2025-04-04-top

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討論重點

以下是30篇文章的核心重點條列式總結，並附上逐條細節與對應錨點連結：

---

#1 「You know your calls are cooked...」

1. 用戶活動分析
   • 討論WSB用戶的提交記錄、評論數及帳號年齡等數據。
2. 市場調侃
   • 提及「10%最低要求」、「Excel表格導致市場崩潰」等幽默比喻。
3. 零散對話
   • 如詢問OfficeMax白板購買者，內容隨意。

---

#2 「TARIFF CHART RELEASED」

1. 關稅政策
   • 美國擬對中國商品加徵關稅至54%（新增34%+現有20%）。
2. 市場預期
   • 評論「Priced in!」暗示市場已提前反應。

---

#3 「Just a reminder」

1. 熔斷機制
   • 解釋Level 1/2熔斷規則及COVID-19期間的應用。
2. 社群諷刺
   • 用迷因調侃川普與華爾街關係。

---

#4 「Stock market futures drop...」

1. 高風險期權交易
   • 用戶分享OTM看跌期權操作，戲稱「拯救經濟」。
2. 陰謀論暗示
   • 質疑市場操縱（如隱藏即時數據）。

---

#5 「guys look on the bright side...」

1. 社群文化
   • 迷因對話（如「Sir, this is a Wendys」）。
2. 無厘頭話題
   • 討論關稅與雞塊原料（越南「粉紅糊」）。

---

#6 「When Marke``` open」

1. 做空策略
   • 預測「先漲後跌」陷阱空頭。
2. 多空對立
   • 調侃政策對多頭不利（「總統餵熊」）。

---

#7 「I'm Officially Bankrupt Today」

1. 投資失敗
   • 因Nike看漲期權虧光積蓄。
2. 策略轉變
   • 改為長期持有穩健股（如MSFT）。

---

#8 「NASDAQ dropped more than...」

1. 政策批判
   • 對比2008年危機，歸咎政府「自招崩盤」。
2. 迷因諷刺
   • 用「自行車插棍」比喻政策荒謬。

---

#9 「Some goods will not be...」

1. 關稅矛盾
   • 半導體豁免但其他產業受衝擊。
2. 經濟影響
   • 質疑家庭收入增長被通脹抵消。

---

#10 「How bad will the Bear Market be?」

1. 全球化終結
   • 預測長期熊市、高通脹與失業率。
2. 歷史數據
   • 列舉平均熊市跌幅35%、持續15個月。

---

（因篇幅限制，以下簡化條列，格式同前）

#11-30 重點摘要

文章編號	核心主題	關鍵細節
#11	用戶活躍度	WSB用戶數據（4次提交/270評論）
#12	社群幽默	電影梗引用（「Im your huckleberry」）
#13	高風險期權	調侃「40萬美元買GOOG極價外期權」
#14	CEO嘲諷	批評RH定價策略（「CEO of the year award」）
#15	關稅政策	取消中國低價值商品豁免（如Shein/Temu）
#16	關稅比較	中美歐關稅比例（中國68% vs 美國34%）
#17	中國報復	威脅反制美國政策
#18	幽默提問	「Jerome Powell徵求代理人」玩笑
#19	短期獲利	NASDAQ下跌時賺$20,000
#20	散戶狂熱	誇張用語（「WOOOOOOOO」

文章核心重點

以下是根據每篇文章標題生成的一句話摘要（條列式輸出）：

1. You know your calls are cooked when the board comes out
   討論論壇用戶活動與市場話題的零散對話，夾雜對交易規則的調侃。

2. TARIFF CHART RELEASED
   美國計劃對中國商品加徵新關稅至54%，引發市場波動預期。

3. Just a reminder
   探討股市熔斷機制在極端波動中的作用與社群對其的戲謔態度。

4. Stock market futures drop -2% in 45 seconds as Trump announces tariff rates...
   用戶炫耀購買深度價外看跌期權的投機行為，並暗示市場操縱陰謀論。

5. guys look on the bright side no tariff on tendies
   呈現論壇用戶互動數據與混雜投資、政治話題的幽默文化。

6. When Marke``` open
   討論股市做空策略與多空陣營對立，反映散戶投機心態。

7. I'm Officially Bankrupt Today
   投資者因Nike看漲期權虧光積蓄，反思高風險交易並尋求建議。

8. This morning NASDAQ dropped more than during Lehman Monday
   對比2008年金融危機，批評當前市場崩盤為政策失誤所致。

9. Some goods will not be subject to the Reciprocal Tariff...
   質疑關稅政策矛盾（如半導體豁免）及其對經濟的負面影響。

10. So how bad will the Bear Market be?
    預測全球化退潮將引發長期熊市，列舉歷史跌幅與持續時間。

11. Sold at open - 165% gain - I am out!
    用戶分享短期交易獲利後退出，反映論壇典型投機文化。

12. Tariffs Were Priced In
    混合用戶數據與關稅政策比喻，缺乏連貫主題。

13. Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
    簡短回應無法判斷主題，可能涉及高風險期權交易。

14. Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
    嘲諷RH CEO在財報會議中股價暴跌，反映社群對企業高管的戲謔。

15. Trump considering revoking tariff exemptions for cheap shipmen``` from China...
    川普擬取消中國低價值商品關稅豁免，分析政策對消費者與貿易戰的影響。

16. Are the tariffs worse or better than expected?
    比較美中歐關稅比例，探討政策嚴厲程度與經濟衝擊的不確定性。

17. Both Forbes and Bloomberg reporting Chinas tariff is 54%...
    中國威脅報復美國關稅，加劇貿易緊張局勢。

18. Jerome Powell just called, asking if anyone wanted to serve the rest of his term...
    開放性提問（無具體上下文），可能涉及聯準會職位調侃。

19. Happy Liberation Day Regards. $20,000 Gain from tariff announcement...
    用戶分享關稅消息後的短期獲利，夾雜對企業無視政策的玩笑提問。

20. Stellantis shu``` down Windsor assembly plant for two weeks, citing U.S. auto tariffs
    汽車廠因關稅停產，反映散戶論壇對市場波動的情緒化反應。

21. Daily Discussion Thread for April 03, 2025
    推測為WallStreetBets日常討論，可能涉及高風險投資或迷因股。

22. What Are Your Moves Tomorrow, April 03, 2025
    推測為Reddit新舊版本相容性問題引發的用戶不滿。

23. EU Commission may close European market for US goods - El Pas
    歐盟擬反制美國關稅，分析貿易戰升級風險與內部協商分歧。

24. My first big win
    散戶分享短期獲利後因貪婪虧損，反思情緒化交易風險。

25. $100 put spreads into $9,400 gain
    用戶高風險期權交易獲利，引發社群對運氣與策略的爭論。

26. Thought I was cooked when should I sell? Hold to expire?
    散戶詢問期權到期策略，反映論壇典型的投機與幽默互動。

27. Mr. President, please theres too much winning my portfolio cant handle it anymore
    諷刺迷因股投資的非理性行為與企業詐騙風險。

28

目錄

• [1. You know your calls are cooked when the board comes out](#1-``` you-know-your-calls-are-cooked-when-the-boar)
• [2. TARIFF CHART RELEASED](#2-``` tariff-chart-released

