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美国战争利好股市，$TRGP因委内瑞拉稀释剂贸易受益。
信不信由你，美国发动的战争是看涨的。特别是当存在新的市场机会时，那些从国家建设和新石油储备供应中获利的公司。例如，$TRGP，受益于向委内瑞拉进口稀释剂（石脑油或天然汽油）以使重质原油通过管道输送。
英文原文
Believe it or not, US wars are bullish. Especially when there’s new market opportunities with companies profiting off nation building and a new supply of oil reserves. For example, $TRGP, that benefits from diluent imports to Venezuela (naphtha or natural gasoline) to make the heavy crude flow through pipelines.
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分析委内瑞拉政权更迭后的投资时间线及$ASHM等受益标的。
所以我来回答你关于政权更迭后时间线及受益者的问题。 如果国防部长接受安全通行/大赦，那么对于$ASHM、$GHM或$MVZ.B等公司以及政权更迭后的相关企业来说，这就是买入信号。 $ASHM - 委内瑞拉债务的最大持有者。如果进行债务重组，债券估值可能会重估上涨100%以上。 $GHM / $MVZ.B - 委内瑞拉超重质原油的真空喷射器供应商 | 委内瑞拉最大的银行 还有像$ENR和$AMTB这样的大量公司也会从重建中获利。 但目前，在查韦斯被捕后，存在政治过渡真空。国防部长弗拉基米尔·洛佩斯和委内瑞拉国民军(FANB)仍持敌对态度，并动员部队进行防御。因此，与1989年的巴拿马（约6周）不同，委内瑞拉面临的是更“伊拉克式”的风险，这可能持续： ~3-18个月。 否则，雪佛龙$CVX面临资产风险，而像$SU这样的公司是制度崩溃期间的好替代品（连同上述公司一起维持封锁并从供应中断中获利）。
英文原文
So I'll answer your question on timeline + beneficiaries post-regime change. If Defense Minster accepts safe passage/amnesty, then it's a buy signal for stuff like $ASHM, $GHM, or $MVZ.B and companies post regime change. $ASHM - largest holder of Venezulean debt. Bonds likely 100%+ higher re-rated if theres restructuring. $GHM / $MVZ.B - Vacuum Ejectors for extra-heavy crude in Venezulea | Largest banks in Venezuela There's a lot more companies like $ENR and $AMTB that would profit off the reconstruction too. But right now there's now a political transition vacuum after the capture of Maduro. The defense minster Vladimir Lopez and FANB are still hostile with mobilized troops to defend. So, unlike 1989 Panama (~6w), Venezuela is a more "Iraq-style" risk, which could last: ~3-18 months. Otherwise, there's asset risks from Chevron $CVX, while companies like $SU are good substitute during the institutional collapse (alongside the companies mentioned above to maintain the blockade + profit off supply disruption).
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博主解释为何转而分析 Papa John's 受委内瑞拉政变影响。
@Whopzbet 抱歉，我最终写了为什么 Papa John's Pizza 是委内瑞拉政权更迭的主要受益者。https://t.co/ww52FFg5zc
英文原文
@Whopzbet Sorry, I ended up writing why Papa John’s Pizza was the main beneficary of the Venezuela regime change instead. https://t.co/ww52FFg5zc
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博主在大阪吃拉面时发帖，感谢粉丝的暖心支持。
@tacthase @beauty_oe 正在大阪一边吃拉面一边发帖w 感谢你们的暖心话语！ https://t.co/pBPE2omfBo
英文原文
@tacthase @beauty_oe 大阪でラーメン食べながら投稿中w 優しい言葉感謝！ https://t.co/pBPE2omfBo
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调侃政权更迭速度之快，远超预期。
@VG3024 确实，$KRKNF 是我的最爱之一。不过我原本预期冲突会持续较久，这20分钟就完成的政权更迭比我洗澡还快。
英文原文
@VG3024 True $KRKNF is one of my favorites. I was expecting a prolonged conflict though, the 20 min regime change was faster than my shower.
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委内瑞拉局势或扰乱氨出口，利好竞争对手受阻的$CF利润率。
这是二阶效应，并非直接关于委内瑞拉。它涵盖了特立尼达和多巴哥，该国距海岸仅7英里，是全球第一或第二大氨(氨)出口国。对委内瑞拉的攻击可能会扰乱这两个国家，因此$CF作为化肥/生产商标的，其利润率将提升并从中受益，因为其竞争对手陷入了困境。
英文原文
It’s second order effects, not directly about Venezuela. It encompasses Trinidad & Tobago, which are basically 7m off the coast as the #1 or #2 largest exporter of ammonia in the world. The attack on Venezuela might disrupt the two, so the $CF fertilizer/producer play increases margins + benefits since their competitors are stuck.
