🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-28 12:04:48时区推断·⟳ 抓取 06-03 17:10:19回填·⚡ 决策 06-16 22:51:48·132.7 天前
KOL发帖看多XFAB，提及NVDA与NOK光子学评估及CHIPS Act催化
📄 原文Serenity↗ 原文
Appreciate the more neutral coverage by Reuters and Bloomberg on $XFAB today. Although it would be nicer to focus more…
不做 XFAB.US
KOL长线逻辑喊单，缺乏短期突发催化，且美股OTC流动性存疑，不追。
不做 NVDA.US
噪音，XFAB的代工敞口对NVDA体量毫无影响。
不做 NOK.US
噪音，光子学评估对NOK股价无实质驱动。
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原文全文
展开原文 · 497 字
Appreciate the more neutral coverage by Reuters and Bloomberg on $XFAB today.
Although it would be nicer to focus more on the structural thesis presented…
Around 800 vdc power semis $NVDA exposure + with ongoing $NVDA / $NOK evaluations for photonics.
And around CHIPS Act semiconductor sovereignty as the near term catalyst.
Rather than around volatility from novel information synthesis.
I spend a lot of time looking at regulatory filings to find compelling things market missed you know…
Although it would be nicer to focus more on the structural thesis presented…
Around 800 vdc power semis $NVDA exposure + with ongoing $NVDA / $NOK evaluations for photonics.
And around CHIPS Act semiconductor sovereignty as the near term catalyst.
Rather than around volatility from novel information synthesis.
I spend a lot of time looking at regulatory filings to find compelling things market missed you know…
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