🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-24 23:37:22时区推断·⟳ 抓取 06-03 23:07:41回填·⚡ 决策 06-18 00:11:30·131.8 天前
KOL发布化合物半导体与光通信“下一个10倍股”清单帖
📄 原文Serenity↗ 原文
So my 10x moonshot $AXTI ended up landing on the moon. If you felt like you missed the rocket: -> $SIVE is my personal…
不做 AXTI.US
KOL喊单清单帖，标的已被炒作大涨10倍，严重price-in，迟到的清单多为出货，无追高edge。
不做 AAOI.US
KOL喊单，标的已涨4倍，充分price-in，追高风险极大。
不做 SIVE.US
纯KOL主观喊单的下一个10倍股，无独立基本面催化剂验证，标的质地与流动性存疑，视为噪音。
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原文全文
展开原文 · 863 字
So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $AAOI already up 4x since I've mentioned it, but I still think it can 4x again from these levels.
If you want to play a bit safer:
-> $VNP is the Western $AXTI
-> $SOI is the $AXTI for silicon photonics/CPO, but it hasn't really ramped up yet.
-> $IQE is more binary based on restructuring.
-> $TSEM, $LITE, $COHR are the steadier compounders.
I haven’t mentioned $VNP (5N Plus) much yet but it’s genuinely one of the most important companies in Western supply chains as the counterbalance to $AXTI.
Basically it supplies: indium, germanium, gallium, tellurium, bismuth. Solar cells for LEO. Substrate feedstock for photonics.
There's always more opportunities in the market!
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $AAOI already up 4x since I've mentioned it, but I still think it can 4x again from these levels.
If you want to play a bit safer:
-> $VNP is the Western $AXTI
-> $SOI is the $AXTI for silicon photonics/CPO, but it hasn't really ramped up yet.
-> $IQE is more binary based on restructuring.
-> $TSEM, $LITE, $COHR are the steadier compounders.
I haven’t mentioned $VNP (5N Plus) much yet but it’s genuinely one of the most important companies in Western supply chains as the counterbalance to $AXTI.
Basically it supplies: indium, germanium, gallium, tellurium, bismuth. Solar cells for LEO. Substrate feedstock for photonics.
There's always more opportunities in the market!
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