🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-11 08:31:35时区推断·⟳ 抓取 06-03 18:56:22回填·⚡ 决策 06-17 03:38:00·132.8 天前
KOL讨论硅光子与塑料光纤投资时间线，建议等待放量而非过早布局
📄 原文Serenity↗ 原文
Promising… but for actually making returns: Things like Glass/Silicon Photonics is an immediate H2 2026-2029 event. 202…
不做 AEHR.US
KOL纯观点讨论，仅将其作为历史走势举例说明'等待放量'的策略，无新基本面催化剂，缺乏交易edge
不做 SIVE.US
美股代码无法唯一消歧（疑为拼写错误、OTC或瑞典Sivers Semiconductors的误标），且文中仅作为历史走势举例，无新催化剂
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原文全文
展开原文 · 643 字
Promising… but for actually making returns:
Things like Glass/Silicon Photonics is an immediate H2 2026-2029 event.
2029+ timeline seems accurate for plastic optics and cables cited by Tosoh.
Better to wait until it’s about to hit volume ramp as seen with $SIVE or $AEHR.
Feel like in general, going long on quantum dot, microled, and plastic way too early on… might just end up stalling out for a year in the next correction?
The nuance is you find any indicators timelines have been pushed up a lot (CPO got pushed up), then that’s alpha.
But it’s something to save for a year and a half later like H1 2028 for plastic optical cables.
Things like Glass/Silicon Photonics is an immediate H2 2026-2029 event.
2029+ timeline seems accurate for plastic optics and cables cited by Tosoh.
Better to wait until it’s about to hit volume ramp as seen with $SIVE or $AEHR.
Feel like in general, going long on quantum dot, microled, and plastic way too early on… might just end up stalling out for a year in the next correction?
The nuance is you find any indicators timelines have been pushed up a lot (CPO got pushed up), then that’s alpha.
But it’s something to save for a year and a half later like H1 2028 for plastic optical cables.
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