🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-28 20:53:24时区推断·⟳ 抓取 06-03 17:09:04回填·⚡ 决策 06-16 22:40:26·132.8 天前
KOL Serenity 晒单欧洲股票历史战绩并喊单新标的 XFAB
📄 原文Serenity↗ 原文
Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware…
不做 RPI.US
KOL 晒单标的，已从 $280 涨至 $800，充分 price-in，无 edge
不做 LPK.US
KOL 晒单标的，已从 $6 涨至 $24，充分 price-in，无 edge
不做 SOI.US
KOL 晒单标的，已从 $44 涨至 $181，充分 price-in，无 edge
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原文全文
展开原文 · 732 字
Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly)
$SOI: $44 -> $181 (silicon photonics, monopoly over substrates)
$SIVE: $4 -> $71 (CPO, critical chokepoints over lasers).
$IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies).
$ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals).
And now $XFAB at $9.
I’m not always right.
But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly)
$SOI: $44 -> $181 (silicon photonics, monopoly over substrates)
$SIVE: $4 -> $71 (CPO, critical chokepoints over lasers).
$IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies).
$ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals).
And now $XFAB at $9.
I’m not always right.
But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.
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