🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-12 12:25:44时区推断·⟳ 抓取 06-12 12:26:25·⚡ 决策 06-14 19:04:40 +2d06h·135.3 天前
KOL Serenity发推回顾2025年投资业绩，列举ALAB/LITE/AAOI等已大涨标的
📄 原文Serenity↗ 原文
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $9…
不做 ALAB.US
KOL晒单回顾帖，标的已大幅上涨，无新基本面催化，追高风险极大，警惕KOL出货
不做 LITE.US
KOL晒单回顾帖，标的已大幅上涨，无新基本面催化，属于已price in的旧闻
不做 AAOI.US
KOL晒单回顾帖，标的市值已大幅扩张，无新催化，警惕阶段性顶部
不做 NBIS.US
KOL晒单回顾帖提及，无新基本面事件，纯情绪喊单，不具备交易edge
不做 RKLB.US
KOL晒单回顾帖提及，无新基本面事件，纯情绪喊单，不具备交易edge
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研究档案
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原文全文
展开原文 · 722 字
Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some ideas slightly off like pluggables specifically for certain ASIC programs.
Lost conviction on ALAB along the way with optical transitions.
But this was back when AAOI and others were small $3B companies (~$14B now).
So maybe some others in the same range today like $SIVE should get some more attention?
But I’m happy a lot of them aged super well.
And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some ideas slightly off like pluggables specifically for certain ASIC programs.
Lost conviction on ALAB along the way with optical transitions.
But this was back when AAOI and others were small $3B companies (~$14B now).
So maybe some others in the same range today like $SIVE should get some more attention?
But I’m happy a lot of them aged super well.
And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.
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