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作者认为$ONDS估值过高，建议关注其他估值更低的无人机股。
个人而言，我觉得与其他无人机公司相比，$ONDS 的定价偏高。 我持有 $AVAV、$DPRO、$KTOS 和 $AIRO 以获取无人机领域的敞口。 （这只是我凭记忆随口一说，别太当真）Ondas 目前的前瞻性企业价值/收入倍数（Forward EV/revenue multiples）约为 28 倍以上。即使是 AVAV，作为“复制者”（Replicator）项目的一部分，其倍数也仅为 8-9 倍。 Airo 则是针对“复制者 2.0”的反无人机（Counter UAV）系统。 当我买入 $AIRO 时，其前瞻性市销率（Forward P/S）约为 2.5 倍（现在可能更高，也许是 3-4 倍）。 甚至 $DPRO 根据一些收入计算，可能也只有 2.8 倍左右。 所以在我看来，其他无人机公司有更高的上行空间。
英文原文
Personally speaking, I feel like $ONDS is richly priced compared to other drone companies. I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure. (Just going off the top of my head, dont take this too literally) Fwd EV/revenue multiples was ~28s+ now for Ondas. Even AVAV was 8-9 and they were in the replicator program. Airo was for counter UAV for replicator 2. When I bought $AIRO was trading at ~2.5 fwd p/s (probably higher now, maybe 3-4's). Even $DPRO might even be potential 2.8 from some rev calculations. So IMO higher upside with other drone companies.
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建议买入错杀标的而非传统对冲，并认可CRML的稀土受益逻辑。
我想指出一些超额收益机会：买入因错误原因下跌8%的标的（例如用于国防的美国无人机），而非像 $GLD / $SLV 这样的已知对冲工具。不过，如果讨论受益者，你提到的 $CRML 很棒，因为 Tanbreez 及其稀土矿藏。
英文原文
I just wanted to point out some alpha regarding buying into things down 8% for the wrong reason (eg. US drones for defense) rather than known hedges like $GLD / $SLV. But yes, if we talked about beneficiaries, your mentions like $CRML, bc of Tanbreez and all its rare earth deposits are great!
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德国股市作为美股风向标，因流动性低导致跌幅夸大。
@solbtcethcat 这是美国股市的德国市场。它是一个不错的方向性指标，但很可能是“愚蠢资金”，由于流动性低，跌幅被夸大了。
英文原文
@solbtcethcat This is Germany markets for US equities. It's a good directional indicator but likely dumb money, with exaggerated drops given low liquidity.
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格陵兰关税引发恐慌，建议逢低买入美国防、关键材料及本土半导体股。
美股期货因格陵兰关税新闻下跌。 许多欧洲股市热门股现下跌： $ONDS (-8.55%) 或 $RKLB (-7.65%)。 以下是如何从该局势中潜在获利的方法： 第一层：供应链 这是与北约盟友的争端。这威胁到供应链。 许多美国国防系统依赖欧洲组件（德国光学器件、英国/荷兰芯片）。格陵兰是稀土元素(REEs)的巨大潜在来源。 格陵兰受阻意味着美国必须依赖国内来源。 与欧洲的贸易战给国防承包商和其他部门带来混乱。 如果下跌，美国关键材料供应商如 $MP 或瓶颈对冲如 $LPTH 将是良好的逢低买入机会。 第二层：美国直接冲突/战争 战争板块如 ($AVAV 或 $KTOS) 实际上极具韧性，因为从根本上说，争端涉及美国国家安全。 欧洲（莱茵金属、萨博）国防股正在反弹，而美国（如 $ONDS）遭抛售。美国代码被恐惧的欧洲散户投资者错误定价。 国防股可能在“避险”恐慌初期下跌，但它们实际上最终成为与北约盟友紧张关系的主要受益者。（特朗普的事你无法预知）。 如果隔夜或盘前出现大幅下跌，如果发生无差别抛售，这可能是一个良好的买入机会。 第三层：美国半导体供应链/晶圆厂 与欧洲（特别是荷兰/ASML 和德国/蔡司）的贸易战严重损害半导体供应链。 在所有这些痛苦中，垂直整合的“美国制造”硬件公司将受益最大。 如果下跌，像 $COHR、$AMKR 或美国晶圆厂如 $INTC、$GFS 这样的公司可能是良好的逢低买入机会。 这更微妙，因为市场认为它们仍然有风险，因为许多“国内”玩家仍依赖欧洲进口（ASML 光刻、蔡司光学）来运营。 然而，这是关于供应链主权的美国国家安全，这是对美国政府不会让这些公司失败（例如英特尔的国家安全豁免）的美国政策的非对称性赌注。 可能避免： 科技/SaaS 的接飞刀，因为它们被视为“风险资产”，通常被抛售最多，除非情况极端。 _ 鉴于流动性低，欧洲市场可能正在恐慌性抛售至真空。 套利机器人可能会迫使美国隔夜价格下跌以匹配欧洲/期货的“隐含价格”。 然而，如果实际受益于该局势的板块出现跳空低开，这可能是极好的机会。 方向上，市场可能会看跌。 但预计许多这些 -7% 或 -9% 的数字将恢复到合理水平如 -1.5%，有些甚至翻正。
英文原文
US Futures are down due to Greenland Tariff news. Many popular names on EU stock exchanges are now down: $ONDS (-8.55%) or $RKLB (-7.65%). Here's how to potentially profit off the situation: Tier 1: Supply Chains This is a dispute with NATO Allies. This threatens supply chains. Many US defense systems rely on European components (optics from Germany, chips from UK/Netherlands). Greenland is a massive potential source of Rare Earth Elements (REEs). The blockage of Greenland means the US must rely on domestic sources. A trade war with Europe creates chaos for defense contractors and other sectors. US Critical Material providers like $MP or bottleneck hedges like $LPTH would be a good dip buying opportunity if