🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-11 01:57:41时区推断·⟳ 抓取 06-03 20:38:15回填·⚡ 决策 06-17 08:18:03·132.4 天前
KOL发帖看多SNDK与AAOI，称空头为上涨燃料并反驳做空观点
📄 原文Serenity↗ 原文
$SNDK is a perfect example why you don’t trust firms named after tangerines. Forward earnings compresses extremely hard…
不做 SNDK.US
纯KOL情绪观点与逼空猜测，无实质性新催化剂或底层事件（如订单、业绩）支撑，属于噪音
不做 AAOI.US
纯KOL情绪观点与逼空猜测，无实质性新催化剂或底层事件支撑，属于噪音
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原文全文
展开原文 · 340 字
$SNDK is a perfect example why you don’t trust firms named after tangerines.
Forward earnings compresses extremely hard with Sandisk and $AAOI.
My opinion is that shorts are just fuel to the rally…
Since people who took the other end of the trade, show a lack of understanding of forward growth, bottlenecks, and extreme TAM expansion.
Forward earnings compresses extremely hard with Sandisk and $AAOI.
My opinion is that shorts are just fuel to the rally…
Since people who took the other end of the trade, show a lack of understanding of forward growth, bottlenecks, and extreme TAM expansion.
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