$RPI · 海外大V持仓追踪

$RPI 现在是什么情况？

最近有人说了 $RPI 什么？

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

• 2026-08-31看多原文
  $AAPL is now an important AI company apparently? -> "OpenAI Hoarding Tens Of Thousands Of Apple Mac mini and Mac Studio" for reinforcement learning -> Anthropic is renting Apple Mac mini units from $AMZN to complete similar AI tasks I've never seen a company win so hard by doing nothing. But whenever I see Apple + AI, I think of my beloved $RPI. Apparently Anthropic is working with Raspberry Pi now for their new model Hardware Standard, as of the 27th. There's nothing yet about Anthropic/OpenAI buying Raspberry Pi devices for similar tasks, but maybe some OSINT researcher can do some digging.
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• 2026-08-31中性原文
  @bob80924 Yes, I added that as a side note. But my theory is $RPI eventually gets the overflow from mac Mini shortages. Same idea with Openclaw now applied to frontier lab agent RL training. And those sales would be economically meaningful given Raspberry Pi’s size relative to Apple No proof of that yet, just a guess.
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• 2026-08-30中性原文
  It’s been a little disappointing to see a pattern with some people I've interacted with on X: - try to engage with the same audience, then quickly move toward aggressively monetizing it - get upset when I choose not to participate in or amplify paid groups - throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts. One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone. I think this definitely resonated with folks given my follower growth. But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls. My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100. All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to. I just prefer sharing the ideas openly and letting everyone decide for themselves. Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more. Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding. Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes. Some are brand new like Etron/ESMT for DDR2/DDR3. And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right. Not every idea will be right. That's part of research. But I'd much rather have an X where people openly publish the thesis and reasoning so everyone can learn from it. Than one where information increasingly disappears behind $100 paywalls or becomes diluted with engagement-bait noise. Hopefully I can help create a new culture on X rather than amplify the old one.
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• 2026-08-15中性原文
  @Jimbo_Jones_Jr You can look at the YTDs for: - $SIVE, $IQE, $AXTI, $ARM, $MRVL, $INTC, $SOI, solana:NBiSF3UaVUFtRzHwAfxyHsBCAZWGEKnMpewAE4oh7BG, $AAOI, $LITE, $EWY, $TSEM, $AEHR, $RPI, $MU that I did took positions on earlier in the year or last year. Then let me know if you still think that way.
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• 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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常见问题

同板块还有哪些个股在被讨论？

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