🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-21 23:58:54时区推断·⟳ 抓取 06-03 23:13:12回填·⚡ 决策 06-18 00:26:46·132.0 天前
KOL发布光子学与半导体材料小盘股探索性清单，无实质催化剂
📄 原文Serenity↗ 原文
Some other random niche photonics companies im looking at: $SGCG - SiC and TaC susceptors for epitaxy $VGO - kinda like…
不做 SGCG.US
KOL无底层催化剂的探索性清单帖，自承未深入研究，无实质利好，纯噪音
不做 VGO.US
KOL无底层催化剂的探索性清单帖，自承未深入研究，无实质利好，纯噪音
不做 IQE.US
KOL无底层催化剂的探索性清单帖，自承未深入研究，无实质利好，纯噪音
不做 CVV.US
KOL无底层催化剂的探索性清单帖，自承未深入研究，无实质利好，纯噪音
不做 AIXA.US
KOL无底层催化剂的探索性清单帖，自承未深入研究，无实质利好，纯噪音
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展开原文 · 549 字
Some other random niche photonics companies im looking at:
$SGCG - SiC and TaC susceptors for epitaxy
$VGO - kinda like $IQE?
Nippon Carbon Co. (TYO: 5302) - Isotropic Graphite Supply
IntelliEPI - epiwafers like $IQE
$CVV - Custom MOCVD/HVPE hardware like $AIXA, idk too much about it yet, extremely small cap.
I just kinda go through tens of these.
Like they all sound "good" but there's a difference between being a chokepoint to actually being the winner in the space.
So takes time to go through financials, supply chain mapping of each.
$SGCG - SiC and TaC susceptors for epitaxy
$VGO - kinda like $IQE?
Nippon Carbon Co. (TYO: 5302) - Isotropic Graphite Supply
IntelliEPI - epiwafers like $IQE
$CVV - Custom MOCVD/HVPE hardware like $AIXA, idk too much about it yet, extremely small cap.
I just kinda go through tens of these.
Like they all sound "good" but there's a difference between being a chokepoint to actually being the winner in the space.
So takes time to go through financials, supply chain mapping of each.
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