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深度分析光子学供应链四只股票，强调TAM扩张和垂直整合逻辑，认为是长期核心持仓而非短期交易
当我看到像这样（而且很多）的来自散户投资者的评论时，我立刻认为他们缺乏技术深度。 我来逐一分析从$SIVE到$LPK的每家公司： 1. 光子学TAM（总可寻址市场）从$140亿增长到$1540亿，仅仅两年时间，而且它很可能会在2030年之后继续增长，因为它是下一代架构的首选。 它不会在1年内消失。它不会在3年内消失，这就是为什么$LITE的溢价越来越高，因为他们已经排产到2028年了。 $SIVE供应CW（连续波）激光器，高度绑定CPO（共封装光学）和现在的可插拔收发器，用于1.6T和3.2T... 适用于像$JBL、Ayar、Lightmatter、Lightelligence、$POET、$MRVL、Celestial和$AMD这样的预期公司。 这不是一个"交易"，它是下一代光子学的核心瓶颈和IP持有者。 而且作为未来几年的舒适持仓是很合适的，因为他们正在扩展成为下一个$LITE。 我个人看到的风险（既然他们已经与这么多玩家完成认证），主要是他们能从整体光学超级周期中捕获多少TAM（市场空间）。（以及Win Semi产能爬坡的潜在风险，但Win体量很大所以我可以放心睡觉）。 因为仅仅供应激光器不足以支撑估值。 是TAM向下扩展到制造整个ELS（外部激光源）或整个可插拔收发器，才让这些激光器公司如此有价值。 之后，他们可以向上垂直整合以扩大毛利率，像$COHR那样做激光代工甚至衬底级别的业务。 在我看来，这是非常不对称的风险/回报比，因为我们已经在$LITE身上看到过——他们从$20亿增长到$800亿。 2. $LPK——是下一代先进封装转向玻璃基板的最纯粹敞口，没有SKC Absolics混乱的财务问题。 几乎每家主要半导体公司从$INTC到三星都在采用玻璃基板。 $LPK基本上就是该瓶颈的$ASML，因为他们目前供应给全球约80%的玩家。 是的，设备供应商有"贸易周期"，比如$ASML，如果有更多晶圆厂资本支出，ASML就会增长。但如果出现低迷，这些往往表现不佳，也无法捕获之后发生的所有量产出货。 然而，如果市值是$6.5亿，他们正在实现$1-2亿收入，随着每个客户的量产出货增长，他们从玻璃基板周期中获得的收益可能会超过当前估值。 而且他们会有基本面支撑（因为越来越多的公司采用封装转型），这会维持他们的估值。 现在只是等待产能爬坡的时机而已。 3. $AAOI——这简直就是美国版的光子学$INTC。可以说Intel不是长期投资。 猜猜你们所有的光收发器是在哪里制造的？ 中国、泰国、马来西亚。如果你看看Innolight、Eoptolink、$FN和其他公司。 AOI正在建设最大的美国本土供应链，包括CW激光器代工以及800G、1.6T组装。 是的，这也有可插拔周期起伏。明年会有1.6T的浪潮，然后CPO会蚕食可插拔市场。 但由于他们在内部制造整个供应链，他们对其他细分市场有极大的选择性。而且像$NVDA的老一代GPU一样，会有主权数据中心对老一代可插拔收发器的需求，来自像$AAOI这样的厂商。 它很可能会继续上涨，因为它在2026年下半年达到每月$4亿+收入的目标。 一路上有很多不同的短期波动，比如$6亿的稀释。 4. $IQE——？？？这是西方世界最重要的外延晶圆玩家之一。 $MTSI不遗余力地偿还了IQE的债务，因为他们不能让IQE倒闭。$IQE还向$LITE供货。 目前世界在 Landmark评论提到的外延晶圆水平和InP衬底水平都存在瓶颈。 他们的财务数据虽然糟糕，但从原始账面价值和他们在整个西方供应链中的价值来看……完全支撑他们的估值。其他光学公司不会让他们核心的上游供应链倒闭。 因为这些价值数千万美元的材料出问题，会搞砸下游价值数十亿美元的产品。 再次强调，光子学是扩展AI所需的下一代架构。不是量子计算那种"还在开发中"的东西。 它就在这里，而且是$NVDA选择的架构。 如果几年后这些都涨了很多，我一点也不会惊讶。 那些认为"只是因为我提到了"就在3个月内一波流的 people，根本不知道他们在说什么。 机构最终会买入这些标的（就像Point 72买入$IQE那样），散户只会在估值已经涨了600%之后才知道。 真的应该在发表评论前做好研究： 这些都是需要深入供应链知识的前瞻性增长公司。
英文原文
When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1. Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling past 2030 as it's the next generation architecture of choice. It's not going away in 1 year. It's not going away in 3 years, which is why $LITE premiums keep going higher since they're backlogged into 2028. $SIVE supplies CW lasers and is highly tethered to CPO and now pluggable transcivers for 1.6T and 3.2... For expected companies like $JBL, Ayar, Lightmatter, Lightelligence, $POET, $MRVL Celestial, and $AMD. This isn't a "trade", it's the core chokepoint and IP holder for the next generation of photonics. And it's a comfortable hold for the next few years as they scale to become the next $LITE. The risk I personally see (since they're already qualified with so many players), it's mainly how much TAM they can capture of the overall optical supercycle. (And potential risks with Win Semi volume ramp, but Win is massive so I can sleep tightly there). As just supplying lasers isn't enough to justify valuation. It's TAM expansion downward into making the entire ELS or entire pluggable transceiver that makes these laser companies so valuable. Then afterward, they can vertically integrating upward for gross margin expansion upward like $COHR into doing the laser fabs or even substrate level. And that in my view is a very asymmetric