🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 04-08 21:38:35时区推断·⟳ 抓取 06-03 20:38:53回填·⚡ 决策 06-17 08:33:01·132.4 天前
KOL分享VECO财报后持仓，提示高开勿追且非其核心推荐
📄 原文Serenity↗ 原文
this was my personal new quantum long for the MBE duopoly with $VECO. they reported earnings today, and p/e compressed…
不做 VECO.US
KOL分享个人持仓并明确提示若跳空高开则不建仓，且指出AAOI/MRVL等其他标的更具集中投资价值；财报已公布，短期缺乏超预期催化剂，跟风追高期望值为负。
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this was my personal new quantum long
for the MBE duopoly with $VECO.
they reported earnings today, and p/e compressed to round 25 fwd p/e...
which is extremely surprising that it's profitable, healthy balance sheet, and has that fundamental duopoly for MBE in quantum computing and adjacent.
there's adjacent TAM expansion too like SipH, eg. Fujitsu quantum dot program, though i think it's early.
i think it's really solid around these levels, but if it does gap up, i wouldn't take positions.
Even though I mention these stuff personally, pls stop blindly copying.
The names I mention like $AAOI, $COHR, Win semi, $TSEM, $JBL $MRVL, $INTC, SK Hynix, and others are superior longs that are better to put concentration into.
for the MBE duopoly with $VECO.
they reported earnings today, and p/e compressed to round 25 fwd p/e...
which is extremely surprising that it's profitable, healthy balance sheet, and has that fundamental duopoly for MBE in quantum computing and adjacent.
there's adjacent TAM expansion too like SipH, eg. Fujitsu quantum dot program, though i think it's early.
i think it's really solid around these levels, but if it does gap up, i wouldn't take positions.
Even though I mention these stuff personally, pls stop blindly copying.
The names I mention like $AAOI, $COHR, Win semi, $TSEM, $JBL $MRVL, $INTC, SK Hynix, and others are superior longs that are better to put concentration into.
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