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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
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机构算法交易二阶效应，博主致力于让供应链影响对散户更易理解。
谢谢，很多人看到了新闻，但大多数人并没有真正看到市场的一阶、二阶效应，或者无法得出可操作的见解。通常，这完全是全新的信息发现，比如关于 $AXTI 和磷化铟(InP)瓶颈，或者 $OSS 及其在美国对委内瑞拉突袭中的使用。但机构算法是基于这种映射进行交易的，我只是让供应链/关系影响对散户来说更易消化。
英文原文
Thanks, a lot of people see the news but majority don’t really see second-third order effects on markets or can come to actionable insights. Often times it’s completely novel information discovery like with $AXTI and InP bottlenecks or $OSS and their usage in the US raid in Venezulea But institutional algorithms trade off this mapping and I’m just making supply chains/relational impacts digestible for retail.
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比特币市场平稳，市场已适应关税，建议忽略噪音继续持有。
@SukhTatla 比特币市场是一个相当不错的代理指标，价格几乎没有下跌。 我认为市场似乎不再太在意关税，因为关税已成为日常现象。 美国经济增长势头强劲，所以我个人建议继续持有并忽略噪音。
英文原文
@SukhTatla Bitcoin markets are a pretty good proxy, there’s almost no price drops. I don’t think markets seem to care much about tariffs anymore since this is a daily occurrence. US economic growth is an absolute powerhouse, so i personally would just stay long and ignore the noise
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指出Lightpath($LPTH)有9000万积压订单，但DoD不管理其估值。
我只是在这里指出关键瓶颈以及身处其中的参与者。 不幸的是，我完全不知道美国国防部(DoD)的人心里在想什么。 我认为他们并不主动关心或管理市场给 $LPTH 定价的估值，因为他们不是对冲基金。Lightpath 确实有 9000 万美元的积压订单，所以他们正在接受长期订单。
英文原文
I'm just here to point out critical bottlenecks and the players that sit inside them. Unfortunately, I have no idea what goes on in the minds of people at DoD. I don't think they actively care or manage what valuations markets price $LPTH at since they're not a hedge fund. Lightpath does have a $90M backlog, so they are taking in longer term orders.
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LPTH因独家锗替代技术成美军关键单一来源供应商，具极高战略价值。
$LPTH 不仅仅重要。 Lightpath 是美国国防部（战部）的关键故障点。 “锗”是 AI 领域的磷化铟(InP)，也是洛克希德“毒刺”导弹和 Anduril Ghost / $ONDS 无人机的关键材料。 锗的价格已翻三倍（2025/26年约 $4,150/公斤+）。 美国面临需求冲击，因为美国拥有量为零： 美国有零产能（是的，韩国 Zinc 在田纳西州有项目，但直到 2030 年才投产）。 美国开采锗矿石（阿拉斯加的 Red Dog 矿），但我们没有大规模将其精炼成金属的工业能力。 60-70% 的精炼锗来自中国，其余来自加拿大（Teck）、比利时（Umicore）和俄罗斯（也被禁运）。 而且中国禁止向美国军事项目出口。 从现在（2026年1月）到 2029/2030 年，实际上没有新的国内产能上线。 需求冲击： 就在供应切断的那一刻，三个领域的需求爆炸式增长： - AI 数据中心：锗是高速光纤电缆的必需品。 - 太空：它是卫星太阳能电池（如 Starlink 等）的主要材料。 - 国防（最大的）：每个 Anduril 无人机、夜视仪和导弹导引头传统上都使用锗透镜。 $LPTH 目前对五角大楼 + 美国国家安全具有生存级关键意义。你可能认为其他公司可以制造“无锗”玻璃，但这很难。 Lightpath 使用的特定材料 Black Diamond，是由美国海军研究实验室发明的。Lightpath 拥有商业化 Black Diamond 的独家许可。 如果洛克希德或雷神想要制造使用这种特定军用级锗替代品的导弹导引头，他们依法必须从 Lightpath 购买。 没有第二来源。 $LPTH 是许多先进武器的单一来源供应商。 示例 1）盟友正在囤积短程拦截器，例如“毒刺”导弹。盟友现在需要建造数千枚，但我们无法获得中国锗来制造导引头。 Lightpath 是洛克希德等公司的光学组件“单一来源”供应商。 示例 2）无人机公司制造“蓝色 UAS”（政府批准的无人机）。为了不被列入黑名单，他们必须移除中国部件。 像 $ONDS 或 $UMAC 这样的公司可能已将热成像相机供应单一来源给 Lightpath，以避免在无人机组件中使用中国供应链。 2026年（现在）：中国禁止出口。美国库存极低。 2030年（最早）：田纳西州的新“超级冶炼厂”（韩国 Zinc 交易）投产，实现国内锗精炼。 缺口：未来 4 年，美国没有国内金属供应。 这种情况看似荒谬，但由于美国关闭了大多数锌冶炼厂，我们意外地也关闭了锗供应。30年来，将矿石运往中国/加拿大比在这里处理 EPA 法规更便宜。 美国军方目前的处境是：拥有阿拉斯加的原始矿石，但必须请求加拿大或等待一家韩国公司（2030年）将其转化为导弹导引头。 人们认为 $LPTH 是某种廉价仙股。但它实际上现在是美国国家安全的中心。 Lightpath 是西方国家绕过锗瓶颈的主要方式，市值仅 $6.7 亿。
英文原文
$LPTH isn't just important. Lighpath is a critical point of failure for the US Dpt of War. "Germanium" is the AI's InP for Lockheed Stinger Missiles and Anduril Ghost / $ONDS Drones. Germanium's price tripled (~$4,150/kg+ in 2025/26). There is a demand shock since US has 0: The US has zero (Yes Korea Zinc in TN, but not until 2030). US mines germanium ore (Red Dog mine in Alaska), but we do not have the industrial capacity to refine it into metal at scale. 