🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 03-22 23:24:52时区推断·⟳ 抓取 06-03 23:11:37回填·⚡ 决策 06-18 00:22:59·131.7 天前
KOL发文看好半导体与光子学供应链，点名AXTI受益于AI超大规模数据中心需求
📄 原文Serenity↗ 原文
The World is fighting over: Oil, Rare Earths, and Semiconductors. The reason being... Every supply chain is being weapo…
观望 AXTI.US
纯KOL观点喊单帖，无实质性新催化剂（如新订单、产能扩张或业绩指引）。底层逻辑（AXTI作为InP/GaAs基板供应商受益于AI光互连需求）虽成立但属市场已知主题。缺乏短期边际变化，盲目追高易受情绪反噬，建议观望等待回调或实质性产业催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 779 字
The World is fighting over:
Oil, Rare Earths, and Semiconductors.
The reason being... Every supply chain is being weaponized right now.
And it so happens, US biggest geopolitical enemies own most of the chokepoints.
I was one of the first to connect $AXTI's bottleneck to photonics + AI hyperscaler supply chains.
But there are many more that I'm scared to broadcast, just due to national security vulnerabilities.
But the thematic investments hold true:
Massive amounts of funding will be poured into these three sectors to either go to war over them, secure them domestically, or engineer around them for 2026.
As a theme, if your portfolio is not overweight into those three right sectors the entire world is fighting over...
Maybe you're might be something wrong?
Oil, Rare Earths, and Semiconductors.
The reason being... Every supply chain is being weaponized right now.
And it so happens, US biggest geopolitical enemies own most of the chokepoints.
I was one of the first to connect $AXTI's bottleneck to photonics + AI hyperscaler supply chains.
But there are many more that I'm scared to broadcast, just due to national security vulnerabilities.
But the thematic investments hold true:
Massive amounts of funding will be poured into these three sectors to either go to war over them, secure them domestically, or engineer around them for 2026.
As a theme, if your portfolio is not overweight into those three right sectors the entire world is fighting over...
Maybe you're might be something wrong?
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。