they drop. Tier 2: US Direct Conflict/War War sectors like ( $AVAV or $KTOS ) are actually extremely resilient since fundamentally, the dispute goes back to US National Security. EU (Rheinmetall, SAAB) defense stocks are rallying, while US ( eg. $ONDS ) got sold off. US tickers are being mispriced by fearful European retail investors. Defense stocks might drop initially during "risk-off" panic but they actually end up being the primary beneficiaries of the tension with NATO allies. (you never know with Trump). Any large drops (if they happen) overnight or pre-market, this might be a good buying opportunity if there's an indiscriminate selloff. Tier 3: US Semi Supply Chains/Foundry A trade war with Europe (specifically the Netherlands/ASML and Germany/Zeiss) hurts the semiconductor supply chain immensely. Through all this pain, the vertically integrated "Made in America" hardware companies would benefit the most. Companies like $COHR, $AMKR, or US foundries like $INTC, $GFS might be a good dip buy if they drop. This is more nuanced since markets think they're still risky because a lot of the "domestic" players still rely on European imports (ASML lithography, Zeiss optics) to operate. However, this is US national security for supply chain sovereignty and this is an asymmetrical bet on US policy that they won't let these companies fail (eg. National Security Exemptions for Intel). Probably avoid: Falling knives on Tech/SaaS since they're considered "risk assets" and usually get sold off the most, unless it goes extreme. _ European markets are likely panic-selling into a void, given low liquidity. The arbitrage bots might force US overnight prices down to match the "implied prices" of European/Futures. However, this might be the excellent opportunity if there's a gap-down on names on sectors that actually benefit from the situation. Directionality, markets are likely going to see red. But expect many of these -7% or -9% numbers to recover to reasonable levels like -1.5%, with some flipping positive.
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Lightpath的锗是AI供应链关键瓶颈
@bennybigbull 我原本有关于 $LPTH 和 $AXTI 的深度撰写案例，但文章太长所以我删减了一个。不过是的，Lightpath 的锗(Germanium)是主要瓶颈之一 https://t.co/1cUXeoXMbX
英文原文
@bennybigbull I originally had two examples with $LPTH and $AXTI in depth writeups but the article got too long so I trimmed one of them. But yes Lightpath for Germanium is one of the big bottlenecks https://t.co/1cUXeoXMbX
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POET虽受散户追捧，但被视为未来互连瓶颈的替代方案。
@train9898 $POET 不幸的是，它是 WSB/X 上散户最喜爱的十大股票之一，所以并不算是低调。但它们是未来 1-2 年内解决互连瓶颈(interconnect bottleneck)的替代方案之一。
英文原文
@train9898 $POET unfortunately is retail’s top 10 favorite stocks on WSB/X so not exactly under the radar. But they’re one of the workarounds to inp in 1-2 years time
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感谢提及，指出光子学领域存在诸多供应链瓶颈。
@crux_capital_ 感谢提及！希望内容略有启发。光子学(Photonics)领域存在诸多瓶颈，相信你会对该领域感兴趣。
英文原文
@crux_capital_ Appreciate the shoutout! Hope it was slightly informative There’s a lot of photonics related bottlenecks so I’m sure you’d be interested in that area
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博主参与马斯克百万美元文章挑战，旨在分享信息而非求胜。
@platochi 我只是觉得为 @nikitabier 和 @elonmusk 的 $1M 文章挑战赛（$1M Article Challenge）一搏会很有趣！ 基本上没有获胜的机会。 但即使没有奖金，我也会这样做，以与他人分享有用的信息。
英文原文
@platochi I just thought it would be fun to shoot my shot for @nikitabier and @elonmusk $1M article challenge! Basically 0 chance of winning. But even without the prize, I’d do this anyway to share helpful information with others.