risk/reward ratio as we've already seen this done with $LITE as they went from $2B to $80B. 2. $LPK - Is the purest exposure, without the messy financials of SKC Absolics, as the next advanced packaging shift for glass substrates. Almost every single major semi company from $INTC to Samsung are adopting glass substrates. $LPK is basically $ASML of this chokepoint, since they supply to ~80% of the global players currently. Yes, there's "trade cycles" for equipment suppliers like $ASML, where if there's more foundry capex, ASML scales up. But if there's downturns, these tend to perform poorly, and don't capture all the volume ramp that happens after. However, if the MC is $650m and they're making $100-200M, revenue per costumer volume ramped, the amount they make from the glass substrate cycle will likely exceed current valuations. And they'll have baseline fundamentals (as more companies adopt the packaging shift), that keeps their valuation up. It's just a waiting game for volume ramp at this point. 3. $AAOI - This is literally $INTC but for America + Photonics. It's like saying Intel is not a long term investment. Guess where all your optical transcivers are made? China. Thailand. Malaysia. If you look at Innolight, Eoptolink, $FN, and others. AOI is building the largest Made in America supply chains for both CW laser fab, as well as 800g, 1.6T assembly. Yes, there are pluggable cycle ups and downs to this as well. There's going to be a wave for 1.6T next year, then CPO cannibalizes pluggables down the road. But since they make the entire supply chain in house, they have extreme optionality for other segments. And like $NVDA older gen-GPUs, there's going to be sovereign DC requirements for older gen pluggables from names like $AAOI. It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026. There's just a lot of different short term volatility along the way like the $600m dilution. 4. $IQE - ??? It's one of the most important players in the Western word for epiwafers. $MTSI went out of their way to pay off IQE's debt because they can't have them going under. $IQE is also supplying to $LITE. The world is currently bottlenecked both on the epiwafer level from Landmark comments and InP substrate levels. Their financials were track but the raw book value, and value they hold to the entire Western supply chain... completely justifies their valuation. And other optical companies will not let their core upstream supply chain go under. As these tens of millions worth of materials would screw up tens of billions worth of downstream products. Again photonics is the next generation architecture required to scale AI. It's not Quantum where it's just "In development". It's literally here and the architecture of choice by $NVDA. I would not be surprised if all of these are a lot higher in 3-4 years time. People who think it's one and done in 3 months time "only because I mentioned it" don't know what they're talking about. Institutions would have bought up the name eventually (like Point 72 on $IQE) and retail would only find out after their valuations are 600% higher. Should really do the research before adding comments like these: These are all forward growth companies that require in-depth supply chain knowledge.
