@MMMusol: 美股高质量Alpha博主分享 Pt.1 最近美股动荡得厉害，这种时候反而最适合静下来学东西。 趁这个时机，跟大家分享一些我平时一直在关注的美股高质量博主： 方外之域 @yijiangren 江哥是我从他2k 粉不到的时候就一直在学习，文章…

美股高质量Alpha博主分享 Pt.1

最近美股动荡得厉害，这种时候反而最适合静下来学东西。

趁这个时机，跟大家分享一些我平时一直在关注的美股高质量博主：

方外之域 @yijiangren

江哥是我从他2k 粉不到的时候就一直在学习，文章写得深入浅出，每篇之间上下启承，连着看会有种“哦原来上篇那个点是在给这篇铺路”的感觉。

他不光教你怎么交易。他教你怎么想——思考的框架是什么，技术面怎么判断，大势用什么标准去衡量。相信我，从现在开始每天认真看完江哥的每一篇推文，你的写作和交易都会有质的变化。

他会手把手带你从“听消息炒股”过渡到“懂产业链选股”。读报告、抓瓶颈、判断哪些是错杀，这套东西他讲得特别耐心。

Serenity @aleabitoreddit

非常喜欢看她狂怼分析师

NVDA 刚否认 CPO/800V 延期，她就甩出 Lumentum 的原话，再贴 BlackRock 和 Fidelity 悄咪咪建仓 $SIVE 的截图——推文短平快，情绪真实，像在说“市场又在自己吓自己了吧”。

她每一篇推文其实都在教你一件事：怎么分辨真消息和标题党。信一手来源，看机构动作，别被二手解读带节奏。

对新手来说特别有价值的是——她会帮你建立“AI 是分阶段兑现”这个认知。有了这个锚，你就不容易被短期情绪割韭菜。

Dave @bc1qDave

Dave 哥是我交易心态的启蒙导师。文能挥斥估值 PE 雄文，武能下场深挖做市逻辑，关键是他文字特别平易近人，像一个资深的大作手坐你旁边跟你闲聊。

他的文章读起来就是实战派的心态课——别死扛、会认错、懂资金流动。没有那种居高临下的说教感，就是前辈把自己踩过的坑摊开给你看。

适合谁呢？

想先学“怎么在市场里活下来”的小白。够了，先活下来，再说赚大钱的事。

武哥 @qinbafrank

我是从去年年初开始学习武哥的文章，虽然不敢说学有大成，但至少能理清楚很多市场的脉络了。

他的覆盖面很广——趋势、宏观、前沿科技，AI、Crypto、宏观全都涵盖，财报和产业链拆得既细致又有深度。

最清晰的是他那套“看大势→选赛道→调仓”的方法论。根据宏观政策、通胀走向、资本流动来判断市场趋势和叙事方向，小白看完就知道现在该追还是等回调。

不用猜，有武哥的框架足矣。

Toni @0xtonixie

你能想象一个顶级的 AI PM 研究美股比研究 AI 还深吗？

Toni 哥不仅教你怎么用小资金以小博大，还能告诉你大资金怎么高效复利 Beta。

宗之潇洒美少年，举觞白眼望青天，皎如 Toni 临风前

无论是他的知识储备还是价值输出的质量，都非常适合0基础新手一边学 AI 一边练手。

两条线同时走，效率和复利都拉满了。

Nico @staypinkyup

Nico 姐是非常低调的实力派。

她的复盘清晰到什么程度呢——每次看完都觉得“啊这个点我怎么自己没想到”。

在推特这么浮躁的地方，她还坚持写期权教学长文，很多知识真的是掰碎了喂给你，文字特别真诚。

她会教你从0到1建立一套思维体系：别只看股价，要看钱从哪来、利息多贵。也会跟你聊 AI 建数据中心到底是重在生产还是主推通胀，帮你在市场里去伪存真。

偶尔也会聊聊日常和设计，活人感很强。

有时候看她复盘就感觉像朋友坐你旁边跟你聊天——这种感觉在推特上真的很稀缺了。

US Stock High-Quality Alpha Bloggers Sharing Pt.1

The US stock market has been really volatile lately, and times like this are actually the best for settling down to learn something.

Taking advantage of this moment, I’m sharing with everyone some high-quality US stock bloggers that I’ve been following consistently:

Outland @yijiangren

I’ve been learning from Jiang Ge ever since he had less than 2k followers. His articles are in-depth yet accessible, with each one connecting seamlessly to the next—reading them in sequence gives you that “oh, so that point from the previous post was setting the stage for this one” feeling.

