Serenity（白毛股神）@aleabitoreddit发帖2026-07-07

作者批评近期由Meta计算支出担忧和两则被NVIDIA驳斥的CPO延迟报告引发的主题性抛售，认为机构将在散户投降后买入相同标的。

作者批评近期由Meta计算支出担忧和两则被NVIDIA驳斥的CPO延迟报告引发的主题性抛售，认为机构将在散户投降后买入相同标的。

“One of the dumbest thematic selloffs I’ve seen to to date off: - $META compute news that’s not new - CPO delay report 1, that got refuted by $NVDA - CPO delay report 2, that got refuted by $NVDA High confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.”