🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-27 19:32:44时区推断·⟳ 抓取 06-03 20:43:30回填·⚡ 决策 06-17 23:29:10·131.7 天前
KOL喊单CPO光源小盘股SIVE，称其打入Marvell与Jabil供应链
📄 原文Serenity↗ 原文
This is why you need to have conviction before entering a trade. If you knew $SIVE positioning in the CW laser space to…
不做 SIVE.US
KOL喊单小盘股，供货Jabil/Marvell的传闻未获官方一手来源证实，触碰未证实完美利好红线，疑似pump
不做 MRVL.US
仅作为CPO产业链背景被提及，无独立新催化剂
不做 AXTI.US
仅作为历史涨幅对标提及，非本次事件推荐标的
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This is why you need to have conviction before entering a trade.
If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO.
$250M MC as the light source chokepoint would be a joke.
High confidence we’ll see this end up like $AXTI in a years time since it this will be the architectural paradigm for cpo scale up.
Don’t care about volatility in the way up because I have conviction in how this plays out with photonics.
If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO.
$250M MC as the light source chokepoint would be a joke.
High confidence we’ll see this end up like $AXTI in a years time since it this will be the architectural paradigm for cpo scale up.
Don’t care about volatility in the way up because I have conviction in how this plays out with photonics.
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