🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-14 09:35:33时区推断·⟳ 抓取 06-03 18:25:43回填·⚡ 决策 06-17 02:44:46·132.7 天前
KOL看好台股3363(FOCI)為NVDA/TSM的CPO關鍵供應商
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Honestly I’m expecting FOCI (3363) to blow away projections over next two years. It’s a pretty high conviction position…
不做 3363.TW
KOL喊單缺乏新催化劑，CPO舊邏輯重炒，無一手源確認其為NVDA/TSM獨家瓶頸供應商
不做 NVDA.US
巨頭不受單一小型供應商瓶頸影響，純噪音
不做 TSM.US
巨頭不受單一小型供應商瓶頸影響，純噪音
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Honestly I’m expecting FOCI (3363) to blow away projections over next two years.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected to be the leading supplier to $NVDA and $TSM and get frequently cited as a bottleneck for that $91B+ 2028 CPO TAM (GS).
Insane how it’s $3B MC as a critical CPO bottleneck required for scale, while LightWave Logic literally has around the same valuation at $2.7B in development stage.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected to be the leading supplier to $NVDA and $TSM and get frequently cited as a bottleneck for that $91B+ 2028 CPO TAM (GS).
Insane how it’s $3B MC as a critical CPO bottleneck required for scale, while LightWave Logic literally has around the same valuation at $2.7B in development stage.
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