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博主幽默回应粉丝的过度夸奖。
@beauty_oe 笑 别夸得太过了！
英文原文
@beauty_oe 笑 そんなに褒めすぎだよ！
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分析师对二阶效应分析精准，市场已现抢跑现象。
@Citrini7 你们的分析师对二阶效应(second-order effects)的分析非常精准。我们已经看到了抢跑(frontrunning)的现象 https://t.co/29HglUyQEE
英文原文
@Citrini7 Your analysts are spot on about second-order effects. We're already seeing frontrunning https://t.co/29HglUyQEE
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分析美侵委局势下，重油、氮肥及海军装备供应链的受益标的。
美国现已入侵委内瑞拉。 大家可能都在想同一个问题： 如何从这一局势中获利？ 1. 重质原油(Heavy Sour)、氨(Ammonia)和氮肥(Nitrogen Fertilizers)供应中断（$CF, $CVE）。 这些是委内瑞拉最大的出口产品。 大多数人会购买泛石油ETF或轻质甜原油(light sweet crude)生产商。这效率低下，因为轻质原油在复杂炼厂中并非重质原油的完美替代品。如果加勒比海的氨供应受阻，全球氮价将飙升。最大受益者将是使用廉价美国天然气且不依赖加勒比海运航线的美国本土生产商。 2. 劣质原油加工(Dirty Crude Processing)（$VLO）——如果竞争对手缺乏委内瑞拉原油，Valero从多元化来源获取重质原油的能力（及其对柴油利润率的杠杆作用）使其具备韧性。 3. 海军作战（$LDOS）——当散户投资者购买洛克希德·马丁(F-35)时，加勒比海地区的行动侧重于海上监视、作战和自主巡逻，以在不危及美国人员的情况下执行封锁。像Leidos这样的公司提供此类海军技术。 4. 从$AVAV到$HII和$LHX的国防和航空航天领域也受益。 - $AVAV最近推出了专为海上行动设计的Red Dragon和更新版Switchblade 600变体 - $LHX提供将无人机($AVAV)与舰船($HII)及喷气式飞机($BA)连接的传感器和通信设备。 - 封锁需要大量的海上监视和海军资产，这有利于造船商($HII) 5. 近期军事行动的直接供应商： - 来自$BA的F/A-18E/F超级大黄蜂（对加拉加斯进行精确打击） - 来自$BA的B-1B枪骑兵 - UAS（无人机），MQ-9收割者 - $RTX（MTS-B传感器），$HON霍尼韦尔提供发动机 - 战斧巡航导弹(TLAM)，$RTX 目前为止： $AVAV - 5.91%+ $BA - 4.91% $LHX - 3.72% $CF - 3.61%+ $CVE - 3.61%+ $HII - +2.85% $RTX - 2.1% $VLO - 1.55%+ $LDOS - 1.7%+ $HON - .4%+
英文原文
US has now invaded Venezuela. Everyone is probably wondering the same thing: How do you profit off the situation? 1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $CF , $CVE). These are Venezuela's biggest exports. Most people will buy generic oil ETFs or light sweet crude producers. This is inefficient because light oil is not a perfect substitute for heavy oil in complex refineries. If Caribbean ammonia is stranded, the global price of nitrogen spikes. The biggest beneficiary is a US-domestic producer that uses cheap US natural gas and doesn't rely on Caribbean shipping lanes 2. Dirty Crude Processing ( $VLO ) - If competitors are starved of Venezuelan oil, Valero’s ability to source heavy crude from diverse locations (and its leverage to diesel margins) makes it resilient. 3. Naval Warfare ( $LDOS) - While retail investors buy Lockheed Martin (F-35s), the operations in the Caribbean focuses on maritime surveillance, warfare, and autonomous patrolling to enforce blockades without risking US personnel. Companies like Leidos provide these tpyes of naval tech. 4. Defense and aerospace from $AVAV to $HII and $LHX also benefit. - $AVAV recently unveiled the Red Dragon and updated Switchblade 600 variants specifically for maritime operations - $LHX provides the sensors and communications gear that link the drones ($AVAV) to the ships ($HII) and the jets ($BA). - A blockade requires significant maritime surveillance and naval assets, which benefits shipbuilders ( $HII ) 5. Direct Suppliers of recent military operation: - F/A-18E/F Super Hornet from $BA (Precision strikes on Caracas) - B-1B Lancer from $BA - UAS (Drone), MQ-9 Reaper - $RTX (MTS-B Sensors), $HON Honeywell for the Engine - Tomahawk (TLAM), $RTX So far: $AVAV - 5.91%+ $BA - 4.91% $LHX - 3.72% $CF - 3.61%+ $CVE - 3.61%+ $HII - +2.85% $RTX - 2.1% $VLO - 1.55%+ $LDOS - 1.7%+ $HON - .4%+
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博主以超大规模云服务商身份幽默调侃持有DPZ股票
@Colby17201470 除了与 $AXTI 相关的磷化铟(InP)衬底，作为一名超大规模云服务商(hyperscaler)，我一直在订购多米诺披萨(Dominoes Pizza)的上游材料。我们应该会看到我的订单对 2025 年第四季度(Q4 2025)的业绩产生实质性影响，这也是为什么我对未来在 $DPZ 上的持仓充满信心 https://t.co/GXEIhjKE5v
英文原文
@Colby17201470 Parallel to InP substrates with $AXTI, I've been ordering the upstream materials for Dominoes Pizza since I myself am a hyperscaler. We should see my orders materially impact Q4 2025 results, which is why I'm confident in my future positions in $DPZ https://t.co/GXEIhjKE5v
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博主高度赞扬某帖子的投资洞察力
@jukan05 这可能是我一生中读过的最具超额收益(Alpha)价值的帖子
英文原文
@jukan05 This is probably the most alpha post I’ve read in my life
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AXTI获资扩产且垂直整合优势可转嫁InP涨价压力。
对营收预测一无所知，但关于 $AXTI 有两点看法。 1. 他们现在有1亿美元用于产能扩张（直接增加营收），且销售应已触及上限。 2. 付费信息显示，中国供应商开始对西方公司提高磷化铟(InP)价格。AXT 作为垂直整合公司掌控供应链，因此任何涨价都只是其自身利润率的提升。 如果我们看到类似高带宽内存(HBM)式的基板价格冲击，这种效应将会放大。
英文原文
