🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-11 12:20:06时区推断·⟳ 抓取 06-03 20:38:08回填·⚡ 决策 06-17 08:14:08·132.4 天前
KOL喊单小盘光源股SIVE，称其为JBL与MRVL供应商且估值偏低
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am i that powerful? pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading…
不做 SIVE.US
KOL自述已引发关注(疑似已涨/出货), 小盘股流动性差且底层供应关系未获一手证实, 迟到的喊单风险高
不做 JBL.US
大盘股, 小市值供应商的KOL喊单对其基本面与股价无实质影响
不做 MRVL.US
大盘股, 小市值供应商的KOL喊单对其基本面与股价无实质影响
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am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light source for $JBL and $MRVL at ~400m...
and trades at like 1/4th the valuation of something more speculative like $LWLG.
while all the other CW DFB companies like $MTSI or $LITE are all in the tens of billions.
Information ends up drawing people's attention, not the person.
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light source for $JBL and $MRVL at ~400m...
and trades at like 1/4th the valuation of something more speculative like $LWLG.
while all the other CW DFB companies like $MTSI or $LITE are all in the tens of billions.
Information ends up drawing people's attention, not the person.
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