---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37022150.md"
description: "After seeing many companies, I increasingly feel that as a retail investor, the information you can obtain from public channels is very limited. You can't have the industry chain resources like Ming-Chi Kuo to judge TSMC and Apple's production capacity and performance forecasts through upstream and downstream orders; nor can you be like investment bank analysts who judge the competitiveness of corporate products and market feedback through first-hand key customer interviews.Therefore, it is rare to have a No. 1 leader who frequently speaks out to express the company's vision and thoughts. The most representative is Elon, so I always feel that investing in TSLA with Elon is very fortunate, because the essence of investing in TSLA is investing in Elon's brain and vision, and he frequently expresses his views on X, so you are not in a black box.The main reason I track and analyze BMNR is also because of Tom Lee, who frequently participates in media, podcasts, and forums to express his views, and I can obtain a lot of first-hand information, which is very helpful for understanding the company. Having such a No. 1 leader is also a scarce value of the company.$BitMine Immersion Tech(BMNR.US)$Tesla(TSLA.US)"
datetime: "2025-12-10T02:47:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37022150.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37022150.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37022150.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# After seeing many companies, I increasingly feel t…


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## Comments (50)

- **lyhalfway · 2025-12-10T03:04:00.000Z · 👍 20**: The implied argument here is that the voice of the first position significantly reduces the information gap between retail investors and institutions.
- **JerryTan · 2025-12-10T13:55:48.000Z**: mark
- **骑在牛股上. · 2025-12-10T12:59:45.000Z**: This Ant acquisition is worth a look
- **黄椒 · 2025-12-10T08:21:04.000Z · 👍 1**: So I don't want to buy large-cap stocks. I think it's too hard to find alpha. Some small-cap stocks are not followed by many people, and analysts allocate less effort to them. If you're willing to dig, you can really dig out alpha.
  - **黄椒** (2025-12-10T08:22:59.000Z): Apple, Google, NVIDIA, I think we can only follow to earn beta, but young people still want to discover their own alpha
  - **lyhalfway** (2025-12-10T08:34:00.000Z): Yes, many 10x stocks are also discovered by retail communities, pltr is one of them
  - **Asdfg** (2025-12-10T16:06:47.000Z): Did the boss also pick up PLTR all the way from the low?
- **旅行人 · 2025-12-10T07:21:34.000Z · 👍 2**: I feel the same way. Retail investors have very limited access to information. At the very least, Tom Lee, the "Divine Calculator," has more information and knowledge than the average person. So we are standing on the shoulders of giants. Trading this stock requires a long-term perspective a
  - **lyhalfway** (2025-12-10T09:02:51.000Z): I also see long-term benefits, the ETH ecosystem will get better and better
- **Godview · 2025-12-10T05:07:26.000Z**: Strongly agree
- **周末不上班 · 2025-12-10T03:35:40.000Z · 👍 2**: May I ask, if you are bullish on BMNR, why not just buy ETH?
  - **lyhalfway** (2025-12-10T03:50:19.000Z): You can buy them all, I am
  - **华尔街神秘人** (2025-12-10T04:47:31.000Z): I think this kind of financial company is just a game of left foot stepping on right foot, where the owners can't sustain it anymore and then issue more shares to speculate on bi. If you really believ
- **SSerpens · 2025-12-10T03:25:55.000Z · 👍 8**: You may have overlooked big scammers like Jia Yueting and Justin Sun😏, retail investors also find it hard to distinguish real strength from big scammers
  - **lyhalfway** (2025-12-10T03:29:46.000Z): From the perspective of reducing the information gap between retail investors and institutions, Boss Jia has indiscriminately cut both institutions and retail investors without any information gap@Mir
  - **素时听风** (2025-12-10T03:39:55.000Z): This is still be distinguished, isn't the past experience of these two people clear enough? They are outright scammers written on their foreheads. Those who buy them know it too, they just want to tak
  - **奇迹的交易员cola** (2025-12-10T03:40:03.000Z): The most impressive thing about this brother is that he actively contacted the leader of retail investors🌚
- **顺势而为.c. · 2025-12-10T03:18:51.000Z**: Company No.1 is also an external manifestation of corporate culture. Apart from evaluating the company's value, stock gurus also consider corporate culture, and the most intuitive reflection is the top leader.
- **紫氣 · 2025-12-10T03:09:53.000Z**: Judging by the major trend, did Buffett have insider order information early on?
  - **lyhalfway** (2025-12-10T03:11:58.000Z): He can make Munger go to meet Wang Chuanfu for an on-site inspection, and Wang Chuanfu tells everything he knows. Can retail investors do that?
  - **紫氣** (2025-12-10T07:52:50.000Z): Investing in BYD is even worth mentioning? Hahahahahaha How much is in your account?
- **Andy的交易员 · 2025-12-10T03:04:55.000Z**: What does Uncle Yaren think about the view that investing in DAT model coins is not as good as directly buying ETFs?
  - **lyhalfway** (2025-12-10T03:06:45.000Z): This topic has been discussed before, and now I'm too lazy to look at it
- **韭條悟 · 2025-12-10T03:02:35.000Z · 👍 1**: Prefer doers like Jensen, who speak through actions, not empty words.
  - **lyhalfway** (2025-12-10T03:05:28.000Z): Excellent first positions are all about action. What I want to express is the information gap between retail investors and institutions.
- **周树人的交易员 · 2025-12-10T02:55:54.000Z**: No matter if the No.1 position is just painting a pie, at least he is willing to paint it for me, and that's enough🙌🏻
  - **lyhalfway** (2025-12-10T02:59:36.000Z): Haha yes, this is very important for growth companies
- **Hedy. · 2025-12-10T02:51:31.000Z · 👍 4**: The founder's unwavering confidence in the company
- **有耐心+幸运 · 2025-12-10T02:50:56.000Z**: Bro, are you ready to invest in Tesla?
  - **lyhalfway** (2025-12-10T02:52:06.000Z): PLTR is enough
  - **女王学炒股** (2025-12-10T15:37:05.000Z): What is the appropriate price to enter at this level?
  - **玉苑天潭** (2025-12-11T01:02:24.000Z): 175-167 is fine
- **人皆寻梦 · 2025-12-10T02:50:37.000Z · 👍 2**: You follow them, I follow you🧐
- **忌贪忌躁忌赌落袋为安 · 2025-12-10T02:50:31.000Z · 👍 2**: So I started dollar-cost averaging into index funds, reaping steady happiness. Occasionally when M7 price adjustments happen, I buy some LEAPS calls🥰🥰
- **相信概率 · 2025-12-10T02:50:16.000Z · 👍 2**: Just buy QQQ and TQQQ directly, no individual stock can outperform TQQQ
  - **lyhalfway** (2025-12-10T02:51:52.000Z): I want to find Alpha
  - **相信概率** (2025-12-10T02:53:40.000Z): I once wanted to get rich by buying individual stocks. I was lucky enough to buy Google and NVIDIA, but it was just luck. It's unwise for retail investors to buy individual stocks. Now I only heavily 
  - **lyhalfway** (2025-12-10T02:55:43.000Z): This might have a high win rate, but it's no fun. I like researching companies.