No clue about revenue estimates but two things about $AXTI. 1. They now have $100m to fund capacity expansion (direct revenue increase) and should be capped out on sales. 2. Paywalled info showed that Chinese vendors were starting InP price hikes for Western companies. AXT owns the supply chain as a vertically integrated company, so any hike would just be an increase on their own margins. This would scale up if we see a HBM type shock for substrate prices
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$AXTI掌控InP供应链瓶颈，预计2026年中现供应挤压，估值有望重估。
我个人估算，$AXTI 覆盖了全球磷化铟(InP)基板供应能力的约30%，以及磷化铟(Indium Phosphide)原料的约25-30%。关于 $AXTI CEO 声称“掌控40%供应链”的说法，鉴于他拥有更多内部信息，若计入未来增产计划，达到该水平是有可能的。另一方面，网站上标注的60%数据显得略微夸大。我计划持有至2026年中，届时预计会出现类似高带宽内存(HBM)的供应挤压(Supply Squeeze)。此外，Northland 1亿美元融资后的稀释风险较低，这也是我看好的一点。部分非公开付费数据显示，这些供应商正在提高对欧美客户的价格，我预计利润率也将上升。这是一个常被忽视的隐藏阿尔法(Alpha)因素，因为 $AXTI 拥有完整的成本结构，价格上涨将直接转化为显著的利润率改善。最大的风险因素是中国政府的许可审批，而这正是其掌握如此关键瓶颈却市值仍低于10亿美元的原因。如果供应链完全位于美国，我认为其估值达到1000亿美元也不足为奇。
英文原文
私は個人的に、世界のInP基板（Indium Phosphide substrate）供給能力の約30%、および**インジウム・リン（Indium Phosphide）原料については約25〜30%**をカバーしていると試算しています。 $AXTI CEOが「サプライチェーンの40%を握っている」と発言した点については、彼の方がより内部情報を持っているはずなので、今後の増産を織り込めばその水準に達する可能性はあると思います。一方で、ウェブサイトに記載されている60%という数字はやや過大に見えます。 私は2026年半ばまで保有する予定で、その頃にはHBMと同様の供給逼迫（サプライスクイーズ）が起きると見ています。また、Northlandによる1億ドルの資金調達後は希薄化リスクが低い点も評価しています。 さらに、一部の非公開・有料データでは、これらのベンダーが欧米向けに価格を引き上げていることが示されており、マージンも上昇すると予想しています。これは見過ごされがちな隠れたアルファ要因で、$AXTIはコスト構造全体を自社で保有しているため、価格上昇はそのまま大幅な利益率改善につながるからです。 最大のリスク要因は中国当局による許認可（パーミッティング）ですが、それこそがこれほど重要なボトルネックを握っていながら時価総額が10億ドル未満に抑えられている理由です。 もしサプライチェーンがすべて米国に存在していれば、評価額が100億ドル規模になっても不思議ではないと考えています。
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$AXTI 占据磷化铟供应链40%，是AI基建关键瓶颈但风险极高。
@beauty_oe 据 $AXTI 首席执行官称，该公司占据磷化铟(InP)供应链的40%。一家如此小规模的企业竟掌握着AI基础设施建设的“瓶颈(Chokepoint)”环节，这非常有趣。不过风险极高，绝非适合所有人的股票。
英文原文
@beauty_oe $AXTI のCEOによると、同社はインジウムリン（InP）サプライチェーンの40%を占めているそうです。これほど小規模な企業が、AIインフラ構築の『チョークポイント（要衝）』を握っているというのは非常に興味深いですね。ただ、リスクも極めて高く、決して万人向けの銘柄ではありません。
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磷化铟许可瓶颈难改，镓锗政策稳定则供应可续。
@Nichola30641241 所以磷化铟(InP)一直是一个许可瓶颈，我不认为这会改变。镓/锗出口政策只是半导体材料板块的一个代理指标。因此，如果该政策在一年内保持稳定，磷化铟(InP)很可能将继续通过许可流程流通。
英文原文
@Nichola30641241 So InP was always a permit bottleneck, don't see that changing. The gallium/germanium export policy is just a proxy of the semi materials sector. So if that is fine for a year, the InP will likely continue to flow through permitting.
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解析AXTI作为光子AI供应链底层材料商的关键地位。
如果 $GOOGL 想建造更多 TPU，就需要 $LITE 的光子共封装(OCS)。$LITE 需要 $AXTI 的衬底（据估占独立市场30%，CEO称占磷化铟(InP)供应链40%）。$AXTI 需要由 AXT 拥有的化学品和材料。 $AXTI 是整个光子学 AI 供应链的底层，因为他们拥有10多家生产高纯度化学品的材料公司。 基本上现在就像一个材料对冲基金，生产输出衬底，因此对关键的 InP 瓶颈拥有如此大的控制力和市场份额。
英文原文
If $GOOGL wants to build more TPUs, they need $LITE’s for OCS. $LITE needs $AXTI substrates (est. 30% of merchant market, CEO says 40% of InP supply chain). $AXTI needs the chemicals and materials from that happened to be owned by AXT. $AXTI is the bottom of the entire AI supply chain for photonics since they own 10+ materials companies that produce the high-purity chemicals. Basically a materials hedge fund at this point that produces the output substrate, hence why it's has so much control and market share over the critical inp bottleneck.
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中国暂停镓锗禁令为AXTI提供一年窗口，机构借机布局InP瓶颈红利。
散户可能不知道的是，中国宣布暂停对美实施镓(Gallium)和锗(Germanium)的全面出口禁令一年，有效期至2026年11月27日。 随着$AXTI进行1亿美元增发，机构可能将其解读为AXT在“休战”结束、中国重新实施出口限制前，利用磷化铟(InP)价格狂热的12个月窗口期。 由于AXT处于InP瓶颈的核心位置，一年不受阻碍的产能爬坡足以带来上行空间。Northland可能认为这是纳斯达克唯一的主要纯概念股，让投资者能直接暴露于这一材料瓶颈风险中。 简而言之：风险始终存在，但直到明年11月27日之前不太可能显现。当然，如果$AXTI无法出口，AI基础设施建设也会停滞，届时会有更多问题需要担忧。
英文原文
Something retail probably doesn't know is that China announced a 1Y suspension of its total export ban on gallium and germanium to the US, effective until Nov 27, 2026. With the $AXTI $100m offering, institutions probably interpreted this as a 12 month runway for AXT to capitalize on the InP price frenzy before the "truce" expires and China introduces export restrictions. Since AXT is at the center of the InP bottleneck, one year of unhindered ramp is enough of an upside. And Northland prob saw as is the only major pure-play listed on the NASDAQ that gives investors direct exposure to this material bottleneck. TLDR: The risk is always there, but not likely to be present until Nov 27th next year. Of course if $AXTI cannot export, the AI buildout stalls too and there's more issues to worry about.