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通过信息发现寻找供应链瓶颈，多数标的因基本面差而落空。
@Ren_aramb 同意，这基本上就是一场淘金热。但我们是通过信息发现来寻找未来的瓶颈环节。找到正确的那个就等于发现了黄金（也许 $LPKFF 是那个知道的人）。我假设大多数人最终会空手而归，因为他们的很多基本面都很糟糕。
英文原文
@Ren_aramb Agreed, this is basically the gold rush. But instead we’re hunting for future bottlenecks with information discovery. Finding the right one would be discovering gold (maybe $LPKFF is the one who knows). I’d assume most end up empty since a lot of their fundamentals are bad.
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区分数据中心重估与新瓶颈发现的投资逻辑差异。
像 $NBIS 或 $CIFR 这样的公司是 2026 年高确信度的标的。但这与一家市值 5000 万美元的小众公司突然因 $NVDA 或 $MSFT 囤货而需求激增的情况不同。数据中心(DC)相关股票可能获得 1 年 2-3 倍的估值重估，但这与新瓶颈带来的 2000%+ 信息发现效应截然不同。像 $UUUU 或 $MP 这样的已知瓶颈也是如此。话说回来，我在文章中把磷化铟(indium phosphide)和导弹拼错了，可以看出我是手写的（也很尴尬）。
英文原文
Companies like $NBIS or $CIFR are high conviction for 2026. But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stockpiling inventory. You might get a 2-3x 1Y re-rating with DCs but it’s a different story than 2000%+ information discovery of a new bottleneck. Same with known bottlenecks like $UUUU or $MP That being said I also misspelled indium phosphide and missiles in my article so you can tell I hand wrote it (also embarrassing)
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分享链接，无具体文本内容。
https://t.co/zd8ThA4OIJ
英文原文
https://t.co/zd8ThA4OIJ
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博主调侃自己为磷化铟涨价欢呼，暗示其稀缺性价值。
@jukan05 我为磷化铟(InP)相关价格上涨欢呼，我是个坏人吗？我不可能是唯一一个这么想的人。
英文原文
@jukan05 Am I a bad person cheering on InP related price hikes? I can’t be the only one
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称赞类比精准并祝挑战好运
@mralexthomas 《 RuneScape 》的类比非常精准。读起来很有趣，祝你在 $1M 文章挑战中好运。
英文原文
@mralexthomas RuneScape analogy was spot on. Fun read, hope you with the $1M article challenge
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指出LLM在金融领域易自信出错，专家需警惕。
@pennycheck 是的，大型语言模型(LLMs)在处理财务信息和关系影响方面表现糟糕。我大量使用它们，但当你精通某个领域时，你会开始意识到它们（尤其是 ChatGPT）自信地给出错误答案的频率有多高。 https://t.co/X9w6WxYXP3
英文原文
@pennycheck Yeah LLMs are horrible with financial information and relational impacts. I heavily use them but you start to realize how often they’re confidently wrong (especially ChatGPT) when you’re knowledgeable in a field. https://t.co/X9w6WxYXP3
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博主表示若ChatGPT加广告且无优势将取消订阅，认为Gemini和Opus更优。
@zephyr_z9 这是我针对 ChatGPT 潜在广告功能的回应。恕我直言，Gemini 整体表现更好，而 Opus 在编程方面更胜一筹。如果 ChatGPT 没有提供任何边际优势，反而还要给我看广告，我会取消订阅。 https://t.co/se7MLvSQZG
英文原文
@zephyr_z9 This is my response to potential ads on ChatGPT. IMO Gemini is better in general and Opus is better for coding. If ChatGPT offers nothing marginally better and serves me ads on top, I’m cancelling. https://t.co/se7MLvSQZG
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建议发行瓶颈ETF以吸引散户资金
@jaded4595325692 一只瓶颈ETF将是一个绝佳的机会，@matthew_sigel 或 @vaneck_us 的某人可以发行。我确信它会吸引大量散户投资者的资金流入，因为他们希望获得相关敞口。
英文原文
@jaded4595325692 A bottleneck ETF would be a great opportunity for @matthew_sigel or someone at @vaneck_us to make. I'm sure it would get a lot of inflow from retail investors wanting to get exposure.
