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北京时间·🕒 发布 05-28 20:26:14时区推断·⟳ 抓取 06-03 17:09:04回填·⚡ 决策 06-16 22:40:45·132.8 天前
KOL看多XFAB，称其获美欧政府关键基础设施认定及CHIPS Act 2支持
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I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were th…
不做 XFAB.US
典型KOL小作文，将SiC/GaN、光子学、CHIPS Act 2、NVDA评估等宏大叙事拼凑于1.5B市值小盘股，未见NIST或CHIPS Act 2官方一手公告证实，属未证实的完美利好，规避
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I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility.
Per NIST filings stated they were the only high volume SiC foundry in America.
Making them extremely “critical infrastructure”… Verbatim from the US Gov.
And they’re the first comprehensive pure play foundry for SiC/GaN.
So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard.
For long term photonics exposure:
They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now.
And production ramp up in 2027/volume production H1 2028 expected.
So you have a company at $1.5B MC:
Critical both on the power semis front to the US government.
And critical to both photonics front to the EU government.
Coming off of a legacy drag cycle with auto and others (similar to Soitec).
I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies…
Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.
Per NIST filings stated they were the only high volume SiC foundry in America.
Making them extremely “critical infrastructure”… Verbatim from the US Gov.
And they’re the first comprehensive pure play foundry for SiC/GaN.
So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard.
For long term photonics exposure:
They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now.
And production ramp up in 2027/volume production H1 2028 expected.
So you have a company at $1.5B MC:
Critical both on the power semis front to the US government.
And critical to both photonics front to the EU government.
Coming off of a legacy drag cycle with auto and others (similar to Soitec).
I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies…
Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.
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