🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-08 06:54:42时区推断·⟳ 抓取 06-03 20:39:21回填·⚡ 决策 06-17 08:37:58·132.5 天前
KOL复盘光子学板块并继续看多LITE等激光公司
📄 原文Serenity↗ 原文
I get a sense of pride when I see a thesis playing out well real time. $LITE $371 -> $836 in the last 4 months. Not bad…
不做 LITE.US
KOL复盘喊单帖，无新催化剂；主标的过去4个月已大涨超100%充分price-in，无剩余edge。
不做 POET.US
KOL将其作为反面教材指出YTD下跌，无看多逻辑与新催化剂。
不做 RDDT.US
KOL将其作为反面教材指出YTD下跌，且与光子学主线无关，无交易逻辑。
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I get a sense of pride when I see a thesis playing out well real time.
$LITE $371 -> $836 in the last 4 months.
Not bad for a $58B company despite macro?
This is while indexes and individual stocks. And photonic stocks like $POET and individual stocks like $RDDT dropped YTD.
I tend to like laser companies the most from $SIVE, $AAOI, and Lumentum for photonics exposure.
And in a better macro environment, I expect many of them to be up more than they are now.
$LITE $371 -> $836 in the last 4 months.
Not bad for a $58B company despite macro?
This is while indexes and individual stocks. And photonic stocks like $POET and individual stocks like $RDDT dropped YTD.
I tend to like laser companies the most from $SIVE, $AAOI, and Lumentum for photonics exposure.
And in a better macro environment, I expect many of them to be up more than they are now.
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