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AXTI因InP衬底短缺及中美价差套利，受益于AI供应链瓶颈，具非对称上涨潜力。
磷化铟(InP)衬底短缺与“价差”套利 - $AXTI 市场研究显示，InP和光学组件正变得类似于高带宽内存(HBM)的短缺和价格狂热。 最初的瓶颈是由$NVDA垄断$COHR到$LITE的电吸收调制激光器(EML)产能造成的（TrendForce）。 以下是详细分析： 据报道，$NVDA已对EML激光芯片进行战略性产能预订，将这些特定组件的交货期推至2027年以后。 通过预订像$LITE和$COHR这样受InP限制的集成器件制造商(IDM)的成品产能，英伟达实际上消除了光学引擎的产能。 “二阶效应”：因此，许多超大规模云服务商（如$MSFT到$AMZN）可能推迟了其路线图/爬坡计划，并正在寻找产能。 光学制造商也在疯狂寻找替代来源。 由于主要IDM已被预订，超大规模云服务商正在向上游移动，直接锁定晶圆、衬底和原料产能，从而在材料层面放大需求。 上海金属市场上6N和7N级铟均处于历史高位；西方市场价格更高，代表了中国与西方市场之间的价格分化。 例如，6N级铟价格约为每公斤412.83-425.46美元。 6N级西方价格约为668.00美元（1月1日，来源：Indium Corporation，5-9公斤数量），溢价超过50%+。（与超大规模云服务商的直接现货谈判价格可能不同）。 7N级的溢价可能更高，衬底享有的溢价最高（无公开数据，但一些估计达到三位数溢价）。 然而，瓶颈现已向上游迁移至衬底本身（以及三阶效应，原料）以锁定产能。 $AXTI在InP瓶颈中或许扮演着最关键且独特的角色，即“InP供应链的40%”（$AXTI CEO ER语录）： 低成本：AXTI的工厂位于北京。他们采购材料（拥有10+家材料供应商）并自行精炼成成品衬底。 高售价：他们将成品InP衬底销往全球市场，那里的价格因短缺和西方铟价格而通胀。 套利：只要AXTI继续获得出口许可证，他们就能捕获中国低制造成本与全球高售价之间的巨大价差。 相比之下，西方公司很大程度上受到上游材料成本和西方溢价的影响。因此，$AXTI下个季度的利润率应会迅速扩张，加上Northland通过1亿美元股份出售注入的生产产能。 这源于12月下旬亚洲金属(Asian Metal)的报道，表明中国供应商明确“提高了对美出口报价”： 2025年12月19日：亚洲金属报道“铟锭供应商提高美国报价”，标志着西方定价特定分化的开始。 2025年12月24日：随后报道“铟锭供应商提高中国报价”，确认到周末定价压力已在国内和出口渠道固化。 这源于超大规模云服务商的产能垄断、交货期延长以及“AI”材料定价与商品基准的脱钩。 InP衬底“大幅涨价”的条件不仅存在，而且正在活跃。 在整个2026年，随着超大规模云服务商向上游锁定需求，InP衬底价格以及由此一步之遥的铟商品价格可能会迅速飙升。 从InP衬底+InP原料价格可能的抛物线式上涨中双向受益的公司将是$AXTI，在$16股价、约8.5亿美元市值下呈现非对称上行空间。然而，风险依然存在，因为他们严重依赖出口许可证和美中贸易关系。 TLDR，AXT： 1. 位于InP衬底和InP原料瓶颈的中心 2. 受益于分配战期间中国生产与美国超大规模云服务商溢价之间的利润率套利和衬底价格飙升。 3. 控制着西方超大规模云服务商AI建设所需衬底的主要全球现货产出份额。 超大规模云服务商看到英伟达垄断了EML产能，现在可能正在查看像$AXTI、住友或原料（Vital, $AXTI, $DOWA）这样的公司以确保其路线图。 AXT是8.5亿美元市值下最有趣的公司之一，因为它控制着超大规模云服务商AI建设的关键瓶颈，并捕获InP衬底价格飙升+利润率套利机会。
英文原文
The InP substrate shortage and "Spread" Arbitrage - $AXTI Market research is showing InP and optical components to become analogous to the HBM shortage and price craze. The initial bottleneck was caused by $NVDA monopolizing of the production capacity of EML from $COHR to $LITE (TrendForce). Here's the breakdown: $NVDA has reportedly engaged in strategic capacity reservations for EML laser chips, pushing lead times for these specific components beyond 2027. By booking out the finished goods capacity of IDMs like $LITE and $COHR (who are constrained by InP), Nvidia has effectively removed the capacity for optical engines. The "Second Order effect": As a result, many hyperscalers have likely delayed their roadmaps/ramp from $MSFT to $AMZN and are looking for capacity. Optical makers have also scrambled for alternative sources. Since the primary IDMs are booked, hyperscalers are moving upstream to secure wafers, substrate, and feedstock capacity directly, creating a effect that is amplifying demand at the materials level. Both 6N and 7N Indium are at all time highs on the Shanghai Metal Markets; prices sit higher on Western markets, representing a price bifurcation between China and Western markets. 6N for example sits ~$412.83-$425.46 per kg. 6N Western prices are ~$668.00 (Jan 1st, source: Indium Corporation at 5-9 kg quantities), over 50%+ premium. (Spot direct negotiations to hyperscalers would likely have different prices). Premiums for 7N would likely higher margin, with substrates commanding the most premium (not public data, but some estimates go into triple digit premiums) However, the bottleneck has now migrated upstream to substrate itself (and third order effect, feedstock) to secure capacity. $AXTI perhaps plays one of the most critical roles and unique roles as "40% of the InP supply chain" ( $AXTI CEO ER quote) in the InP bottleneck: Low costs: AXTI's factory is in Beijing. They source materials (own 10+ materials suppliers) and refine them themselves into finish substrates. Sell High: They sell finished InP substrates to the global market, where prices are inflated by the shortage and the Western Indium price. Arbitrage: As long as AXTI continues their export permits, they capture the massive spread between low Chinese manufacturing costs and high global selling prices. This is compared to Western companies that are largely affected by upstream material costs and Western premiums. As a result $AXTI, margins next quarter should expand rapidly on top of their production capacity funded by the $100m share sale injection by Northland. This is implicated from reports from late December reports from Asian Metal, indicating that Chinese suppliers explicitly "raised offering prices" for exports to the US: December 19, 2025: Asian Metal reported that "Indium ingot suppliers raise offering prices in United States," marking the beginning of the specific divergence in Western pricing. December 24, 2025: They subsequently reported that "Suppliers of indium ingot raise quotes in China," confirming that the pricing pressure had solidified across both domestic and export channels by the end of the week. This stems from capacity monopolization by hyperscalers, extended lead times, and a decoupling of "AI" material pricing from commodity baselines. The conditions for a "Massive Price Increase" for InP substrates are not just present, they are active. Throughout 2026, both the price of InP substrates, and by one-hop, the commodity price of Indium would likely see a rapid surge as hyperscalers go upstream to secure demand. The company that benefits both ways from the a possible parabolic rally in InP substrate + InP feedstock prices would be $AXTI, presenting an asymmetrical upside at $16, ~$850M MC. However, the risks are present as they're heavily reliant on export permits and US-China trade relations. TLDR, AXT: 1. Sits in the center of both InP substrate and InP feedstock bottlenecks 2. Benefits from margin arbitrage and substrate price surges between China production and US hyperscaler premiums during allocation battles. 3. Controls a major a major percentage of the world's merchant output for substrates required for the Western hyperscaler AI buildout. Hyperscalers saw Nvidia monopolized EML capacity and are likely looking at companies like $AXTI, Sumitomo or feedstock (Vital, $AXTI, $DOWA) to secure their roadmaps now. AXT is one of the most interesting companies at $850m given it controls the critical bottleneck to the hyperscaler AI buildout and captures both the InP substrate price surge + margin arbitrage opportunities.
