🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-03 12:12:57时区推断·⟳ 抓取 06-03 18:59:55回填·⚡ 决策 06-17 05:04:11·132.5 天前
KOL发推回顾光通信战绩并抛出CPO/SiPh新标的猜谜
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Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle... This year: Found $SOI, which…
不做 LITE.US
KOL猜谜互动帖，无实质底层产业催化剂(无订单/业绩/产品发布)，仅为技术路径类比与粉丝互动，属于纯噪音。
不做 SOI.US
KOL猜谜帖提及的新标的，无底层事件支撑，且代码极可能指代SOI技术/晶圆而非具体美股标的，纯噪音。
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Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was the CPO = $LITE.
Might have found the CPO equivalent of $AAOI.
Curious if anyone can guess?
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was the CPO = $LITE.
Might have found the CPO equivalent of $AAOI.
Curious if anyone can guess?
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