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北京时间·🕒 发布 03-21 23:45:45时区推断·⟳ 抓取 06-03 23:13:12回填·⚡ 决策 06-18 00:26:37·131.7 天前
KOL推文喊单AXTI.US为西方关键半导体材料供应商
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Feels like one of the most important company is in the West is prob goes to... 5N Plus? People kinda know which is why…
不做 AXTI.US
纯KOL情绪喊单，无实质新催化剂（无订单、业绩或产品发布等底层事件），且作者表示已多次提及，缺乏独立基本面支撑，小盘股社媒喊单接盘风险高。
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Feels like one of the most important company is in the West is prob goes to...
5N Plus? People kinda know which is why it's up 441% 1Y.
But if you're looking for Western $AXTI? This is definitely it. Don't own it yet (i've talked about it a few times) but just putting it out there again.
They do so so much... I've literally lost count.
indium, germanium, gallium, tellurium, bismuth. sollar cells for LEO. All the substrate feedstock for photonics...
Dowa and Umicore are also kinda mentioned, but feels like 5n is everywhere in frontier supply chains.
still researching some smaller cap longs that are less known though.
5N Plus? People kinda know which is why it's up 441% 1Y.
But if you're looking for Western $AXTI? This is definitely it. Don't own it yet (i've talked about it a few times) but just putting it out there again.
They do so so much... I've literally lost count.
indium, germanium, gallium, tellurium, bismuth. sollar cells for LEO. All the substrate feedstock for photonics...
Dowa and Umicore are also kinda mentioned, but feels like 5n is everywhere in frontier supply chains.
still researching some smaller cap longs that are less known though.
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