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AXTI扩产无风险，关注价格作为需求与利润率增长的代理指标。
那里没有风险。由于 $AXTI 的一位董事会成员不幸去世，这只是例行程序。如果存在风险，Northland 和其他人就不会给他们 1.3 亿美元（行使了 1300 万美元）来资助磷化铟(InP)衬底扩产。话虽如此，上海有色网(SMM)上的 7N 级产品价格已达到历史新高，而美国市场在此基础上还支付溢价。因此，我主要关注价格作为需求以及类似 AXT 的高带宽内存(HBM)可能带来的利润率增长的代理指标。（通过铟公司(Indium Corp)在西方市场的 6N 级产品溢价约为 200%+）
英文原文
No risk there. It's routine procedure since one of $AXTI's board members passed away sadly. Northland and others wouldnt give them $100M to fund InP substrate expansion (exercised the $13m) if there were risk there. That being said 7N prices on SMM have reached ATHs, and American markets are paying premium on top of that. So I'd mainly watch prices as a proxy for demand and possible margin increases like HBM for AXT. (it's like 200%+ premium for 6N on Western markets via Indium Corp)
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博主回复称多数持仓及存储股今日表现强劲，普涨。
@soulbiri1 大多数东西开局都不错，哈哈。$CRWV、$CIFR 和 $AAOI 均上涨超过 10%。$NBIS 上涨 7%，$SMCI 上涨 6%，$MRVL、$MSTR、$TSM 上涨 5%。你所有的存储(Storage)股票每天都上涨 8%。除了少数几只，到处一片绿色(上涨)。
英文原文
@soulbiri1 Most things are off to a good start lol. $CRWV, $CIFR, to $AAOI both up over 10%. $NBIS up 7%, $SMCI up 6%, $MRVL, $MSTR, $TSM up 5%. All your memory stocks are up 8% every day. Green everywhere aside from a few
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OSS和SKYT或成2026年边缘计算热门主题
@LawnChairCap 像 $OSS 或 $SKYT 这样与边缘计算/晶圆代工相关应用相关的股票，可能会成为 2026 年的热门主题。
英文原文
@LawnChairCap Stuff like $OSS or $SKYT for edge computing/foundry related apps are probably going to be a hot theme for 2026
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$AIRO 现金充裕且属热门赛道，因收入递延被错杀，具备上行潜力。
从基金/垂直领域而非高管团队的角度来看待 $AIRO。例如，@chamath 直到获得 Groq 200 亿美元退出才摆脱负面评价；Saylor 直到 $MSTR 完成“劫案”式操作前只是个梗。这确实有很大影响，但并非全部。 就 $AIRO / $ONDS 而言，鉴于俄乌冲突、北约及国防部向无人机领域注资，该垂直领域应享有溢价（但 Airo 却像困境股一样交易）。 RQ-35 Heidrun 知识产权在无 GPS 环境中极具吸引力。但他们有大量如培训等杂项业务，只是支线任务。 类似 $SMCI，$AIRO 的暴跌也是由积压订单延迟导致（630 万美元 vs 2370 万美元的不及预期）。但 2000 万美元的无人机发货只是推迟而非取消。 净现金 6880 万美元，考虑到其 2.5 亿美元的小市值，这非常稳健。其企业价值/收入倍率为 2.1 倍，而 $AVAV 为 9.4 倍。我印象中 $ONDS 约为 20-30 倍。 总之：现金状况稳健，垂直领域具吸引力，下跌源于收入递延而非取消，低市值带来良好上行空间。 鉴于现金状况及仅属收入递延，它不应像困境股那样交易。
英文原文
Looking @ $AIRO from the fund/vertical not the exec team. For example, @chamath was frowned upon until he got that 20B Groq exit. Or Saylor was a meme until $MSTR pulled off a heist. It does make a large difference, but it's not everything. In terms of $AIRO / $ONDS, especially with Russia/Ukraine conflicts + NATO + DoD funneling money into drone segments, the vertical should command a premium (but Airo, trades like it's distressed). The RQ-35 Heidrun IP, seemed extremely interesting for GPS-denied environments. But they have a ton of misc companies like training that are just side quests. So similar to $SMCI, there was also backlog delays with caused the crash in Airo (the $6.3M vs $23.7M miss). But the $20m drone shipments was just shifted not cancelled. Net cash is $68.8M which is extremely solid given its mini $250m MC, and it trades at 2.1x EV to revenue, compared to others like $AVAV at 9.4x. I think $ONDS was like 20-30 off the top of my head. So TLDR: solid cash position, attractive vertical, drop based on differed revenue not cancelled, low market cap presents good upside. It shouldn't trade like a distressed company because of cash position + just deferred rev.
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澄清CRCL不依赖以太坊，指出L2活动不影响ETH价格但助推广采用。
$CRCL 并不依赖以太坊，因为 USDC 可以在 $SOL、Arc 以及任何你想要的 EVM 兼容网络(EVM-compatible network)上使用。 以太坊代币销毁量已从一年前每年持续数百至数千枚的水平降至个位数。 即使像 Base 上的 $USDC 这样的 L2(二层网络)有大量的 TX(交易)活动，实际上对以太坊代币价格也没有影响。但这确实有助于网络活跃度+采用率。 这是很多人混淆的主要区别。
英文原文
$CRCL does not depend on Ethereum since USDC can be used on $SOL, Arc, and whatever EVM-compatible network you want. Ethereum token burn is now single digits down from few hundred-few thousand consistent burn a year ago. Even if there's tons of TX activity of L2s like $USDC on Base, there's not really any impact on Ethereum token prices. But it does help with network activity + adoption. That's the main difference a lot of people conflate.
