🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-07 22:13:19时区推断·⟳ 抓取 06-03 20:39:43回填·⚡ 决策 06-17 08:44:49·132.5 天前
KOL重申NAND与光器件长期瓶颈逻辑，无短期新催化剂
📄 原文Serenity↗ 原文
The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite marke…
不做 LITE.US
KOL长线逻辑重申与心理按摩，底层逻辑(光器件瓶颈)为市场已知共识，无短期突发催化剂，无事件驱动edge
不做 SNDK.US
KOL长线逻辑重申，无短期新催化剂；且SNDK(SanDisk)历史已退市，若为分拆新代码则属旧逻辑无edge
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原文全文
展开原文 · 618 字
The nice thing about multi-year bottlenecks from:
$HPS.A to $SNDK to $LITE
Is that you can sleep a easier despite market volatility like today.
Knowing demand will be extreme even 1 year...
Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted:
-> One has a huge market share over Transformers
-> One has huge market share over NAND
-> One has huge market share over EML/OCS.
And the one thing in common is that they're all likely backlogged on orders into 2028.
Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year.
It's H1 2026 now.
$HPS.A to $SNDK to $LITE
Is that you can sleep a easier despite market volatility like today.
Knowing demand will be extreme even 1 year...
Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted:
-> One has a huge market share over Transformers
-> One has huge market share over NAND
-> One has huge market share over EML/OCS.
And the one thing in common is that they're all likely backlogged on orders into 2028.
Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year.
It's H1 2026 now.
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