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作者表示暂无现成瓶颈ETF，愿提供可复制的清单。
@jaded4595325692 我不认为有这样的 ETF，因为其中一半都是非常非常小众的小盘股。不过我很乐意撰写一份瓶颈 ETF 清单，供人们参考复制。
英文原文
@jaded4595325692 i don't think there are any ETFs like this since half of these are very very niche small cap. I'd be happy to write up a bottleneck ETF though that ppl can copy.
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看好格陵兰局势利好国防及稀土，认为对AI交易仅为噪音。
我是一个看好格陵兰贸易紧张局势的看多者。 美国国防股如 $UAVS 和 $DPRO 可能会受益。稀土/关键材料也是如此。 但无法对 $NVO 的制药看多者、欧洲奢侈品如 $LVMH，或者可能的大科技股说同样的话。 正如你提到的，我同意这对 AI 交易来说只是噪音。
英文原文
I'm a bull that's excited about Greenland trade tensions. US defense like $UAVS and $DPRO are likely to benefit. Same with rare earth/critical materials. Can't say the same about the pharma bulls in $NVO, European luxury like $LVMH, or possibly big tech. As you mentioned, I agree it's just noise to the AI trade.
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澄清LEU指HALEU，指出Centrus是美国唯一获此许可的公司。
@hrtflutter 哎呀，$LEU 指的是 HALEU（高丰度低浓缩铀）。Centrus Energy 目前是美国唯一一家拥有将铀浓缩至 HALEU 水平许可证的公司。
英文原文
@hrtflutter Whoops, $LEU for HALEU (High-Assay Low-Enriched Uranium). Centrus Energy is currently the only company in the U.S. with a license to enrich uranium to HALEU levels.
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警告勿盲目买入PLSR，因氦3分离技术未成熟且成本不明。
特朗普的关税政策对我来说是个谜。 另外提醒一下那些认为应该无脑冲入 $PLSR 的人： - 没人知道储层中氦-3（Helium-3）的储量 - 从氦-4（Helium-4）中分离氦-3 的成本可能高得离谱（没人知道成本结构），甚至可能根本不值得尝试 他们实际上说过“目前不存在大规模分离氦-3 和氦-4 的商业技术”。 这就好比从海水中分离盐分来制造纯净水并出售。 因此，尽管坐拥潜在的金矿，其市值仍仅为 1.4 亿美元（如果他们真的尝试，预计会有大量稀释）。
英文原文
Trump's tariff policies are an engima to me. Also just a heads up for people who think they should ape into $PLSR - Nobody knows the volume of helium-3 in the reservoir - separating helium-3 from helium-4 might be insanely expensive (nobody knows cost structure) and it might be worthless to attempt They've actually said "no commercial technology currently exists to separate He-3 from He-4 at scale" For example separating salt from the ocean to make purified water and selling that. Hence why it's still $140m MC despite sitting on a potential gold mine (and if they do attempt it expect a TON of dilution).
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探讨氦-3对量子国防的重要性，关注$PLSR的氦气储层潜力。
它们之所以被称为瓶颈，是因为对各自垂直领域至关重要。但氦-3(He-3)对美国量子/国防产业确实如此。 $PLSR 看起来相当有趣，因为他们在明尼苏达州发现了一个氦气储层。 据说其中可能含有大量的氦-3，但我不太确定这是否属实。
英文原文
They're all called bottlenecks because they're critical for their specific vertical. But helium-3 definitely is for US quantum/defense industry. $PLSR seems quite interesting since they discovered a helium reservoir in Minnesota. Apparently it's possible that it contains significant amounts of Helium-3 but I'm not quite sure if it's true.
