🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 5/10
北京时间·🕒 发布 04-30 09:00:27时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:43:24·132.6 天前
KOL喊单台股閎康科技(6830.TW)在CPO检测领域的垄断地位，提及TSM/NVDA等大厂为客户
📄 原文Serenity↗ 原文
I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets mig…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +4%、仅下一个交易日，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 KOL删帖 / 公司澄清无CPO检测业务 / 专利诉讼败诉
不做 TSM.US
KOL喊单其微小供应商(6830.TW,市值14亿)，对万亿市值客户的业绩和股价无实质影响，纯噪音
不做 NVDA.US
KOL喊单其微小供应商(6830.TW)，对巨头客户无实质影响，纯噪音
不做 AAPL.US
KOL喊单其微小供应商(6830.TW)，对巨头客户无实质影响，纯噪音
不做 AMAT.US
KOL喊单其微小供应商(6830.TW)，对巨头客户无实质影响，纯噪音
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
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原文全文
展开原文 · 1,896 字
I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly).
For customers from mapping:
1. $TSM
2. $NVDA
3. $AAPL
4. $AMAT
5. $LRCX
6. $ASML
7. $INTC
And high probability $AVGO, MediaTek, Samsung, $MRVL, and others (they did mention EU too).
If you're curious:
- Taipei times names TSM as a client that Msscorps provides them with advanced material and failure analysis and name drops Apple, Nvidia, Lam, AMAT (also S/O to Latent for doing DD with me on this. there's other supply chain relationships to Nvidia through things like linkedin)
- For $AMSL, Taipei Times, Sept 10, 2024 "ASML adopted Msscorps' ultra-sensitive materials analysis of photoresists"
For Intel - Material analysis lab MSSCORPS has secured orders from major manufacturers such as Nvidia and Intel (Industrial Technology Research).
For inspection (non-destructive infrared (IR) leakage detection), they're a monopoly.
And have aggressively used litigation (like the Enli Tech lawsuit) to lock out rivals, which I view as a positive thing.
This creates massive pricing power with yields and every major player goes through them.
CPO inspection market is also extremely critical and like $AXTI in the InP substrate section, this massive chokepoint has pure pricing power with price hikes.
The risk is the patent suit doesn't go as plan, but Nvidia and other hyperscalers aren't likely to go with other parties in case MSSCorps wins, so this creates a massive multi-year advantage anyway. Hyperscalers aren't going to wait to see how an emerging competitor is going to win or not + take the risk.
I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly).
For customers from mapping:
1. $TSM
2. $NVDA
3. $AAPL
4. $AMAT
5. $LRCX
6. $ASML
7. $INTC
And high probability $AVGO, MediaTek, Samsung, $MRVL, and others (they did mention EU too).
If you're curious:
- Taipei times names TSM as a client that Msscorps provides them with advanced material and failure analysis and name drops Apple, Nvidia, Lam, AMAT (also S/O to Latent for doing DD with me on this. there's other supply chain relationships to Nvidia through things like linkedin)
- For $AMSL, Taipei Times, Sept 10, 2024 "ASML adopted Msscorps' ultra-sensitive materials analysis of photoresists"
For Intel - Material analysis lab MSSCORPS has secured orders from major manufacturers such as Nvidia and Intel (Industrial Technology Research).
For inspection (non-destructive infrared (IR) leakage detection), they're a monopoly.
And have aggressively used litigation (like the Enli Tech lawsuit) to lock out rivals, which I view as a positive thing.
This creates massive pricing power with yields and every major player goes through them.
CPO inspection market is also extremely critical and like $AXTI in the InP substrate section, this massive chokepoint has pure pricing power with price hikes.
The risk is the patent suit doesn't go as plan, but Nvidia and other hyperscalers aren't likely to go with other parties in case MSSCorps wins, so this creates a massive multi-year advantage anyway. Hyperscalers aren't going to wait to see how an emerging competitor is going to win or not + take the risk.
I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.
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