Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
665 Following 89.7K Followers
复盘下：知道过去两月，过滤行业前沿一手信息看空多么困难吗？从晶圆厂、云厂、模型公司给的反馈都如此美好
但自己半仓都没降到，靠AMD卖在高点、买了CDS note才苟活。不然今天跟存储韭菜、韩国赌徒并无二样
听说陈老板kioxia仓殉了，身边行业资讯越多这轮越惨
必须知行合一
玩德州输光的都是大牌
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