Serenity（白毛股神）@aleabitoreddit发帖2026-06-23

作者认为$MU、$INTC、$TSM的近期下跌是明显的买入机会，并驳斥卖方关于三次加息的叙事，认为其缺乏依据且与预测市场数据不符。

作者认为$MU、$INTC、$TSM的近期下跌是明显的买入机会，并驳斥卖方关于三次加息的叙事，认为其缺乏依据且与预测市场数据不符。

“Dip looks like a clear buying opportunity for me personally from $MU, $INTC, to $TSM. Since we got a massive drop off BS narratives like 3 rate hikes off no newly material macroeconomic data (which comes out Thursday). If institutions really believed 3 rate hike sellside garbage that BofA put out: They would profit off it with CME/prediction markets. Which are still projecting 74% no rate hike in July. But they don't. So they're feeding retail investors garbage.”