🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-16 02:31:20时区推断·⟳ 抓取 06-03 20:36:31回填·⚡ 决策 06-17 07:39:18·132.4 天前
KOL晒单欧洲半导体多头清单，标的YTD已暴涨107%-837%
📄 原文Serenity↗ 原文
Out of curiosity. Why do Europeans hate their own markets? If you look at all my core longs: $IQE up 837% YTD $SIVE up…
不做 IQE.US
KOL滞后晒单，YTD已涨837%，严重price-in且无新催化剂；实际为英股IQE.L，.US代码属OTC流动性极差。
不做 SIVE.US
KOL滞后晒单，YTD已涨385%，严重price-in且无新催化剂；实际为瑞典股，.US代码流动性极差。
不做 ALRIB.US
KOL滞后晒单，YTD已涨258%，严重price-in且无新催化剂；实际为法股Riber，.US代码流动性极差。
不做 SOI.US
KOL滞后晒单，YTD已涨208%，严重price-in且无新催化剂；实际为法股Soitec，.US代码流动性极差。
不做 RPI.US
KOL滞后晒单，YTD已涨107%，严重price-in且无新催化剂；实际为英股Raspberry Pi，.US代码流动性极差。
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原文全文
展开原文 · 1,093 字
Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% YTD
It’s just endless salt coming from local analysts and reporters.
But they’re the national security gems in each country (aside from Raspberry Pi).
Locals end up selling all their shares at the bottom, then it just transferred to American investors and institutions.
Then they don’t get any of the upside.
If a company like Riber is used by $MSFT quantum and traded at a 26 p/e, it would be $1.6B+ in the US like $LWLG. But people are salty if it has a valuation premium at all.
The only appreciative community for foreign capital I’ve seen are Japanese, and most have been incredibly welcoming.
I feel like Europeans should be proud their leading frontier companies, are benefiting from Western capital.
So they can scale up production needed for American hyperscalers?
It’s a positive sum effect on the company, and the local economies as well.
This backward mindset phenomenon needs to change.
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% YTD
It’s just endless salt coming from local analysts and reporters.
But they’re the national security gems in each country (aside from Raspberry Pi).
Locals end up selling all their shares at the bottom, then it just transferred to American investors and institutions.
Then they don’t get any of the upside.
If a company like Riber is used by $MSFT quantum and traded at a 26 p/e, it would be $1.6B+ in the US like $LWLG. But people are salty if it has a valuation premium at all.
The only appreciative community for foreign capital I’ve seen are Japanese, and most have been incredibly welcoming.
I feel like Europeans should be proud their leading frontier companies, are benefiting from Western capital.
So they can scale up production needed for American hyperscalers?
It’s a positive sum effect on the company, and the local economies as well.
This backward mindset phenomenon needs to change.
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