are represented in the financial disclosures of politicians in Washington, D.C.
-
Priority should be given to companies that have established they can deliver resul``` or who have a head start in their particular niche of the industry relative to competitors.
It should be rather straightforward to see how it is, exactly, that these considerations could lead one to investment strategies that will be shielded from international export/import controls.
Let me run you through one example of an investment choice I have made that has aligned with the considerations above: MP Materials. The company is entirely focused on the domestic US supply chain for rare earths and minerals critical to national security, energy, transportation, technology, and so on. They are also the only company in the entire US that is vertically integrated: able to not only mine materials, but also to refine and process them, etc.
They have massive federal funding contrac```, their CEO is extremely well-connected, institutional holdings increased massively in Q4 2024 (Blackrock took a 10% stake; Australias richest woman, Gina Rinehart, who is a close friend and supporter of Trump, took a 9% stake in the company through her investment fund, Hancock Prospecting). In addition to all of this, MP has scaled quickly in both their early supply chain (mining-side) sector, as well as mid-stream, having recently begun operations of a new refining facility in TX.
In my view, MP has the domestic side of this sector backed into the corner. Its not even close.
II. Positions Explained
What are the rest of my positions? It is a mixture of stock/equity and delta-focused derivatives (I only hold calls, not pu). I love leveraged positions, generally. Anyways, here are my holdings, though they do not include my HSA investmen. You can ignore RDDT, UPS, AMZN. Those are unrelated.
https://preview.redd.it/o0c05nyavlse1.png?width=595&format=png&auto=webp&s=2159440c55fbec7f9dbae8c9eebe2bd08f81af39
Briefly, here are few of what I consider my top holdings and what they do:
-
MP: Heavy Rare Earth Mining, Processing, Magne```
-
UUUU: Uranium and Titanium
-
LAC: Lithium/batteries
-
ABAT: Lithium Battery & Recycling
-
VAL: Deepsea mining infrastructure.
I know this is a scary time for a lot of people. Please do take a breath and consider how you think the next few years will unfold, carefully. I hope my post is useful to some of you and I welcome further though``` on investment strategies in this brave new world.
Enjoy the opening bell today, yall~
---
## 10. ```
Microsoft is Rethinking I``` Server Farm Strategy and Pulling Back on Data Centers All Across The Globe
``` {#10-```
microsoft-is-rethinking-i```-server-farm-st}
這篇文章的核心討論主題可以總結為以下幾點：
1. **核能發展的現狀與挑戰**：文章開頭提到核能需求的「貪婪胃口」似乎未如預期，暗示核能發展可能面臨瓶頸或爭議。
2. **微軟暫停或延遲項目的策略考量**：
- 微軟並非出於政治忠誠，而是因全球經濟與地緣政治的不穩定性，採取觀望態度，避免重大投資風險。
- 潛在原因包括關稅報復措施可能針對美國科技與雲端服務，影響數據中心的競爭力，甚至迫使資產出售。
3. **對AI熱潮的質疑**：
- 作者認為AI的炒作將在幾年內消退，目前企業尚未實現預期的投資回報（ROI），卻持續裁員，過度依賴AI作為解決方案。
整體而言，文章圍繞**全球經濟不確定性對科技產業（如微軟）的影響**，以及對**核能發展和AI前景的批判性觀點**展開討論。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqej8g/microsoft_is_rethinking_its_server_farm_strategy/](https://reddit.com/r/wallstreetbets/comments/1jqej8g/microsoft_is_rethinking_its_server_farm_strategy/)
- **外部連結**: [https://www.bloomberg.com/news/articles/2025-04-03/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta](https://www.bloomberg.com/news/articles/2025-04-03/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta)
- **發布時間**: 2025-04-03 18:06:48
### 內容
Bypass paywall https://archive.is/isCpE
So much for the insatiable appetite for nuclear power...
Microsoft is halting and delaying projec not out of some weird patriotism or fealty to the moron, but rather because the world economic and geopolitical climate is about to become extremely unstable and Microsoft wan to figure out what is going to happen before committing to either investing or losing a massive fortune.
Could be a wait and see strategy because currently there is a high chance that tariff retaliatory measures will target us tech and cloud services thus making data centers uncompetitive, in a severe case they might have to sell them off.
Lol give it another couple years and the AI hype will die.
No one is seeing the ROI promised, but companies are still laying off their workers like AI will be the answer.
