🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 04-24 14:42:19时区推断·⟳ 抓取 06-03 19:00:18回填·⚡ 决策 06-17 06:37:14·132.5 天前
KOL吹捧Sivers在CPO及Apple Watch供应链地位，提及MRVL/NVDA等下游客户
📄 原文Serenity↗ 原文
I'm amused by Swedish culture at this point. That their retail/journalists are crying every day when someone posts a su…
不做 SIVE.US
Sivers Semiconductors 实际在瑞典上市(SIVE.ST)，SIVE.US 非标准美股代码且无流动性；此外核心利好(AAPL 5000万只订单)仅为KOL转述的未证实传闻。
不做 MRVL.US
KOL清单帖仅将其作为Sivers的下游客户提及，CPO逻辑已充分定价，无新催化剂。
不做 NVDA.US
KOL清单帖仅将其作为CPO产业链背景板提及，相关投资逻辑早已明牌，无边际变化。
不做 JBL.US
仅作为1.6T LRO产业链背景被提及，无新催化剂，纯噪音。
不做 AMD.US
仅作为CPO产业链背景被提及，无新催化剂，纯噪音。
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原文全文
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I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying even further...
When someone shows $AAPL is secret hyperscaler customer of Sivers lasers for their next-gen Apple Watch development (which requires 50,000,000 units annually).
Does supplying to hyperscalers... Hurt locals's feelings that much to the point they try and self-destruct?
It's hilarious that a "Swedish professional" went out and said CPO is nothing new and nothing special, so Sivers is nothing special.
Meanwhile $NVDA is just funding every CPO program $2B from $MRVL to $LITE to $COHR left and right.
Cool thing about X is you learn something new every day interacting with global audiences.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying even further...
When someone shows $AAPL is secret hyperscaler customer of Sivers lasers for their next-gen Apple Watch development (which requires 50,000,000 units annually).
Does supplying to hyperscalers... Hurt locals's feelings that much to the point they try and self-destruct?
It's hilarious that a "Swedish professional" went out and said CPO is nothing new and nothing special, so Sivers is nothing special.
Meanwhile $NVDA is just funding every CPO program $2B from $MRVL to $LITE to $COHR left and right.
Cool thing about X is you learn something new every day interacting with global audiences.
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