60-70% of refined Germanium comes from China and the rest elsewhere like Canada (Teck), Belgium (Umicore), and Russia (also banned). And China banned exports to US military programs. There is effectively no new domestic capacity coming online between now (Jan 2026) and 2029/2030. The Demand Shock: At the exact moment supply was cut, demand exploded from three sectors: - AI Data Centers: Germanium is essential for high-speed fiber optic cables. - Space: It is the primary material for satellite solar cells (Starlink, etc.). - Defense (The Big One): Every thermal Andruil drone, night vision goggle, and missile seeker head traditionally uses a Germanium lens. $LPTH Is existentially critical to the Pentagon + US National Security right now. You might think other companies can just make "germanium-free" glass, but it's hard. The specific material Lightpath uses called Black Diamond, was invented by the US Naval Research Lab. Lightpath holds the exclusive license to commercialize BLack Diamond. If Lockheed or Raytheon wants to build a missile seeker that uses this specific, military-grade germanium replacement, they legally have to buy it from Lightpath. There is no second source. $LPTH is the Sole Source supplier of many advanced weapons. Example 1) Allies are stockpiling Short Range Interceptor, eg. Stinger Missiles. Allies need to build thousands more now, but we can't get the Chinese germanium to build the seekers. Lightpath is the "sole source" supplier for the optical assembly for companies like Lockheed. Example 2) Drone companies build "Blue UAS" (government-approved drones). To stay off the blacklist, they must remove Chinese parts. Companies like $ONDS or $UMAC have likely sole-sourced their thermal camera supply to Lightpath to not use Chinese supply chains in their drone components. 2026 (Now): China bans exports. US stockpiles are critically low. 2030 (Earliest): The new "Super Smelter" in Tennessee (Korea Zinc deal) comes online to refine germanium domestically. The Gap: For the next 4 years, the US has no domestic metal. This situation seems absurd, but since the US closed most of its Zinc smelters, so we accidentally closed our Germanium supply with them. And for 30 years, it was cheaper to ship the ore to China/Canada than to deal with EPA regulations to refine it here. The US military is currently in a position where it has the raw ore in Alaska but has to ask Canada or wait for a Korean company (in 2030) to turn it into a missile seeker. People think $LPTH some cheap penny stock. But it's actually central to US national security now. Lightpath it's the main way around the Germanium chokepoint for Western countries at a small $670M MC.
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看好SpaceX创始人埃隆推动公司市值达万亿。
@RKLBMan 埃隆正不惜一切代价试图让市值达到1万亿美元！ 我很想看到这一幕成真，他是我们这一代的爱迪生。
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@RKLBMan Elon is trying to hit $1T by any means necessary! I’d be interested in seeing it happen, the guy is the modern Edison of our generation
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调侃特斯拉持有者期待某特定时间线
@amitisinvesting 那将是一个非常有趣的时间线。我敢肯定所有 $TSLA 的持有者都在暗自希望那会发生
英文原文
@amitisinvesting That would be one very interesting timeline. I’m sure all the $TSLA holders are secretly hoping that happens
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市场对新消息反应平淡，恐慌情绪消退成为新常态。
@wallstengine 我喜欢市场（例如比特币）对此甚至不再有任何反应。如果是去年，我们会因这一消息下跌 3% 以上，所有人都会陷入恐慌。这就是新常态。
英文原文
@wallstengine I love how markets (eg. Bitcoin) don’t even react to this anymore. If this was last year, we’d be down 3%+ on the news and everyone would be panicking. This is the new norm
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半导体板块分化，部分厂商因OpenAI诉讼风险受市场重估。
@8l8220656450 半导体板块整体没问题。只是某些供应商与 OpenAI 深度绑定，而许多其他公司如 $TSM 到 $MU 则相对独立。我确实看好 Elon，但我们将看到市场如何定价影响 OpenAI 关联公司的诉讼。
英文原文
@8l8220656450 Semiconductor space will be fine. Just certain vendors are heavily tethered toward OpenAI while many others like $TSM to $MU are more isolated. I do like Elon, but we'll see how markets price in the lawsuit impacting OpenAI relational companies
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分析AI算力股与云厂商的算法关联及市场定价不确定性。
$GOOGL / Gemini 可能正在公开为这一结果欢呼。像 $CIFR 这样的公司主要通过 Fluidstack 与 Google 紧密绑定。然而，正如我们在上一轮下跌中所见，$NBIS 到 $IREN 在算法上被关联到 Oracle 和 Coreweave，无论 OpenAI 的关系影响如何。不确定市场这次会如何对此进行定价。
英文原文
$GOOGL / Gemini is probably openly cheering for this outcome. Companies like $CIFR are largely tethered to Google through Fluidstack. However, as we've seen last drop, $NBIS to $IREN were algorithmically associated with Oracle and Coreweave regardless of OpenAi relational impact. Not sure how markets price this in this time.