- [3. ```
Just a reminder
```](#3-```
just-a-reminder
```)
- [4. ```
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.
```](#4-```
stock-market-futures-drop-2-in-45-seconds-as)
- [5. ```
guys look on the bright side no tariff on tendies
```](#5-```
guys-look-on-the-bright-side-no-tariff-on-te)
- [6. ```
When Marke``` open
```](#6-```
when-marke```-open
```)
- [7. ```
I'm Officially Bankrupt Today
```](#7-```
i-m-officially-bankrupt-today
```)
- [8. ```
This morning NASDAQ dropped more than during Lehman Monday
```](#8-```
this-morning-nasdaq-dropped-more-than-during)
- [9. ```
Some goods will not be subject to the Reciprocal Tariff. These include: semiconductors
```](#9-```
some-goods-will-not-be-subject-to-the-recipr)
- [10. ```
So how bad will the Bear Market be?
```](#10-```
so-how-bad-will-the-bear-market-be-
```)
- [11. ```
Sold at open - 165% gain - I am out!
```](#11-```
sold-at-open-165-gain-i-am-out-
```)
- [12. ```
Tariffs Were Priced In
```](#12-```
tariffs-were-priced-in
```)
- [13. ```
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
```](#13-```
somebody-check-on-that-guy-who-chucked-40-g)
- [14. ```
Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
```](#14-```
oh-shit-rh-ceo-reac```-live-to-stock-tankin)
- [15. Trump considering revoking tariff exemptions for cheap shipmen``` from China, Reuters repor```](#15-trump-considering-revoking-tariff-exemptions-fo)
- [16. ```
Are the tariffs worse or better than expected?
```](#16-```
are-the-tariffs-worse-or-better-than-expect)
- [17. ```
Both Forbes and Bloomberg reporting Chinas tariff is 54%. (The 34% announced today is additive to the previous 20% from earlier this year.)
```](#17-```
both-forbes-and-bloomberg-reporting-chinas-)
- [18. ```
Jerome Powell just called, asking if anyone wanted to serve the rest of his term for him.
```](#18-```
jerome-powell-just-called-asking-if-anyone-)
- [19. ```
Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
```](#19-```
happy-liberation-day-regards-20-000-gain-fr)
- [20. ```
Stellantis shu``` down Windsor assembly plant for two weeks, citing U.S. auto tariffs
```](#20-```
stellantis-shu```-down-windsor-assembly-pla)
- [21. ```
Daily Discussion Thread for April 03, 2025
```](#21-```
daily-discussion-thread-for-april-03-2025
`)
- [22. ```
What Are Your Moves Tomorrow, April 03, 2025
```](#22-```
what-are-your-moves-tomorrow-april-03-2025
)
- [23. ```
EU Commission may close European market for US goods - El Pas
```](#23-```
eu-commission-may-close-european-market-for)
- [24. ```
My first big win
```](#24-```
my-first-big-win
```)
- [25. ```
$100 put spreads into $9,400 gain
```](#25-```
-100-put-spreads-into-9-400-gain
```)
- [26. ```
Thought I was cooked when should I sell? Hold to expire?
```](#26-```
thought-i-was-cooked-when-should-i-sell-hol)
- [27. ```
Mr. President, please theres too much winning my portfolio cant handle it anymore
```](#27-```
mr-president-please-theres-too-much-winning)
- [28. ```
I didn't even realize the bet I was making
```](#28-```
i-didn-t-even-realize-the-bet-i-was-making
)
- [29. ```
[DD] How to Profit Off the Trade War [$500k invested]
```](#29-```
[dd]-how-to-profit-off-the-trade-war-[-500k)
- [30. ```
Thank you orange man
```](#30-```
thank-you-orange-man
```)

---

## 1. ```
You know your calls are cooked when the board comes out
``` {#1-```
you-know-your-calls-are-cooked-when-the-boar}

根據提供的片段，文章的核心討論主題似乎圍繞以下幾個方面：

1. **用戶活動與參與**：討論某位用戶在論壇（如WSB, WallStreetBets）中的提交記錄、評論數量及帳號年齡等數據，可能涉及該用戶的影響力或歷史行為。  
2. **市場或交易相關話題**：  
   - 提及「10%最低要求」（可能指投資回報或某種交易規則）。  
   - 調侃性描述某人「用打印的Excel表格導致市場崩潰」，暗示對市場波動的諷刺或幽默解讀。  
   - 模糊提及「與柬埔寨的貿易戰」，可能涉及特定股票、商品或經濟政策。  
3. **零散的日常對話**：如詢問誰從OfficeMax購買了某塊白板，顯示部分內容偏離主線，帶有隨意性。  

**總結**：核心主題較為分散，但主要聚焦於用戶在投資論壇的參與情況，以及對市場行為、交易規則的調侃或片段式討論，缺乏明確的連貫議題。可能節選自社群平台的閒聊或市場相關討論串。

- **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 | |

Join WSB Discord

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

fighting a trade war against Cambodia

---

## 2. ```
TARIFF CHART RELEASED
``` {#2-```
tariff-chart-released
```}

這篇短文的核心討論主題是：  
**美國計劃對中國商品加徵新關稅（從現有20%增至54%），以及市場對這一政策的預期反應**。  

關鍵點包括：  
1. **關稅政策**：文中提及白宮宣布將於4月9日對中國商品實施34%的新關稅，加上現有的20%，總稅率達54%。  
2. **市場反應**：  
   - 網友評論「Priced in!」暗示市場可能已提前消化此消息。  
   - 「Tomorrow is going to be interesting」反映投資者預期該政策將引發市場波動。  
3. **背景關聯**：討論出現在WallStreetBets（WSB）論壇，顯示話題與短線交易、 meme 股票等投機文化相關，可能涉及中概股或關稅敏感產業（如科技、製造業）的短期操作。  

次要內容為用戶的社群媒體數據（如發文數、帳號年齡），與核心主題無直接關聯。

- **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 | |

Join WSB Discord

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 !

---

## 3. ```
Just a reminder
``` {#3-```
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）及其在極端市場波動（如COVID-19期間）中的運作與影響**，並夾雜對華爾街交易文化的調侃。  

具體要點包括：  
1. **熔斷機制的規則**：  
   - 提及Level 1和Level 2熔斷在收盤前35分鐘不再觸發的限制。  
   - 討論熔斷暫停交易15分鐘的實際情況（如COVID-19期間市場暴跌20%的經驗）。  

2. **社群反應與諷刺**：  
   - 用戶以幽默或粗俗言論（如「用雞蛋換服務」）反映對熔斷機制的戲謔態度。  
   - 調侃政治人物（如川普）與華爾街的關係，暗示政策對交易者的「優待」。  

3. **歷史背景**：  
   - 引用COVID-19期間市場極端波動的案例，強調熔斷機制的實際作用。  

整體而言，內容混合了技術性討論、市場經驗分享和網路社群的戲謔文化，核心仍圍繞熔斷機制在市場危機中的角色。

- **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 | |

Join WSB Discord

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!

---

## 4. ```
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.
``` {#4-```
stock-market-futures-drop-2-in-45-seconds-as}

這篇文章的核心討論主題是：  
**一名用戶在WallStreetBets（WSB）論壇上分享其購買深度價外（OTM）看跌期權（put）的投資行為，並戲稱此舉能「拯救經濟」**。文中附帶兩張圖片（可能與市場走勢或交易相關），並暗示市場操縱的陰謀論（例如「不在交易時段展示圖表是因為即時追蹤市場下跌會嚇到他們」）。  

整體語調帶有WSB典型的戲謔風格，結合對市場波動的調侃與對機構的不信任，反映散戶投資者對傳統金融體系的反叛心態。

- **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 | |

Join WSB Discord

That 1 deep otm put I bought will save the economy

https://preview.redd.it/5kx0b3nm7kse1.jpeg?width=1079&format=pjpg&auto=webp&s=163a34cd40a559c8d757b8f748f67d39cb0dda9d

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.

https://preview.redd.it/1ipuo3ybijse1.jpeg?width=478&format=pjpg&auto=webp&s=5b7cda99584fd31b74574711a6c635900722473c

---

## 5. ```
guys look on the bright side no tariff on tendies
``` {#5-```
guys-look-on-the-bright-side-no-tariff-on-te}

這篇文章的核心討論主題是 **用戶在網路論壇（如WSB, WallStreetBets）中的互動內容與社群文化**，具體包括以下重點：  

1. **用戶數據與活躍度**：表格中顯示的帳號提交內容（Submissions）、評論數（Comments）、註冊時間（Account Age）等數據，反映用戶在社群中的參與情況。  
2. **社群文化與幽默**：  
   - 留言如 *"Sir, this is a Wendys."* 是網路迷因，常用來諷刺偏離主題的對話。  
   - *"No taxes on gains this year."* 可能暗指投資獲利或避稅的玩笑。  
   - 要求 *"JD Vance memes"* 和討論 *"關稅與雞塊原料"*（如越南進口的「粉紅糊」）顯示論壇中混雜政治、投資與無厘頭話題的風格。  
3. **平台特性**：文中提及的WSB Discord連結和過往「最佳DD（Due Diligence，深度分析）」的空白，暗示這類論壇兼具嚴肅投資討論與娛樂性質。  

**總結**：文章並非嚴肅議題，而是透過碎片化對話呈現網路投資社群的活躍互動、幽默文化，以及對市場、政策等話題的隨性調侃。

- **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 | |

Join WSB Discord

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.

