KOL发帖看好Foci(3363)与HIMX为NVDA/TSM光学项目瓶颈，指机构打压吸筹

Basically this… and it’s how cycles work.

Retail was early and completely frontran institutions on next architectural shifts.

There was close to 0 US institutional ownership on $SIVE.

And now you see active institutions like JP Morgan, Fidelity Research, and others on the cap table.

Happened last year with $NBIS.

> I called out close to <30% institutional accumulation and said they wanted more shares.
> institutions bought up majority of the float
> bunch of negative articles back then, now it’s positive and ATHs.

Two years before it was $RKLB

> Was long at $16, but institutional analysts kept giving record low PTs and told retail to sell, although it had such a high reusable rocket rate.
> retail sold, institutional ownership stocked up
> now it’s ATHs

I expect Foci (3363) to be a bottleneck for both $NVDA and $TSM optical programs and now there’s firms implying you to sell that at $2.5B valuations alongside $HIMX.

So if you see negative sellside reports or an uncanny wave of negative news, if’s a good signal they need liquidity.

Recently some smaller hedge funds have been so desperate that they’re likely even using bot farms on X that told retail to sell lol… which I’ve uncovered recently.

Regardless, it’s also why I spend a lot of time doing research on individual names so people can build their own conviction in the face of noise.

Unfortunately, it’s just a part of life how the modern liquidity cycles/transfers of US retail -> Institutions work.

They don’t work in the best interest of retail investors.