中文翻译
回想起来，本应增加更多定向能武器(EDW)的敞口。尤其是随着美国“金穹顶”激光防御系统为 $LASR 带来近乎指数级增长的潜在市场规模(TAM)。我只看到两家公司：$RKLB 股价在10美元区间，拥有可重复使用火箭和无限的太空 TAM；以及 $LASR，其激光束能“砰砰”击落高超音速导弹和火箭。我会像持有迷因股一样买入并长期持有它们，纯粹基于其原始、纯粹的硬核技术。昨天看到 Nlight 激光束从“铁束”系统击落火箭的视频，确实起到了助推作用。
· 个股论点
看好RKLB和LASR，建议基于硬核技术长期持有。
英文原文
Looking back, should have had more Energy Directed Weapon exposure. Especially with America’s Golden Dome laser defense giving $LASR practically exponential TAM. There’s only two companies I’ve seen: $RKLB back in the 10’s for reusable rockets and infinite space TAM And $LASR for laser beams that go pew pew to hypersonic missiles and rockets That I would buy and hold like a meme stock just based on raw, unadulterated badass tech. It definitely helps that I’ve seen videos of Nlight laser beams shoot down rockets from the Iron Beam yesterday.