---

## 6. ```
When Marke``` open
``` {#6-```
when-marke```-open
```}

這篇討論的核心主題圍繞在 **股市做空（short selling）與市場情緒對立**，具體分析如下：

1. **做空交易（Short Selling）的討論**  
   - 用戶提到「找其他空頭（bears）在市場開盤時行動」，並預測股價會先漲後跌（「pump to trap the shorts, then dump」），反映對做空策略的關注。
   - 隱含對市場操縱（如「陷阱空頭」）的擔憂或策略性布局。

2. **多空陣營的對立（Bears vs. Bulls）**  
   - 用戶調侃「當總統開始餵熊（空頭）時，多頭（bulls）無能為力」，顯示市場參與者對政策或消息面影響力的解讀，強化多空雙方的博弈氛圍。

3. **WallStreetBets（WSB）社群的關聯性**  
   - 用戶數據（如發文數、帳號年齡）及Discord連結指向WSB社群，暗示討論背景可能涉及散戶集體行動（如迷因股炒作或軋空事件）。

4. **圖像與情緒暗示**  
   - 附圖連結（Reddit預覽圖）可能進一步強化市場趨勢或情緒的可視化證據（未直接顯示內容，但推測與股價波動相關）。

**總結**：核心主題是 **散戶空頭對市場走勢的預判與策略**，結合WSB社群的投機文化，探討多空力量在消息或政策影響下的互動。

- **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 | |

Join WSB Discord

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.

https://preview.redd.it/8ciilzho2kse1.png?width=1080&format=png&auto=webp&s=98c1976acd4416705fb577f70502ec240b366afe

It will pump to trap the shor``` and then it will dump

---

## 7. ```
I'm Officially Bankrupt Today
``` {#7-```
i-m-officially-bankrupt-today
```}

這篇文章的核心討論主題是：  
**一名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）而幾乎虧光積蓄，並表達對選擇權交易的強烈後悔。  
2. **財務與情緒衝擊**：損失涵蓋五年儲蓄與投資成果，目前僅剩12,000美元，顯示其承受巨大心理壓力。  
3. **未來投資策略的轉變**：傾向放棄高風險工具（如選擇權），改為長期持有穩健股票（如Microsoft, MSFT），並尋求社群的其他建議。  

整體而言，討論圍繞「高風險投機行為的後果」與「如何調整投資策略以重建財務」兩大方向。

- **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

https://preview.redd.it/5m24iaz3rhse1.png?width=1091&format=png&auto=webp&s=00ecad52fbd99372d96faa06b431530fae36f204

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??

---

## 8. ```
This morning NASDAQ dropped more than during Lehman Monday
``` {#8-```
this-morning-nasdaq-dropped-more-than-during}

这篇文章的核心討論主題可以總結為以下幾點：  

1. **市場崩盤的責任歸屬**：  
   - 作者對比2008年金融危機（歸咎於華爾街高管的貪婪）與當前市場下跌（歸咎於政府政策），認為此次問題是「自我招致」（self-inflicted），並帶有諷刺意味。  

2. **對政府或政策的不滿**：  
   - 文中批評政府角色，暗示其決策加劇了市場動盪，甚至以「自行車插棍自摔」的迷因比喻政策荒謬性。  

3. **與歷史事件的對比**：  
   - 提及2008年危機的複雜性和新冠疫情的外生衝擊，反襯當前下跌缺乏合理背景，顯得突兀且可笑。  

4. **社群情緒與調侃**：  
   - 透過迷因和戲謔語氣（如「記得說謝謝嗎？」）反映散戶社群（如WallStreetBets用戶）對市場波動的嘲諷態度，可能暗指散戶與機構或政府的對立立場。  

**關鍵詞**：市場崩盤、政府責任、迷因文化、散戶觀點、政策批判。

- **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 | |

Join WSB Discord

The greatness is just starting. Did you remember to say thank you?

https://preview.redd.it/t5arvoauzmse1.jpeg?width=1178&format=pjpg&auto=webp&s=090b4ee2df64c9e66697d34202d102b0316ced53

Completely fucking self-inflicted too. Back then, greedy wall street execs were responsible. Now it's the government i```elf.

This whole thing is hilarious because it was so uncalled for. 08 had a whole lot of complex issues dragging for years, covid was a pandemic, etc.

This drop is like that meme of the guy putting a stick in the wheel of his own bike and falling down.

---

## 9. ```
Some goods will not be subject to the Reciprocal Tariff. These include: semiconductors
``` {#9-```
some-goods-will-not-be-subject-to-the-recipr}

這篇文章的核心討論主題是對某項關稅政策的批評，主要聚焦於以下幾點：  

1. **政策的不合理性**：作者認為該關稅政策（如對所有國家徵收20%關稅）缺乏周全考慮，並以半導體為例，指出政策可能因軍事需求而出現例外，顯得矛盾且隨意。  

2. **經濟負面影響**：  
   - 關稅可能導致市場和經濟整體下滑，即使某些行業（如半導體）暫時豁免，最終仍會受拖累。  
   - 消費者購買力下降，因失業率和通脹飆升將削弱需求，進一步打擊生產鏈。  

3. **數據的矛盾性**：  
   - 政策聲稱關稅能提高家庭收入（如5.7%），但作者質疑其忽略生活成本可能暴漲20%，導致實際生活水平下降。  

總結：文章以諷刺語氣批評關稅政策的短視與潛在危害，強調其對經濟、消費者及社會穩定的負面衝擊。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq1chg/some_goods_will_not_be_subject_to_the_reciprocal/](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/](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

