🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 21:11:12时区推断·⟳ 抓取 21:12:09·⚡ 决策 06-19 21:22:54 +10m45s·130.3 天前
KOL喊单LPK.US称正讨论NASDAQ上市及获大订单
📄 原文Serenity↗ 原文
Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listi…
不做 LPK.US
未证实的KOL喊单，无官方公告或SEC filing证实NASDAQ转板及订单消息，典型小票吹票话术且作者持有仓位，疑似出货，缺乏一手来源。
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原文全文
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Wow, I completely missed this with $LPK meeting notes.
And I think markets did too. My biggest takeaway:
- NASDAQ listing is actively on their radar and are in discussions.
- 70% market share targeted, unholy target.
- TAM greatly exceeds former projections.
- See a 4-5 base case of players this year with orders.
- Industry is ready for high volume ramps.
I do think LPK is very undervalued based on these discussions (disclosure: own positions).
And I think markets did too. My biggest takeaway:
- NASDAQ listing is actively on their radar and are in discussions.
- 70% market share targeted, unholy target.
- TAM greatly exceeds former projections.
- See a 4-5 base case of players this year with orders.
- Industry is ready for high volume ramps.
I do think LPK is very undervalued based on these discussions (disclosure: own positions).
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