He doesn’t just teach you how to trade. He teaches you how to think—what the framework for thinking is, how to judge the technical side, and what standards to use to gauge the big picture. Trust me, if you start seriously reading every one of Jiang Ge’s tweets from now on, your writing and trading will undergo a qualitative change.

He’ll guide you step by step from “trading on rumors” to “stock picking based on understanding supply chains.” Reading reports, spotting bottlenecks, judging which dips are overreactions—he explains all this with particular patience.

Serenity @aleabitoreddit

I absolutely love watching her tear into analysts.

Right after NVDA denied the CPO/800V delay, she fired back with Lumentum’s original statement, then posted screenshots of BlackRock and Fidelity quietly building positions in $SIVE—her tweets are short, punchy, and emotionally raw, like she’s saying, “The market’s just scaring itself again, huh?”

Every tweet of hers is actually teaching you one thing: how to tell real news from clickbait headlines. Trust primary sources, watch institutional moves, and don’t get swept up by secondhand interpretations.

For beginners, what’s especially valuable is how she helps you build the mindset that “AI progress unfolds in phases.” With that anchor, you’re less likely to get chopped up by short-term hype.

Dave @bc1qDave

Dave is the mentor who enlightened me on trading psychology. He can pen sweeping essays on valuations and P/E ratios, or dive deep into market-making logic on the front lines—and crucially, his writing is super approachable, like a seasoned pro trader sitting next to you for a casual chat.

Reading his articles feels like a practical lesson in trading mindset—don’t hold and hope, know when to admit you’re wrong, understand fund flows. No holier-than-thou preaching; it’s just a senior sharing the pitfalls he’s stepped in, laid out for you.

Who’s it for?

Newbies who want to first learn “how to survive in the market.” That’s enough—survive first, then we can talk about making bank.

Wu Ge @qinbafrank

I started studying Wu Ge’s articles from early last year. I wouldn’t say I’ve mastered it all, but at least I can now piece together a lot of the market’s threads.

His coverage is broad—trends, macro, cutting-edge tech; he covers AI, Crypto, macroeconomics, with earnings breakdowns and supply chain dissections that are both granular and profound.

The clearest part is his methodology of “view the big picture → pick the track → rotate positions.” He judges market trends and narratives based on macro policies, inflation paths, and capital flows—newbies can finish reading and immediately know whether to chase now or wait for a pullback.

No need to guess; Wu Ge’s framework is more than enough.

Toni @0xtonixie

Can you imagine a top-tier AI portfolio manager researching US stocks even more deeply than AI itself?

Toni not only teaches you how to punch above your weight with small capital, but also how big money compounds Beta efficiently.

The dashing young blade of the investment world, raising his cup with a defiant glare at the sky, radiant as Toni before the wind.

Whether it’s his knowledge base or the quality of his insights, it’s perfect for total beginners learning AI while getting their hands dirty.

Run two tracks at once, and you’ll max out both efficiency and compounding.

Nico @staypinkyup

Nico is a super low-key powerhouse.

How clear are her recaps? Every time you finish one, you’re like, “Damn, why didn’t I think of that point myself?”

In the hyper Twitter space, she still insists on writing long-form options tutorials—tons of the knowledge is broken down and spoon-fed to you, with writing that’s genuinely sincere.

She’ll teach you how to build a thinking system from zero to one: don’t just look at stock prices, look at where the money’s coming from and how expensive the interest is. She’ll also chat with you about whether AI data center builds are more about production or pushing inflation, helping you sift truth from noise in the market.

She occasionally dips into daily life and design too, which gives her a real human vibe.

Sometimes reading her recaps feels just like a friend sitting next to you, chatting away—and that kind of feel is really rare on Twitter.

都很厉害的老师，他们在很早都抓住了 $rklb $pltr $mu $sndk 这样的好票～

我也是哈哈哈~

包的包的，江哥的文和交易我都是望其项背的~

(^^ゞ

谢谢老师，应该的，是的，亏钱的时候我觉得更应该注重思考，上涨有些时候是存在不确定性的

互相学习！

是呀，都是我一直在学习的老师，panda哥也是~

应该的应该的，能帮到老师就好～

是的哈哈哈，他的方法论非常厉害

多谢武哥才是~

能帮到老师就好，互相学习～

是滴多学习~

是的呀，老师期待一下下期~

哈哈哈哈好的DJ老师，敬请期待Pt.2

是的是的，互相学习！

能帮到老师就好~

是滴老师，震荡的时候多多学习，钱总会赚回来哒

是的~我也觉得非常实用，知识是无价的~

江哥值得的~

老师可以先看看他们的推文再下定论

跟随江哥~

是滴是滴，多学习~

跟着这些老师们学习准没错~

是的！都是很优秀的老师们~

是滴～

能帮到老师就好~