$OSS · 海外大V持仓追踪

$OSS 现在是什么情况？

最近有人说了 $OSS 什么？

下面是最近 8 条提及 $OSS 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-23看空
  我不发金额，因为金额不重要。 重要的是收益率。说到这个…… 年内至今：3840.39%。 我可能是全球唯一一个短时间内点名了多只10倍股的人。 还记得这些论点吗： 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU 全都涨了100-1000%以上，因为…… 1. 我发论点。 2. 大家几个月后能看到股价表现。 3. 结果证明是对的（论点验证），涨几百个点还站得住。 我很反感那种晒大额金额、名表豪车私人飞机的传统X网红—— 然后靠这些去卖昂贵订阅赚钱，而不是靠市场收益。 所以我想立个新风气：靠免费论点帖的纯信息发现/综合，以及之后的收益率结果说话。 TLDR：验证论点最重要的是百分比收益率，不是赚了多少钱。
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• 2026-05-15中性
  Leopold Aschenbrenner 是传奇，但我不确定他能不能打过 Serenity Awareness 基金年内的3152.77%。 话说回来，我今年已经有23个多头标的年内涨了100-1000%+。 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 各位还记得这些吗？
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• 2026-04-17看多
  真心感谢这些友善的评论。 我免费分享想法，归根结底是想帮散户社区。 $TSEM 也涨过100%了……年内第16个了。 所以我的年内收益也到了1525%+。 顺便回顾一下这一路挨过的骂： 1. $AXTI —「拉高出货」「中国骗子股」，AXT从12涨到80后散户真赚钱了，WSB $RDDT 版主气得把我封了 2. $AAOI —「炒没有基本面的股票，Meme股」 3. $SIVEF —「拉高出货」「Meme股」 4. $LITE —「光子泡沫」 5. $IQE —「就会炒低市值股」 6. $AEHR —「收入负增长的股票，为什么大家跟着这个人而不花2000美元买我的订阅？」 7. $CRCL —「技术分析说要跌到30」 8. $EWY —「纯粉丝行为」（提示：这是韩国指数） 9. Unimicron —「没用的想法，给我美股」 10. Nitto Boseki —「没用的想法，给我美股」 11. $OSS —「偷想法」（不，我关于委内瑞拉的综合分析是原创） 12. $GDRZF —「你是个想发战争财的烂人」 13. $RPI —「因为一个Meme交易员就成了Meme股」（FT、欧洲媒体） 14. $SOI —「拉高出货」「没有新意」（某些分析师） 15. $ALRIB —「炒低市值」（不，这是 $MSFT 的量子信息发现） 16. $TSEM —「纯靠粉丝拉盘」（兄弟这是250亿美元的票，那是机构） 或者……有没有可能，基于基本面的想法从头到尾都是对的？我只是在机构发现之前做信息综合/发现分享。 16个想法年内涨100%+，散户和媒体本该庆祝——股票是正和游戏。 所有人受益：散户、公司、当地经济。 结果负面声浪冲天，大家不停贬低这些想法……哪怕它们真的对了？ 黑子们开始影响到我了——$IREN 的人每天注册新号发线下威胁，欧洲媒体传播「拉高出货」的假消息……我每条评论都看的。 但注意到没有……95%的东西一直在涨？Point72、阿波罗这些机构最后都买了我提过的名字？ 这样的评论让我觉得留在X上还有意义，而且我确实很享受在黑子面前绕场庆祝。
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• 2026-04-16看多
  很高兴听到！ 我做多并写过论点的股票里，大约15只年内涨了100-1000%+？ 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 还不算 $TSEM 这种一个月内也要破百的。 在网上免费发想法挨的骂多到离谱，说真的。 开始理解为什么有人干脆设2万美元的付费墙把信息卖给西方机构，而不是帮那些酸溜溜的散户（尤其欧洲的）。 但这些正面评论让我有动力继续发。
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• 2026-04-10中性原文
  I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x Unimicron -> 2x+ Nitto Boseki -> 2x+ $OSS -> 2x+ $GDRZF -> 2x+ $AEHR -> 2x With many more like $TSEM, $RPI having close to triple digit returns. Not including many others last year like $HOOD or $RKLB for triple digit returns, just this YTD. There's stuff like $FORM and others like Macronix... and $NBIS that actually doubled from the bottom at $70. But I won't take credit since I didn't do a specific post about it during the timeframes. There's a difference between just mentioning among many other tickers. Then having conviction like myself, writing a specific thesis post about it, getting catalyst timing right, and going long yourself. But proud if this helped retail going the right direction. Especially that they don’t need to pay $2,000+ just to see tickers people go long on or join some “special club” for company discussion.
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• 2026-03-26中性原文
  If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, but lost majority of it's 70%+ gains, Draganfly dropped way more) And there's very unrealistic expectations from looking at $SNDK supercycles that everything can go up 100% a month. The main catalyst I've identified around that sector was the Venezuela invasion's usage of hidden drone + edge defense contracts/subcontractors. And I expected there to be follow-up funding into the sector. However, I mentioned I de-risked around the Greenland deal (majority of defense contractors crashed) but kept smaller concentration in stuff like $AVAV. SCAR program loss to others like $AVAV was even a bigger surprise and I lost even more. Unfortunately, the War in Iran focused around larger defense contractors like L3 Harris, $NOC and private companies like Anduril, and some energy directed suppliers like $LASR. So there weren't many tailwind recoveries for drone companies. That being said, I do know how to cut losses. But I still get a lot of crap saying oh look at "X stock they've liked earlier in the year". I'm very transparent when it comes to these things: A certain executive in the $IREN community are known to delete all their posts after their followers lose 90% on $BKKT or $ASST post-dilution. Majority of my stocks I identify are extremely solid fundamentally so they either hold their level since my original thesis. And I post risk-levels / conviction-levels with them too (risky ones obviously have more downside). I have skin in the game compared to others that just post hot takes. So if my thesis is wrong, I lose money personally (there's ton of more fills like this, just endless losses on $AVAV). But I leave everything up so you can see how things play out.
