Channel
@cryptotraderlchannel
On this record: Topic · Growth · Engagement · Posts · Citations · Cite this entry
2,606subscribers
-35 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
| Telegram ID | -1001499491031 |
|---|---|
| Type | Channel |
| Username | @cryptotraderlchannel |
| Created | Between 1 February 2020 and 30 September 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 17 September 2026 |
| Measurements held | 14 |
| Confirmed unchanged | 1 time, most recently 17 September 2026 |
| On Telegram | t.me/cryptotraderlchannel |
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 15 September 2026 and assigned it the closest of 31 fixed categories, at 79% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 17 Sept 2026, 14:18 | 2,606 | -5 |
| 13 Sept 2026, 12:41 | 2,611 | -5 |
| 10 Sept 2026, 00:56 | 2,616 | -5 |
| 4 Sept 2026, 13:01 | 2,621 | -1 |
| 1 Sept 2026, 02:14 | 2,622 | -2 |
| 29 Aug 2026, 11:18 | 2,624 | -3 |
| 26 Aug 2026, 03:13 | 2,627 | +1 |
| 23 Aug 2026, 11:58 | 2,626 | -4 |
| 20 Aug 2026, 02:24 | 2,630 | -2 |
| 16 Aug 2026, 17:46 | 2,632 | -6 |
| 12 Aug 2026, 23:55 | 2,638 | -3 |
| 10 Aug 2026, 06:31 | 2,641 | -2 |
| 7 Aug 2026, 09:43 | 2,643 | +2 |
| 6 Aug 2026, 18:45 | 2,641 | first reading |
21 posts held, back to 5 November 2022 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 2 pages of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 21 posts for this entry, the most recent from 7 August 2026. An engagement rate over an empty window would be a number about nothing.
DDOG -19% (收市價) NET +16% (盤後) FROG +16% (盤後) AKAM +12% (盤後) TEAM +32% (盤後) 暫時睇到有部分公司管理層實際睇到既野同市場之前以為既野有好大分別，有mis-pricing的嫌疑，值得深入研究 簡單一句總結係，今季可能開始出現的 hidden theme，唔係就咁一句「AI software」咁簡單，而係「AI令 machine-generated work / software / traffic 爆炸，令負責管理、觀察、保護、傳輸及協調呢啲 machine activity 的平台出現需求加速」
Signed L (高追有風險，低撈賺到笑)
見到好多人將上一篇理解成： 「半導體已經玩完，要轉炒AI應用/安全/管理。」 其實完全唔係我寫呢篇野既意思。 我真正想講嘅係： 長線資金似乎由Build AI，慢慢轉去 Use AI / Secure AI / Manage AI / Monetise AI，而市場仲未有太多人討論，大家仲係日日係度講AI基建股。呢個觀察如果係真，可能仲會有半年到一年左右玩，但而家仲未可以確定（因為呢種升法可以單純因為呢d股之前一年跌得太多，而家只係暫時性既rotation，業績趨勢一唔對路d錢就會走），所以仲要觀察基本因素同埋對應市場態度既變化。 一陣間既DDOG、NET 業績，因為佢地之前已經升得多，而家個價代表緊市場對佢地既 expectations 極之高，除非Forward guidance有超意外驚喜，否則都係跌既機會比較多。但我講既觀察，並唔係觀察業績後單日升定跌，而係要睇下會唔會：1. 眾多公司都出現基本因素既根本性改變，管理層…
Signed L (高追有風險，低撈賺到笑)
係過去一個多月，睇到好多人講AI 牛市已死：對沖基金撤離 AI 股，韓國個個輸身家，仲邊有得玩。 但我睇到既 picture，就好似唔係咁。的確，如果你只係識睇個個都講既 MU、LRCX、BE、NBIS、CRWV 呢堆，你一定會覺得：AI trade 已經爆咗。 但如果你同一時間去睇 NET、SNOW、ESTC、NTNX、DDOG，你會見到完全另一個世界。 但唔知點解，好似冇乜傳媒/財演有特別講呢d股票，我暫時認為呢次其實係一次非常猛烈既AI股自己內部既Sub-sector Rotation。 由 6 月 25 日計，QQQ 期間 peak-to-trough 最大 drawdown 大約 10%，SOXX 更加接近 27%。上一輪最 crowded 既 high beta AI names，全部被大幅拋售。但有另一批 AI 股，幾乎係完全冇參與過呢次跌市，有好多其實正正就係6月25日左右見最近低位然後展開升浪。例如：SN…
