🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-28 21:03:00时区推断·⟳ 抓取 06-03 20:43:16回填·⚡ 决策 06-17 17:38:06·132.2 天前
KOL发布SpaceX IPO预期供应链推测清单
📄 原文Serenity↗ 原文
SpaceX Supply Chain ahead of IPO list: There's way too many companies LOL, need to go through each one. check out finan…
不做 ATRO.US
KOL推测映射清单，无实质性新催化剂，SpaceX供应商关系未证实，缺乏edge
不做 DCO.US
KOL推测映射清单，无实质性新催化剂，SpaceX供应商关系未证实，缺乏edge
不做 HEI.US
KOL推测映射清单，无实质性新催化剂，SpaceX供应商关系未证实，缺乏edge
不做 ATI.US
KOL推测映射清单，无实质性新催化剂，SpaceX供应商关系未证实，缺乏edge
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SpaceX Supply Chain ahead of IPO list:
There's way too many companies LOL, need to go through each one. check out financials, verify DD, then see if TAM is big enough for revenue drivers
Doing DD into
$ATRO - testing
$DCO - subassemblies
$HEI
$ATI - titanium sponge, nickel-based superalloys
$VELO (everyone knows)
$SIF - closed-die forgings
$PH - cryogenic valves, seals, and fluid handling (matching falcon9 not confirmed?)
$MOG.A - Appears in optimus bom too, isolation valves and actuators
$LIN / $APD- LOX, helium, nitrogen, and noble gases
$TDG - pumps, valves, igniters (maybe?)
$GTLS - propellants at launch
$FLTCF - RF Transceivers
$HXL / $TRYIY - aerospace carbon fibers
$PKE - materials (eg. hot-melt)
$STLD - stainless steel for Starship
Auden Techno (TPE: 3138) - capacitors
Toray Industries (TYO: 3402) - PAN-based carbon fibers
$CRS - metal products and alloys
$MTRN - beryllium
$GHM - Merlin engine turbopumps (falcon9?)
SeAH Besteel (: 014300) - SK alloy near Starbase
Nickel Industries ASX: NIC - base commodities
Starlink:
$STM - antennas
$AVGO - baseband and comm
$CMTL - ground station
$TRMB - timing
Win semi
Universal Microwave (TPEx: 3491)
Rafael Microelectronics(TPEx: 6568)
APEX International Co (TWSE: 4927)
Parpro CorporationTWSE: 4916
Filtronic - appears again, custom radio frequency
Mynaric AG ($M0YN) - laser comm
$MPWR - PFC controller
$TXN - DC/DC converter
$DIOD - Shunt regulator
Mediatek/Qualcomm and Micron
Wistron NeWeb (TWSE: 6285) - PCB supplier
Compeq Manufacturing (TWSE: 6285) - routers and ground terminal
Chin-Poon Industrial (TWSE: 2355) - direct satellite component (interview?)
Tong Hsing - RF transceiver
Kinpo Electronics - ground station motherboard
Again lot of this are mapping. SpaceX doesn't publish things publicly.
There's way too many companies LOL, need to go through each one. check out financials, verify DD, then see if TAM is big enough for revenue drivers
Doing DD into
$ATRO - testing
$DCO - subassemblies
$HEI
$ATI - titanium sponge, nickel-based superalloys
$VELO (everyone knows)
$SIF - closed-die forgings
$PH - cryogenic valves, seals, and fluid handling (matching falcon9 not confirmed?)
$MOG.A - Appears in optimus bom too, isolation valves and actuators
$LIN / $APD- LOX, helium, nitrogen, and noble gases
$TDG - pumps, valves, igniters (maybe?)
$GTLS - propellants at launch
$FLTCF - RF Transceivers
$HXL / $TRYIY - aerospace carbon fibers
$PKE - materials (eg. hot-melt)
$STLD - stainless steel for Starship
Auden Techno (TPE: 3138) - capacitors
Toray Industries (TYO: 3402) - PAN-based carbon fibers
$CRS - metal products and alloys
$MTRN - beryllium
$GHM - Merlin engine turbopumps (falcon9?)
SeAH Besteel (: 014300) - SK alloy near Starbase
Nickel Industries ASX: NIC - base commodities
Starlink:
$STM - antennas
$AVGO - baseband and comm
$CMTL - ground station
$TRMB - timing
Win semi
Universal Microwave (TPEx: 3491)
Rafael Microelectronics(TPEx: 6568)
APEX International Co (TWSE: 4927)
Parpro CorporationTWSE: 4916
Filtronic - appears again, custom radio frequency
Mynaric AG ($M0YN) - laser comm
$MPWR - PFC controller
$TXN - DC/DC converter
$DIOD - Shunt regulator
Mediatek/Qualcomm and Micron
Wistron NeWeb (TWSE: 6285) - PCB supplier
Compeq Manufacturing (TWSE: 6285) - routers and ground terminal
Chin-Poon Industrial (TWSE: 2355) - direct satellite component (interview?)
Tong Hsing - RF transceiver
Kinpo Electronics - ground station motherboard
Again lot of this are mapping. SpaceX doesn't publish things publicly.
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