🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-01 15:50:21时区推断·⟳ 抓取 06-03 20:41:31回填·⚡ 决策 06-17 09:15:51·132.8 天前
KOL发布AI算力及光子/封装概念股清单帖
📄 原文Serenity↗ 原文
Modest +1,124.09% return over the past year. Anon, only a few years left to escape the permanent underclass due to AI?…
不做 AAOI.US
KOL情绪清单帖，无新实质催化剂；OpenAI融资122B为夸张或旧闻，AI光互连属老题材已充分定价，无信息增量。
不做 NBIS.US
KOL情绪清单帖，无新实质催化剂；AI数据中心属明牌老题材，无信息增量。
不做 AEHR.US
KOL情绪清单帖，无新实质催化剂；半导体测试设备无新订单或行业拐点确认，纯情绪喊单。
不做 SIVE.US
KOL情绪清单帖，无新实质催化剂；且该标的流动性与基本面存疑，纯情绪喊单不碰。
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原文全文
展开原文 · 345 字
Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for another 2 years.
And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET.
Is just getting started.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for another 2 years.
And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET.
Is just getting started.
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