---
title: "lyhalfway"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/3372973.md"
description: "记录一些有关基本面分析的思考"
datetime: "2026-07-22T03:20:53.647Z"
locales:
  - [en](https://longbridge.com/en/profiles/3372973.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/3372973.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/3372973.md)
---

# lyhalfway — Longbridge Community Profile

> 记录一些有关基本面分析的思考

## User Info

| Item | Detail |
|------|--------|
| Name | lyhalfway |
| Bio | 记录一些有关基本面分析的思考 |
| Profile URL | https://longbridge.com/en/profiles/3372973 |
| Followers | 26234 |
| Following | 110 |
| Posts | 1127 |
| Topics | 858 |
| Profile Views | 32 |
| Likes Received | 30594 |

## Recent Activities (15)

- [Many stock enthusiasts have asked how to develop industry sensitivity. Here's my stock selection log](https://longbridge.com/en/news/32519381.md) — *2025-08-01T11:51:27.000Z* (👍 145 · 💬 34)
- [Last week, mNAV remained at 0.8~0.85, and BMNR finally repurchased shares, 5.5 million shares $BitMi](https://longbridge.com/en/news/42804628.md) — *2026-07-20T13:15:10.000Z* (👍 24 · 💬 17)
- [Nadella has published another long article discussing the economic reflexivity of AI. The concept of](https://longbridge.com/en/news/42617003.md) — *2026-07-13T10:14:23.000Z* (👍 25 · 💬 8)
- [$Apple(AAPL.US) is suing OpenAI for ingesting trade secrets and intellectual property during their c](https://longbridge.com/en/news/42594657.md) — *2026-07-11T03:39:04.000Z* (👍 22 · 💬 6)
- [I've also been using Cursor all along. For most needs, the generous and satisfying Composer is enoug](https://longbridge.com/en/news/42539900.md) — *2026-07-09T08:40:31.000Z* (👍 17 · 💬 1)
- [Next step, SpaceXESLAAI 🐣$SpaceX(SPCX.US)$Tesla(TSLA.US)](https://longbridge.com/en/news/42463342.md) — *2026-07-07T05:23:36.000Z* (👍 29 · 💬 15)
- [The biggest risk currently facing PLTR is not its performance, but its narrative. PLTR's performance](https://longbridge.com/en/news/42434569.md) — *2026-07-06T06:39:24.000Z* (👍 25 · 💬 12)
- [The competition in AI is fierce. "Expanding from models down to scenarios" and "Integrat](https://longbridge.com/en/news/42408417.md) — *2026-07-03T01:38:54.000Z* (👍 27 · 💬 4)
- [This article released by PLTR corresponds to Karp's recent interview on CNBC, expressing a similar v](https://longbridge.com/en/news/42366297.md) — *2026-07-02T03:53:12.000Z* (👍 31 · 💬 16)
- [I heard Burry's $Palantir Tech(PLTR.US) short position has already been closed.](https://longbridge.com/en/news/42352358.md) — *2026-07-01T15:10:04.000Z* (👍 33 · 💬 21)
- [OUSD threatens USDC's valuation in the B2B sector. Currently, both USDC and USDT are more active in ](https://longbridge.com/en/news/42333928.md) — *2026-07-01T05:27:59.000Z* (👍 11 · 💬 8)
- [Banks address the most challenging aspect of stablecoins, namely acceptance, to enable enterprises, ](https://longbridge.com/en/news/42330309.md) — *2026-06-30T23:42:24.000Z* (👍 8 · 💬 7)
- [Saylor announced a new active capital management framework on 6.29. Last week, through MSTR's additi](https://longbridge.com/en/news/42303540.md) — *2026-06-30T02:52:33.000Z* (👍 15 · 💬 7)
- [Over the past few days, both MSTR and BMNR have fallen a lot. BTC breaking below 60k and ETH breakin](https://longbridge.com/en/news/42219784.md) — *2026-06-26T01:51:31.000Z* (👍 39 · 💬 28)
- [$SpaceX(SPCX.US)1 trillion up, 1 trillion down, a textbook example of low liquidity leveraging high ](https://longbridge.com/en/news/42097714.md) — *2026-06-23T08:36:38.000Z* (👍 20 · 💬 9)

## Following (10)

- [英伟达de躺平交易员](https://longbridge.com/en/profiles/14754317.md) — 间接性买卖，持续性躺平
- [小R老板](https://longbridge.com/en/profiles/20878866.md) — 做自己喜欢的事情，有点利润以上的追求🌹能让你的人生旅途更开心😊
- [彩子](https://longbridge.com/en/profiles/19338703.md) — 无言。沉默。希望各位都发财！
- [长短皆宜](https://longbridge.com/en/profiles/18819662.md) — 长短皆宜:长期有梦想，短期有业绩，估值还不贵
- [Serenity](https://longbridge.com/en/profiles/26792196.md) — 推特上那位著名的@Reddit WSB Trader。AI/半导体供应链分析师，现交易未知瓶颈。搬运工记录、纯分享
- [Ryan-](https://longbridge.com/en/profiles/19144604.md)
- [*烟火声*](https://longbridge.com/en/profiles/16688503.md) — 保持理智，保持谦虚，绝不做空，绝不融资。你我共勉
- [z个两](https://longbridge.com/en/profiles/9945247.md) — 1000000
               10000000
- [爱妻的交易员](https://longbridge.com/en/profiles/17289850.md) — 投资是一场修行，与伟大公司共同成长。
未来5年重仓长持英伟达，亏妻者百财不入
- [半山外賣仔](https://longbridge.com/en/profiles/20038701.md)

## Recently Viewed Stocks (10)

- [BMNR.US](https://longbridge.com/en/quote/BMNR.US.md)
- [BMNRD.US](https://longbridge.com/en/quote/BMNRD.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [ETHA.US](https://longbridge.com/en/quote/ETHA.US.md)
- [STRD.US](https://longbridge.com/en/quote/STRD.US.md)
- [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md)
- [STRF.US](https://longbridge.com/en/quote/STRF.US.md)
- [STRK.US](https://longbridge.com/en/quote/STRK.US.md)
- [STRC.US](https://longbridge.com/en/quote/STRC.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)


---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**