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

---

## 10. ```
So how bad will the Bear Market be?
``` {#10-```
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**，尤其聚焦於以下幾點：  

1. **經濟負面影響**：  
   - 作者預測全球化退潮將導致高通脹、失業率上升，並可能觸發「相對長期的熊市」。  

2. **歷史熊市數據分析**：  
   - 列舉過往熊市的跌幅（平均35%，極端案例如大蕭條時期下跌83%）與持續時間（平均15個月，最短33天，最長近3年），暗示未來市場可能面臨類似風險。  

3. **政策與現實挑戰**：  
   - 指出全球協商（如貿易協議）的緩慢進程，可能加劇經濟不確定性，並提議投資者考慮長期退出市場以避險。  

**總結**：文章結合歷史數據與當前全球化逆轉的趨勢，警告潛在的經濟衰退與市場低迷，並建議讀者審慎應對。

- **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???

---

## 11. ```
Sold at open - 165% gain - I am out!
``` {#11-```
sold-at-open-165-gain-i-am-out-
```}

該文章的核心討論主題是 **用戶在WallStreetBets（WSB）論壇的參與情況**，具體包括以下內容：  
1. **用戶數據統計**：如提交次數（4次）、評論數（270條）、帳號年齡（6個月）及首次在WSB出現的時間（5個月前）。  
2. **社群互動**：透過圖片連結（可能為迷因或投資相關內容）及簡短文字（如「fucked around, found out」「He did it for you」）反映WSB典型的幽默或挑釁性文化。  
3. **社群推廣**：附帶WSB的Discord邀請連結，強調社群擴張或互動。  

整體而言，內容聚焦於該用戶在WSB的活動紀錄，並結合論壇特有的非正式語言與視覺元素，呈現散戶投資社群的生態。

- **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 | |

Join WSB Discord

https://preview.redd.it/y428oynwjmse1.jpeg?width=937&format=pjpg&auto=webp&s=95c63c00d8b30ac85b41add13f4b0c43f97787aa

Say thank you

https://preview.redd.it/88avpncjlmse1.jpeg?width=1289&format=pjpg&auto=webp&s=b1de6e0b41440c11bb8f07f76c5078706d5e7458

https://preview.redd.it/ufnc53fqnmse1.jpeg?width=1125&format=pjpg&auto=webp&s=90d258980aee9c2d364be598459dfa77e6800bdf

fucked around, found out

He did it for you.

https://preview.redd.it/0wjpv95ejmse1.png?width=1024&format=png&auto=webp&s=f1ff3f3e5e73936e75c55f9c3a0923e553acb8b3

---

## 12. ```
Tariffs Were Priced In
``` {#12-```
tariffs-were-priced-in
```}

這篇短文的核心討論主題較為零散，但主要可歸納為以下幾點：

1. **用戶數據報告**：  
   - 簡要呈現某位用戶在論壇（推測為WallStreetBets，簡稱WSB）的活動數據，包括發文數、評論數、帳號年齡等。

2. **社群互動與歸屬感**：  
   - 透過短句如「Im your huckleberry」和「Godspeed Iceman」等流行文化引用（可能源自電影《Tombstone》），傳遞社群內的默契或幽默感，強化成員間的連結。

3. **市場觀點隱喻**：  
   - 最後一句以「關稅如同股市的黑色星期五特賣，但持續數年而非數日」的比喻，簡短提及對貿易政策（關稅）影響股市的觀察，暗示長期波動或機會。

**總結**：內容混合了用戶數據、社群文化用語及對金融政策的比喻性評論，缺乏單一明確主題，但整體圍繞WSB社群的互動風格與市場調侃。

- **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 | |

Join WSB Discord

Im your huckleberry

Godspeed Iceman

Kilmer index

Tariffs are like a black Friday sale on the stock market but for years instead of days

---

## 13. ```
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
``` {#13-```
somebody-check-on-that-guy-who-chucked-40-g}

根據提供的內容「seriously」，由於其極度簡短且缺乏具體語境，無法明確總結出一個核心討論主題。可能的解讀方向包括：

1. **語氣或情緒表達**：可能是對某種情境的強烈反應（如質疑、驚訝、無奈等），但缺乏上下文支持。  
2. **標題或提示詞**：若為文章標題，可能暗示內容涉及嚴肅議題，但內文未提供。  
3. **輸入不完整**：可能是輸入遺漏或技術錯誤，導致無法分析。  

結論：在當前資訊下，無法歸納具體主題，需更多上下文才能進一步判斷。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq0f3h/somebody_check_on_that_guy_who_chucked_40_grand/](https://reddit.com/r/wallstreetbets/comments/1jq0f3h/somebody_check_on_that_guy_who_chucked_40_grand/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jq0f3h/somebody_check_on_that_guy_who_chucked_40_grand/](https://www.reddit.com/r/wallstreetbets/comments/1jq0f3h/somebody_check_on_that_guy_who_chucked_40_grand/)
- **發布時間**: 2025-04-03 05:29:43

### 內容

seriously

---

## 14. ```
Oh shit: RH CEO reac``` live to stock tanking (-40%) during earnings call
``` {#14-```
oh-shit-rh-ceo-reac```-live-to-stock-tankin}

這篇文章的核心討論主題是：  

1. **用戶在WallStreetBets（WSB）論壇的活躍度與貢獻**（透過提交數、評論數、帳號年齡等數據呈現）。  
2. **對RH（Restoration Hardware）CEO的調侃與批評**，特別針對其定價策略（如受損商品折扣不合理），並以幽默語氣諷刺其言論（如「CEO of the year award」和「GUH」）。  
3. **WSB社群的文化特質**，包括對企業高管的戲謔、對市場現象的嘲諷，以及用梗圖或簡短評論（如「Legendary」）表達集體情緒。  

總結：文章主要結合用戶數據與社群反應，聚焦於WSB對RH CEO及公司政策的嘲諷性討論，同時反映該論壇的幽默文化和對市場非理性現象的批判。

- **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 | |

Join WSB Discord

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

---

## 15. Trump considering revoking tariff exemptions for cheap shipmen``` from China, Reuters repor``` \{#15-trump-considering-revoking-tariff-exemptions-fo}

這篇文章的核心討論主題是：**美國川普政府考慮取消對中國低價值商品（「de minimis」規則）的關稅豁免，並實施新的汽車關稅措施，以應對中國的貿易行為並保護國內產業，但此舉可能引發消費者成本上升和全球貿易緊張局勢**。  

具體要點包括：  
1. **政策變動**：擬取消對價值低於800美元的中國商品（如Shein、Temu等電商平台產品）的關稅豁免，並對汽車及零件加徵關稅（25%）。  
2. **政策目標**：減少對中國製造的依賴、保護美國產業，並創造「公平競爭環境」。  
3. **潛在影響**：  
   - **負面效應**：可能增加美國家庭開支（每年約3,400美元）、引發貿易夥伴（如歐盟）的報復性關稅，加劇全球貿易摩擦。  
   - **支持論點**：政府主張此舉能強化本土製造業。  

整體圍繞「貿易保護政策的利弊權衡」展開討論。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpy2js/trump_considering_revoking_tariff_exemptions_for/](https://reddit.com/r/wallstreetbets/comments/1jpy2js/trump_considering_revoking_tariff_exemptions_for/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpy2js/trump_considering_revoking_tariff_exemptions_for/](https://www.reddit.com/r/wallstreetbets/comments/1jpy2js/trump_considering_revoking_tariff_exemptions_for/)
- **發布時間**: 2025-04-03 03:53:50

### 內容

https://finance.yahoo.com/news/trump-considering-revoking-tariff-exemptions-182336387.html

(Reuters) - The Trump administration is considering revoking tariff exemptions for low-value shipmen``` from China, known as "de minimis," as part of Wednesday's tariff announcement, a source familiar with the plans said.

The de minimis rule allows goods valued under $800 to enter the U.S. without tariffs, a loophole that has benefited Chinese e-commerce gian like Shein and Temu. Revoking this exemption would align with broader effor to counter China's trade practices and strengthen U.S. manufacturing.

The tariff measures, set to be announced Wednesday, include a 25% tariff on automobile impor beginning April 3, with additional duties on auto par expected to follow. The administration argues that these tariffs will help protect domestic industries and reduce reliance on foreign manufacturers.

"We are taking strong action to ensure American businesses compete on a level playing field," a senior White House official said.

However, critics warn that these moves could have unintended consequences. Some economis estimate that tariffs could increase cos for American consumers, with one analysis suggesting that U.S. households could pay an additional $3,400 annually. Trading partners, including the European Union, have expressed concern, with some considering retaliatory tariffs that could further strain global trade relations.

---

## 16. ```
Are the tariffs worse or better than expected?
``` {#16-```
are-the-tariffs-worse-or-better-than-expect}

這篇文章的核心討論主題是**美國實施的關稅政策及其對美國和全球經濟的潛在影響**。具體包括以下重點：

1. **關稅比例的比較**：  
   - 美國對中國、歐盟、日本等經濟體徵收的關稅（如中國34%、歐盟20%、日本24%），並與這些國家對美國的關稅（如中國68%）進行對比，強調美國採取「對等比例」的策略。

2. **關稅政策的預期與現實**：  
   - 討論這些關稅是否比預期更嚴厲（"worse than expected"），暗示政策可能超出市場或分析師的預估。

3. **持續時間與經濟效應的擔憂**：  
   - 不確定關稅實施的「持續時間」（"how long these last for"），以及其對美國和全球經濟的潛在衝擊（"effect on the US and global economies"），反映對貿易戰長期影響的憂慮。

整體而言，文章聚焦於**貿易保護主義政策的合理性、實施效果及可能的經濟後果**，並提出對未來不確定性的疑問。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpz4ks/are_the_tariffs_worse_or_better_than_expected/](https://reddit.com/r/wallstreetbets/comments/1jpz4ks/are_the_tariffs_worse_or_better_than_expected/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpz4ks/are_the_tariffs_worse_or_better_than_expected/](https://www.reddit.com/r/wallstreetbets/comments/1jpz4ks/are_the_tariffs_worse_or_better_than_expected/)
- **發布時間**: 2025-04-03 04:36:20

### 內容

Trump is imposing half the percent of tariffs countries are doing to the US. For example China charges the US 68% so we are now doing 34% on them. Also 20% on the EU and 24% on Japan... We these the expected tariffs worse than expected? Though on how long these last for and how i gonna effect the US and global economies.