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SMCI估值具吸引力，毛利将恢复，适合波段交易。
当然，$SMCI 的市盈率相对盈利增长比率(PEG) < 0.5，而 $DELL 约为 1.2，尽管 SMCI 的增长速度快 4 倍。 营收同比增长 50%，近期主要下滑是由于积压订单从 Q1 推迟到 Q2，而非流失。他们甚至将营收预测从 330 亿美元上调至 360 亿美元。 主要问题是毛利率压缩，我认为这是暂时性的，鉴于新的直接租赁(DLC)业务板块和获取新客户（随着规模扩大将提升毛利）。 我认为市场忽视了主权 AI，即其他国家依赖 $SMCI 等原始设备制造商(OEM)进行数据中心部署。其他国家（如马来西亚）可能会带来更高的毛利。 无论如何，低于 0.5 倍市销率(P/S)的 170 亿美元估值看起来很有吸引力。但大部分营收增长来自更昂贵组件的转售，因此需关注毛利率。 简而言之：市场定价反映了悲观情绪 + 会计问题。我认为 $SMCI 已度过会计问题，1 个季度的延迟影响不大 + 毛利应会恢复。因此股价应是很好的波段交易标的，尤其是交易在 1 年低点附近时。
英文原文
Sure, $SMCI trades at PEG <.5, compared to $DELL ~1.2 PEG, despite growing 4x faster. Revenue is increasing 50% Y/Y, and the main drop recently was due to backlog delays from Q1 to Q2, not loss. They even increased revenue projections from $33B -> $36B. The main issue was gross margin compression, which I believe is transitory, just given new DLC segments and acquiring new customers (where it will increase at scale). I think markets are missing sovereign AI, where other countries rely on OEMs like $SMCI for DC deployments. And other countries. eg. Malaysia, would likely command higher margins too. Regardless $17B valuation for less than .5 P/S, seems pretty attractive. But a lot of the revenue increase is pass through from more expensive components, so gross margins are the things to watch. TLDR: Markets are pricing in doom and gloom + accounting issues. I believe $SMCI is past that accounting issues, and 1 quarter delay is not too material + margins should recover. So stock price should be a good swing trade especially as it trades near 1Y low.
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分析SKC和SHMD在CPO及半导体供应链中的机会。
谢谢！虽然还有很多遗漏，但我仍在深入研究它们。 $SKC/Absolics（市值约25亿美元）作为共封装光学(CPO)领域的首发者，且美国政府深度参与，对于$NVDA、$AVGO/$MVRL而言颇具看点。 $SHMD（市值约2.5亿美元）也很有趣，因为$AVGO可能是其客户，且他们可能处于$INTC和三星的路线图之中。 但总体而言，市场提供了大量有趣的机会。
英文原文
Thanks! There's a lot I'm missing but still doing a lot of research into them. $SKC/Absolics (~$2.5B MC) was interesting for $NVDA, $AVGO / $MVRL CPO play as the first-to-market with US Government heavily involved, $SHMD (~$250m) was also pretty interesting too since $AVGO was a likely customer and they're probably on $INTC, Samsung roadmaps. But generally market presents a ton of interesting opportunities.
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ETH销毁量激增利好网络效用，但可能利空代币价格。
@matthew_sigel 是的，但以太坊(ETH)的销毁量已从去年的每天几千枚稳定增长至每天6000万枚。我认为这对网络采用率/实用性是好事，但对代币价格来说可能不太妙。 https://t.co/5Db1DCNJkk
英文原文
@matthew_sigel Yeah but the amount of ETH burn is a solid 6 Ethereum a day from a few thousand last year. Great for network adoption/utility, imo kinda bad for token prices. https://t.co/5Db1DCNJkk
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看好新云板块多数股票，认为WYFI等估值重置后极具吸引力。
几乎所有新云(Neocloud)板块的股票都是极其坚实的买入标的（也许除了 $SLNH）。$WYFI 算是与 NScale 达成 8.65 亿美元协议的 T2 层级玩家。但其估值已从 40 美元完全重置至 15 美元。因此，它与 $NBIS、$IREN、$CIFR、$WULF 及其他股票一样，是极具吸引力的买入选择。
英文原文
Almost every Neocloud segment stock is a extremely solid buy (maybe aside from $SLNH) $WYFI is kinda T2 with NScale's $865m agreement. But it's valuation got completely reset from $40 to $15. So it's an extremely attractive buy up there along with $NBIS, $IREN, $CIFR, $WULF and the others.
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2026年1月1日美股评级：推荐SMCI、INTC等复苏及AI基建标的，回避高估量子及零售股。
欢迎来到2026年。1月1日评级： 强烈买入： $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR 三星电子 (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL 买入： $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK海力士 $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE $AMZN $MRVL $AVGO $OSS $BULL $ORCL $CRDO $ALAB 回避： $RGTI $QBTS $RGTI $BMNR $ETH $PLTR $WMT _ 简而言之的想法： TTD - 估值完全重置，年初至今下跌67%，叠加年底税务抛售。进入2026年是极佳的复苏标的。 SMCI - 仅因推迟一个季度以符合新Blackwell规格而交易得像一家困境公司。前瞻收入同比增长50%，市销率(P/S)接近0.5。税务收割后的极佳复苏标的。 AIRO - 资产负债表约1/6为现金。随着政府加速投资，无人机领域备受追捧。另一只被抛售的IPO新股。进入2026年，尤其在热门细分领域，是极佳的复苏标的。市销率约3.8倍，相比ONDS的25-30倍市销率，当然其教育等业务对利润率计算有很大干扰。 INTC - 它实际上已成为美国政府的半导体臂膀。超大规模云厂商很可能被激励（强烈施压）在有机会时优先使用Intel而非TSM、三星等。我不会赌美国政府会输。 HIMS - 进入2026年前大幅抛售。从70多美元下跌。销售/流量下降，但Zava收购/增长应在2026年带来巨大顺风。尤其是有数亿美元回购，前两个月是强劲的复苏标的。 AXTI - 之前发过相关论点。CEO称“40%的磷化铟(InP)供应链”，InP将是2026-2027年超大规模AI建设中的巨大瓶颈，直到2028年有足够时间通过工程手段绕过它。 TSM - 我引用过很多次。利润率提升。需求最大化。未来几年极好的复利增长者。 三星电子 - 受益于代工/存储。在所有顺风助力业务方面简直是金蛋。 NBIS - 极强买入，$7-90亿年度经常性收入(ARR)，它实际上是5家不同公司，每年三位数增长。管理层引用20-30%息税前利润(EBIT)率，这只是等待游戏。 CIFR, HUT, IREN, WULF, GLXY - 整个数据中心板块在Oracle/OpenAI担忧后极度超卖。OpenAI最近融资$400亿，$AMZN再投$100亿等。因此关于资本支出(Capex)的担忧已大幅降低风险。这也是多方面的，例如比特币下跌影响$CIFR资产负债表，$GLXY在加密领域。但总体而言，新云(neoclouds)板块有巨大的复苏/扩张潜力。 TSSI - 类似SMCI。递延收入=核弹级利空。税务收割后应恢复，且大量收入将被确认。 META - 财报后因一次性税务问题遭遇巨大算法抛售。他们还削减了现实实验室等部门的资本支出/运营支出，这应为2026年的每股收益(EPS)带来巨大顺风。 ETOR - 市值$28亿，坐拥$12亿现金，仍保持双位数同比增长。