🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-14 08:59:36时区推断·⟳ 抓取 06-03 18:26:15回填·⚡ 决策 06-17 02:48:07·132.9 天前
KOL喊单台股8147为亚马逊机器人供应链未发掘供应商
📄 原文Serenity↗ 原文
Now that I think about it more… Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZ…
不做 AMZN.US
KOL喊单小盘供应商，对AMZN庞大体量无实质影响，纯噪音
不做 8147.TW
KOL推测的未证实供应链关系，缺乏一手来源，小盘股社媒首发风险高
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Now that I think about it more…
Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too.
So as Amazon scales up, so does their revenue (it’s only ~$200m mc so it should be material if they’re hitting 38-40% gross margins).
I was only focusing on $NVDA CPO supply chains as their largest growth vector earlier.
But I do think Amazon’s robotics program have the simplest route for mass production since each one they make internally lowers opex, cuts headcount, and improves profitability.
And their whole ecosystem should benefit.
Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too.
So as Amazon scales up, so does their revenue (it’s only ~$200m mc so it should be material if they’re hitting 38-40% gross margins).
I was only focusing on $NVDA CPO supply chains as their largest growth vector earlier.
But I do think Amazon’s robotics program have the simplest route for mass production since each one they make internally lowers opex, cuts headcount, and improves profitability.
And their whole ecosystem should benefit.
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