🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-25 00:20:52时区推断·⟳ 抓取 06-03 17:29:13回填·⚡ 决策 06-17 00:29:28·132.7 天前
KOL发布H2 2026四大投资主题清单，点名NVTS、VPG、LPK
📄 原文Serenity↗ 原文
Four critical themes for h2 2026 if you want long ideas: 1. CPO, #1 #1 #1 #1 favorite theme. I cannot stress how much m…
不做 NVTS.US
KOL长期主题清单帖，标的已翻倍，严重price-in，缺乏短期催化剂，疑似迟到清单
不做 VPG.US
KOL长期主题清单帖，标的已翻三倍，严重price-in，缺乏短期催化剂，疑似迟到清单
不做 LPK.US
KOL长期主题清单帖，缺乏短期催化剂，疑似迟到清单
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展开原文 · 973 字
Four critical themes for h2 2026 if you want long ideas:
1. CPO, #1 #1 #1 #1 favorite theme. I cannot stress how much markets misunderstand this.
Everyone I've talked in SV are privately funding optical startups right now and it's a big signal of what's to come.
2. 800 VDC power semis. I think other analysts kinda convinced me on this.
I was in $NVTS for a tiny bit, low concentration. But this almost doubled to my surprise. But after doing more research, it's a pretty seismic shift in terms of what players become important
3. Physical AI Humanoids/Robotics. As you know $VPG basically tripled, and there's a lot of other players I've been trying to find longs on.
Most downstream of interest are private sector... Then components are mainly in China/Japan.
4. Maybe Glass Substrate / advanced packaging stuff still eg. $LPK. Memory got pushed down on the list given how much players have re-rated recently, lot of opportunity still with niche hbm4 players.
1. CPO, #1 #1 #1 #1 favorite theme. I cannot stress how much markets misunderstand this.
Everyone I've talked in SV are privately funding optical startups right now and it's a big signal of what's to come.
2. 800 VDC power semis. I think other analysts kinda convinced me on this.
I was in $NVTS for a tiny bit, low concentration. But this almost doubled to my surprise. But after doing more research, it's a pretty seismic shift in terms of what players become important
3. Physical AI Humanoids/Robotics. As you know $VPG basically tripled, and there's a lot of other players I've been trying to find longs on.
Most downstream of interest are private sector... Then components are mainly in China/Japan.
4. Maybe Glass Substrate / advanced packaging stuff still eg. $LPK. Memory got pushed down on the list given how much players have re-rated recently, lot of opportunity still with niche hbm4 players.
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