---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37253921.md"
description: "My investment preference is to look for opportunities where narratives diverge (valuation is suppressed), and then wait for the narrative to reverse, bringing valuation back to normal or even a premium. This logic is inherently against consensus, so it also comes with risks. But the more the market diverges, the deeper my tracking analysis will go (like BMNR now). Once consensus is formed, I won't talk much about it anymore.My previous analyses of PLTR and Googl were the same. Just like now, I rarely talk about Googl because consensus has already formed, and it feels unnecessary.Since narrative reversal is a long-cycle process, my holding strategy is also long-term. I don’t know much about technical analysis, nor am I good at reading charts. Maybe the initial timing for buying wasn’t great, but I believe in the value of fundamental analysis, so over the long term, I’m still confident."
datetime: "2025-12-19T03:50:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37253921.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37253921.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37253921.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# My investment preference is to look for opportunit…


## Comments (36)

- **赵传 · 2025-12-20T02:07:55.000Z**: Bmnr has been sending me text messages every day these days asking me to vote. I only have 1,000 shares and I'm still losing money. This kind of SMS bombardment for voting is the first time I've seen it. Have you voted?
- **跟顾神反着买 · 2025-12-19T11:59:33.000Z**: 150 follow me to buy Google 100 buy pltr, bmnr see how long it takes to break through 100
- **拯救华尔街 · 2025-12-19T07:38:45.000Z**: Uncle Yaren, what do you think about Circle? I think it's undervalued. Do you agree?
  - **lyhalfway** (2025-12-19T07:49:12.000Z): Hmm, I agree. I used to think Tether had a lot of competitive pressure on Circle, but recently I've noticed Circle's compliance advantages are quite obvious.
- **顺势而为.c. · 2025-12-19T07:01:41.000Z**: Uncle Yaren, are you focusing on BMNR's future native staking?
  - **lyhalfway** (2025-12-19T07:08:35.000Z): Yes, I'm looking forward to MAVEN
- **Usagi的成长历险记 · 2025-12-19T05:21:22.000Z**: Only when there is divergence is there opportunity; once consensus is reached, you can only eat the tail of the fish or stand guard
- **韭條悟 · 2025-12-19T05:12:59.000Z · 👍 1**: Does Uncle Yaren think there is a narrative divergence in AMZN?
  - **lyhalfway** (2025-12-19T05:19:03.000Z): There are some, but not as much as before, unlike the previous Googl
- **招财旺宝 · 2025-12-19T05:12:17.000Z**: bmnr keeps scolding and adding 😂
- **一发入魂 · 2025-12-19T04:57:52.000Z · 👍 2**: What Uncle Yaren says is right. If Uncle Yaren says it's good, I'll go all in, sell my house and bet everything, unless God Gu comes in!!! 🤪
  - **想要-做到-得到** (2025-12-19T08:12:32.000Z): Is Gu Shen not here?
  - **一发入魂** (2025-12-19T08:14:47.000Z): So I haven't done this yet🤪
  - **想要-做到-得到** (2025-12-19T08:28:31.000Z): Hahaha
- **爱吃菠萝包的猫 · 2025-12-19T04:18:16.000Z**: I admire Uncle Yaren the most, who keeps learning and tracking, and can also output.
- **跟顾神反着买 · 2025-12-19T04:13:54.000Z · 👍 1**: Google 150 everyone thought it was trash, but at 330 they're buying like crazyBmnr 65 bought like crazy, at 29 it was trash, all within 3 months.
- **桓台红莲湖 · 2025-12-19T04:12:35.000Z**: Same as Buffett's stock picking👍🏻
- **每天都吃肉 · 2025-12-19T04:09:39.000Z**: The biggest problem with bmnr is that next year happens to be the fourth year of the cycle, which is typically a year of heavy selling. The expectation is that the price will be halved, and it all depends on whether institutional holdings can reverse the trend.
  - **跟顾神反着买** (2025-12-19T04:12:36.000Z): Don't you want to buy at this price? What are you thinking?
- **ONE-6.12 · 2025-12-19T04:07:55.000Z · 👍 1**: Not bad, not bad, wait patiently
- **曦哥 · 2025-12-19T04:01:43.000Z**: Uncle Yaren, my favorite
- **价值哥的小跟班 · 2025-12-19T04:01:38.000Z · 👍 2**: Boss, show me the yield ranking
  - **我的小钱钱** (2025-12-19T04:09:09.000Z): Uncle Yaren's PLTR has multiplied several times, Google started buying from over 140, maybe except for BMNR which lost a bit.
  - **桓台红莲湖** (2025-12-19T04:12:49.000Z): around 2%
- ***烟火声* · 2025-12-19T03:57:12.000Z**: Really good, keep following
- **机械师老白 · 2025-12-19T03:54:22.000Z · 👍 2**: Learned a lot from the boss, set up reminders for every message, and paid a lot of tuition fees when putting it into practice! Still not mastered it.
- **鹿角少女 · 2025-12-19T03:54:12.000Z · 👍 3**: Uncle Yaren, I followed you in buying PLTR, Google, and BMNR, only BMNR lost money. Please share more, I need to do some psychological preparation.
  - **lyhalfway** (2025-12-19T03:59:22.000Z): This narrative has significant divergence, so be more patient
  - **鹿角少女** (2025-12-19T04:13:23.000Z): I sold some of my shares, and now the price is still lower than my selling price. Should I wait a bit before buying back, or should I buy back now? Waiting 🥹🥹
  - **鹿角少女** (2025-12-19T04:16:09.000Z): Just listening to suggestions, I take responsibility for gains and losses😘😘
- **白牛 · 2025-12-19T03:52:50.000Z · 👍 2**: Risk and reward coexist, coupled with consistent personal operations, waiting for the right opportunity to rebound
- **巴菲Te北京分特 · 2025-12-19T03:52:41.000Z · 👍 1**: Repeatedly verify your trading logic and reap the rewards🫡