$1.5亿回购应是不错的顺风，且年初至今表现带来的税务收割效应应会消退。 CRCL - 稳定币论点在2026年应非常稳固。 买入 KRKNF - Anduril合作伙伴+规模。2026年可能转板，国防支出带来大量顺风。 ONDS - 收入增长极具爆炸性，到处都有新的$1000万合同。大量现金余额资助研发。市销率很高，但该领域的投机性领导者如RKLB有估值溢价。 GEMI - 通常我不喜欢交易所，但Gemini从$30+ IPO跌至$10以下。极佳的复苏标的。 NVDA - 巨大的积压订单。大家都知道Nvidia的牛市逻辑。 MU - 存储火热。 SK海力士 - 存储火热。 AMKR - 受益于“美国制造”芯片生产扩张。 SNAP - 存储运营支出削减，存储货币化增加收入，Perplexity贡献$4亿。季度收入$15亿。如果他们将所有这些转化为$10亿+自由现金流(FCF)/年，即使收入完全停止增长，也会完全重估Snap。 RDDT - 说实话，未来10+年不会消失。它是社交媒体界的Robinhood，通过新的收入货币化方式极速增长，且极其盈利。 AAOI - Amazon, MSFT ASIC规模化的互连标的。 COHR - 受益于下一代ASIC的光子学部署。 FISV - 财报后抛售过多，税务收割后是强劲的复苏标的。 FLY - SpaceX IPO带动太空领域火热。税务收割结束后应表现良好，且即将有Northrop的中期催化剂。 DJT - 我从没想过会把它放在这里，但这只是因为他们的TAE合并。 LITE - Google TPU部署带来巨大的物料清单(BOM)，估值有吸引力。Google TPU修正预估后轻微抛售，但它基本存在于每个超大规模ASIC部署中。 AMZN - 七大科技巨头中估值不过高的一个。 MRVL - 分析师误导导致抛售，进入2026年强烈买入。尤其是MSFT Maia收入翻倍时，Marvell当前收入也将随之增长。 AVGO - 像NVDA一样，随着AI基础设施部署加速，强劲的长期持有标的。 OSS - 我曾发帖推测他们是Anduril的供应商之一。但无论如何，边缘计算在2026年将很火热，其1.8亿市值呈现有吸引力的上行空间。 BULL - 类似Robinhood，拥有巨大用户群，但他们只需找出货币化方法。 Oracle - 我认为抛售过多。几个月前我将其列入回避，但从$330跌至$190后，尤其在OpenAI再融资$400亿后，再次具有吸引力。 CRDO - 极高利润率，数据中心部署所需的必要连接。 ALAB - 极高利润率，数据中心部署所需的必要连接。 回避： 有很多在“高估名单”上的东西，比如$RKLB，我喜欢但除了这些之外我不会说回避它们。 RGTI, QBTS, RGTI - 量子名称仍然高估，且可能在未来几年无法交付自由现金流。 BMNR, ETH - 如果你看过我的ETH帖子，我不太看多，因为每天ETH燃烧量只是个位数到低双位数，这简直是笑话。 PLTR - 最被高估的AI名称之一。 WMT - 这怎么是40倍市盈率？这是沃尔玛？ __ （这些基于今日价格） 简而言之： Circle, Etoro, AIRO, Klarna, Figma等IPO名称在下跌+税务收割后进入2026年呈现有吸引力的上行空间。 大量如SMCI, HIMS等过去3个月下跌约40%的名称，在税务收割+一月效应后是极好的波段/复苏交易标的。 许多如FiserV或The Trade Desk等暴跌的名称在税务收割后也是良好的复苏交易标的。 许多数据中心股票如nebius, iren, cifr, wulf, galaxy也是极好的复苏交易标的。 许多其他领域如存储、瓶颈、光子学等在2026年只是极好的长期持有标的，尽管各自都触及历史新高。 仍有相当多高估的名称，从量子到某些太空股票（如planet或rocketlab），特定AI名称如Palantir到零售股票如沃尔玛，我可能会暂时回避，直到有轻微回调。 这只是一个简而言之，如果我仅做短期交易（非长期），但欢迎提问。
英文原文
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE $AMZN $MRVL $AVGO $OSS $BULL $ORCL $CRDO $ALAB Avoid: $RGTI $QBTS $RGTI $BMNR $ETH $PLTR $WMT _ TLDR thoughts: TTD - Complete valuation reset dropping 67% YTD, compounded by EOY tax sell-off. Great recovery play going into 2026. SMCI - Trades like distressed company just because they delayed revenue by 1 quarter for new blackwell specs. Forward revenue is increasing 50% Y/Y, P/S close to .5 now. Great recovery play from tax harvesting. AIRO - Roughly ~1/6th balance sheet was cash. Everyone seems to be into drones, especially with accelerated gov inevstments. Another IPO name that got sold off. Great recovery play going into 2026 with esp. hot segment. Roughly ~3.8x P/S compared to ONDS trading at 25-30 P/S, but obviously there's quite a lot of other businesses like their education sector which messed up margin calculations quite a bit. INTC - It's literally become the semi arm of the US government. Hyperscalers will likely be incentived (strongly pressured) to use Intel whatever chance it gets over TSM, Samsung, etc. I would not bet against the US government. HIMS - Huge selloff going into 2026. Down from $70's. Sales/Traffic is down, but Zava acquisition/growth should add a huge tailwind going into 2026. Esp. with few hundred mill buybacks, strong recovery play first two monts in. AXTI - Posted thesis on this earlier. CEO - "40% of Inp supply chain", InP will be a huge, huge bottleneck for hyperscaler AI buildout 2026-2027 until there's enough time to engineer around it in 2028. TSM - I've covered this quote a lot. Increasing margins. Maxed out demand. Just extremely good compounder next few years. Samsung Electronics - benefits from foundry/memory. just golden egg regarding all the tailwinds helping the buisness. NBIS - Extremely strong buy, $7-9B ARR, it's literally 5 different companies growing triple digits Y/Y. management quoted 20-30% EBIT margins, it's just a waiting agme. CIFR, HUT, IREN, WULF, GLXY - Whole datacenter space is extremely sold off after Oracle/OpenAI fears. OpenAI recently raised $40B, another $10B from $AMZN, and more. So a lot of fears regarding capex spend has been de-risked. It's multifaceted too, eg. Bitcoin drop, affects $CIFR balance sheet, $GLXY in crypto space. But generally huge recovery play/ramp for neoclouds sector. TSSI - Similar to SMCI. deferred revenue = nuke. Should recover after tax harvesting + lot of revenue gets recognized META - Huge algorithmic selloff post earnings due to one-time tax. They also cut capex/opex spend of their reality labs and other departments and this should be a huge tailwind for EPS going into 2026. ETOR - Literally sitting on $1.2B with a $2.8B marketcap and growing double digits Y/Y still. $150M buyback should be a nice tailwind, and tax harvesting from YTD performance should subside. CRCL - Same as stablecoin thesis should be really solid going into 2026 Buy KRKNF - Anduril partner+ scale. Probable