🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-30 00:30:56时区推断·⟳ 抓取 06-03 20:42:56回填·⚡ 决策 06-17 17:32:47·132.0 天前
KOL梳理CW Laser(连续波激光器)AI数据中心供应链清单，提及AAOI/MTSI/INTC/SIVE
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CW Laser Chokepoint Company im looking at rn: If you look at the well known suppliers out there kinda looks like this:…
不做 AAOI.US
KOL清单帖无新基本面催化剂，作者未建仓且提示宏观风险，CW laser主题已非新鲜事，缺乏独立向上动力
不做 MTSI.US
KOL梳理已知供应链，无新订单或业绩催化，且作者明确表示当前非重仓做多时机
不做 INTC.US
市值过大，CW laser及硅光业务对整体业绩弹性极小，不适合作为该细分主题的博弈标的
不做 SIVE.US
Sivers Semiconductors主要在瑞典上市(SIVE.ST)，美股SIVE.US可能为OTC或代码归一化错误，流动性差且无法确认唯一可交易代码
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CW Laser Chokepoint Company im looking at rn:
If you look at the well known suppliers out there kinda looks like this:
T1: Lumentum, Broadcom, Coherent, Sumitomo
T2: $AAOI, Furukawa, $MTSI
T3: $INTC, $SIVE, Luxnet.
Luxnet I'm doing DD on right now, found pretty interesting at $1.7B. Have no positions though, will let you know if i take them one.
(now kinda bad time to heavy long names anyway bc of Iran war, so many of these, can just keep in the back of ur head).
Again just taking another look if i missed something. I remember comparing $SIVE and Luxnet and found Sivers to be more compelling both in MC and existing partners for western suppy chains.
Benefit of luxnet was vertical integration, compared to $SIVE + Win.
There's some other cw lasers, but a lot of them are self driving cars + other applications. main thing to area about it ai dcs
If you look at the well known suppliers out there kinda looks like this:
T1: Lumentum, Broadcom, Coherent, Sumitomo
T2: $AAOI, Furukawa, $MTSI
T3: $INTC, $SIVE, Luxnet.
Luxnet I'm doing DD on right now, found pretty interesting at $1.7B. Have no positions though, will let you know if i take them one.
(now kinda bad time to heavy long names anyway bc of Iran war, so many of these, can just keep in the back of ur head).
Again just taking another look if i missed something. I remember comparing $SIVE and Luxnet and found Sivers to be more compelling both in MC and existing partners for western suppy chains.
Benefit of luxnet was vertical integration, compared to $SIVE + Win.
There's some other cw lasers, but a lot of them are self driving cars + other applications. main thing to area about it ai dcs
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