🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 22:54:06时区推断·⟳ 抓取 23:04:56·⚡ 决策 06-18 23:11:42 +6m46s·130.7 天前
KOL回顾Memory板块过去3个月巨大涨幅(MU+195%)，称photonics与memory为核心主题
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Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 ->…
不做 MU.US
KOL马后炮总结已大涨195%的板块，无新催化剂，已充分price-in，财报前追高风险极大
不做 SNDK.US
SanDisk(SNDK)早已退市被WDC收购，代码无效无法交易；且板块已大涨
不做 EWY.US
韩国ETF已涨65%，帖子为情绪高潮期的马后炮总结，无新催化剂
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Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K -> 2.685M KRW (+215.5%)
Samsung 172K -> 362K KRW (+110.7%)
If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028.
Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc."
Probably same thing now with optical names and their projections into 2027, 2028.
I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K -> 2.685M KRW (+215.5%)
Samsung 172K -> 362K KRW (+110.7%)
If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028.
Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc."
Probably same thing now with optical names and their projections into 2027, 2028.
I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.
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