🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 05-12 11:00:20时区推断·⟳ 抓取 06-03 18:59:31回填·⚡ 决策 06-17 03:27:53·132.9 天前
KOL看好CPO超级周期并推荐台股FOCI补涨，引用TSM封装需求及HIMX大涨为论据
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Just qualitatively though about this CPO supercycle long: FOCI (3363) is looks super compelling around now at ~$3.2B MC…
不做 HIMX.US
KOL明确指出其已大涨75%，CPO逻辑已充分price-in，短期追高期望值为负
不做 TSM.US
万亿市值巨头，CPO单一催化对股价无实质弹性，仅为KOL论证其他标的的背景板
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Just qualitatively though about this CPO supercycle long:
FOCI (3363) is looks super compelling around now at ~$3.2B MC after $HIMX earnings call? Personally made it one of my larger positions.
Basically:
1. $TSM COUPE advanced packaging director did hint that FAU would be a pretty big bottleneck and would scale up soon.
2. Himax up 75% while Foci had a modest 2.6% bump over the last week. They kind of go hand in hand.
You all know the GS note about CPO ramp by now.T Then Foci shows up so many times from FAU to optical components...
Those happen to make up a massive % of CPO scale up/scale out costs?
$3.2B at the center of it all seems very promising.
FOCI (3363) is looks super compelling around now at ~$3.2B MC after $HIMX earnings call? Personally made it one of my larger positions.
Basically:
1. $TSM COUPE advanced packaging director did hint that FAU would be a pretty big bottleneck and would scale up soon.
2. Himax up 75% while Foci had a modest 2.6% bump over the last week. They kind of go hand in hand.
You all know the GS note about CPO ramp by now.T Then Foci shows up so many times from FAU to optical components...
Those happen to make up a massive % of CPO scale up/scale out costs?
$3.2B at the center of it all seems very promising.
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