2025-12-31 09:22:36

Having seen quite a few tricks in the investment circle, here is a summary of some common types of rhetoric. Some people are always talking about moats and barriers, mostly in consumer sectors, which recently dropped 40%. The pharmaceutical sector has a different narrative, with business development financing on the verge of completion, but still losing 30% over half a year. On the robotics front, they keep saying Tesla will come for factory inspections, and it’s already down 20% in less than three months. The most outrageous is the AI sector, which often claims that next year's valuation could multiply tenfold, but that only lasted two months, with a loss of 10%. These viewpoints share a common trait: they are very exciting, but the market always seems to slap them in the face. Chasing trends blindly is not as good as calmly considering the fundamentals.

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MetaMaximalist

· 4h ago

ngl this whole "narrative arbitrage" thing people do is just... cope? like yeah, moats and network effects matter but everyone's selling you adoption curves that haven't actually materialized yet. the real tea is nobody's actually thinking about protocol sustainability—they're just chasing what sounds good in a thread. seen this movie before tbh.

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StablecoinGuardian

· 4h ago

Ha, I've seen this routine too many times, especially those who boast every day about doubling next year. Their true colors are exposed in just two months. Fundamentals can really save lives, much more reliable than any trending story. Moats, BD financing, factory inspections... hearing them until your ears are calloused, yet it's just a series of scenes to cut leeks. Thinking calmly, 99% of people simply can't tell the difference between hype and true value. The market never deceives; it's us, the easily excited leeks, who get fooled. The mentality of chasing hot trends needs to be corrected. First, ask yourself: do I really understand it? Only after a 40% drop do you realize what a moat really is. That cost is too high. Still, you have to stay grounded and look at the data. Don't be blinded by flowery words.

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UncleWhale

· 4h ago

Haha, another season of getting slapped in the face. Where's the tenfold increase we promised? --- Moats, barriers, BD financing... I'm tired of these words. It's always a great prelude, but it ends abruptly. --- Tesla factory inspections are almost like fairy tales. Does anyone still believe? --- Honestly, the ones who make the most money in this circle are always those who keep their mouths shut. --- Consumption drops 40%, pharmaceuticals lose 30%. Sometimes I wonder if we're too greedy or if storytellers are just too good at fooling people. --- AI doubles in ten times and sustains for two months. Haha, I've seen this plot many times. --- Thinking about fundamentals calmly? Come on, all you storytelling kings in the investment circle, learn to tell the truth first. --- That thing called the "hot trend" looks like even pigs can fly. In reality, it's just survivor bias. --- Every time they say this time is different, then... slap in the face.

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DeFiChef

· 4h ago

It's the same old story, moat, tenfold increase, Tesla factory inspection... Hearing it over and over again gets tiring, but that's how the market proves itself wrong. This set of rhetoric is indeed easy to get caught up in, but the speed of crashing is not slow either; fundamentals are the true king. I mean, listening to these concepts bombarding all day, it's better to check if the financial reports are solid, less fantasy and more data. Sigh, it's that same old story of the windfall; everyone needs to calm down.

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ResearchChadButBroke

· 4h ago

Ha, it's the same old story, I've heard it too many times --- Moats, barriers, ten-bagger stocks... Basically, just an excuse for FOMO --- Next time, don't just listen to stories, check the books --- That ridiculous set of BD financing on the verge of success, I've heard this phrase for three years --- No matter how hot the trend is, it can't withstand a slap from the fundamentals --- Consumption drops 40, pharmaceuticals lose 30, why should AI multiply tenfold? Just putting on a show here --- I'm just asking, how are those who believe in these scripts doing now --- Tesla factory inspection meme is really top-notch, it comes around every year --- The market's face-slapping speed is faster than storytellers' mouths

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degenwhisperer

· 4h ago

Haha, this is the common ailment of most people—listening to stories that sound exciting and then taking action. --- Moats, barriers, tenfold increases... no matter how good they sound, they can't stop a 40% drop in reality. --- It's always the same story: dazzling explanations, and in the end, the wallet cries. --- The hype is indeed tempting, but whether it kills or not still depends on the financial report data. --- That 40% decline in consumer stocks—do people still believe in moats? --- Medical BD still loses 30% in half a year—that's the ultimate truth about concept stocks. --- The dream of tenfold growth was only pursued for two months haha, scams happen every year, and this year is especially full. --- Those chasing hot topics have heard too many stories but have looked at fundamentals too little. --- The problem is, these tactics are believed every time, round after round. --- Even rumors like Tesla factory inspections can be hyped for three months—it's truly incredible.

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