Signed L (高追有風險，低撈賺到笑)
結果可以話係近乎完美。大幅 Beat 其實市場已經預咗，真正關鍵唔係今季數字有幾靚，而係管理層嘅指引同 Q&A 環節，幾乎將市場一直喺心中嘅疑慮一次過解答晒。 未來十年機械人嗰啲畫大餅，可以聽住先，唔需要即刻反映入估值。真正重要嘅係 SCA 模式，呢個會完全改變市場對公司嘅理解：佢唔單止可以墊高未來幾年 EPS 嘅下限，更加有好大機會可以令市場由過去只敢用「周期股」嘅低倍數去估值，轉向一個能見度高、盈利質素好嘅 AI bottleneck 資產去估值。 換句話嚟講，呢次唔係只係一次業績 Beat，而大機率係一次估值框架重估嘅開始。所有大行嘅分析員都要重新審視模型入面應該俾幾多倍數。盈利上修加上估值倍數上修，正正就係最完美嘅 Davis Double Play。 根據我自己做嘅估值模型，喺 Q2 完結時計到嘅基準合理區間係 $950–1150，而家可以上修為 $1550–1700。（狂牛情境可以 $2000，不過要市場有啲更…
Signed L (高追有風險，低撈賺到笑)
持續咗兩年幾嘅 AI 大牛市，我傾向相信已經進入中後段。喺未來大半年至一年，有好多 AI 相關持倉可能都要開始由「瘋狂進攻」慢慢轉向「分段止賺」嘅階段。所以之後我會不定期分享自己嘅觀察同撤退策略，希望可以幫大家喺牛市尾段守住豐厚嘅利潤。 一陣間美光（MU）將會打頭陣出業績。由期權市場價格睇，市場預期 MU 業績前後會有非常大波動，大約係 12-14%，大家需要嚴陣以待。我認為 MU 今次業績唔單止會影響自己股價，亦可能會係 AI 股，尤其係 AI bottleneck 類股份嘅重要情緒催化劑。 今次業績重點唔係只係單季 EPS beat 幾多，因為市場某程度上已經預期咗業績會非常好。真正重要嘅係管理層指引：供不應求嘅情況可唔可以延續？ASP 係咪仲有上升空間？adjusted gross margin 能唔能夠維持喺 80% 附近？管理層又可唔可以提供到更加清晰嘅 2027 產能同客戶需求展望？呢啲先係決定 AI bottl…
Signed L (高追有風險，低撈賺到笑)
如果市況持續，有可能會出現更多Stage 1轉Stage 2既幣種，所以擺定篇文係度俾大家參考先 😅 當然如果市況忽然大逆轉就等下次轉好先再算 🙈
Signed L (高追有風險，低撈賺到笑)
利用這個成交量異動方法，配合Wyckoff理論的知識就會非常容易找到由Stage 1轉入Stage 2，或者在做Re-accumlation可能再次發動的幣種。炒賣最重要的是做足準備工夫，很多人時常都埋怨自己錯失了一些很明顯很容易做的Setup，其實都是因為準備工夫不足，如果這些幣種一早已經在自己的watchlist，基本上是很難錯失機會的，真正成功的交易者其實9成時間都在做準備和等機會出現。 （本文章節錄自CryptoTraderL著作《交易常識》）
Signed L (高追有風險，低撈賺到笑)
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Signed L (高追有風險，低撈賺到笑)
幾天之後它再一次挑戰長期橫行區的阻力區受阻，但這次並沒有好像上一次那麼一失敗就兵敗如山倒，而是慢慢消化阻力區的沽盤，突破交易的愛好者就會在這個時候等待突破入場，回調派則會等待突破後回調的SR Flip入場，在這個例子之中，兩個派別的買入價幾乎是一模一樣的，不過回調派要守的止蝕位窄很多，所以根據2% Rule，可以買入的倉位就大很多，最終可以賺到的錢也會多很多。這個也是一個好例子令大家看到，就算買入價一樣，用不同方法其實是會賺到完全不同的數目。
Signed L (高追有風險，低撈賺到笑)
Photo, posted without a caption
Signed L (高追有風險，低撈賺到笑)
Photo, posted without a caption
Signed L (高追有風險，低撈賺到笑)
Stage 1轉Stage 2實際操作方法 很多朋友時常在群組的討論詢問如何可以預測到什麼是將來會熱炒的主題和幣種。首先必須要明白，我們都不是先知，要準確預測時間點是幾乎沒有可能的事。就好像AI這個主題已經存在很久了，AlphaGo 2016年已經擊敗了人類，連登前契媽Cathie Wood講AI會改變世界都講左七、八年了，但ChatGPT忽然爆紅，Microsoft收購OpenAI引發了資金忽然瘋狂追捧AI相關資產卻是2023年初的事，這令很多人，甚至很多大型基金都完全反應不及，所以不用介懷自己預測不了這些事，我們只要做到相對早期發現及入場即可，最理想就是在Stage 1轉Stage 2時就入場。 ChatGPT是2022年11月30日推出，一鳴驚人，5日就已經有超過100萬用戶（我12月時已經用OpenAI寫了幾個小程式，完全冇Bug，輕鬆地做到我想做的事，的確是有點震驚），然後2023年1月中傳出Microsoft加大…
Signed L (高追有風險，低撈賺到笑)
Showing the 12 most recent of 21 posts we hold for @cryptotraderlchannel. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 17 September 2026 — this entry's latest reading, not the date you are reading this.
“跟著L去賺錢” (@cryptotraderlchannel), 2,606 subscribers as measured 17 September 2026. Telegram Register, tgregister.com/channel/cryptotraderlchannel.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.