🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-14 23:38:19时区推断·⟳ 抓取 06-03 20:37:05回填·⚡ 决策 06-17 08:00:10·132.5 天前
KOL炫耀Soitec(SOI)单月涨64%并重申硅光子(SIVE)多头观点
📄 原文Serenity↗ 原文
Soitec is now up 64% in 1 month since my TLDR thesis post. Lot of people made fun of $SOI as a “no fundamentals meme st…
不做 SOI.US
KOL炫耀战绩帖，标的单月已大涨64%，旧逻辑已充分price-in，无新催化剂，追高无edge
不做 SIVE.US
仅为KOL伴随喊单，缺乏独立新催化剂，且KOL晒单常为动量末端滞后指标
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 428 字
Soitec is now up 64% in 1 month since my TLDR thesis post.
Lot of people made fun of $SOI as a “no fundamentals meme stock” when it corrected after I posted (because of Iran/macro).
But my longs, especially with CPO/Silicon Photonics related stuff like $SIVE that scales into 2029.
Sometimes just need time to play out?
It’s a genuine monopoly in the substrate layer and it’s likely bottoming in their legacy drag segments.
Lot of people made fun of $SOI as a “no fundamentals meme stock” when it corrected after I posted (because of Iran/macro).
But my longs, especially with CPO/Silicon Photonics related stuff like $SIVE that scales into 2029.
Sometimes just need time to play out?
It’s a genuine monopoly in the substrate layer and it’s likely bottoming in their legacy drag segments.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。