---
## 11. ```
Daily Discussion Thread for April 03, 2025
``` {#11-```
daily-discussion-thread-for-april-03-2025
`}
由於提供的連結不完整且無法直接訪問，我無法查看該文章的具體內容。不過，根據你提供的片段，可以推測以下幾點：
1. **平臺相容性問題**：
文章開頭提到「This post contains content not supported on old Reddit」，暗示討論可能涉及Reddit新舊版本的功能差異，或是某些內容（如多媒體、互動元素）在舊版Reddit上無法顯示。
2. **可能的來源與主題**：
連結指向的子版塊是「r/wallstreetbets」，這是一個以高風險股票投資、市場投機和迷因文化聞名的社群。因此，核心討論可能與以下主題相關：
- 某支股票或加密貨幣的投機分析。
- 新Reddit功能（如直播、嵌入內容）在投資討論中的應用。
- 社群對平臺更新或技術限制的抱怨。
3. **技術限制的影響**：
若文章強調「舊版Reddit不支援」，可能延伸討論：
- 用戶對Reddit改版的接受度。
- 新功能如何改變資訊傳播方式（例如：圖表、即時數據的分享）。
**總結核心主題**：
文章可能圍繞「Reddit新舊版本的功能差異對投資社群（如r/wallstreetbets）內容分享的影響」，或結合該版塊特色，探討某種投資策略與平臺技術限制的互動關係。
建議提供完整連結或更多上下文以獲得更精確的分析。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqedlu/daily_discussion_thread_for_april_03_2025/](https://reddit.com/r/wallstreetbets/comments/1jqedlu/daily_discussion_thread_for_april_03_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jqedlu/daily_discussion_thread_for_april_03_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jqedlu/daily_discussion_thread_for_april_03_2025/)
- **發布時間**: 2025-04-03 17:57:34
### 內容
This post contains content not supported on old Reddit. Click here to view the full post
---
## 12. ```
The most important move in the marke``` right now in my opinion is...
``` {#12-```
the-most-important-move-in-the-marke```-rig}
这篇文章的核心討論主題是 **美元指數（DXY）近期下跌的影響與潛在原因**，主要圍繞以下幾點：
1. **美元指數下跌現象**：
- 文章指出美元指數在盤前交易中下跌約2%，並推測可能原因（如外國投資者因關稅不確定性撤離美國市場）。
2. **匯率變動的經濟影響**：
- 美元貶值會導致進口商品價格上漲，加劇通膨壓力。
3. **歷史背景與支撐因素**：
- 美元指數目前仍處於歷史正常水平，過去幾年多次從100關位反彈。
- 聯準會（Fed）升息通常是支撐美元的主因，但當前升息可能引發經濟衰退，限制政策選項。
4. **未來風險**：
- 若美元指數跌破100，聯準會可能缺乏有效工具支撐匯率，凸顯潛在的經濟脆弱性。
**總結**：討論聚焦於美元短期疲軟的原因、對經濟的衝擊，以及長期政策與市場動向的擔憂。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqf8an/the_most_important_move_in_the_markets_right_now/](https://reddit.com/r/wallstreetbets/comments/1jqf8an/the_most_important_move_in_the_markets_right_now/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jqf8an/the_most_important_move_in_the_markets_right_now/](https://www.reddit.com/r/wallstreetbets/comments/1jqf8an/the_most_important_move_in_the_markets_right_now/)
- **發布時間**: 2025-04-03 18:49:39
### 內容
the US dollar index (ticker $DXY). It's down around 2% right now in the premarket:
https://preview.redd.it/4tww7exmnlse1.png?width=394&format=png&auto=webp&s=79dac309346ec443300b54ecc4fb418ea3284481
What does this mean? To me this likely means foreign investors are pulling out of US marke because of all of the uncertainty related to tariffs. Note that impor become even more expensive when the dollar weakens. One thing to keep in mind however is that the US dollar index is still at a normal level historically speaking:
https://preview.redd.it/jt2kam9pnlse1.png?width=390&format=png&auto=webp&s=8bd17ff410e78d980037baf8d5b97ea25751929b
As you can see, the US dollar index has bounced off the $100 level over the past few years multiple times. A big reason for this is because the dollar rises when the Fed raises rates. However the Fed can't realistically raise rates at the moment without tipping the US into a recession, so I don't know how much they can do to support the dollar if it falls below $100.
---
## 13. ```
Just a reminder
``` {#13-```
just-a-reminder
```}
這篇文章的核心討論主題是 **股市交易中的「熔斷機制」（circuit breakers）及其觸發條件**，尤其聚焦於以下幾點：
1. **熔斷機制的運作細節**
- 文中提到 Level 1 和 Level 2 熔斷在收盤前 35 分鐘不會觸發（即使達到跌幅標準），暗示對交易規則的技術性討論。
- 有人提及疫情期間曾見證市場暴跌 20%（觸發熔斷），反映極端行情下的市場反應。
2. **對熔斷機制的調侃與諷刺**
- 用戶以荒謬的「雞蛋換性服務」比喻熔斷期間的交易停滯，凸顯市場流動性中斷的荒誕感。
- 將特朗普政策與「華爾街交易員額外休息時間」連結，暗諷政治與金融規則的關聯。
3. **散戶社群（如 WallStreetBets）的參與痕跡**
- 開頭表格顯示用戶在 WSB（WallStreetBets）的活動紀錄，暗示討論背景是散戶集中的論壇，內容可能混合嚴肅資訊與戲謔言論。
**總結**：文章本質是散戶投資者對熔斷機制的混合討論，結合規則解釋、極端行情經驗分享，以及網路社群特有的戲謔表達。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqb10z/just_a_reminder/](https://reddit.com/r/wallstreetbets/comments/1jqb10z/just_a_reminder/)
- **外部連結**: [https://i.redd.it/lyxfp9nrakse1.jpeg](https://i.redd.it/lyxfp9nrakse1.jpeg)
- **發布時間**: 2025-04-03 14:13:17
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 9 | First Seen In WSB | 3 months ago
Total Commen``` | 78 | Previous Best DD |
Account Age | 4 months | |
And small print to know, as it came up during covid: the Level 1 and Level 2 circuit breakers won't stop trading in the last 35 minutes of the day, even if they pass the percentages.