---

## 17. ```
Both Forbes and Bloomberg reporting Chinas tariff is 54%. (The 34% announced today is additive to the previous 20% from earlier this year.)
``` {#17-```
both-forbes-and-bloomberg-reporting-chinas-}

這篇文章的核心討論主題是 **中國對某事件或行動的威脅性報復反應**。  

關鍵點包括：  
1. **中國的強硬立場**：中國明確表達不滿，並以「報復」作為回應手段。  
2. **國際關係或衝突背景**：可能涉及外交、經濟（如貿易制裁）、政治或其他領域的對峙。  
3. **緊張局勢升級**：用詞（如「threatening」）暗示當前情勢的敏感性與潛在衝突風險。  

具體背景需結合上下文（如觸發事件），但核心圍繞中國的威脅性表態及其後續影響。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq81uz/both_forbes_and_bloomberg_reporting_chinas_tariff/](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/](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.

---

## 18. ```
Jerome Powell just called, asking if anyone wanted to serve the rest of his term for him.
``` {#18-```
jerome-powell-just-called-asking-if-anyone-}

根據提供的文本「Any takers?」，這是一個非常簡短且開放性的提問，通常用於非正式場合，意思是「有人要（接受或參與）嗎？」或「有人感興趣嗎？」。由於缺乏上下文，核心討論主題可能涉及：

1. **徵求參與或回應**：詢問是否有人願意接受某項提議、挑戰、任務或機會。  
2. **互動邀請**：在對話或討論中鼓勵他人發表意見或加入互動。  

若需更具體的分析，建議提供更多上下文（如對話背景、相關議題等）。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq5qkn/jerome_powell_just_called_asking_if_anyone_wanted/](https://reddit.com/r/wallstreetbets/comments/1jq5qkn/jerome_powell_just_called_asking_if_anyone_wanted/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jq5qkn/jerome_powell_just_called_asking_if_anyone_wanted/](https://www.reddit.com/r/wallstreetbets/comments/1jq5qkn/jerome_powell_just_called_asking_if_anyone_wanted/)
- **發布時間**: 2025-04-03 09:28:44

### 內容

Any takers?

---

## 19. ```
Happy Liberation Day Regards. $20,000 Gain from tariff announcement. #BOLSRFUCKD
``` {#19-```
happy-liberation-day-regards-20-000-gain-fr}

這段文字的核心討論主題是：  
**一名散戶投資者在股市（NASDAQ）下跌時的短期交易獲利經歷，並夾雜對企業行為的隨性提問**。  

具體要點包括：  
1. **個人交易成果**：用戶分享在股市開盤下跌（NASDAQ -3.97%）後的獲利截圖（$474 → $2628），表達對未加大押注的遺憾。  
2. **市場即時動態**：提及開盤後的指數跌幅，反映短線交易者對波動的關注。  
3. **非嚴肅提問**：以玩笑口吻探討「若企業無視關稅政策會如何」，可能隱含對當前商業環境或政策的不滿，但未深入分析。  

整體而言，內容偏向「散戶的短期投機心態」與「市場波動下的情緒反應」，而非嚴肅的金融或政策討論。

- **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 | |

Join WSB Discord

NASDAQ down 3.97% at this moment, 18 minutes after open.

https://preview.redd.it/8p0t20o7omse1.jpeg?width=1170&format=pjpg&auto=webp&s=9d99bd6d2894e811b8f316a593433e5eee9da378

Wish I bet way more but whatever lol. $474 -> $2628

https://preview.redd.it/p1kt68buimse1.png?width=1024&format=png&auto=webp&s=0357b9d64ea89f1cb831bb4ad5a0e1a1e6742e8f

seriously though - what if business were like "fuck him" and didn't pay the tariffs and it was business as usual.

---

## 20. ```
Stellantis shu``` down Windsor assembly plant for two weeks, citing U.S. auto tariffs
``` {#20-```
stellantis-shu```-down-windsor-assembly-pla}

這篇文章的核心討論主題是 **散戶投資者在網路論壇（如WallStreetBets, WSB）中的情緒化市場行為與狂熱現象**，具體體現在以下幾點：

1. **非理性投資氛圍**  
   - 大量使用全大寫、重複字母（如"WOOOOOOOO"）和誇張用語（如"ROCK SOLID"），反映群體亢奮情緒。
   - 標題提及「Windsor脫衣舞俱樂部股票」的戲謔討論，顯示話題的投機性與娛樂化傾向。

2. **政治與市場的混雜聯想**  
   - 文中「PROUD TO BE AN AMERICAN」等語句，將投資行為與民族主義情緒連結，暗示「散戶vs機構」的對抗敘事。
   - 提及「US autoplan```（可能指汽車產業）」可能受影響，顯示對市場連鎖反應的隨意推測。

3. **網路社群的特徵**  
   - 數據欄位（如帳號年齡、發文數）凸顯典型WSB新用戶的短期參與模式。
   - 大量使用社群俚語（如「LETS FUCKING GO」）和預設反諷標籤（「/s」），反映圈層文化。

4. **市場波動的狂歡化**  
   - 「Are we winning now?」等語句將投資結果簡化為二元對立（贏/輸），強化賭博式心態。

總結：文章本質是散戶投資文化（meme stock現象）的縮影，核心在於「網路社群如何將金融市場轉化為情緒驅動的集體遊戲」，同時涉及身份認同、反精英敘事與娛樂化投機行為。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq92a3/stellantis_shuts_down_windsor_assembly_plant_for/](https://reddit.com/r/wallstreetbets/comments/1jq92a3/stellantis_shuts_down_windsor_assembly_plant_for/)
- **外部連結**: [https://www.thestar.com/business/stellantis-shuts-down-windsor-assembly-plant-for-two-weeks-citing-u-s-auto-tariffs/article_b96bbeef-5f6f-4d06-9be8-de4f14a7856c.html](https://www.thestar.com/business/stellantis-shuts-down-windsor-assembly-plant-for-two-weeks-citing-u-s-auto-tariffs/article_b96bbeef-5f6f-4d06-9be8-de4f14a7856c.html)
- **發布時間**: 2025-04-03 12:15:42

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 3 weeks ago

Total Commen``` | 9 | Previous Best DD |

Account Age | 1 month | |

Join WSB Discord

It hasn't even been a day!

Windsor strip club stonks, up or down?

Are we winning now? ! ! !

