🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-27 16:57:05时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:21:41·132.5 天前
KOL分享已大涨的细分垄断标的清单（玻璃基板/MBE），无新催化剂
📄 原文Serenity↗ 原文
European “monopolies” like $LPK (Glass Core Substrates) have also been going brrr lately. $ALRIB is technically a duopo…
不做 LPK.US
KOL滞后分享已大涨标的（going brrr lately），无新基本面催化剂；且LPK疑似德国LPKF错误归一化为.US，美股无流动性或代码无效。
不做 ALRIB.US
ALRIB实为法国Riber（ALRIB.PA），美股代码无效或无流动性；且为KOL滞后动量分享，无新催化剂，属于已涨完的噪音。
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展开原文 · 355 字
European “monopolies” like $LPK (Glass Core Substrates) have also been going brrr lately.
$ALRIB is technically a duopoly but it’s there too… (Quantum / MBE)
Then there’s some over in Japan like Towa for (HBM4/compression molding) too that I own.
Usually monopolies get higher multiples.
I'll mention some more over time, just gotta find them all.
$ALRIB is technically a duopoly but it’s there too… (Quantum / MBE)
Then there’s some over in Japan like Towa for (HBM4/compression molding) too that I own.
Usually monopolies get higher multiples.
I'll mention some more over time, just gotta find them all.
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