🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-25 10:58:25时区推断·⟳ 抓取 06-03 23:06:45回填·⚡ 决策 06-18 00:02:20·131.7 天前
KOL发文吹捧AXTI磷化铟衬底定价权
📄 原文Serenity↗ 原文
I keep this all over X: Stop trying to model bottlenecks with traditional metrics like P/S or P/E… For $AXTI: It’s like…
不做 AXTI.US
KOL情绪喊单，InP衬底短缺为市场已知逻辑，无新实质性催化剂，缺乏信息优势。
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原文全文
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I keep this all over X:
Stop trying to model bottlenecks with traditional metrics like P/S or P/E…
For $AXTI:
It’s like you found a restroom after eating 20 Tacos with Pinto Beans from Taco Bell.
You’re out of the toilet paper… but it’s urgent.
A random guy next to you offers you toilet paper for $20.
But the toilet paper raw cost is $1 from Amazon.
But because there’s no supply, and you need that Toilet Paper:
You’re happy to pay $20.
That’s $AXTI with the InP substrate + feedstock supply chain and hyperscalers.
Stop trying to model bottlenecks with traditional metrics like P/S or P/E…
For $AXTI:
It’s like you found a restroom after eating 20 Tacos with Pinto Beans from Taco Bell.
You’re out of the toilet paper… but it’s urgent.
A random guy next to you offers you toilet paper for $20.
But the toilet paper raw cost is $1 from Amazon.
But because there’s no supply, and you need that Toilet Paper:
You’re happy to pay $20.
That’s $AXTI with the InP substrate + feedstock supply chain and hyperscalers.
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