Does anyone wanna trade a dozen eggs for a back alley BJ while the trading hal``` for 15 min?
Witnessed 20% before during covid. Shit was blood red
Trump is the most pro-worker president. Up to two extra 15 minute brakes per day for every Wall Steet trader!
---
## 14. ```
When Marke``` open
``` {#14-```
when-marke```-open
```}
這篇討論的核心主題圍繞在 **股市中的多空對峙（尤其是「空頭」觀點）**，具體聚焦於以下幾個重點：
1. **市場情緒與多空角力**
- 用戶以「空頭」（bears）自居，並預測市場將先短暫上漲（pump）誘捕空頭後再下跌（dump），反映對市場操縱或反轉的猜測。
- 另一則留言提到「總統開始餵養熊市」（feeding bears），暗示政策或高層動向可能加劇空頭優勢，壓制多頭（bulls）。
2. **短線交易策略與陷阱**
- 討論中提及市場開盤（market open）時的動向，顯示對短線操作的關注，尤其是空頭如何應對可能的價格波動（如假突破陷阱）。
3. **社群互動與經驗分享**
- 用戶的歷史數據（如8年帳號年齡、過往發文紀錄）和WSB（WallStreetBets）社群的連結，凸顯這類討論常發生在散戶投資社群中，且成員傾向分享非傳統市場觀點。
4. **迷因與隱喻文化**
- 使用「跳舞的熊」「餵養熊市」等比喻，並搭配圖片連結，反映Reddit投資社群擅長以幽默或隱喻簡化複雜市場現象的特色。
**總結**：核心是 **散戶空頭在WSB社群中討論市場短期走勢與策略**，結合情緒分析、政策影響猜測，以及社群特有的迷因文化。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq9cb4/when_markets_open/](https://reddit.com/r/wallstreetbets/comments/1jq9cb4/when_markets_open/)
- **外部連結**: [https://v.redd.it/4m129uvmsjse1](https://v.redd.it/4m129uvmsjse1)
- **發布時間**: 2025-04-03 12:31:39
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 4 | First Seen In WSB | 5 years ago
Total Commen``` | 186 | Previous Best DD |
Account Age | 8 years | |
Now I just need to find 4 other bears to dance with at market open tomorrow
Well when the president star``` feeding bears there is nothing bulls can do I suppose.
It will pump to trap the shor``` and then it will dump
---
## 15. ```
Stock market futures drop -2% in 45 seconds as Trump announces tariff rates, erasing $1.9 trillion from the S&P 500 in 15 minutes.
``` {#15-```
stock-market-futures-drop-2-in-45-seconds-a}
這篇文章的核心討論主題是 **對股市下跌的嘲諷性預測與陰謀論調**，具體體現在以下幾點：
1. **個人投資行為的誇張宣稱**
用戶以戲謔口吻聲稱自己購買的「1張深度價外（OTM）看跌期權」將「拯救經濟」，暗示市場即將崩盤，同時嘲諷自身行為與實際影響力的荒謬對比。
2. **對官方機構的陰謀論質疑**
用戶質疑某人物（推測為市場分析師或官員）「未在交易時段展示圖表」，並暗示其刻意隱瞞市場真實數據（如即時追蹤器顯示的暴跌），以避免引發恐慌，反映對官方訊息透明度的不信任。
3. **迷因化表達與社群文化**
透過Reddit論壇（推測為WallStreetBets，簡稱WSB）典型的戲謔風格、簡短對話及圖片迷因（如市場暴跌的圖表截圖），強化散戶對抗機構的敘事，並以幽默包裝對市場的悲觀預期。
**總結**：文章本質是散戶投資者在網路社群中，以諷刺手法表達對市場下跌的預期，並質疑主流訊息可信度，同時展現WSB特有的反權威文化。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq7ox6/stock_market_futures_drop_2_in_45_seconds_as/](https://reddit.com/r/wallstreetbets/comments/1jq7ox6/stock_market_futures_drop_2_in_45_seconds_as/)
- **外部連結**: [https://i.redd.it/02j5rqa1djse1.jpeg](https://i.redd.it/02j5rqa1djse1.jpeg)
- **發布時間**: 2025-04-03 11:04:14
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | just now
Total Commen``` | 0 | Previous Best DD |
Account Age | 3 years | |
That 1 deep otm put I bought will save the economy
There's a reason he didn't bring out the chart during trading hours.
