🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-16 03:00:42时区推断·⟳ 抓取 06-03 20:36:31回填·⚡ 决策 06-17 07:39:09·132.6 天前
KOL Serenity 回顾并吹嘘过去推荐的 IQE 等股票的上涨逻辑
📄 原文Serenity↗ 原文
No. This type of BS mindset needs to stop. What I do is point them out to retail first before the 100-500%+ returns. US…
不做 IQE.US
KOL 事后回顾已上涨股票的旧闻帖，无新增催化剂，相关逻辑和业绩已充分 price-in，纯属维护人设的噪音。
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No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought them out eventually.
1. $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap. While companies like Landmark were trading at $3.8B.
They were also the supplier to $LITE, and photonics/epiwafer demand took off this year.
2. $SIVE went up because they had new deals with $JBL and O-Net.
But they were already unknown as the laser supplier to $MRVL's CPO program when I first went long.
American institutions like $AVGO would have likely just bought the company directly like what Qualcomm did with Alphawave over in the openlight side of things if I didn't bring attention to it.
Then Swedish retail investors wouldn't get any of the upside.
3. $ALRIB went up because their earnings sent their P/E down to fwd 26, despite holding a duopoly in the MBE category with $VECO.
This combined with new SiPH equipment, as well as $IQE + QD Laser (for quantum dot) being their customers.
This was combined from raw information discovery of the decade that $MSFT Quantum was their buyer.
You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company.
4. $SOI is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO.
This was more information synthesis combined with timing the bottom of their legacy cycle.
5. $RPI went up because of earnings and AI hardware usage.
I was just the very first person to point it out.
I projected 55% revenue growth compared to 14% from analysts. They did 58%.
I just gave retail the chance to buy it before institutions.
The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company.
I'm just giving retail the a
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought them out eventually.
1. $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap. While companies like Landmark were trading at $3.8B.
They were also the supplier to $LITE, and photonics/epiwafer demand took off this year.
2. $SIVE went up because they had new deals with $JBL and O-Net.
But they were already unknown as the laser supplier to $MRVL's CPO program when I first went long.
American institutions like $AVGO would have likely just bought the company directly like what Qualcomm did with Alphawave over in the openlight side of things if I didn't bring attention to it.
Then Swedish retail investors wouldn't get any of the upside.
3. $ALRIB went up because their earnings sent their P/E down to fwd 26, despite holding a duopoly in the MBE category with $VECO.
This combined with new SiPH equipment, as well as $IQE + QD Laser (for quantum dot) being their customers.
This was combined from raw information discovery of the decade that $MSFT Quantum was their buyer.
You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company.
4. $SOI is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO.
This was more information synthesis combined with timing the bottom of their legacy cycle.
5. $RPI went up because of earnings and AI hardware usage.
I was just the very first person to point it out.
I projected 55% revenue growth compared to 14% from analysts. They did 58%.
I just gave retail the chance to buy it before institutions.
The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company.
I'm just giving retail the a
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