🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-30 14:52:25时区推断·⟳ 抓取 06-03 17:00:28回填·⚡ 决策 06-16 21:51:56·133.0 天前
KOL发帖吹捧小盘股SIVE并提及AAPL/MRVL/JBL等客户
📄 原文Serenity↗ 原文
> markets went from doubting $SIVE customers ($150m MC) Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense…
不做 SIVE.US
KOL喊单小盘股，纯情绪博弈无实质新催化剂，且作者提示机构洗盘风险，流动性与交易结构不佳
不做 JBL.US
仅作为小盘股客户被被动提及，对大盘股基本面与股价无实质影响，纯噪音
不做 AAPL.US
仅作为小盘股客户被被动提及，对大盘股基本面与股价无实质影响，纯噪音
不做 MRVL.US
仅作为小盘股客户被被动提及，对大盘股基本面与股价无实质影响，纯噪音
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原文全文
展开原文 · 981 字
> markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($600m mc)
Turns out you skip the capex if you go with Win Semi
> to doubting what share they get vs competitors like $LITE ($1.2B mc)
Turns out it’s likely sole source for companies like $JBL and primary suppliers for Ayar.
> to doubting their revenue opportunities ($2B MC)
Turns out they got 77% pipeline growth in just a few months
> to doubting their partners like Win Semi’s ability to scale (we are here)
Anyone who thinks Win Semi… one of the worlds most important foundries for $AVGO, $LITE, SpaceX supply chains…
can’t scale capability by 2028 is a stupid bear.
We’re at the point where US retail investors acquired the float off Swedish investors.
But I’m expecting US institutions to find a way to shake out US retail like they did with $NBIS or $RKLB before the next supercycle.
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($600m mc)
Turns out you skip the capex if you go with Win Semi
> to doubting what share they get vs competitors like $LITE ($1.2B mc)
Turns out it’s likely sole source for companies like $JBL and primary suppliers for Ayar.
> to doubting their revenue opportunities ($2B MC)
Turns out they got 77% pipeline growth in just a few months
> to doubting their partners like Win Semi’s ability to scale (we are here)
Anyone who thinks Win Semi… one of the worlds most important foundries for $AVGO, $LITE, SpaceX supply chains…
can’t scale capability by 2028 is a stupid bear.
We’re at the point where US retail investors acquired the float off Swedish investors.
But I’m expecting US institutions to find a way to shake out US retail like they did with $NBIS or $RKLB before the next supercycle.
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