🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-03 19:06:31时区推断·⟳ 抓取 06-03 20:40:36回填·⚡ 决策 06-17 09:01:04·132.7 天前
KOL Serenity晒单过去两年5000%收益并展望光子学(CW激光/基板/代工)下一步机会
📄 原文Serenity↗ 原文
I just realized… hit 5,118.02% returns last week. 5000%+ not too bad in <2 years? Hard to keep up with $5 footlong sand…
不做 MSTR.US
KOL晒单过去已获利的标的，无新催化剂，晒单往往伴随情绪高点或出货风险，无跟随edge；其看好的下一步光子学方向不包含此标的。
不做 RKLB.US
KOL晒单过去已获利的标的，无新催化剂，晒单往往伴随情绪高点或出货风险，无跟随edge；其看好的下一步光子学方向不包含此标的。
不做 HOOD.US
KOL晒单过去已获利的标的，无新催化剂，晒单往往伴随情绪高点或出货风险，无跟随edge；其看好的下一步光子学方向不包含此标的。
不做 GOOGL.US
KOL晒单过去已获利的标的，无新催化剂，晒单往往伴随情绪高点或出货风险，无跟随edge；其看好的下一步光子学方向不包含此标的。
不做 TSM.US
KOL晒单过去已获利的标的，无新催化剂，晒单往往伴随情绪高点或出货风险，无跟随edge；其看好的下一步光子学方向不包含此标的。
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展开原文 · 723 字
I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halving
-> $RKLB and $HOOD for space/fintech rally
-> $GOOGL and $TSM for large cap rally
-> Samsung, SK Hynix, Asian equities for memory
-> $LITE, $AXTI, and $COHR for EML/photonics
-> $SOI, $SIVE, $AEHR, $TSEM, Win for CW/SiPH/CPO.
Some side quests here and there with Venezuelan natural resource companies and drones (that didn’t turn out as well).
But generally market read has been decent so far on what’s coming next.
And I do think scale up photonics is next, especially focusing on CW laser companies, substrates, testing and foundries.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halving
-> $RKLB and $HOOD for space/fintech rally
-> $GOOGL and $TSM for large cap rally
-> Samsung, SK Hynix, Asian equities for memory
-> $LITE, $AXTI, and $COHR for EML/photonics
-> $SOI, $SIVE, $AEHR, $TSEM, Win for CW/SiPH/CPO.
Some side quests here and there with Venezuelan natural resource companies and drones (that didn’t turn out as well).
But generally market read has been decent so far on what’s coming next.
And I do think scale up photonics is next, especially focusing on CW laser companies, substrates, testing and foundries.
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