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观点
观点 · 策略书 · 周复盘 · 会员讨论
- 观点2026/5/26
Why we're still long NVDA into Q3
Cap-ex cycle isn't peaking. Here's how we're sizing.
阅读 → - 策略书2026/5/22
Iron condor playbook for range-bound TSLA
How we structure premium collection when IV is bid but realized is dead.
阅读 → - 复盘2026/5/19
Weekly review: +4.1% on the book
Two winners closed, one open hedge working.
阅读 →