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北京时间·🕒 发布 05-28 19:49:48时区推断·⟳ 抓取 06-03 17:09:48回填·⚡ 决策 06-16 22:44:28·132.8 天前
KOL晒单Soitec(SOI)已涨4倍且财报后大涨，提及光子学基板需求
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Oh look, $SOI is now up 4X+ since I went long. And another 15%+ after earnings. Despite media“analysts”claiming there w…
不做 SOI.US
KOL滞后晒单，股价已涨4倍且财报后大涨15%，底层催化剂(财报与光子学需求)已充分price-in，无新增量信息，追高期望值为负。
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原文全文
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Oh look, $SOI is now up 4X+ since I went long.
And another 15%+ after earnings.
Despite media“analysts”claiming there was nothing new with Soitec.
The fact they’re trying to reorganize the company to answer demand for SOI substrates for photonics.
It’s a pretty positive read-through on what’s to come for the company in the next two years.
Again with companies with forward growth opportunities, it’s about looking at the future…
not past earnings, unlike what some Europeans might only care about.
And another 15%+ after earnings.
Despite media“analysts”claiming there was nothing new with Soitec.
The fact they’re trying to reorganize the company to answer demand for SOI substrates for photonics.
It’s a pretty positive read-through on what’s to come for the company in the next two years.
Again with companies with forward growth opportunities, it’s about looking at the future…
not past earnings, unlike what some Europeans might only care about.
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