🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-06 11:14:58时区推断·⟳ 抓取 06-03 18:59:46回填·⚡ 决策 06-17 04:35:03·132.6 天前
KOL重申CPO长期逻辑并反驳做空，无新催化剂
📄 原文Serenity↗ 原文
Just for the visual learners about CPO: This is what the CPO market growth looks like from GS + $LITE transcript confir…
不做 LITE.US
KOL观点帖，底层为GS研报与LITE财报等旧闻，CPO逻辑已充分定价，无新催化剂
不做 AAOI.US
KOL喊单反驳做空(暗指Citron)，无新基本面催化，高beta散户股追多无edge
不做 SNDK.US
代码疑为笔误或已退市(SanDisk)，无法唯一消歧与交易
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研究档案
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原文全文
展开原文 · 458 字
Just for the visual learners about CPO:
This is what the CPO market growth looks like from GS + $LITE transcript confirmations.
There's certain names that are very high-beta correlated to CPO.
Maybe... not the best idea to copy firms named after Orange Peels on $AAOI to $SNDK to short names.
At the very beginning or middle of supercycles?
Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.
This is what the CPO market growth looks like from GS + $LITE transcript confirmations.
There's certain names that are very high-beta correlated to CPO.
Maybe... not the best idea to copy firms named after Orange Peels on $AAOI to $SNDK to short names.
At the very beginning or middle of supercycles?
Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.
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