The realtime tracker of the market tanking last time scared them.
---
## 16. ```
guys look on the bright side no tariff on tendies
``` {#16-```
guys-look-on-the-bright-side-no-tariff-on-t}
該段文字的核心討論主題是 **散戶投資文化與網路社群互動**，具體體現在以下幾個方面：
1. **Reddit/WallStreetBets（WSB）社群特色**
- 引用用戶數據（如發文數、帳號年齡）及社群用語（如「DD」指深度分析、「tendies」指收益），反映WSB散戶投資社群的活躍性與非正式交流風格。
2. **迷因與幽默文化**
- 穿插無厘頭對話（如「This is a Wendy’s」）和政治迷因（JD Vance梗），顯示社群以戲謔方式討論市場，淡化嚴肅財務議題。
3. **稅務與政策調侃**
- 「今年收益免稅」的諷刺性言論，可能暗指對資本利得稅或政策變動的不滿，符合WSB散戶常關注的議題。
4. **關稅與供應鏈的隨性聯想**
- 越南進口「粉紅粘液」與關稅的突兀提及，反映社群話題跳躍性，也可能隱射對貿易政策影響民生（如食品價格）的調侃。
**總結**：內容並非嚴肅財經分析，而是透過迷因、反諷和碎片化對話，呈現網路投資社群的次文化現象，核心在於「散戶如何在娛樂化互動中解構傳統金融話語」。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq7x9m/guys_look_on_the_bright_side_no_tariff_on_tendies/](https://reddit.com/r/wallstreetbets/comments/1jq7x9m/guys_look_on_the_bright_side_no_tariff_on_tendies/)
- **外部連結**: [https://i.redd.it/ncdeuls2fjse1.png](https://i.redd.it/ncdeuls2fjse1.png)
- **發布時間**: 2025-04-03 11:16:01
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 2 | First Seen In WSB | 2 years ago
Total Commen``` | 283 | Previous Best DD |
Account Age | 2 years | |
Sir, this is a Wendys.
And no taxes on gains this year. We all win.
Can someone put one of those JD Vance memes on the board please?
Ahh the pink goo they make chicken nugge``` out of is shipped in from Vietnam. 46 percent tariff on tendies.
---
## 17. ```
You know your calls are cooked when the board comes out
``` {#17-```
you-know-your-calls-are-cooked-when-the-boa}
這篇零散對話的核心討論主題可總結為：
1. **用戶在WallStreetBets（WSB）論壇的參與記錄**（如發文數、帳號年齡等數據）。
2. **對一張Excel表格截圖的調侃**（圖中內容疑似與股市波動相關，被戲稱「靠打印的表格導致市場崩潰」）。
3. **瑣碎的日常對話片段**（如詢問誰從OfficeMax購買了某物品）。
整體而言，內容缺乏明確連貫的主題，主要圍繞WSB用戶的社群互動與對一張不明表格的幽默反應。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpyz81/you_know_your_calls_are_cooked_when_the_board/](https://reddit.com/r/wallstreetbets/comments/1jpyz81/you_know_your_calls_are_cooked_when_the_board/)
- **外部連結**: [https://i.redd.it/u4v57pvlehse1.png](https://i.redd.it/u4v57pvlehse1.png)
- **發布時間**: 2025-04-03 04:30:12
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 2 years ago
Total Commen``` | 6 | Previous Best DD |
Account Age | 4 years | |
He also said a minimum of 10% on all that are not on the list.
Im just wondering who picked that board up from OfficeMax
bro crashed the market by holding up a printed Excel table
---
## 18. ```
TARIFF CHART RELEASED
``` {#18-```
tariff-chart-released
```}
這篇短文的**核心討論主題**是：
**美國政府計劃對中國商品加徵新一輪關稅（從現有20%基礎上追加34%，總稅率達54%），以及市場（尤其是WallStreetBets社群）對此消息的反應與預期**。
具體要點包括：
1. **關稅政策**：文中提到白宮宣布將於4月9日對中國商品實施新關稅（34%附加稅，疊加現有20%，總稅率54%）。
2. **市場反應**：
- 社群成員以「Priced in!」（市場已消化此消息）的諷刺性評論，反映對政策影響的調侃或質疑。
- 「Tomorrow is going to be interesting」暗示關稅消息可能引發市場波動，引發交易者關注。
3. **社群背景**：透過WallStreetBets（WSB）用戶的數據（如發帖歷史、活躍度）和對話風格，顯示這類政策消息在短線交易社群中的即時擴散與討論。
總結：焦點在於「高關稅政策」與「散戶投資者對政策衝擊的預期及市場情緒」，並結合WSB社群的互動文化。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpzhje/tariff_chart_released/](https://reddit.com/r/wallstreetbets/comments/1jpzhje/tariff_chart_released/)
- **外部連結**: [https://i.redd.it/w441mv2gihse1.jpeg](https://i.redd.it/w441mv2gihse1.jpeg)
- **發布時間**: 2025-04-03 04:51:14
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 4 | First Seen In WSB | 4 years ago
Total Commen``` | 671 | Previous Best DD |
Account Age | 9 years | |
Chart maker, sort by: CHAOS
Tomorrow is going to be interesting
CNBC showing: WH says 54% tariffs on China by April 9th
Edit: yea, the 34% is in addition to the current 20% already in place, so its a 54% tariff on China
Priced in !
