🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 05-12 18:09:16时区推断·⟳ 抓取 06-03 18:39:40回填·⚡ 决策 06-17 03:17:39·132.6 天前
KOL反驳媒体看空，继续看多RPI/SOI/SIVE等欧洲AI与硅光子概念股
📄 原文Serenity↗ 原文
Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2…
不做 RPI.US
正股在伦交所(RPI.L)，给定的.US代码为OTC且流动性极差无法有效执行；且标的已录得三位数涨幅，业绩超预期已充分price-in，KOL炫耀式喊单属情绪高潮，无安全边际。
不做 SOI.US
正股在巴黎泛欧交易所(SOI.PA)，给定的.US代码为OTC且流动性极差无法有效执行；硅光子概念已炒作充分，缺乏新催化剂，追高风险大。
不做 SIVE.US
正股在斯德哥尔摩交易所(SIVE.ST)，给定的.US代码为OTC且流动性极差无法有效执行；CPO概念已充分定价，KOL喊单往往是情绪尾声。
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原文全文
展开原文 · 744 字
Just 3 months ago, European media called my $RPI thesis:
"A Meme Stock" where earnings isn't factored into decisions.
2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis".
This month it's $SIVE is "nothing special with Sivers or CPO, it's been around for years".
Each are still hitting YTD highs with triple digit returns. Especially, Raspberry PI after it shattered projections by 52% to 55% fwd. rev growth from ~15% est.
And I expect all 3 ($RPI, $SIVE, and $SOI) to keep delivering record growth as AI, SiPH, and CPO drive structural re-rating.
Maybe after each negative hit piece... it's time for European media to look in a mirror?
The ones focusing on actual fundamentals are the ones they're mocking.
"A Meme Stock" where earnings isn't factored into decisions.
2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis".
This month it's $SIVE is "nothing special with Sivers or CPO, it's been around for years".
Each are still hitting YTD highs with triple digit returns. Especially, Raspberry PI after it shattered projections by 52% to 55% fwd. rev growth from ~15% est.
And I expect all 3 ($RPI, $SIVE, and $SOI) to keep delivering record growth as AI, SiPH, and CPO drive structural re-rating.
Maybe after each negative hit piece... it's time for European media to look in a mirror?
The ones focusing on actual fundamentals are the ones they're mocking.
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