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庆祝粉丝突破 30 万并预告新东西
我刚刚突破 30 万粉丝！ 这真是个里程碑！从一开始，我的目标就是从第一天起就帮助散户，而不是机构。 不过话说回来……我最近可能把 $IBKR 也帮得太多了，出现了成千上万新的“Serenity Accounts”。 $HOOD 的散户们……别担心。我在给你们准备点惊喜，先稳住。 也许 6 到 8 周？ 不管怎样，很高兴看到我的想法得到了这么多验证。 也希望我接下来做的事，能给 X 上“信息民主化”的正向总和，留下一个长久的例子。
英文原文
Wow I’ve hit 300k followers just now! What a milestone! My goal from the start was always to help retail from Day 0 instead of institutions. That being said… I’ve probably helped out $IBKR too much recently with thousands of new “Serenity Accounts? $HOOD retail DW… Working on something surprising for you all, just stay tight. Maybe 6-8 weeks? Regardless happy to see so much validation of my thoughts. And I hope whatever I do sets a lasting example for X about the positive sum nature of free information democratization.
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给 Faker 加油
@softmaxedx 给 Faker 加油 https://t.co/jnv8GGrtwe
英文原文
@softmaxedx Cheering on Faker https://t.co/jnv8GGrtwe
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说自己一直在泡温泉，暂时离开湾区氛围
@FlittsTheGooner 我最近基本就在到处泡温泉，哈哈。离开湾区挺有帮助的，那边大家 24/7 聊的都是 OpenAI、Anthropic 或 YC。 https://t.co/2bHjOvqLdE
英文原文
@FlittsTheGooner I’ve been just doing hot springs hopping tbh. It helps to get out of the Bay, where everyone just talks about OpenAI, Anthropic, or YC 24/7. https://t.co/2bHjOvqLdE
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自称自己是 Analyst #4
@Juhmpa_ 其实我是 Analyst #4。 我只是去看了另一种水道，不是 Analyst #3 看过的那种。
英文原文
@Juhmpa_ I’m actually Analyst #4. I just went to view a different type of waterway than Analyst #3
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感谢对方并夸食物很好吃
@rbbr416 谢谢！这里的食物真的很好吃 https://t.co/N5o1KRJNkq
英文原文
@rbbr416 Thank you! Food is really good here https://t.co/N5o1KRJNkq
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开玩笑说自己做了海豚尽调而不是海龟尽调
@wecookingorwhat 我倒是对这只随机海豚做了 DD，而不是海龟。 https://t.co/HPTHIbI7ap
英文原文
@wecookingorwhat I did do DD on this random dolphin instead of sea turtles https://t.co/HPTHIbI7ap
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说自己这段时间在泡温泉、也去过宝可梦中心
@beauty_oe 我也去了几家宝可梦中心，不过最近一直在泡温泉！ https://t.co/wgCn6twFTR
英文原文
@beauty_oe ポケモンセンターにもいくつか行ったけど、最近は温泉巡りばっかりしてるよ！ https://t.co/wgCn6twFTR
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只为现场调研 Harmonic Drive 和 Towa 来日本
我来日本只为了对 Harmonic Drive（6324）和 Towa（6315）做第一手尽调。 不太确定其他人晚上都在干什么…… https://t.co/fnSxJlZHVe
英文原文
I only came to Japan to do first person DD on Harmonic Drive (6324) and Towa (6315). Not sure what everyone else is doing in the evenings there… https://t.co/fnSxJlZHVe
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用 CRCL 算一笔很简单的收益
@Partfortynineg1 $54 x 2 =$108 with $CRCL https://t.co/2LaN9mX322
英文原文
@Partfortynineg1 $54 x 2 =$108 with $CRCL https://t.co/2LaN9mX322
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回答“是否只能做多”的问题：关键是选对股票
@Matrix_B0SS 当然可以只做多？只要选对股票就行，哈哈。 https://t.co/Tom6pz8ROO
英文原文
@Matrix_B0SS Yes it’s possible long only? Just need to choose the right stocks lol https://t.co/Tom6pz8ROO
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炫耀组合大部分未实现收益并继续复利