WOOOOOOOOOOOOOOOOOOOOOOO LETS FUCKING GO BAYBEE, IM ROCK SOLID WITH ALL OF THIS WINNING WE ARE DOING, OH IM PROUD TO BE AN AMERICAN CAUSE AT LEAST I KNOW IM FREE.

preempting the /s commen cause this is absolutely gonna fuck US autoplan as well

---

## 21. ```
Daily Discussion Thread for April 03, 2025
``` {#21-```
daily-discussion-thread-for-april-03-2025
`}

由於提供的連結不完整且無法直接訪問，無法確定文章的具體內容。不過，根據連結中的子論壇名稱「r/wallstreetbets」，可以推測核心討論主題可能與以下方向相關：

1. **金融市場或股票投資**：該論壇以高風險投資（如迷因股、期權交易等）的討論聞名。  
2. **社群平台技術問題**：文中提到「內容不支援舊版Reddit」，可能涉及Reddit新舊版本的功能差異或相容性議題。  
3. **特定事件或迷因**：若原文提及某支股票（如GameStop、AMC）或網路迷因，可能是討論相關市場波動或社群現象。

建議提供完整連結或更多上下文以獲得更精確的總結。

- **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

---

## 22. ```
What Are Your Moves Tomorrow, April 03, 2025
``` {#22-```
what-are-your-moves-tomorrow-april-03-2025
}

由於提供的連結不完整且無法直接訪問，我無法查看具體內容。但根據常見的Reddit格式和您提供的片段，可以推測以下幾點：

1. **平台相容性問題**：  
   訊息提到「內容不被舊版Reddit支援」，可能涉及Reddit新舊版本的功能差異（如多媒體格式、版面設計等），這可能是核心討論點之一。

2. **技術限制或更新爭議**：  
   可能引發用戶對Reddit強制推廣新版介面、棄用舊版功能的不滿，或討論技術兼容性對用戶體驗的影響。

3. **社群反應**：  
   若來自子版塊如r/wallstreetbets（推測連結可能與此相關），可能包含用戶對平台變更的幽默或諷刺回應，甚至遷移平台的討論。

**建議**：若需準確總結，請提供完整連結或文章正文內容。如果是關於Reddit新舊版本爭議，核心主題可能是「平台更新導致的用戶體驗分歧」。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpy5ud/what_are_your_moves_tomorrow_april_03_2025/](https://reddit.com/r/wallstreetbets/comments/1jpy5ud/what_are_your_moves_tomorrow_april_03_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpy5ud/what_are_your_moves_tomorrow_april_03_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jpy5ud/what_are_your_moves_tomorrow_april_03_2025/)
- **發布時間**: 2025-04-03 03:57:32

### 內容

This post contains content not supported on old Reddit. Click here to view the full post

---

## 23. ```
EU Commission may close European market for US goods - El Pas
``` {#23-```
eu-commission-may-close-european-market-for}

這篇文章的核心討論主題是 **歐盟對美國新關稅政策的潛在報復措施與貿易衝突的升級風險**。具體要點包括：

1. **美國關稅政策**：  
   美國川普政府計劃於4月2日實施被稱為「互惠」的新關稅，可能嚴重影響美歐貿易關係（年貿易額達9000億歐元，歐盟順差2355億歐元）。

2. **歐盟的強硬反制選項**：  
   - 考慮全面限制美國商品進入歐洲市場。  
   - 禁止美企參與歐盟公共採購與資助項目。  
   - 對美國商品加徵關稅、限制進入歐洲金融市場。  

3. **歐盟內部的謹慎聲音**：  
   法國、義大利等國呼籲避免全面貿易戰，同時歐盟仍嘗試通過談判化解危機（如降低工業品關稅、增加美國液化天然氣進口）。

4. **法國的調解角色**：  
   馬克宏訪美時警告川普勿引發貿易戰，建議轉向應對中國，並表明若貿易戰爆發，歐洲無法如美國要求增加國防支出。

5. **歐盟的戰略立場**：  
   雖傾向協商，但若美國不退讓，歐盟將「無紅線」反擊，已秘密擬定報復清單以備應對。

**總結**：文章聚焦於美歐因關稅問題導致的貿易緊張局勢，分析歐盟可能的經濟反制手段、內部分歧，以及避免衝突升級的外交努力。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq3zvh/eu_commission_may_close_european_market_for_us/](https://reddit.com/r/wallstreetbets/comments/1jq3zvh/eu_commission_may_close_european_market_for_us/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jq3zvh/eu_commission_may_close_european_market_for_us/](https://www.reddit.com/r/wallstreetbets/comments/1jq3zvh/eu_commission_may_close_european_market_for_us/)
- **發布時間**: 2025-04-03 08:05:32

### 內容

https://newsukraine.rbc.ua/news/eu-commission-may-close-european-market-for-1743426630.html#:~:text=The%20EU%20is%20preparing%20a,into%20force%20on%20April%202

The EU is preparing a response to the US duties. Brussels is considering a complete market closure for American goods, El Pas repor```.

The European Union is preparing to retaliate against the introduction of new duties by the Donald Trump administration, which will come into force on April 2.

Brussels is considering the possibility of using a full arsenal of measures, including restricting the access of American companies to the European market and public tenders. This was reported by a source of El Pas in the EU.

The new US customs tariffs, which Trump calls "reciprocal," could seriously affect trade relations between the two sides of the Atlantic.

According to the US administration, the annual volume of impor and expor between the US and the EU reaches 900 billion euros, with a trade balance of 235.5 billion euros in favor of Europe.

In response, the European Commission is considering tough measures, including imposing tariffs on American goods, restricting access to European financial marke, and even banning American companies from participating in EU-funded projec.

At the same time, European capitals, including France, Italy, and Ireland, are calling for a cautious approach to avoid a full-blown trade war.

Despite the escalating situation, Brussels continues to try to negotiate with Washington. The EU is even offering some concessions, including lower duties on industrial goods and increased purchases of American liquefied natural gas.

However, if the US does not abandon the new customs restrictions, Europe is ready to act without red lines.

Europe's reaction

During his recent visit to the United States, French President Emmanuel Macron advised his American counterpart, Donald Trump, not to start a trade war with Europe. Instead, he urged him to focus on China.

The French President also made it clear to Trump that Europe would not be able to increase defense spending, as demanded by the United States, in the event of a trade war.

In addition, the EU promised to respond to Trump in the event of a trade war. For several months, the EU has been working on a set of potential retaliatory measures in case Trump imposes tariffs, although the details of the list were closely guarded. Afterward, an EU spokesperson said the bloc would react strongly if Trump imposed tariffs.The EU is preparing a response to the US duties. Brussels is considering a complete market closure for American goods, El Pas repor```.

The European Union is preparing to retaliate against the introduction

of new duties by the Donald Trump administration, which will come into

force on April 2.

Brussels is considering the possibility of using a full arsenal of

measures, including restricting the access of American companies to the

European market and public tenders. This was reported by a source of El

Pas in the EU.

The new US customs tariffs, which Trump calls "reciprocal," could

seriously affect trade relations between the two sides of the Atlantic.

According to the US administration, the annual volume of impor``` and

expor``` between the US and the EU reaches 900 billion euros, with a

trade balance of 235.5 billion euros in favor of Europe.

In response, the European Commission is considering tough measures,

including imposing tariffs on American goods, restricting access to

European financial marke```, and even banning American companies from

participating in EU-funded projec```.

At the same time, European capitals, including France, Italy, and

Ireland, are calling for a cautious approach to avoid a full-blown trade

war.

Despite the escalating situation, Brussels continues to try to

negotiate with Washington. The EU is even offering some concessions,

including lower duties on industrial goods and increased purchases of

American liquefied natural gas.

However, if the US does not abandon the new customs restrictions, Europe is ready to act without red lines.

Europe's reaction

During his recent visit to the United States, French President Emmanuel Macron advised his American counterpart, Donald Trump, not to start a trade war with Europe. Instead, he urged him to focus on China.

The French President also made it clear to Trump that Europe would

not be able to increase defense spending, as demanded by the United

States, in the event of a trade war.

In addition, the EU promised to respond to Trump in the event of a trade war.

For several months, the EU has been working on a set of potential

retaliatory measures in case Trump imposes tariffs, although the details

of the list were closely guarded. Afterward, an EU spokesperson said

the bloc would react strongly if Trump imposed tariffs.

---

## 24. ```
My first big win
``` {#24-```
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**  
   - 作者分享自身經歷：雖曾短期獲利（如做空市場賺15萬美元），但因持續交易而迅速虧損回原點，凸顯「高頻交易」容易受情緒驅動（如興奮、貪婪）導致決策失誤。  

2. **市場熱潮的心理陷阱**  
   - 留言如「多巴胺成癮者誕生了」「全押Call期權就能成百萬富翁」反映散戶社群（如WallStreetBets）常見的「FOMO」（錯失恐懼症）與過度自信，忽略風險。  

3. **冷靜期的重要性**  
   - 作者建議暫停交易一週，讓情緒平復，強調理性決策需脫離市場狂熱氛圍。  

總結：文章透過個人教訓與社群互動，批判散戶投資中非理性的心理傾向，並呼籲風險管理。

- **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 | |

Join WSB Discord

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!

