· 个股论点

作者卖出LITE转投COHR,认为其优于LITE但确信度不及NBIS。

涉及标的:

中文翻译

@ManglaniAkshay @LogicalThesis 所以我目前其实更看好 $COHR 而非 $LITE,并在约 385 美元处卖出了我的 LITE 仓位。 前几天我做了一些内部研究,发现了一些潜在问题,但尚未发布。 话虽如此,它仍是一个不错的多头标的,但确信度不如 $NBIS。

英文原文

@ManglaniAkshay @LogicalThesis So I actually like $COHR more than $LITE right now and sold my LITE positions at ~$385. I did some internal research the other day and found some potential issues but didn't publish it yet. That being said it's still a good long but not as high conviction as $NBIS.

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