$139
相关推文
按时间倒序
-
TTD 的短线反弹空间
你能相信 $TTD 不久前还在 139 美元吗？ 我觉得他们转向广告之后，短期 ChatGPT 货币化这条线被低估了。 我确实在 22 美元附近有一些短线仓位，把它当作底部均值回归的机会，不过这绝对不是高 conviction。
英文原文
Can you believe $TTD was once $139 not too long ago? Think the short-term ChatGPT monetization angle is undervalued given they’re moving to ads. I do have short term positions at $22 as a potential mean reversion the bottom, but this is not high conviction by any means. https://t.co/7VMfVACrrl
-
SIVE 的终端用户是谁
以防你还在想 $SIVE 的终端用户到底是谁： Sivers 激光 -> $AMZN（Marvell 的 8-K SEC 文件里有） Amazon 和 Celestial 之间有 “photonic fabric” 的采购协议，而这条链通过两跳关系映射到 Sivers 激光。 协议里 Marvell 的股份价值按 87 美元/股算，所以 Amazon 有很强的动力尽可能多买（Marvell 现在股价已经 139 美元以上了）。 这些量产订单对 $SIVE 最有帮助，因为他们体量小。 我只是想指出这一条关系。 但在 7.2 亿美元市值下…… 市场显然漏掉了 Sivers 作为未来超大规模云光学超级周期里关键激光供应商的角色。
英文原文
Just in case you were wondering who the end users of $SIVE likely were: Sivers lasers -> $AMZN (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size. This is just one-relation to Amazon, I wanted to point out. But at $720m MC... Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.