uplisting in 2026, lot of tailwinds from defense spending. ONDS -pretty explosive revenue growth, new $10m contracts left and right. large cash balance to fund r&d. Pretty high p/s but there's valuation premiums for speculative leaders in the space like rklb. GEMI - So i typically dont like exchanges, but gemini got nuked from $30+ IPO sub $10. pretty solid recovery play. NVDA - Huge backlog lol. Everyone knows bull case for nvidia MU - Memory is hot SK Hynix - Memory is hot AMKR - benefits from "made in america" chip expansion in prod. SNAP - Opex Cut from memory, increase revenue from memory monetization, $400m from perplixity. $1.5B revenue/quarter. They could literally stop growing revenue complelty if they convert all of that to $1B+ FCF/year, it would re-rate snap completly. RDDT - This is not going anywhere for the next 10+ years tbh, it's like robinhood of social media, growing extremely fast from new ways to monetize revenue, and just extrmeely profitable. AAOI - interconnect play for amzn, msft asic scale up. COHR - benefits from photonics rollout for next gen asics. FISV - Nuked a bit too much post ER, strong recovery play esp. post tax-harves.t FLY - Space is hot from SpaceX IPO. Should do well given tax harvesting is over, and they have medium lift coming up with northrop. DJT - I never thought i'd put this here lol, but this is just because of their TAE merger. LITE - Large BOM from Google TPU rollout, attractive valuation. Slight selloff after Google TPU revised est. but it's basically in every single hyperscaler asic deployment. AMZN - one of the mag7 that's not overvalued MRVL - Selloff from analyst misinformation, strong buy going into 2026. Especially with msft maia revenue doubling Marvell's current revenue when it ramps up AVGO - Like NVDA just strong long, as AI infrastructure deployment ramps up OSS - I made a post speculating that they're one of andruils' suppliers. but regardless, edge computing will be hot 2026 and its 180m mc presents attracctive upside. BULL - similar to robinhood where they have a huge userbase, but they just need to figure out monetization Oracle - Sold off a bit too much imo. I put this on avoid months ago but after the from from $330 to $190, it's more attractive again esp. after openai raised another $40B CRDO -extremely high margin, necessary connectivity for dc rollout ALAB - extremely high margin, necessary connectivity for dc rollout Avoid: There's a lot of stuff on the "overvalued list" like $RKLB that i like but I wouldn't quite say avoid it either aside from these. RGTI , QBTS, RGTI - Quantum names are still overvalued and likely won't deliver fcf in the next few ytears. BMNR, ETH - if you saw my eth post, not exactly bullish since the amount of ETH burn is just single-low double digits every day, which is a joke. PLTR - one of the most overvalued ai names WMT - How is this 40 p/e? This is Walmart? __ (these are based on today's prices) TLDR: IPO names like Circle, Etoro, AIRO, Klarna, Figma, present attractive upsides post drop + tax harvesting going into 2026. Tons of names like SMCI, HIMS that dropped 40% or so past 3 months, are amazing swing/recovery trades post-tax harvest + Jan effect. Lot of the names that doom dropped like FiserV or The Trade Desk present good recovery trades too post-tax harvest. Many datacenter stocks like nebius, iren, cifr, wulf, galaxy, are amazing recovery trades too. Lot of other segments like memory, bottlenecks, photonics, and others are just great longs in 2026, despite each hitting ATHs. There's still quite a lot of overvalued names from Quantum, to certain Space stocks (eg. planet or rocketlab), specific AI names like Palantir to retail stocks like Walmart that I would probably avoid for the time being until there's a slight correction. This was a TLDR just if I'm short term trading-only (not long term) but feel free to ask questions.
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研究$SHMD，认为其作为$AVGO客户且市值小，具备较大上涨潜力。
@reticulosaurus @retail_mourinho 我仍在研究 $SHMD，但一般来说，如果你拥有 $AVGO 作为客户且市值仅为 3 亿美元，那么上涨空间相当可观。我目前还没有任何明确的方向性观点，仍在深入调研中。
英文原文
@reticulosaurus @retail_mourinho I’m still researching $SHMD but generally if you have $AVGO as a customer and your marketcap is $300m then there’s quite a lot of upside. Don’t have any concrete directional opinions yet, I’m still looking into it
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推测SMCI，并调侃Figma散户税务亏损收割数据
@odiimichael1 呃，可能是 $SMCI。但从散户数据来看，Figma（$FIG）的税务亏损收割（Tax Loss Harvesting）情况看起来很好笑 https://t.co/xaGvHpBi8m
英文原文
@odiimichael1 Uhh probably $SMCI. But Figma’s ( $FIG ) tax harvesting situation looks hilarious from retail data https://t.co/xaGvHpBi8m