有个事实：我组合里 70% 以上还是未实现收益，很多仓位我一股都没卖。 如果像 $AXTI 这种涨了 1900%+，$SIVE 涨了 1000%+，更大的集中仓位也有 $SOI 这种 300%+ 的回报，当然会轻松很多。 但总的来说，除了更晚才建仓的 thesis 名字，比如已经接近 100% 的 $HPS.A，整个组合基本都在三位数收益。 连新仓 Shunsin 现在都大概涨了 35%+。 我现在大概是 1.3x 到 1.4x 杠杆，仓位 96% 左右都是股票。之前我就用已经上涨的仓位去加杠杆，继续复利到别的机会里。
英文原文
Fun fact: over 70%+ of my portfolio is unrealized, I haven't sold a single share in many of these. It helps if things like $AXTI hit 1900%+ returns, $SIVE hit 1000%+ returns, and everything larger in concentration hit 300% like $SOI. But basically entire portfolio is up triple digits aside from newer thesis names I've entered like $HPS.A which is getting close to 100%. Even Shunsin, which is new up 35%+ now or something. I'm on 1.3x-1.4x leverage right now, 96% or so shares only. I've been using previous positions that appreciated to compound more with others using margin.
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把早期仓位切换到 CPO 名字里
@ajmotleyfool 没有，我把今年早些时候的一些持仓，最近都换进了像 Foci、Shunsin、$SIVE 这类 CPO 名字。
英文原文
@ajmotleyfool Nope, I've pivoted a lot of the earlier players in the year into CPO names like Foci, Shunsin, $SIVE recently.
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盘点自己年内持仓数量越来越多
@beauty_oe 我还忘了 $NBIS 和 $MU，那就变成第 25 个了。我都数不清了。
英文原文
@beauty_oe I forgot $NBIS and $MU too, that would be #25. I'm losing count.
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列出年内高收益长仓并回顾战绩
Leopold Aschenbrenner 很传奇，但我不确定他能打败 Serenity Awareness fund 今年至今 3152.77% 的收益。 不过话说回来，我今年已经做对了 23 个不同的多头，年内回报在 100% 到 1000%+ 之间。 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 你还记得这些吗，anon？
英文原文
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK Do you remember all of these anon?
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看过链接后表示已经懂了
@Megadonken 我已经知道我需要知道的一切了 https://t.co/Xf07IKHDrv
英文原文
@Megadonken Found everything I needed to know https://t.co/Xf07IKHDrv
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分析对华加征关税效果有限，需切断上游供应才有效。
@lorddaws 我认为中国不会太在意美国对廉价$LU LU仿品或袜子进口征收45%关税这种事。 如果你能通过切断台湾、欧洲、韩国、日本等地区向上游供应商的出口，来完全扼住他们整个人工智能/机器人/太空项目，那确实会有效果。
英文原文
@lorddaws I don't think China cares so much about US slapping 45% tariffs on cheap $LULU ripoffs or sock imports. If you completely freeze their entire AI/robotics/space programs by choking off upstream vendors over in Taiwan, Europe, Korea, Japan, and other exports to China, sure.
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用 InP substrate 说明供应链控制应该瞄准上游
这次 $AXTI / InP substrate 出口管制正好说明： 特朗普的 America First 政策应该聚焦在保护欧洲、日本、韩国这些地方的供应链。 并且把它们武器化来对付中国。 单靠美国本身当然有筹码，但把日本、欧盟、韩国一起用起来，筹码会大得多。 如果让日本切断中国的人形机器人项目 / 上游化学品供应，再让欧盟切断中国的 photonics 项目： 他们会为了 substrates 和稀土让步。 你真正需要做的是掐住他们前沿产业发展的良率，或者直接卡制造这些组件的能力。 而不是只拿 40% 关税吓唬他们别再出口廉价商品。
英文原文
This $AXTI / InP substrate export controls is EXACTLY why: Trump's America 1st policies should focus around securing its supply chains over in EU/Japan/KR. And weaponizing it against China. US alone has leverage, but everyone together has extreme leverage. If you use Japan to cut off China's humanoid program / upstream chemicals and leverage EU to cut off China's photonics program: They'll bend for substrates and rare earths. You literally need to break their frontier industry development over yields or actually manufacturing the components. Not just threaten 40% tariffs to stop them from shipping cheap goods.
