🐦 推特SerenityV1 · 实盘观望把握 5/10
北京时间·🕒 发布 05-17 16:17:25时区推断·⟳ 抓取 06-03 18:07:22回填·⚡ 决策 06-17 02:00:32·132.8 天前
KOL澄清PENG仅为光子内存机箱集成商而非核心IP拥有者
📄 原文Serenity↗ 原文
Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed. They're on the $SMCI integ…
不做 PENG.US
KOL澄清其并非光子内存核心IP拥有者，仅为类似SMCI的机箱集成商且处于早期开发阶段，炒作逻辑降级，短期情绪偏空，缺乏做多edge
不做 MRVL.US
仅作为光子内存IP供应商被提及，无新催化剂，不构成交易信号
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原文全文
展开原文 · 859 字
Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.
They're on the $SMCI integrator level with potential software add.
The high margin, foundational IP belongs to companies like Celestial or others like Lightmatter.
What they do is build a 2U box, inside the rack, around Celestial/Marvell's the photonic memory IP.
It's also in the development collaboration stage.
Retail just misunderstand the different layers and conflate them all as this company building core photonic memory IP.
Not commenting on the potential price, but it's a legitimate idea for its base business. And upside would be material if they go past sampling.
Just annoying when I get comments about "PHOTONIC MEMORY".
Then they're building the chassis that the actual photonic memory IP sits inside and not even in qualification stage.
They're on the $SMCI integrator level with potential software add.
The high margin, foundational IP belongs to companies like Celestial or others like Lightmatter.
What they do is build a 2U box, inside the rack, around Celestial/Marvell's the photonic memory IP.
It's also in the development collaboration stage.
Retail just misunderstand the different layers and conflate them all as this company building core photonic memory IP.
Not commenting on the potential price, but it's a legitimate idea for its base business. And upside would be material if they go past sampling.
Just annoying when I get comments about "PHOTONIC MEMORY".
Then they're building the chassis that the actual photonic memory IP sits inside and not even in qualification stage.
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