中文翻译
我之前一直在研究 $SHMD，因为其客户据报包括 $AVGO。但我至今仍未理清做多该股的逻辑。 我将 $COPX 归类为铜板块。 $UAMY 是做多锑的绝佳标的，它是美国少数玩家之一。其 2.45 亿美元的独家供应合同对于战略储备而言规模巨大。
· 个股论点
分析SHMD、COPX及UAMY的投资逻辑与潜力
英文原文
I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for stockpiles.