🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-15 16:26:01时区推断·⟳ 抓取 06-03 20:36:47回填·⚡ 决策 06-17 07:43:59·132.4 天前
KOL喊单小盘激光器供应商SIVE，称其市值被低估
📄 原文Serenity↗ 原文
I really meant it when I thought $SIVE could be valued at $2B today. When do you ever find a critical laser supplier to…
不做 SIVE.US
KOL纯情绪喊单小盘股，无实质性催化剂（仅估值YY），疑似拉高出货，流动性与基本面风险极高
不做 MRVL.US
仅作为KOL喊单小盘股的背景板/客户提及，无直接催化剂
不做 JBL.US
仅作为KOL喊单小盘股的背景板/客户提及，无直接催化剂
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原文全文
展开原文 · 328 字
I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC?
You can't... Since there's only a few in the world.
And the rest in hyperscaler supply chains from $LITE to $MTSI are in the tens of billions...
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC?
You can't... Since there's only a few in the world.
And the rest in hyperscaler supply chains from $LITE to $MTSI are in the tens of billions...
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