---
## 19. ```
So how bad will the Bear Market be?
``` {#19-```
so-how-bad-will-the-bear-market-be-
```}
這篇文章的核心討論主題是：**全球化時代結束可能引發的經濟後果，特別是對熊市（長期下跌的股市）的預測與歷史分析**。
具體要點包括：
1. **全球化終結的影響**：作者認為30年全球化的結束將導致高通脹、失業，並可能觸發「相對長期的熊市」。
2. **歷史熊市數據**：
- **跌幅**：平均下跌35%，極端案例如大蕭條時期（-83%）。
- **持續時間**：平均15個月，最短為2020年疫情熊市（33天），最長為大蕭條（近3年）。
3. **政策調整的緩慢性**：與多國重新協商貿易或經濟框架需時甚久，暗示市場調整可能漫長。
4. **投資建議**：提出是否應考慮長期退出市場以避險的疑問。
整體聚焦於「全球化逆轉」與「潛在熊市風險」的關聯，並以歷史數據佐證可能的市場走向。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq75a7/so_how_bad_will_the_bear_market_be/](https://reddit.com/r/wallstreetbets/comments/1jq75a7/so_how_bad_will_the_bear_market_be/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jq75a7/so_how_bad_will_the_bear_market_be/](https://www.reddit.com/r/wallstreetbets/comments/1jq75a7/so_how_bad_will_the_bear_market_be/)
- **發布時間**: 2025-04-03 10:36:51
### 內容
Today 30 years of globalization has ended. I think there will be consequences - high inflation and job loses leading to a relatively long Bear market.
Historical Bear Market Percentages:
-
Average Decline: The average bear market sees a decline of around 35%. However, this can range from just over 20% to nearly 90%.
-
Smallest Decline: Some bear marke``` have had relatively small percentage declines, such as the one in July 1990 which saw a drop of approximately 19.9%.
-
Largest Decline: The most severe bear market on record was during the Great Depression, where the S&P 500 plummeted by approximately 83% between 1929 and 1932. Other significant declines include the bear marke``` of 1973-1974 (-48.2%) and 2007-2009 (-56.8%).
Historical Bear Market Durations:
-
Average Duration: The average bear market las``` about 15 months. However, durations have ranged from a few weeks to several years.
-
Shortest Bear Market: The shortest bear market occurred in 2020 due to the COVID-19 pandemic, lasting only 33 days.
-
Longest Bear Market: The longest bear market coincided with the Great Depression, spanning from 1929 to 1932, a period of almost 3 years. Other lengthy bear marke``` include the one from 2000-2002 (31 months) and 1973-1974 (21 months).
The process of negotiating with dozens and dozens of countries simply wont happen fast. Maybe its time to get out for a extended period of time???
---
## 20. ```
I'm Officially Bankrupt Today
``` {#20-```
i-m-officially-bankrupt-today
```}
這篇文章的核心討論主題是：
**一位投資者因高風險的選擇權（options）交易（Nike的看漲期權）遭受重大虧損後的懊悔與尋求建議**。
具體重點包括：
1. **高風險投資的失敗經驗**：作者因買入Nike的看漲期權（calls）而損失大部分資金，甚至耗盡多年積蓄。
2. **情緒反應與反思**：表達強烈懊悔，並宣稱未來不再碰選擇權，轉向更穩健的投資方式（如長期持有Microsoft股票）。
3. **尋求財務建議**：在僅剩12,000美元的情況下，詢問其他投資者是否有更好的策略或意見。
整體圍繞「高風險投機行為的後果」與「如何調整投資策略以挽回損失」展開。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq0r15/im_officially_bankrupt_today/](https://reddit.com/r/wallstreetbets/comments/1jq0r15/im_officially_bankrupt_today/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jq0r15/im_officially_bankrupt_today/](https://www.reddit.com/r/wallstreetbets/comments/1jq0r15/im_officially_bankrupt_today/)
- **發布時間**: 2025-04-03 05:43:08
### 內容
Sorry, here's the lose numbers; I'm dead atm
I bought calls on Nike today and now I lost everything, what do I do now?? I'm never going to buy options again, all my gains and now I wasted 5 years of savings and inventing. I only have $12,000 left I think I'm just going to buy MSFT tomorrow and hold, does anyone have any other ideas??