---

## 25. ```
$100 put spreads into $9,400 gain
``` {#25-```
-100-put-spreads-into-9-400-gain
```}

這篇文章的核心討論主題是 **用戶在網路論壇（如WSB, WallStreetBets）中的投資行為與社群反應**，具體聚焦以下幾點：  

1. **用戶的投資表現與社群互動**  
   - 透過數據（如發文數、評論數、帳號年齡）呈現該用戶在論壇中的活躍程度。  
   - 社群成員對其投資策略的評價（如「賭博式操作」「技術分析無意義」）。  

2. **投資方法與運氣爭議**  
   - 部分評論質疑其成功純屬僥倖（如「你只是運氣好」），反映論壇中對高風險操作的兩極看法。  
   - 調侃性回應（如「不用去Wendy's打工了」）凸顯WSB文化中的幽默與反傳統特質。  

3. **WSB社群文化**  
   - 對話風格帶有戲謔性（如「關掉你的價差交易」），顯示成員間以諷刺或玩笑互動的常態。  
   - 連結Discord群組的邀請，強調社群的延伸性與歸屬感。  

**總結**：文章核心在於探討網路投資社群中高風險行為的爭議性，以及成員間透過數據、幽默和批判性評論形成的獨特文化。

- **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 | |

Join WSB Discord

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.

---

## 26. ```
Thought I was cooked when should I sell? Hold to expire?
``` {#26-```
thought-i-was-cooked-when-should-i-sell-hol}

這篇文章的核心討論主題是 **散戶投資者在網路論壇（如WallStreetBets, WSB）上的高風險短線交易行為與社群互動文化**。  

具體重點包括：  
1. **高風險交易策略**：提及期權即將到期（3 days to expiration）、市場開盤波動（market open）等短線操作，反映散戶的投機心態。  
2. **社群文化與情緒**：  
   - 典型WSB用語（如「Congrats and fuck you」）展現戲謔與矛盾情緒，混合祝賀與嫉妒。  
   - 提醒「獲利了結」（Take your gains）顯示對市場不確定性的警覺。  
3. **數據與參與度**：用戶報告中的提交數、評論數、帳號年齡等，暗示社群成員的活躍程度與經驗層級。  

總結：內容聚焦於網路投資社群的交易行為、風險態度，以及獨特的幽默互動模式。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpzg6g/thought_i_was_cooked_when_should_i_sell_hold_to/](https://reddit.com/r/wallstreetbets/comments/1jpzg6g/thought_i_was_cooked_when_should_i_sell_hold_to/)
- **外部連結**: [https://i.redd.it/3d6ilk08ihse1.jpeg](https://i.redd.it/3d6ilk08ihse1.jpeg)
- **發布時間**: 2025-04-03 04:49:41

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 5 months ago

Total Commen``` | 253 | Previous Best DD |

Account Age | 6 months | |

Join WSB Discord

Fucking hell. lol me know your profi at market open tomorrow. Congra and fuck you.

Close at the opening bell. Take your gains and enjoy. Dont fuck around with this market.

Congra``` and fuck you

LOL 3 days to expiration? Ballsy but you might as well log off and not check till tomorrow.

---

## 27. ```
Mr. President, please theres too much winning my portfolio cant handle it anymore
``` {#27-```
mr-president-please-theres-too-much-winning}

這篇文章的核心討論主題是 **對高風險「迷因股」（meme stock）投資行為的嘲諷與批評**，主要聚焦以下幾點：

1. **迷因股的投機性質**  
   文中提及的股票被形容為「最垃圾的迷因股之一」（dogshit memei-est stocks），暗示其缺乏基本面支撐，純粹因網路炒作而受關注。

2. **投資者的非理性行為**  
   用戶以戲謔語氣（如「為什麼要分散虧損在10支股票？不如一次賠光在一支上」）諷刺這類投資者盲目跟風、無視風險的決策邏輯。

3. **對公司背景的質疑**  
   直接點名標的企業涉及詐騙、財務不透明、過往違法紀錄（如被罰款、下市），甚至將其與「嫖妓吸毒」的消費相比，凸顯投資荒謬性。

4. **虧損結果的預期性**  
   評論者對「僅虧損20%」表示意外（「居然才賠這麼少」），反映此類高風險操作通常伴隨更極端的損失。

整體而言，內容透過誇張比喻和反諷，批判迷因股文化中「賭博心態」盛行、忽視企業本質的現象。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jq4arz/mr_president_please_theres_too_much_winning_my/](https://reddit.com/r/wallstreetbets/comments/1jq4arz/mr_president_please_theres_too_much_winning_my/)
- **外部連結**: [https://i.redd.it/pw49hllpjise1.jpeg](https://i.redd.it/pw49hllpjise1.jpeg)
- **發布時間**: 2025-04-03 08:19:49

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 7 | First Seen In WSB | 2 months ago

Total Commen``` | 6 | Previous Best DD |

Account Age | 1 year | |

Join WSB Discord

Why lose money in 10 different stocks when you can lose it all in 1

https://preview.redd.it/ikfeadgzqise1.jpeg?width=680&format=pjpg&auto=webp&s=0bf9ae0504089be27bf0b19606651391291e4e1f

Bro picked literally one of the top ten dogshit memeiest stocks out right now and wonders why his port is down 20%

Ill be honest, Im surprised youre down that little, sogoodjob?

Oh goodie, buy a scam as fraudulent company with track record of illegally activities with big fat fines and delisting in the past + lack of legit financial reporting last year. How can you not just get yourself hooker and blows and call it a day? OF models cost way less than this.!!!

---

## 28. ```
I didn't even realize the bet I was making
``` {#28-```
i-didn-t-even-realize-the-bet-i-was-making
}

这篇文章的核心討論主題是關於一位用戶在短時間內獲得巨大投資收益（「一夜成為百萬富翁」）後，如何處理獲利了結（profit-taking）的策略建議。重點包括：

1. **短期暴利與風險管理**：討論如何在突然獲利後平衡貪婪與理性（如「見好就收」的提醒）。
2. **賣出策略建議**：具體提出部分獲利了結（如賣出1/3或1/2持倉），並建議根據市場動態（如關稅政策不確定性）調整決策。
3. **市場不確定性警示**：提及國際貿易報復措施（如關稅）可能帶來的波動，尤其點名半導體等產業的潛在例外情況。
4. **社群文化反映**：文中帶有WallStreetBets（WSB）論壇典型的幽默風格（如「蘭博基尼經銷商見」），反映散戶投資者的投機心態。

整體圍繞「高波動情境下的獲利鎖定與風險評估」展開，兼具投資策略與社群文化色彩。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jqar1l/i_didnt_even_realize_the_bet_i_was_making/](https://reddit.com/r/wallstreetbets/comments/1jqar1l/i_didnt_even_realize_the_bet_i_was_making/)
- **外部連結**: [https://i.redd.it/lia9l9on7kse1.png](https://i.redd.it/lia9l9on7kse1.png)
- **發布時間**: 2025-04-03 13:56:01

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 1 | First Seen In WSB | 3 minutes ago

Total Commen``` | 2 | Previous Best DD |

Account Age | 14 years | |

Join WSB Discord

Dude became a millionaire overnight

Take your profi``` and don't look back.

See you at the Lambo dealership !

If it's good enough for screenshot, it's good enough for profit booking. Personally I'd sell 1/3 or 1/2 of this tomorrow (especially if you also don't own tech import related stocks). Sure, retaliation from other countries might drive it down more, but the reciprocal tariff board seems to be very vague (and many exceptions will be made and announced such as semi conductors etc).

---

## 29. ```
[DD] How to Profit Off the Trade War [$500k invested]
``` {#29-```
[dd]-how-to-profit-off-the-trade-war-[-500k}

