🐦 推特aleabitoredditV1 · 实盘不做把握 8/10
北京时间·源无时间·以抓取为准·⟳ 抓取 06-08 09:39:36回填·⚡ 决策 06-16 17:39:50·133.1 天前
推特KOL回应官媒报道，再次确认看好绿的谐波并顺带提及Marvell
📄 原文aleabitoreddit↗ 原文
I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the a…
不做 688017.SH
KOL喊单已引发前期大涨且官媒(中国证券报)已跟进报道，信息充分扩散，情绪高潮追高风险极大，且KOL提示不控短期波动，属于消息满天飞不追
不做 MRVL.US
仅作为KOL过往成功投资案例被顺带提及，无针对该公司的新基本面催化剂，不构成交易理由
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展开原文 · 847 字
I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.
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