🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-12 00:37:58时区推断·⟳ 抓取 06-03 20:38:06回填·⚡ 决策 06-17 08:13:17·132.5 天前
KOL发帖自我标榜此前推荐的IQE/LITE/TSM等标的获机构买入
📄 原文Serenity↗ 原文
Didn’t I tell you all it’s possible retail can frontrun institutions anon?? -> Point72 is aggressively buying up $IQE 2…
不做 IQE.US
KOL回顾性吹嘘帖，底层机构买入多为滞后数据或旧闻，无新增边际催化，且IQE.US流动性差，属噪音。
不做 LITE.US
KOL旧逻辑总结，无新催化剂，光通信与InP逻辑已被市场充分认知和定价，无新edge。
不做 TSM.US
KOL提及的Apollo收购NSG等传闻存疑且为旧闻，台积电COUPE玻璃基板逻辑已被市场充分认知，无新增催化。
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原文全文
展开原文 · 720 字
Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capacity + $LITE supplier thesis post.
-> Apollo literally bought out NSG, the $TSM COUPE glass provider I identified.
-> And I've identified many others like $SIVE, the $MRVL / $JBL supplier to Riber the unknown quantum supplier to $MSFT (with the help of a friend) recently.
I happen to like democratizing information discovery/synthesis to retail investors at the very beginning…
Instead of selling analysis to institutions or behind $20000+ paywalls.
Stocks are genuinely positive sum where retail can get the lead for the first time.
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capacity + $LITE supplier thesis post.
-> Apollo literally bought out NSG, the $TSM COUPE glass provider I identified.
-> And I've identified many others like $SIVE, the $MRVL / $JBL supplier to Riber the unknown quantum supplier to $MSFT (with the help of a friend) recently.
I happen to like democratizing information discovery/synthesis to retail investors at the very beginning…
Instead of selling analysis to institutions or behind $20000+ paywalls.
Stocks are genuinely positive sum where retail can get the lead for the first time.
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