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• 2026-03-20看多原文
  Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive. Now that I have 100k+ followers, there's endless jealously or random comments like: - "Only trading with $2K unless they show net worth": I don't need to post lambos/fancy watches like other influencers to prove I'm a good trader. My opinion is ideas what matters the most, and the % return validates that they're correct in the market. - "Pump and Dump": Almost every stock held their gains like $AXTI is up 500%+? Most of my returns are unrealized. Every high conviction stock I've named over time since starting is green: $NBIS, $CRCL, $TSM, $RKLB, $HOOD, $ALAB, $CRDO. There's new ones like $RDDT but that's only down ~6-8% and needs time to play out. There's other smaller picks $LPTH or $VLN that haven't but they're only down like 10% from posting or more depending on entry point and don't just crash because they're all fundamentally good picks. I post tens of stocks, so cherry picking a few that haven't played out yet to represent everything I've done is just ridiculous. If people just take the equal weighted average of everything they're way green. - "Stealing Picks": Many of these stocks have been around for years. Thousands of different people have been long at one point in time. The reason markets react differently is I either bring novel information synthesis to a post, or I time it with a catalyst others don't. People were claiming they found $OSS first, but the reason it went up from $6 was because I linked it to Venezulea's invasion (which was novel). Just saying "edge AI, go long on $OSS doesn't mean anything". People were claiming they found $RPI first, but the reason it went up was because I was the first to link it OpenClaw as an investment thesis (which was novel). People claiming "raspberry pi for personal use doesn't mean anything". List goes on and on with $SOI or $SIVE or any other stock. I'm not claiming I'm the first either to stuff like $TSEM or $NBIS either, that's already a well known photonics foundry or neocloud, I personally just liked it and wanted to hop ont he bandwagon. People can say anything they want but markets are the final arbiter of truth.
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• 2026-03-14中性原文
  Appreciate you calling me out on that. If you ever read my posts, my thesis can change. Markets are constantly updating every earnings with new catalysts such as macro. For things like $SNAP I flipped bearish when SBC didn’t go down materially and exited my positions. But gcloud opex + monetization can materially flip it if Evan cuts SBC. $VPG i published news on Optimus BOM switching to Chinese suppliers for production. I’m actually bullish on war stocks again, drone companies, and $LPTH again due to recent conflicts. That was following the Venezuela conflicts. $OSS is up like 80%? $VLN I still think it’s undervalued but it’s around the same price I posted. People are still screenshotting me saying I’m bullish on $IREN from last year but if they launch a $6 billion ATM, I can turn bearish. Think people mistake being bullish in one point in time to married to a stock, when things materially change based on catalysts. That being said I still like things like $LPTH and $OSS, nothings changed about germanium bottlenecks or edge computing. And like $NBIS sometimes they need time to play out.
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同板块还有哪些个股在被讨论？

$SIVE · $LITE · $AXTI · $AAOI · $NVDA · $MSFT · $COHR · $MRVL · $NBIS · $IREN · $GOOGL · $META　·　查看全部个股索引 →