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分析$FEIM因太空业务瓶颈受益，虽涨幅巨大但属小众领域。
鉴于其太空业务敞口，我相信你会喜欢 $FEIM。 今年它已经上涨了 241%，所以我相信市场已经开始慢慢意识到瓶颈所在。 它们被 NASA 和 $LMT 大量使用。我猜测它们也被用于 SpaceX 的 Starshield，作为原子钟和时间源，以防 GPS 被干扰或摧毁。 但在我看来，这仍然是一个非常小众的领域。
英文原文
I'm sure you would like $FEIM given its space exposure. It's already up 241% this year so I'm sure markets have slowly started to realize the bottleneck They're heavily used for Nasa, $LMT. And my guess was SpaceX's Starshield for atomic clocks and time if GPS is jammed/destroyed. But again very niche imo.
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看好$LPTH，认为美军将弃用中国锗并锁定其黑钻石材料。
$LPTH 令人惊叹。我的核心论点是，大多数美国公司将脱离中国锗（Germanium）供应链（尤其是国防领域），并在未来两年内（大部分催化剂在此期间）采用 Lightpath 的黑钻石材料。他们拥有四年的窗口期，直到韩国 Zinc 在 2030 年开始扩产。但到那时，我假设许多供应商（如从洛克希德·马丁的“毒刺”导弹到 Andruil Ghost）的生产已锁定 Lightpath 的材料。
英文原文
$LPTH is incredible. My thesis is most US companies will move off China germanium supply chains (especially for defense) and use Lightpath black diamond in the next 2 years (most of the catalysts). They have a 4 year window until Korea Zinc starts ramping up in 2030. But by that time I'd assume many vendors like Lockheed Stingers to Andruil Ghost are locked into Lightpath's material for production.
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小市值标的具超额收益潜力，大市值预期已充分定价。
@D4RW1NEXE 谢谢！是的，这些属于更低调的标的，因为它们的市值极小。但等到像 $MP 那样达到 100 亿美元以上时，预期可能已经反映在价格中了。我相信我忽略的许多公司中仍有很多超额收益(alpha)机会。
英文原文
@D4RW1NEXE Appreciate it! Yeah these are the more under-the-radar ones since the marketcaps are extremely small. But by the time it hits $10B+ like $MP it's probably already priced in. I'm sure there's a lot of alpha with many of these companies that I overlooked.
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分析WOLF、LPKFF等AI供应链瓶颈股的投资潜力与稳定性。
$WOLF 在重组后可能是上面最有趣的一个。 $LPKFF 也涉及玻璃基板，且拥有激光诱导深蚀刻技术，市值仅 $1.69 亿，因此可能具有最具爆发力的 10 倍上行空间。 $MTRN 可能是上面最稳定的一个，鉴于其拥有约占全球 65% 的铍（Beryllium）储量，上行空间相当可观。 还有其他几只，但要么基本面真的很差，要么其瓶颈环节过于小众。 例如 $LPTH 的瓶颈横跨国防、AI、无人机等多个领域。 $AXTI 的瓶颈规模很大，而 AI 本身就是一个巨大的板块，因此不需要分散（尽管磷化铟(InP)也用于许多其他领域)。
英文原文
$WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decently high upside given it owns the mountain for ~65% of the world's Beryllium. There were a few others but just the fundamentals were either really bad or their bottleneck was too niche. $LPTH's bottleneck for example spreads across both defense, AI, drones, etc. $AXTI's bottleneck was so big and AI is such a big sector so it doesn't need to be spread across (but InP is used in a lot of other sectors too).
