🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-22 19:00:20时区推断·⟳ 抓取 06-03 20:33:27回填·⚡ 决策 06-17 06:52:24·132.5 天前
KOL Serenity 喊单 IQE/SIVE/AXTI 并声称机构跟进
📄 原文Serenity↗ 原文
Bro everyone was doubting me on names like $IQE. Yet how come… all these institutions from UBS or Point72 buy in after…
不做 IQE.US
纯KOL喊单与自我吹嘘，无实质性新催化剂，声称机构跟进属无法证实的传闻，视为噪音或潜在出货信号。
不做 SIVE.US
纯KOL喊单，反驳瑞典媒体看空但无新基本面数据支撑，提及的下游客户链接为旧闻或推断，视为噪音。
不做 AXTI.US
KOL清单帖附带提及，无独立新催化剂，属于情绪化喊单噪音。
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原文全文
展开原文 · 387 字
Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIVE realized who found $AXTI?
I’m very confident institutions will likely follow-in soon given Sivers lasers power $MRVl, $JBL, Ayar, and others…
with links to $GOOGL, $MSFT, $AMZN and other hyperscalers.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIVE realized who found $AXTI?
I’m very confident institutions will likely follow-in soon given Sivers lasers power $MRVl, $JBL, Ayar, and others…
with links to $GOOGL, $MSFT, $AMZN and other hyperscalers.
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