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表示知道情况但不想再引发出口管制
@throw_away_9264 我大概知道发生了什么，但我不想多说，免得引来更多出口管制。
英文原文
@throw_away_9264 I think I know what's going on but I don't want to say anything to cause more export controls.
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把 AXTI / InP substrates 牵扯进中美谈判
天啊，聊天室里不会吧……真不敢信 $AXTI / InP substrates 真的成了中美和特朗普、习近平贸易谈判的一部分？ 我这个 thesis 完全押对了。 但说真的，日本应该开始切断像 Ulvac 这样的上游设备供应，优先针对中国的人形机器人产业；红磷供应也该像 Rasa / NCI 那样限制。 而美国应该施压欧盟，把那些被中国公司像 Robotechnik 买走的 photonic 垄断资产，比如 ficonTEC，收回来。
英文原文
LOL chat no way... Can't believe $AXTI / InP substrates really a major part of the China-US Donald Trump's trade talks with Xi? I got this thesis completely right. But really, Japan should start to cut off upstream machine supply like Ulvac for humanoids. And red phosphorus like Rasa/NCI to China, if they're not shipping. And US should pressure EU to take back their their photonic monopolies like ficonTEC that Chinese companies like Robotechnik managed to buy.
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说 SIVE 正在变成下一家美国 photonics 龙头
$SIVE 现在正朝着下一个 $LITE、也就是美国 photonics 巨头的方向前进。 他们正在把董事会重新调整为以美国高管和美国 photonics 为中心。 所以现在核心董事会成员变成了：来自美国的 $GFS 高管和 $CITI 高管，再加上由 UC Berkeley 毕业生和 $LITE 前高管管理公司。 原来离开的 3 位成员来自瑞典 / 欧盟本地。 这只是战略从“发展本地瑞典半导体生态”转向“主导美国 / 全球 photonics 市场”。 我不是想贬低他们的履历。 只是按我的看法，如果目标是聚焦美国 / 全球 photonics 市场，更多美国高管会更优。 但无论如何，他们都值得为把 $SIVE 带到今天的样子而自豪。
英文原文
$SIVE is now aiming to become the next $LITE, a US photonics giant. They're re-centering their board around US executives + US photonics. So the core board are now: US $GFS Executives and $CITI Executives, with the company run by UC Berkeley grads and $LITE executives. The 3 members leaving were local Swedish/EU. This is just a shift in strategy from focusing on developing local Swedish Semi environments: To dominating the US/global photonics market. I'm not trying to discredit their service/background. But in my view to focus around US/global photonics markets, it's likely optimal to have more US executives. But they should all be proud for helping make $SIVE what it is today.
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指数回撤时自己的大多数持仓仍在涨
@dominicpoks 我的意思是，SPY 上个月跌了 5%，但我大多数持仓那时候还在涨三位数…… 而且等指数回升之后，它们又涨得更高了。
英文原文
@dominicpoks I mean SPY was down 5% a month ago but most of my picks were up triple digits still… But they all went up even more after the index recovered
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懊恼自己看对了 MXL 却没买
我太气了……为什么我明明认定 $MXL 是一个很好的具体机会。 结果自己却没去做多？ 我一提它就直接涨了 300%。 https://t.co/IVFqYC8GfG
英文原文
I’m so mad… why do I identify $MXL as a great opportunity in specific. Then not go long? Just straight up 300% after I call it out. https://t.co/IVFqYC8GfG
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用加一个字母表达看法
@a96137496 在那个名字里加一个字母 I，就代表我的观点了
英文原文
@a96137496 Add in the letter "I" to that name and you get my opinion
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批评台湾金融监管的荒唐规则
台湾金融行业的规则真是离谱。 他们竟然把联发科这样的大公司都卖掉了，笑死。 这就像美国因为 Google 涨太多，就不让人再买 $GOOGL 一样。 然后还导致 Google 股价下跌。 他们难道不希望自己公司的估值上涨、让本国经济受益吗？ 尤其在半导体大牛市的这个阶段，明明每一周都很关键，这种规则其实是在拖自己高科技经济的后腿。 真有意思，自己的规则反而在伤害自己的高科技经济。
英文原文
Taiwan financial sector rules are hilariously stupid. They literally dispositioned Mediatek, one of their largest companies lmfao. It's like if the US stopped letting people buy $GOOGL because the stock went up. Then that caused Google's stock dropped after. Wouldn't they want their companies to appreciate in value, so their economy benefits? Especially during one of their largest bull-runs from the semi sector, it's actually hindering their own growth where every week matters. Interesting to see such backward rules hurting their own high-tech economy.
