🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-28 00:35:33时区推断·⟳ 抓取 06-03 17:11:29回填·⚡ 决策 06-16 23:14:45·132.7 天前
Twitter KOL喊单XFAB涉及硅光子与SiC等热门概念
📄 原文Serenity↗ 原文
Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally gettin…
不做 XFAB.US
KOL缝合概念喊单，NVDA/NOK评估及Chips Act等传闻未证实；且XFAB主要在欧股上市，美股OTC流动性极差，不具备交易条件
不做 NVDA.US
大盘股，KOL帖子提及对其无实质影响与催化
不做 NOK.US
大盘股，KOL帖子提及对其无实质影响与催化
不做 RPI.US
非核心标的，指代不明且无实质催化剂
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原文全文
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Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical they are.
And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B.
This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag.
$XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics.
The main revenue ramp was around power semis with $NVDA pushing 800 vdc.
So $NVTS, $POWI, $WOLF and everyone have been taking off recently.
Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago.
I just happened to point out the connections.
Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical they are.
And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B.
This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag.
$XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics.
The main revenue ramp was around power semis with $NVDA pushing 800 vdc.
So $NVTS, $POWI, $WOLF and everyone have been taking off recently.
Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago.
I just happened to point out the connections.
Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
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