---
## 21. ```
SPY 540 1DTE Pu``` ($4k -\> $51k)
``` {#21-```
spy-540-1dte-pu```-4k-51k-
```}
這篇文章的核心討論主題是 **散戶投資者的高風險交易行為與心理**，具體體現在以下幾點：
1. **賭博式投資心態**
- 文中出現「Double or nothing」（加倍或歸零）、「gambling pays off」（賭博成功）等用語，反映投資者將股市視為賭場，追求高風險高回報的投機行為。
- 「為什麼現在停手？」的提問，凸顯非理性追漲或「怕錯過」（FOMO）的心理。
2. **矛盾的情緒與後果**
- 典型散戶反應如「Congrats and fuck you」（恭喜然後去你的）顯示對他人獲利的羨慕與自嘲，同時「贏了想押更多，輸了更常發生」點明過度自信（overconfidence）與損失規避（loss aversion）的循環。
3. **社群文化影響**
- 文章出自WallStreetBets（WSB）相關內容，暗示Reddit等社群平台如何助長高風險交易（如迷因股炒作），並透過「Join WSB Discord」強化群體行為的傳播。
4. **風險警示的隱含訊息**
- 雖語調戲謔，但結尾「小心」（careful）暗示作者意識到這種行為的潛在危害，呼應散戶在衝動交易後常見的反思。
總結：文章透過散戶的對話與數據（如交易次數、帳號歷史），揭露網路投資社群中普遍存在的非理性交易文化，及其背後的心理驅動因素。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqo0mq/spy_540_1dte_puts_4k_51k/](https://reddit.com/r/wallstreetbets/comments/1jqo0mq/spy_540_1dte_puts_4k_51k/)
- **外部連結**: [https://www.reddit.com/gallery/1jqo0mq](https://www.reddit.com/gallery/1jqo0mq)
- **發布時間**: 2025-04-04 01:08:05
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 10 | First Seen In WSB | 4 years ago
Total Commen``` | 583 | Previous Best DD |
Account Age | 8 years | |
man, the reason people start trading right here
Why stop now? Double or nothing lol.
Congra``` and fuck you
It feels good when the gambling pays off… but it always feels like what if I put $20k down instead! And then you tend to lose that $4k more often than win so ya… careful and congra
22. ```
Some goods will not be subject to the Reciprocal Tariff. These include: semiconductors
{#22-
some-goods-will-not-be-subject-to-the-recip}
這篇文章的核心討論主題是：
對美國關稅政策的批評與經濟後果分析，主要聚焦於以下幾點：
- 政策矛盾性：作者嘲諷關稅政策缺乏連貫性（如半導體豁免），並質疑其與軍事目標（如入侵格陵蘭）的關聯。
- 經濟連鎖效應：
- 關稅可能拖累整體市場與半導體產業，即使後者短期豁免。
- 消費者需求萎縮的風險（因失業率與通膨飆升）。
- 數據矛盾：
- 政策宣稱提高家庭收入（5.7%），但忽略生活成本可能暴漲20%，導致實質購買力下降。
整體而言，文章以諷刺口吻抨擊政策規劃粗糙，並強調其可能加劇經濟失衡。
- Reddit 連結: https://reddit.com/r/wallstreetbets/comments/1jq1chg/some_goods_will_not_be_subject_to_the_reciprocal/
- 外部連結: https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/
- 發布時間: 2025-04-03 06:07:39
內容
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 10 | **First Seen In WSB** | 2 years ago
**Total Commen```** | 1352 | **Previous Best DD** |
**Account Age** | 2 years | |
[**Join WSB Discord**](`http`://discord.gg/wsbverse)
``` ```
And here come the exceptions
``` ```
Its so fucking funny how poorly thought out this is. We go from 20% tarrifs, on ALL countries to well, maybe not semiconductors, which we really need to keep our army going when we invade Greenland.
``` ```
Doesnt matter, rest of the market and the economy will take the semis down with them. You need consumers to buy produc```, and you wont have those consumers when unemployment and inflation shoo``` through the roof.
``` ```
I like the last bit where the tariffs will increase household income by 5.7% but no mention that the cost of living is going to go up 20
23. ```
Both Forbes and Bloomberg reporting Chinas tariff is 54%. (The 34% announced today is additive to the previous 20% from earlier this year.)