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认为只要 thesis 不破，公司就能继续成长
我不确定大家有没有意识到，只要一个 thesis 没有彻底被证伪，像 $NBIS 这种公司就可以继续成长。 看看过去 15 年的 $AMZN 或 $GOOGL 就知道。 如果你老是“减仓”，往往会先触发税负。很多回撤其实还没大到抵消你已经交掉的税。 等所谓“50% 暴跌”真的发生时，价格可能早就已经复利了几百甚至几千个百分点。 如果你需要花钱，只要仓位到了七位数、八位数甚至九位数，你完全可以借着这些资产去融资，同时继续让它们升值。 NFA，只是我个人观点。你们自己随意，但这非常、非常取决于你选的公司。 像 $IREN 这种垃圾就没法这么做。不过我确实认为 $NBIS 已经站在成为下一个 hyperscaler 的位置上了。
英文原文
Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent. If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate. NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick. Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.
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把 SIVE 和 Ayar / AlChip / Amazon Trainium 链条连起来
@DanilSer33 新的 $SIVE / Ayar / AlChip / $AMZN Trainium 供应链，比最近那个 $POET 5000 万到 5 亿美元采购订单更值得看多。 市场大概率不会立刻看出 Ayar、AlChip 和 $SIVE 之间的联系，除非有人把它点出来。
英文原文
@DanilSer33 The new $SIVE / Ayar / AlChip / $AMZN trainium supply chain is more bullish than the recent $POET $50m -> $500m purchase order. Markets probably won’t see the connection between Ayar AlChip and $SIVE unless someone points it out though.
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补充 Amazon / AlChip / Ayar 对 SIVE 的利好链条
再补一句关于很正面的 $SIVE 消息，以及 MSCI 未来两周可能带来数千万资金流入： $AMZN 刚和 AlChip 做了新的私募配售。 这大概率意味着未来 Trainium 还有设计赢单。 如果你还记得的话……AlChip 是 Ayar 的主客户。而 $SIVE 是 Ayar 的主要激光供应商。 所以对 $SIVE 的含义会非常大，它是在搭 Amazon 生态增长的顺风车。
英文原文
Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks: $AMZN has a new private placement with AlChip. Probably implying design wins with future Trainium. If you don’t remember… AlChip was Ayar’s lead customer. And $SIVE is the primary laser supplier to Ayar. So implications for $SIVE, is enormous piggybacking off of Amazon’s ecosystem growth.
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看多FOCI，认为市场低估CPO瓶颈前景，类似去年AXTI。
@RayT168 对FOCI非常有信心，市场目前正在低估未来的共封装光学(CPO)瓶颈，就像去年的$AXTI一样。
英文原文
@RayT168 Pretty high conviction in FOCI, markets underpricing future CPO bottlenecks right now just like $AXTI last year
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质疑 POET 估值高过 FOCI 的合理性
为什么 $POET（31.4 亿美元）的估值会比 FOCI（3363，31 亿美元）还高？？？ FOCI 明明就是 CPO 量产爬坡的瓶颈，也是 $TSM 和 $NVDA 的主要供应商。 我非常看好 FOCI，等机构发现这个名字后，它会跑赢。 另外，FOCI 管理层能不能像 $HIMX 那样去做 NASDAQ ADR？谢谢。
英文原文
HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)??? FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA. High conviction Foci outperforms once institutions find this name. Also, can Foci management please pursue NASDAQ ADR like $HIMX? Thank you.