Lin Liu @Linsanity1

Lin Liu@Linsanity1

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2025

2024

2023

2022

2021

2020

75.5%0%-75.5%

回报（最近一年） -14.2%

2年回报 101.44%

平均风险评分（过去 7 天）

盈利周数 51.79%

@Linsanity1

奥地利

22天前

March Market Update What we’re seeing right now is a 180 turn since the US election. The initial optimism surrounding Donald Trump’s election as president has faded. Optimism has turned into skepticism. Investors are overwhelmed by the slew of executive orders, policy changes, and aggressive tariff... 显示更多翻译

@Linsanity1

奥地利

2个月前

Robinhood crushed earnings. This is their best quarter ever, with more than $ 1 billion in revenue. And it's our largest position right now. Here’s a snapshot of what they delivered: 🔹 EPS: $ 1.01 (Est. $ 0.43) 🟢 🔹 Revenue: $ 1.01B (Est. $ 920.41M) 🟢; UP +115% YoY 🔹 Adjusted EBITDA: $ 613M... 显示更多翻译

@Linsanity1

奥地利

3个月前

𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗧𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗼𝗻 𝗗𝗲𝗲𝗽𝗦𝗲𝗲𝗸 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗦𝗲𝗹𝗹-𝗼𝗳𝗳 What we’ve seen today is one of the biggest sell-offs in recent history. For those of you who might not be aware, here’s a quick summary: - Chinese-owned DeepSeek (DS) has hit #1 in the App Store, driven... 显示更多翻译

@Linsanity1

奥地利

4个月前

𝗔 𝗥𝗲𝗰𝗼𝗿𝗱 𝗬𝗲𝗮𝗿! 2024 was our best year since inception. Here's a look back at last year: 𝗢𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼: 𝟳𝟱.𝟱𝟯% S&P 500: 23.30% The markets performed better than just about anyone expected. I was pretty bullish all year, but even I underestimated the strength we saw last... 显示更多翻译

@Linsanity1

奥地利

4个月前

One of the biggest mistakes investors make is forgetting to play defense. We never know what’s going to happen in the market. There are no certainties, only probabilities. But being dogmatic, whether bullish or bearish, is a costly mistake. You need to adjust to the market conditions: → When conditions... 显示更多翻译

@Linsanity1

奥地利

5个月前

*****𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 ‘𝟮𝟰***** Performance YTD: 𝟴𝟰.𝟭𝟮% November: 𝟭𝟳.𝟴𝟴% November has been our second-best month so far in 2024. I hope you all enjoyed the early Christmas present. This brings our YTD return to 84%. But it was definitely an intense month. I... 显示更多翻译

@Linsanity1

奥地利

5个月前

Here's what most investors get wrong: → You can be right a lot and still lose money. → You can be wrong a lot and still make money. It’s not about being right or wrong. It’s about how much you make when you’re right and how much you lose when you’re wrong. Period. If your losses outweigh your... 显示更多翻译

@Linsanity1

奥地利

5个月前

This is a bubble. In 2000, the dotcom bubble burst. A key sign of a bubble is crazy price-to-earnings ratios. Look at the chart comparing Cisco and Nvidia. Cisco was the star of the dotcom bubble. Nvidia is the star of today’s AI hype. During a bubble, stock prices start to decouple from earnings. For... 显示更多翻译

@Linsanity1

奥地利

5个月前

It’s easy to be pessimistic. Most people are pessimistic because it's convincing. It lets them avoid trying. But the world was built by optimists. And being optimistic is hard. Optimists do the tough work to make good things happen. When you’re pessimistic, you cut corners and make choices that... 显示更多翻译

@Linsanity1

奥地利

5个月前

𝗔𝗿𝗲 𝘄𝗲 𝗶𝗻 𝗮 𝗯𝘂𝗯𝗯𝗹𝗲❓ Everyone’s asking this question right now. So, let’s break this down. There are four main signs of a major bubble: 1. Lots of IPOs 2. High P/E ratios 3. Low dividend yields 4. Lots of speculation Before we look at each of them, here’s how Howard Marks, one of the... 显示更多翻译