{#23-
both-forbes-and-bloomberg-reporting-chinas-}
該句的核心討論主題是「中國威脅採取報復行動」，具體涉及中國對某種外部壓力或挑釁（文中未明確說明）的強硬回應姿態。此類表述通常出現在國際關係或外交衝突的語境中，可能與貿易制裁、政治爭端、軍事對峙等議題相關，但需更多上下文才能確定具體背景。
關鍵點總結：
- 中國的強硬立場：主動表態將採取反制措施，展現對抗態度。
- 國際衝突的緊張局勢：暗示雙方關係可能因報復行動升級。
- 未明確的觸發事件：需進一步資訊釐清報復的具體原因與形式。
若提供完整文章，可進一步分析具體領域（如經濟、地緣政治）與潛在影響。
- Reddit 連結: https://reddit.com/r/wallstreetbets/comments/1jq81uz/both_forbes_and_bloomberg_reporting_chinas_tariff/
- 外部連結: https://www.reddit.com/r/wallstreetbets/comments/1jq81uz/both_forbes_and_bloomberg_reporting_chinas_tariff/
- 發布時間: 2025-04-03 11:22:43
內容
China is already threatening retaliation.
24. ```
Tariffs Were Priced In
{#24-
tariffs-were-priced-in
這篇短文的**核心討論主題**是透過簡短的用戶數據和隱喻式語句，反映以下重點：
1. **WallStreetBets（WSB）社群文化**
- 用戶報告中的數據（如4年帳號年齡、115則留言）顯示長期參與WSB社群的背景，而「Im your huckleberry」「Godspeed Iceman」等語句引用電影《Tombstone》台詞，呼應WSB常見的迷因（Meme）文化和戲謔風格。
2. **關稅政策對股市的影響**
- 最後一句以「黑色星期五」比喻關稅長期衝擊市場，暗示關稅可能引發非理性的市場波動或投資機會，符合WSB社群對宏觀經濟議題的投機性討論傾向。
3. **社群歸屬感與身份認同**
- 加入Discord的連結、提及「Kilmer index」（可能指演員Val Kilmer或虛構指標）等內容，強化了對WSB內部用語和次文化的認同。
**總結**：文章主要圍繞WSB社群的互動風格、對經濟政策的調侃，以及成員間的隱喻溝通，而非嚴肅的金融分析。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq40rn/tariffs_were_priced_in/](https://reddit.com/r/wallstreetbets/comments/1jq40rn/tariffs_were_priced_in/)
- **外部連結**: [https://i.redd.it/7411mqvchise1.jpeg](https://i.redd.it/7411mqvchise1.jpeg)
- **發布時間**: 2025-04-03 08:06:38
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 1 | First Seen In WSB | 4 years ago
Total Commen``` | 115 | Previous Best DD |
Account Age | 4 years | |
Im your huckleberry
Godspeed Iceman
Kilmer index
Tariffs are like a black Friday sale on the stock market but for years instead of days
---
## 25. 2400% Gain Apple Pu``` \{#25-2400-gain-apple-pu```}
這篇文章的核心討論主題是 **用戶在 WallStreetBets (WSB) 論壇上的互動與社群文化**。具體包括以下重點：
1. **用戶數據統計**：表格中顯示該用戶的發文數、評論數、帳號年齡等基本資訊，反映其在社群的參與程度。
2. **WSB 的典型社群語言**：
- 如「Congrats and fuck you」（混合祝賀與玩笑性嘲諷）
- 鼓勵高風險操作的留言（「Do it again, this time all-in」）
- 誇張的慶祝用語（「Enjoy the kobe-stuffed lobster」），展現 WSB 特有的幽默與賭博文化。
3. **社群連結**：文末的 Discord 邀請連結，強調 WSB 的線上社群擴展性。
總結：內容聚焦於 WSB 用戶的數據表現與其獨特的「高風險投資+戲謔互動」文化。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqpfzq/2400_gain_apple_puts/](https://reddit.com/r/wallstreetbets/comments/1jqpfzq/2400_gain_apple_puts/)
- **外部連結**: [https://www.reddit.com/gallery/1jqpfzq](https://www.reddit.com/gallery/1jqpfzq)
- **發布時間**: 2025-04-04 02:01:59
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 3 | First Seen In WSB | 1 year ago
Total Commen``` | 5 | Previous Best DD |
Account Age | 6 years | |
Congra``` and fuck you
Smart!!!
Im sure you can get a bigger gain. Do it again, this time all-in.
