🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-01 16:30:07时区推断·⟳ 抓取 06-03 20:41:30回填·⚡ 决策 06-17 09:15:50·132.4 天前
推特KOL发帖称NVDA投资20亿美元于MRVL CPO项目并点名POET/SIVE等光子学小票
📄 原文Serenity↗ 原文
Something that markets are finally starting to realize: Downstream: $NVDA invested $2B into $MRVL Celestial CPO program…
不做 NVDA.US
社媒KOL传闻NVDA投资20亿于MRVL CPO项目，无一手新闻源或官方文件证实，且该金额对NVDA体量无实质影响，纯噪音。
不做 MRVL.US
核心投资传闻未证实，且作为大盘股对单一未证实的社媒传闻不敏感，无交易价值。
不做 POET.US
典型社媒小票炒作清单帖，宣称出货3万台光学引擎及绑定NVDA/MRVL，无一手财报或公告证实，疑似KOL拼凑逻辑链拉抬出货，底层催化剂不可信。
不做 SIVE.US
被KOL强行关联进光子学供应链炒作，无一手订单或合作公告证实，小盘股社媒喊单风险极高，疑似造假或夸大。
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原文全文
展开原文 · 792 字
Something that markets are finally starting to realize:
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical engines to ship this year from earnings today.
$SIVE is the light source of Poet and Celestial for near/mid term Marvell photonics roadmap.
Win Semi is the foundry for InP CW laser production.
And even more upstream: $SOI / $AXTI for substrates and $IQE for epiwafers.
This is the very start of the next photonics supercycle, at dirt cheap valuations.
And it’s happening earlier than markets and institutions expected in 2026, with Nvidia frontrunning this entire shift.
99.9% of people see the changes happening downstream with Marvell, but don’t realize yet where the supply shocks will happen upstream.
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical engines to ship this year from earnings today.
$SIVE is the light source of Poet and Celestial for near/mid term Marvell photonics roadmap.
Win Semi is the foundry for InP CW laser production.
And even more upstream: $SOI / $AXTI for substrates and $IQE for epiwafers.
This is the very start of the next photonics supercycle, at dirt cheap valuations.
And it’s happening earlier than markets and institutions expected in 2026, with Nvidia frontrunning this entire shift.
99.9% of people see the changes happening downstream with Marvell, but don’t realize yet where the supply shocks will happen upstream.
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