🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 11:21:12时区推断·⟳ 抓取 11:22:46·⚡ 决策 06-15 21:31:10 +10h08m·133.8 天前
KOL发布宏观与板块看多观点，提及WOLF、LITE及太空IPO主题
📄 原文Serenity↗ 原文
Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF powe…
不做 WOLF.US
KOL喊单，800V趋势为市场已知逻辑，无新微观催化剂，缺乏预期差。
不做 LITE.US
KOL喊单，InP供应链缓解为行业已知趋势，无突发催化，已充分定价。
不做 SPCX.US
SpaceX未上市，SPCX代码无法唯一消歧到可交易的太空IPO标的。
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原文全文
展开原文 · 819 字
Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector).
And overall macro go brr from War/Strait peace deals.
It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping.
I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall…
(South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile).
But basically: Murica go brrrr.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector).
And overall macro go brr from War/Strait peace deals.
It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping.
I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall…
(South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile).
But basically: Murica go brrrr.
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