這篇文章的核心討論主題是：**在當前美中貿易戰和地緣政治背景下，美國關鍵礦產與金屬供應鏈（如稀土、鋰、鈦等）的投資機會**。作者主要聚焦以下重點：

1. **貿易戰的投資策略轉變**：  
   - 反駁散戶對熊市的恐慌，強調「板塊輪動」機會，尤其看好被低估的美國工業、能源與材料領域。
   - 認為美國政府將持續通過關稅和政策（如限制中國主導的關鍵礦產供應鏈）推動本土化生產。

2. **核心投資論點**：  
   - 重點布局美國本土或盟友國家（如加拿大、Quadrilateral Security Dialogue成員）的礦業公司，專注於稀土、鋰、鈦等「戰略性礦產」的開採、加工與製造。
   - 提出五項選股原則，包括政府合約、政治資源、機構持倉等非傳統指標，以規避國際貿易風險。

3. **具體案例與持倉分析**：  
   - 以 **MP Materials** 為例，說明其垂直整合優勢、政府支持（國防合約）及政治人脈（如Blackrock持股、澳洲富豪投資）。
   - 列出其他持倉（如UUUU、LAC等），均圍繞鈾、鋰電池、深海採礦等戰略產業。

4. **長期視角**：  
   - 呼籲投資者跳脫短期波動，關注美國「能源自主」與「供應鏈安全」政策推動的結構性機會。

總結：作者從地緣政治與產業政策角度，論證美國關鍵礦產供應鏈的長期投資價值，並提供具體選股框架與標的。

- **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:

1. 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.

2. Priority should be given to companies that have substantial federal contrac already or have projec presently awaiting government permi```, funding, or regulative actions, where such action would be expressly in the USA national security interest.

3. Priority should be given to companies that have institutionally and politically well-resourced members involved in their board, leadership, governing body.

4. 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.

5. 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:

1. MP: Heavy Rare Earth Mining, Processing, Magne```

2. UUUU: Uranium and Titanium

3. LAC: Lithium/batteries

4. ABAT: Lithium Battery & Recycling

5. 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~

---

## 30. ```
Thank you orange man
``` {#30-```
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**，具體體現在以下幾點：  

1. **高額賭注交易**：用戶提到有人「一夜間賭上53,000美元」，顯示極高風險的投機行為。  
2. **社群反應**：留言中夾雜調侃（如「My god man」）與認可（如「hes a happy son now」），反映網路論壇（如WSB）對這類行為的複雜態度。  
3. **短期獲利案例**：例如建議購買「SPY 562看漲期權」並迅速獲利，凸顯市場波動下的投機心態。  
4. **娛樂與風險並存**：文中「The important thing is that someone's happy」暗示這類交易可能更偏向情緒驅動，而非理性投資。  

整體而言，討論圍繞著「高風險金融操作在網路社群中的文化現象」，並涉及投資與賭博的模糊界線。

- **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 | |

Join WSB Discord

This dude gambled $53k overnight. My god man.

https://preview.redd.it/yyz6tji60nse1.jpeg?width=1170&format=pjpg&auto=webp&s=d3e0799a95e05d206247738b8e6641a248b0c229

https://preview.redd.it/crqhiudttmse1.png?width=1024&format=png&auto=webp&s=abcc98f306d6a60b9933c156b049d18d991a609a

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.

---

# 總體討論重點

以下是30篇文章的核心重點條列式總結，並附上逐條細節與對應錨點連結：

---

### #1 [「You know your calls are cooked...」](#anchor_1)
1. **用戶活動分析**  
   - 討論WSB用戶的提交記錄、評論數及帳號年齡等數據。  
2. **市場調侃**  
   - 提及「10%最低要求」、「Excel表格導致市場崩潰」等幽默比喻。  
3. **零散對話**  
   - 如詢問OfficeMax白板購買者，內容隨意。

---

### #2 [「TARIFF CHART RELEASED」](#anchor_2)
1. **關稅政策**  
   - 美國擬對中國商品加徵關稅至54%（新增34%+現有20%）。  
2. **市場預期**  
   - 評論「Priced in!」暗示市場已提前反應。

---

### #3 [「Just a reminder」](#anchor_3)
1. **熔斷機制**  
   - 解釋Level 1/2熔斷規則及COVID-19期間的應用。  
2. **社群諷刺**  
   - 用迷因調侃川普與華爾街關係。

---

### #4 [「Stock market futures drop...」](#anchor_4)
1. **高風險期權交易**  
   - 用戶分享OTM看跌期權操作，戲稱「拯救經濟」。  
2. **陰謀論暗示**  
   - 質疑市場操縱（如隱藏即時數據）。

---

### #5 [「guys look on the bright side...」](#anchor_5)
1. **社群文化**  
   - 迷因對話（如「Sir, this is a Wendys」）。  
2. **無厘頭話題**  
   - 討論關稅與雞塊原料（越南「粉紅糊」）。

---

### #6 [「When Marke``` open」](#anchor_6)
1. **做空策略**  
   - 預測「先漲後跌」陷阱空頭。  
2. **多空對立**  
   - 調侃政策對多頭不利（「總統餵熊」）。

---

### #7 [「I'm Officially Bankrupt Today」](#anchor_7)
1. **投資失敗**  
   - 因Nike看漲期權虧光積蓄。  
2. **策略轉變**  
   - 改為長期持有穩健股（如MSFT）。

---

### #8 [「NASDAQ dropped more than...」](#anchor_8)
1. **政策批判**  
   - 對比2008年危機，歸咎政府「自招崩盤」。  
2. **迷因諷刺**  
   - 用「自行車插棍」比喻政策荒謬。

---

### #9 [「Some goods will not be...」](#anchor_9)
1. **關稅矛盾**  
   - 半導體豁免但其他產業受衝擊。  
2. **經濟影響**  
   - 質疑家庭收入增長被通脹抵消。

---

### #10 [「How bad will the Bear Market be?」](#anchor_10)
1. **全球化終結**  
   - 預測長期熊市、高通脹與失業率。  
2. **歷史數據**  
   - 列舉平均熊市跌幅35%、持續15個月。

---

（因篇幅限制，以下簡化條列，格式同前）  
### #11-30 重點摘要  
| 文章編號 | 核心主題 | 關鍵細節 |  
|----------|----------|----------|  
| #11 | 用戶活躍度 | WSB用戶數據（4次提交/270評論） |  
| #12 | 社群幽默 | 電影梗引用（「Im your huckleberry」） |  
| #13 | 高風險期權 | 調侃「40萬美元買GOOG極價外期權」 |  
| #14 | CEO嘲諷 | 批評RH定價策略（「CEO of the year award」） |  
| #15 | 關稅政策 | 取消中國低價值商品豁免（如Shein/Temu） |  
| #16 | 關稅比較 | 中美歐關稅比例（中國68% vs 美國34%） |  
| #17 | 中國報復 | 威脅反制美國政策 |  
| #18 | 幽默提問 | 「Jerome Powell徵求代理人」玩笑 |  
| #19 | 短期獲利 | NASDAQ下跌時賺$20,000 |  
| #20 | 散戶狂熱 | 誇張用語（「WOOOOOOOO」