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Babybus

@BabybusFL

他如果爆仓咱们就等到了。至少咱们是看见风险了。你举着火把经过炸药库没被炸死不代表你牛逼只是运气好反而证明是sb 对不对咱们是绝对不冒险永远讲盈亏比。复盘的话如果leo在fomc炸了当天卖出几百亿现在这些人杠杠大的无不爆仓吧当下就是观察是不是有风险暂时解除做强力反弹的机会。做完了还是要跑的。嘿嘿永远独立思考。

@yao30059829 @BabybusFL 我也是，也是跟着B神在等大的。看起来等不到了

3:22 PM · Aug 1, 2026 · 22K Views

67 Likes 6 Bookmarks

5 replies collected of 7 X reports

Diamond Rapids @diamondrapids · Aug 1

@BabybusFL That's right, so I bought Intel at 80.7 and observed it first, without holding positions at 80.2 and 79, because the price drop was simply too risky. If Leo's intuition about partial liquidation is correct...

original · zh

@BabybusFL 没错，所以Intel抄到80.7就先观察了，没有留80.2和79的，因为跌幅imply tail risk了如果Leo partial liquidation这个直觉就对了