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我目前的股票持仓：SPY，QQQ，NVDA，TSM，WMT，META，JPM，TSLA，COST，LLY，NFLX，AAPL，QCOM，AVGO，MRVL，PLTR，HOOD，TWLO；其中今年以来抛售了全部MSFT，新增了MRVL，PLTR，HOOD和TWLO，加仓了NVDA，TSM，AVGO，没有减仓 https://t.co/wjFVusWWwx

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The best paradox wins. https://t.co/bfsXylrm4V

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tryllid

@tryllid

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Dmitrii

@circlon

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Anders

@anders

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DuckRabbit

@duckrabbit

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erik van till

@3va

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Jakob Dahlrot

@jdahlrot

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Jeremy Garner

@jegarne