Enjoy the kobe-stuffed lobster tonight king
---
## 26. ```
Angry bought pu``` on yesterdays run-up
``` {#26-```
angry-bought-pu```-on-yesterdays-run-up
```}
這篇文章的核心討論主題是 **WallStreetBets（WSB）社群中的用戶互動與交易文化**，具體體現在以下幾點：
1. **社群參與數據**：用戶的發文數、評論數、帳號年齡等數據，反映其在WSB的活躍程度。
2. **WSB的獨特文化**：
- 用戲謔語氣（如「Congrats, and fuck you」）表達對他人成功交易的複雜情緒（混合祝賀與嫉妒）。
- 自嘲式幽默（如「We only do bad timing here」）凸顯社群對高風險、非理性交易的調侃。
3. **交易心態**：
- 「Revenge trading IT WORKS!」暗示社群中常見的「報復性交易」行為（試圖用高風險操作彌補虧損）。
- 留言中的矛盾態度（如「Glad someone is benefitting」）反映散戶對市場不確定性的集體自嘲。
總結：文章並非嚴肅討論金融策略，而是透過數據和社群互動，呈現WSB散戶文化的戲謔、高風險特質及情緒驅動的交易氛圍。
- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqkj6u/angry_bought_puts_on_yesterdays_runup/](https://reddit.com/r/wallstreetbets/comments/1jqkj6u/angry_bought_puts_on_yesterdays_runup/)
- **外部連結**: [https://www.reddit.com/gallery/1jqkj6u](https://www.reddit.com/gallery/1jqkj6u)
- **發布時間**: 2025-04-03 22:53:35
### 內容
User Report| | | |
:--|:--|:--|:--
Total Submissions | 10 | First Seen In WSB | 3 years ago
Total Commen``` | 613 | Previous Best DD |
Account Age | 3 years | |
Congra```, and fuck you.
Glad someone is benefitting. Good job!
We only do bad timing here and fuck you, too.
Revenge trading IT WORKS!
---
# 總體討論重點
以下是26篇文章的摘要重點整理，以條列方式呈現並附上對應錨點連結：
---
### 文章摘要重點整理
#### #1 [Donald Im sorry I didnt say thank you.](#anchor_1)
1. **網路社群與用戶數據**
- Reddit用戶數據統計（發文數、帳號年齡等）與WSB論壇參與度相關。
2. **政治與媒體諷刺**
- 引用農業部長對川普的評價，諷刺Fox媒體（拼寫為「fox-populi」）。
3. **迷因文化**
- 無厘頭內容（如「Big 10 Women's Swimming!!!」）反映WSB的戲謔風格。
#### #2 [This morning NASDAQ dropped more than during Lehman Monday](#anchor_2)
1. **散戶市場參與**
- WSB用戶數據顯示散戶互動對市場的影響。
2. **市場情緒批判**
- 對「華爾街貪婪」的不滿，提及Nike看跌期權暴漲15,000%。
3. **社群文化**
- 煽動性語言（如「偉大才剛開始」）和Discord連結。
#### #3 [Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call](#anchor_3)
1. **用戶活躍度**
- 長期參與WSB的數據（提交次數、評論數）。
2. **企業高管嘲諷**
- 諷刺RH（Robinhood）CEO的決策（如「CEO of the year award」）。
3. **消費定價批評**
- 荒謬家具定價案例（原價$5000沙發折價$500）。
#### #4 [Sold at open - 165% gain - I am out!](#anchor_4)
1. **用戶數據摘要**
- 帳號年齡6個月，發文4篇，評論270條。
2. **社群互動**
- 迷因圖片與WSB幽默風格（如「fucked around, found out」）。
3. **社群推廣**
- 文末附WSB Discord連結。
#### #5 [Thank you orange man](#anchor_5)
1. **高風險交易行為**
- 用戶一夜投入5.3萬美元操作。
2. **社群反應**
- WSB調侃（如「My god man」）與認可（「someone's happy」）。
#### #6 [My first big win](#anchor_6)
1. **情緒化交易風險**
- 短期獲利後因過度交易回吐收益。
2. **社群影響**
- 留言反映「多巴胺成癮」與非理性氛圍。
#### #7 [Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD](#anchor_7)
1. **散戶投資表現**
- 收益從474美元增至2628美元。
2. **市場動態**
- NASDAQ當日下跌3.97%。
#### #8 [$100 put spreads into $9,400 gain](#anchor_8)
1. **投資行為評價**
- 社群質疑技術分析（「straight gamble」）。
2. **WSB文化**
- 高風險交易與戲謔留言（如「No Wendys shift for you」）。
#### #9 [[DD] How to Profit Off the Trade War [$500k invested]](#anchor_9)
1. **貿易戰投資策略**
- 聚焦美國關鍵礦產（鈦、鋰）與政策驅動機會。
2. **具體案例**
- MP Materials獲政府合約，垂直整合優勢。
#### #10 [Microsoft is Rethinking I``` Server Farm Strategy and Pulling Back on Data Centers All Across The Globe](#anchor_10)
1. **科技產業策略調整**
- 微軟因經濟不確定性暫停數據中心投資。
2. **AI熱潮質疑**
- 作者認為AI炒作將消退，ROI未達預期。
#### #11 [Daily Discussion Thread for April 03, 2025](#anchor_11)
1. **平臺相容性問題**
- 內容不支援舊版Reddit，可能涉及新功能（如即時數據分享）。
#### #12 [The most important move in the marke``` right now in my opinion is...](#anchor_12)
1. **美元指數下跌**
- 盤前跌2%，聯準