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梳理西方供应链瓶颈小盘股，警示基本面风险，看好部分标的5倍潜力。
个人研究摘要。 西方供应链瓶颈如 $LPTH 和 $AXTI： $MTRN - 铍（Spor Mountain） $HALEU - 铀 | 小型模块化反应堆(SMRs) $ESE - 太空燃料箱（通过 Vacco） $GHM - 真空喷射器与表面冷凝器 | 美国海军 $FEIM - 原子钟 $OPXS - 光激光潜望镜 $TAYD - 振动 $PKE - 热 $VNP.TO - 西方镓 $TDY - 抗辐射图像传感器 $RDW - 展开式太阳能电池阵列 $PDFS - 英特尔 18A 的 Exensio 良率 $WOLF - 碳化硅 $RELL - 超级电容器与磁控管 $CPSH - 热管理/铝碳化硅 $VREX - X 射线管 $GSM - 西方金属硅 $INTT - 极端热循环 $CODA - 浊度（浑浊） $NTI - 腐蚀 $PLAB - 光掩模 $MKSI - 等离子体控制 $KULR - 爆炸性热量 $PESI - 放射性混合废物。 $CVV - 气相沉积成固。 $LPKFF - 激光诱导深刻蚀/玻璃基板 这些只是我研究的更多“低调”小盘股 -> 最终选择了 $AXTI 和 $LPTH，如果有人感兴趣的话。 其中许多尽管至关重要，但基本面很差，例如：$IQE（已广为人知），所以盲目买入瓶颈股并不是个好主意。 还有更多我尚未完成研究的（因此未列入），要找出那些尚未被定价的标的要难得多。 但如果其中许多在未来一年上涨 5 倍，我也不会感到惊讶。
英文原文
Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes $TAYD - Vibration $PKE - Heat $VNP.TO - Western gallium $TDY - Rad-Hard Image Sensors $RDW - Roll-Out Solar Arrays $PDFS - Exensio Yield for Intel 18A $WOLF - Silicon Carbide $RELL - Ultracapacitors & Magnetrons $CPSH - Thermal / Aluminum Silicon Carbide $VREX - X-Ray Tubes $GSM - Western Silicon Metal $INTT - Extreme Thermal Cycling $CODA - Turbidity (Murkiness) $NTI - Corrosion $PLAB - Photomask $MKSI - Plasma Control $KULR - Explosive Heat $PESI - Radioactive mixed waste. $CVV - Gas-to-Solid Deposition. $LPKFF - Laser Induced Deep Etching/ Glass Substrates These are just more of the "under the radar" small caps I was researching -> ended up choosing $AXTI and $LPTH if people were interested. Lot of them have terrible fundamentals despite being vital eg: $IQE (already pretty known), so it's not a good idea to just blindly buy a bottleneck. There were a lot more out there I haven't finished researching (so didn't include), and it's a lot harder to pinpoint ones that haven't been priced in. But wouldn't be surprised if a lot of these went up 5x over the next year.
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调侃有人误解笑话，指出个体医疗事件不影响公司基本面。
@tsv_mar @piersmorgan 有人显然没听懂这个笑话。一个人修复股骨(femur)不会对任何这些公司产生实质性影响(material impact)。
英文原文
@tsv_mar @piersmorgan Someone clearly missed the joke. One person getting their femur fixed doesn’t make a material impact on any of these companies
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博主简短回复表示不同意对方观点。
@Skypioneer11 并不完全是这样 https://t.co/VO8oETmWSb
英文原文
@Skypioneer11 Not really https://t.co/VO8oETmWSb
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借皮尔斯·摩根骨折事件，推荐做多骨科器械股SYK和ZBH。
皮尔斯·摩根（Piers Morgan）股骨骨折： 你可能想知道如何从中获利？ $SYK 生产 Gamma Nail，这是修复股骨骨折最常用的髓内钉（Intramedullary Nails）之一。 $ZBH 也生产 Natural Nail 系统以及各种用于重建粉碎性股骨骨折的接骨板系统（Plating Systems）。 鉴于收入可能增长，这些可能是不错的做多标的。
英文原文
Piers Morgan fractured their femur: You might be wondering how to profit off this? $SYK produces Gamma Nail, which is one of the most commonly used intramedullary nails for fixing femur fractures. $ZBH also produce the Natural Nail system and various plating systems used to reconstruct shattered femurs. These might be good longs from an uptick in revenue
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质疑$OPTX财务状况，计划研究太空供应链。
@beardookies $OPTX 看起来是低地球轨道(LEO)瓶颈的一个有趣提及。 不过他们的资产负债表看起来糟透了，手头现金仅57.8万美元，债务却高达950万美元。 我接下来将开始研究太空供应链。
英文原文
@beardookies $OPTX looks like an interesting mention for LEO bottlenecks Their balance sheet looks atrocious though with $578k cash on hand and $9.5M debt. I’ll start researching space supply chains next