🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-28 02:36:23时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:15:48·132.5 天前
KOL隐喻解读光互连供应链(POET/MRVL/LITE)，无新催化剂
📄 原文Serenity↗ 原文
Pretend $SIVE, $LITE make specialized blue and red maine lobsters. Very rare, not many people can do. $POET steams the…
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KOL纯逻辑隐喻解读，无新订单或产品催化剂，大盘股已充分price-in
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KOL纯逻辑隐喻解读，无新基本面事件，光器件逻辑已明牌
不做 POET.US
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不做 SIVE.US
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原文全文
展开原文 · 938 字
Pretend $SIVE, $LITE make specialized blue and red maine lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL buys those lobster tails, puts it together on a plate with broccoli and steak.
Then serves it at the highest price to high end customers.
Marvell is famous for serving Blue lobster tails.
But can always serve Red ones, and it’s easier to keep serving Blue that they’re used to.
And it’s also possible for the Red lobster farmer to shift to Blue lobsters with some effort, but it takes time to raise those lobsters.
But… it just so happens Marvell’s competitor Nvidia bought out all the Red Lobsters for their restaurant.
In the end, they still need those rare blue Maine lobsters. But just decided to steam it themselves.
That’s $POET and $MRVL situation. It’s likely they’ll just go buy lobsters directly since you can’t just spawn Blue lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL buys those lobster tails, puts it together on a plate with broccoli and steak.
Then serves it at the highest price to high end customers.
Marvell is famous for serving Blue lobster tails.
But can always serve Red ones, and it’s easier to keep serving Blue that they’re used to.
And it’s also possible for the Red lobster farmer to shift to Blue lobsters with some effort, but it takes time to raise those lobsters.
But… it just so happens Marvell’s competitor Nvidia bought out all the Red Lobsters for their restaurant.
In the end, they still need those rare blue Maine lobsters. But just decided to steam it themselves.
That’s $POET and $MRVL situation. It’s likely they’ll just go buy lobsters directly since you can’t just spawn Blue lobsters.
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